This Week: Q3 '26 Earnings: Verizon and T-Mobile, Cable's Changing Landscape

Analysts Don Kellogg and Roger Entner discuss Q3 earnings from Verizon and T-Mobile, as well as the impact of Starlink and realignments for both rural markets and the cable industry.

00:00 Episode intro

00:28 Verizon Q3 overview

03:10 Starlink's implication on carriers

04:59 T-Mobile Q3 overview

06:41 T-Mobile's business segment growth

07:32 Cable as business segment competition

08:40 Cable's realignment and workforce issues

09:35 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, T-Mobile, Dan Schulman, net adds, churn, Starlink, rural, Srini Gopalan, Chris Sambar, cable, AT&T, Comcast, Charter, Cox