Show notes
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-upTags: 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