Show notes
Analysts Don Kellogg and Roger Entner evaluate AT&T’s new OneConnect plan, examining its impact on both consumer value and the competitive landscape, as well as new price increases for existing subscribers.00:00 Episode intro 00:26 New OneConnect plan overview 04:01 ARPU is waning as a metric 04:30 AT&T's strategy with the plan 05:23 Price increases on existing customers 06:21 Will price hikes backfire? 07:54 The company remains focused on the long term 08:33 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, OneConnect, convergence, fiber, cable, FWA, ARPU, ARPA, T-Mobile, bundling, price increases, churn, revenue, EBITDA