Shownotes
Analysts Don Kellogg and Roger Entner discuss the latest news in earnings season with special guest Jenifer Robertson, EVP for Consumer Mass Markets at AT&T.
0:26: Competitive intensity during the 4th quarter.
2:22: How AT&T drove strong results without using free lines or content as bait.
5:30: How the “Best Deals for Everyone” has changed the market
7:44: The importance of consistency and difference between consistency and complacency.
9:30: How Fiber changes the game.
13:44: AT&T announced a partnership with BlackRock to extend their fiber network.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Jenifer Roberts, AT&T, 4th quarter, competition, fiber, BlackRock, Digital Divide, GigaPower