Analysts Don Kellogg and Roger Entner examine the newest leadership shakeup at Verizon, as well as explore the escalating computer memory crunch and its potential ramifications for the telecom industry.
00:00 Episode intro
00:37 The latest Verizon leadership changes
02:37 International legal complications involved
03:17 The timing of the transition
03:46 Implications for the company
04:52 The systemic memory crisis is intensifying
06:47 Surging AI demand is driving profound changes
07:31 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Deutsche Telekom, Verizon, Abdu Mudesir, Joe Russo, Germany, Europe, network, NTIA, memory, shortages, RAM, supply chain, AI, routers, Apple, iPhone
