Analysts Don Kellogg and Roger Entner discuss the FCC's recent extension for Dish's

buildout requirement, as well as the uphill battle the company faces as a whole.

00:25 Dish's FCC decision overview

03:05 The FCC has flip-flopped on this issue

04:11 Other commitments are already underway 06:20 Dish's network is not its main problem

10:55 The FCC shows Dish considerable leeway

12:10 Other companies are not as lucky

13:30 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Dish, EchoStar, FCC, buildout, 5G, data, Release 17, AT&T, interest rates, customer acquisition, marketing, Mint, Verizon, T-Mobile, spectrum, 12 GHz, DirecTV, Elon Musk, Charlie Ergen, Starlink, BEAD

Analyst Don Kellogg is joined by Roger Entner in person to discuss the recent T-Mobile Capital Markets day, which they both attended.

00:10 Don and Roger are live in San Francisco

00:30 Roger's thoughts on the event

02:40 Cash flow projections and German involvement

04:02 Fiber growth projections

5:10 Guest speakers and AI

07:12 T-Mobile's overall message

08:17 Network speed and satisfaction

11:11 Network slicing and government contracts

14:10 FWA improvements and cable implications

15:23 T-Mobile's vision and industry roles

17:02 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, SMRA, FWA, Verizon, Lumos, Metronet, US Cellular, Deutsche Telekom, fiber, Sam Altman, Jensen Huang, OpenAI, Nvidia, AI-RAN, Ericsson, Nokia, 5G, 6G, Ulf Ewaldsson, network speed, AR, network slicing, AT&T, FirstNet, first responders, cable, Charter, Chris Winfrey, Mike Sievert, Denny Strigl

Analysts Don Kellogg and Roger Entner are joined by AT&T's Chris Sambar, JR Wilson, and John Wojewoda, who are live from Cape Canaveral, to discuss AST's latest launch and what it means for ground-to-satellite communication by mobile users.

00:24 AST's latest launch and satellite communication capabilities

02:54 Emergency and first responder applications

04:25 All phone users should benefit

05:02 Limitations of satellite communication

06:45 Spectrum usage & coverage gap reduction

07:29 Device operation

08:29 Satellite density will determine overall capacity

09:32 Availability timeline 10:15 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Chris Sambar, JR Wilson, John Wojewoda, AT&T, AST, satellites, BlueWalker 3, emergency communication, SOS, first responder, FirstNet, Abel Avellan, spectrum, densification, data