Shownotes
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:27: Earnings Reports are out! What Comcast and Charter reported.
1:42: Roger’s thoughts on T-Mobile’s report. Why their account net add numbers are interesting.
4:46: Why T-Mobile’s fixed net-adds are exciting and what that looks like for DISH.
7:47: How AT&T did in Q1.
8:40: T-Mobile’s churn turnaround.
9:44: Verizon’s numbers for Q1 - what was good and what wasn’t so good.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, ComCast, Charter, T-Mobile, net-adds, earnings reports, revenue, churn, Sprint, CDMA, DISH, 3G, AT&T, John Ledger, Mike Sievert, Q1