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Analysts Don Kellogg and Roger Entner discuss Verizon's strategy as per their recent Q3 earnings call and sell-side analyst meeting.
00:25 Verizon's Q3 breakdown
01:20 The metrics that truly matter
03:23 Investor Day fiber discussion
05:33 Investor Day FWA discussion
09:18 What's behind bundling?
10:38 Verizon's strategy vs. AT&T and T-Mobile
15:13 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, earnings, churn, EBIDTA, net adds, Frontier, FiOS, broadband, FWA, rural, BEAD, bundling, satisfaction, AT&T, T-Mobile, cable, capital-light
200 episodes