Analysts Don Kellogg and Roger Entner break down Q2 earnings from the major players across telecom and cable, examining key numbers as well as industry-wide trends and developments shaping the market.

00:00 Episode intro

00:30 AT&T Q2 overview

02:46 AT&T's convergence strategy

04:18 Starlink's improving reliability

06:15 Comcast and Charter Q2 overview

07:05 Cable customer satisfaction and strategic outlook

08:01 T-Mobile Q2 overview

10:12 Verizon Q2 overview

11:57 Q2 telecom industry trends and outlook

12:40 Device subsidies and the future of wireless promotions

14:02 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, fiber, net adds, transparency, FirstNet, convergence, FWA, AI, John Stankey, Charter, Starlink, Comcast, cable, T-Mobile, churn, broadband, Verizon, iPhone, devices