Show notes
Analysts Don Kellogg and Roger Entner break down Q3 earnings for AT&T and T-Mobile, exploring strengths, weaknesses, and what the numbers reveal about their future as industry leaders.00:00 Episode intro 00:25 AT&T Q3 overview 02:59 Convergence as a key strategy 04:35 T-Mobile Q3 overview 05:27 Price increases and free lines 07:35 AT&T CapEx and rural strategy 09:02 T-Mobile's network leadership 09:27 AT&T and Verizon's new ad campaigns 11:26 Which metrics are trustworthy? 13:38 Networks are meeting customer needs 15:38 Verizon Q3 predictions and episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, net adds, convergence, fiber, Frontier, spectrum, T-Mobile, cable, FWA, ARPA, network, satellite, Starlink, Verizon, Comcast, Nielsen, churn, Ookla