Analysts Don Kellogg and Roger Entner break down Q1 earnings for Verizon and T-Mobile, alongside key strategic takeaways from the Deutsche Telekom B2B Conference in Bonn, Germany.
00:00 Episode intro
00:26 Verizon's Q1 overview
01:59 Reporting metric changes
04:10 Verizon's future outlook
05:02 T-Mobile's reporting metrics
05:52 T-Mobile's Q1 overview
09:41 Industry-wide fiber net adds
12:10 Charter's stock and acquisition prospects
12:37 Deutsche Telekom and T-Mobile combination rumors
15:28 Conference insights and European sovereign cloud
17:17 Europe's superior system integration business
17:55 Roger's conference plans and episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, T-Mobile, earnings, Deutsche Telekom, net adds, AT&T, John Stankey, fiber, FWA, broadband, U.S. Cellular, Srini Gopalan, churn, Charter, Comcast, sovereign cloud, AI, B2B, conference
