The Week with Roger

An Analysts Perspective on Telecom

Author: Roger Entner

Each week, join Roger Entner and the Recon Analytics team for an analysts perspective on the world of telecom.
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This Week: Q3 '25 Earnings - Verizon, Comcast, and Charter - The Problem Children
Episode 268
Sunday, 2 November, 2025

Analysts Don Kellogg and Roger Entner discuss Q3 earnings from Verizon, Comcast, and Charter, and what these trends signal for the industry heading into 2026. 00:00 Episode intro 00:25 Verizon earnings overview 02:25 Cable stops raising prices on fewer customers 04:53 How should Verizon use its network? 07:31 Youth-centric plans to attract customers 09:04 Comcast and Charter earnings overview 10:18 2026 industry predictions 12:46 Can T-Mobile overtake Verizon? 14:07 Comcast is poised for change 16:13 Cable vs. wireless in 2026 16:56 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, Verizon, Comcast, Charter, Dan Schulman, T-Mobile, AT&T, FWA, Dennis Strigl, network, 5G, cable, Srini Gopalan, Mike Sievert, John Legere, fiber