
This Week: Q1 '26 Earnings - Verizon, T-Mobile, and Key Takeaways from Deutsche Telekom
Analysts Don Kellogg and Roger Entner break down Q1 earnings for Verizon and T-Mobile, alongside key strategic takeaways from the Deutsche Telekom B2B Conference in Bonn, Germany.
00:00 Episode intro
00:26 Verizon's Q1 overview
01:59 Reporting metric changes
04:10 Verizon's future outlook
05:02 T-Mobile's reporting metrics
05:52 T-Mobile's Q1 overview
09:41 Industry-wide fiber net adds
12:10 Charter's stock and acquisition prospects
12:37 Deutsche Telekom and T-Mobile combination rumors
15:28 Conference insights and European sovereign cloud
17:17 Europe's superior system integration business…
The skinny
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