
Ep 218: Q3 Earnings Recap
Analysts Don Kellogg and Roger Entner break down Q3 earnings from the major players in telecom and cable, and offer predictions for Q4 as well.
00:58 AT&T Q3 overview
2:36 Industry upgrade cycles
04:34 T-Mobile Q3 overview
07:29 T-Mobile vs. Verizon
08:20 Verizon Q3 overview
09:05 Comcast Q3 overview
09:48 Altice Q3 overview
10:00 Cable industry predictions
11:20 Dish Q3 overview
13:19 US Cellular Q3 overview
14:02 Q4 predictions
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, net adds, churn, fiber, convergence…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.