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The Week with Roger
The Week with Roger

This Week: Takeaways from the Latest Telecom Investor Conferences

15 min•2 juni 2025

Om avsnittet

Analysts Don Kellogg and Roger Entner discuss insights gleaned from the most recent round of investor conferences hosted by the leaders in telecom.

00:25 AT&T COO speaks about guarantees

01:40 AT&T's slow path to 5G

04:19 AT&T Business segment seeing improvement

05:24 Verizon CRO talks cable

06:07 FWA & cable

09:07 Sampath on churn and overall strategy

12:10 Prepaid is an industry bright spot

14:21 Verizon's convergence numbers

14:54 Episode wrap-up


Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, investor conferences, AT&T, Jeff McElfresh, J.P. Morgan, guarantee, 5G, FWA, Verizon, Frank Boulben, cable, Sowmyanarayan Sampath, fiber, DOCSIS 4.0, Comcast, churn, Frontier, convergence, Dennis Strigl, Lifeline, ACP


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