
This Week: Q3'26 Earnings: AT&T & Comcast; Starlink Wireless Ambitions & Impact on Spectrum Policy
Analysts Don Kellogg and Roger Entner analyze Q3 earnings from Starlink, AT&T, and Comcast, while evaluating AT&T's exit from Mexico and T-Mobile's strained partnership with Starlink.
00:00 Episode intro
00:54 Starlink Q3 overview and mobile aspirations
02:13 Starlink's timelines and market ceiling
04:42 AT&T Q3 overview
05:31 Starlink as AT&T's rival
06:06 AT&T's focus on fiber
06:58 Comcast Q3 overview
08:32 AT&T exits the Mexican market
10:51 Petition for T-Mobile to cut Starlink ties and spectrum issues
12:42 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid…
The skinny
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