Analysts Don Kellogg and Roger Entner celebrate the 300th episode of the show by welcoming telecom legend Craig Moffett, co-founder of Moffett Nathanson, to discuss all things convergence, including the current state of fiber buildouts, evolving bundling strategies, and what market cycles may be signaling for the future.
00:00 Episode intro
01:00 Convergence and the state of the fiber buildout
04:52 Density and overbuilding
06:15 Diminishing buildout returns
09:45 Data center demand and labor questions
11:16 Aerial vs. buried deployment cost concerns
13:43 Is bundling actually profitable?
18:05 Fiber growth at the expense of wireless
20:51 Broadband price compression may signal a coming crisis
23:29 What will future buyouts look like?
25:38 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Craig Moffett, convergence, fiber, FWA, cable, Starlink, BEAD, Cox, Charter, rural, buildout, density, data centers, Verizon, AT&T, Fios, bundling, ILEC, T-Mobile, copper, VoIP, buyouts
