Analysts Don Kellogg and Roger Entner discuss policy changes to BEAD and spectrum policy, as well as the launch of Recon's new Spanish-language consumer insights service.

00:24 BEAD to become technology agnostic

02:38 Spectrum pipeline changes

04:47 Recon Analytics launches unique Spanish-language product

09:35 Demographic insights for carriers

12:26 Challenges in analytics expansion & episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, BEAD, fiber, FWA, Starlink, spectrum, Spanish, analytics, T-Mobile, NPS, cable, AT&T, Mint, Visible

Analysts Don Kellogg and Roger Entner discuss insights gleaned from the most recent round of investor conferences hosted by the leaders in telecom.

00:25 AT&T COO speaks about guarantees

01:40 AT&T's slow path to 5G

04:19 AT&T Business segment seeing improvement

05:24 Verizon CRO talks cable

06:07 FWA & cable

09:07 Sampath on churn and overall strategy

12:10 Prepaid is an industry bright spot

14:21 Verizon's convergence numbers

14:54 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, investor conferences, AT&T, Jeff McElfresh, J.P. Morgan, guarantee, 5G, FWA, Verizon, Frank Boulben, cable, Sowmyanarayan Sampath, fiber, DOCSIS 4.0, Comcast, churn, Frontier, convergence, Dennis Strigl, Lifeline, ACP

Analysts Don Kellogg and Roger Entner are joined by Jim Patterson, CEO of CellSite Solutions, to discuss the company's current infrastructure support business as well as recent prominent mergers and acquisitions in the telecom industry.

http://sundaybrief.com

00:26 Jim's career background

03:22 CellSite's current operations

07:39 Charter and Cox merger discussion

12:44 AT&T's Lumen acquisition discussion

16:18 Merger implications for Gigapower

17:48 Merger implications for fiber

18:55 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Jim Patterson, CellSite Solutions, data centers, sustainability, merger, M&A, Charter, Cox, cable, AT&T, Lumen, Verizon, T-Mobile, divestiture, fiber, Dycom, Gigapower, BEAD