Analysts Don Kellogg and Roger Entner unpack this week’s top telecom news, including the FCC’s new foreign router ban, the digital divide in switching, and how telecom delivers value amid an inflationary environment.

00:00 Episode intro

00:26 Effects of the foreign router ban

02:21 Router ownership may represent a new digital divide

03:34 Telecom has bucked the affordability crisis

05:00 Value has increased regardless of price

05:38 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, routers, FCC, chips, China, supply chain, FWA, switching, AT&T, rural, affordability, hot spots, data, value

Analysts Don Kellogg and Roger Entner discuss the fierce competition between fiber, cable, FWA, and satellite, including who's winning – and where.

00:00 Episode intro

00:25 Fiber segments are winning across the board

01:53 AT&T's fiber gains

02:40 Verizon's fiber gains and convergence

03:09 Cable's fiber gains

04:19 FWA and bundling

04:35 Satellite and rural competition

05:37 Only certain customers will bundle

06:00 T-Mobile's fiber gains are more limited

06:30 Is everything a fiber network?

09:29 Speed is not always a factor

10:53 Starlink vs. fiber in rural areas

13:28 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, fiber, cable, FWA, satellite, ILEC, AT&T, net adds, FirstNet, Verizon, bundling, convergence, Charter, NPS, DSL, BEAD, rural, Starlink, T-Mobile, WISP

Analysts Don Kellogg and Roger Entner are joined by Hanish Bhatia from AtomInsights to discuss the company’s recent acquisition by Recon Analytics and how the deal will significantly expand Recon’s data capabilities and value to clients.

00:00 Episode intro

00:22 Acquisition announcement

03:15 Tracking the entire customer journey

04:47 International reach and advanced analytics

06:10 Database integration and capabilities

09:56 AI use for data precision

10:31 Factoring in macroeconomics

11:35 Speed advancements and future expansion

12:59 Enhanced value for semiconductor clients

14:13 Improved sample sizes

14:38 Roger's letter from Total Wireless

15:28 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Hanish Bhatia, AtomInsights, statistics, devices, Canada, international, network, speed, AI, databases, semiconductors, NPS, Total