This Week: Q3'26 Earnings: AT&T & Comcast; Starlink Wireless Ambitions & Impact on Spectrum Policy

Analysts Don Kellogg and Roger Entner analyze Q3 earnings from Starlink, AT&T, and Comcast, while evaluating AT&T's exit from Mexico and T-Mobile's strained partnership with Starlink.

00:00 Episode intro

00:54 Starlink Q3 overview and mobile aspirations

02:13 Starlink's timelines and market ceiling

04:42 AT&T Q3 overview

05:31 Starlink as AT&T's rival

06:06 AT&T's focus on fiber

06:58 Comcast Q3 overview

08:32 AT&T exits the Mexican market

10:51 Petition for T-Mobile to cut Starlink ties and spectrum issues

12:42 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, Starlink, AT&T, Verizon, T-Mobile, Comcast, spectrum, satellite, convergence, Elon Musk, net adds, fiber, FWA, Internet Air, performance, Mexico, John Stankey, America Movil, Carlos Slim, Tracfone, Thaddeus Arroyo, T-Satellite