This Week: Q2 '26 Earnings - The Carriers Execute Their CEOs' Visions

Analysts Don Kellogg and Roger Entner break down Q2 earnings from the major players across telecom and cable, examining key numbers as well as industry-wide trends and developments shaping the market.

00:00 Episode intro

00:30 AT&T Q2 overview

02:46 AT&T's convergence strategy

04:18 Starlink's improving reliability

06:15 Comcast and Charter Q2 overview

07:05 Cable customer satisfaction and strategic outlook

08:01 T-Mobile Q2 overview

10:12 Verizon Q2 overview

11:57 Q2 telecom industry trends and outlook

12:40 Device subsidies and the future of wireless promotions

14:02 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, fiber, net adds, transparency, FirstNet, convergence, FWA, AI, John Stankey, Charter, Starlink, Comcast, cable, T-Mobile, churn, broadband, Verizon, iPhone, devices