This Week: Q1 '26 Earnings - AT&T, Comcast, and Charter and the Rise of Fiber Castles

Analysts Don Kellogg and Roger Entner dive into Q1 earnings from AT&T, Comcast, and Charter, the importance of fiber castles, and future predictions for Verizon and T-Mobile.

00:00 Episode intro

00:25 AT&T Q1 overview

01:19 Fiber castle strategies

04:50 Are cable customers becoming more satisfied?

07:16 Comcast Q1 overview

07:57 Charter Q1 overview

08:32 T-Mobile may struggle with fiber

09:14 Research report details

09:36 Verizon and T-Mobile future predictions

10:43 Deutsche Telekom merger rumors

11:18 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, Comcast, Charter, convergence, fiber, Verizon, Kinetic, Frontier, Lumen, T-Mobile, FWA, cable, NPS, bundling, Srini Gopalan, Deutsche Telekom