Analysts Don Kellogg and Roger Entner discuss Roger's recent presentation at New Street Research's broadband event, as well as his visit to Verizon headquarters. They also have a spirited debate over the merits of the Apple antitrust lawsuit.
00:48 Roger's presentation and the state of mobile carriers
02:43 Verizon's 5G demo and new sports league use cases
04:04 WiFi sensors for home security and Matter hub integration for smart homes
06:05 The future of routers driving consumer satisfaction
09:16 Verizon's ongoing events
09:54 Roger's overview of the Apple lawsuit
12:09 Roger and Don's differing perspectives on Apple
16:57 Differences between Apple and prior monopolies
19:25 Predictions on Apple's future
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, New Street Research, AT&T, T-Mobile, broadband, Verizon, 5G, FWA, NHL, NFL, tablets, WiFi, Matter, smart homes, router, customer satisfaction, Apple, monopoly, antitrust, Samsung