This Week: It’s Not Complicated More Transparency Is Better. AT&T vs T-Mobile

Analysts Don Kellogg and Roger Entner examine the shifting reporting metrics at AT&T and T-Mobile, and why these optics don’t alter the underlying fundamentals.

00:00 Episode intro

00:24 AT&T's improved disclosures

02:00 The analytics are still on target

03:10 T-Mobile shifts to account-level churn reporting

06:13 Transparency in the wireless industry

07:40 T-Mobile's free line issue

08:57 Listener shout-outs and appreciation

09:21 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, disclosures, AT&T, T-Mobile, churn, Verizon, ARPU, free lines, Q4, Q1