Analysts Don Kellogg and Roger Entner break down Q2 earnings from the major players across telecom and cable, examining key numbers as well as industry-wide trends and developments shaping the market.
00:00 Episode intro
00:30 AT&T Q2 overview
02:46 AT&T's convergence strategy
04:18 Starlink's improving reliability
06:15 Comcast and Charter Q2 overview
07:05 Cable customer satisfaction and strategic outlook
08:01 T-Mobile Q2 overview
10:12 Verizon Q2 overview
11:57 Q2 telecom industry trends and outlook
12:40 Device subsidies and the future of wireless promotions
14:02 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, fiber, net adds, transparency, FirstNet, convergence, FWA, AI, John Stankey, Charter, Starlink, Comcast, cable, T-Mobile, churn, broadband, Verizon, iPhone, devices
