
This Week: Q3 '25 Earnings - Breaking Down AT&T and T-Mobile’s Results
Analysts Don Kellogg and Roger Entner break down Q3 earnings for AT&T and T-Mobile, exploring strengths, weaknesses, and what the numbers reveal about their future as industry leaders.
00:00 Episode intro
00:25 AT&T Q3 overview
02:59 Convergence as a key strategy
04:35 T-Mobile Q3 overview
05:27 Price increases and free lines
07:35 AT&T CapEx and rural strategy
09:02 T-Mobile's network leadership
09:27 AT&T and Verizon's new ad campaigns
11:26 Which metrics are trustworthy?
13:38 Networks are meeting customer needs
15:38 Verizon Q3 predictions and episode wrap-up
Tags: telecom…
The skinny
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