Roger Entner

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Roger Entner

Roger Entner

@RogerEntner

Analyst & Founder at Recon Analytics providing telecom, media & technology insights Podcast: https://t.co/RfPuJnJ1YP Chairman ACG, Boston Chapter

Boston Katılım Nisan 2009
1.1K Takip Edilen3.6K Takipçiler
Roger Entner
Roger Entner@RogerEntner·
.@TMobile faces a massive structural disadvantage. They have the least fiber and entirely lack the copper retirement muscle of their peers. Without these deep fiber assets @TMobile 's long term capacity limits will severely stall their current market momentum. ⚠️🏢 #5G #Telecom #Wireless
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Roger Entner
Roger Entner@RogerEntner·
.@ATT 's convergence strategy works inside their fiber footprint. The data reveals a half million subscriber gain inside the fiber zone while bleeding customers outside of it. The market completely misunderstands this competitive reality. 📈🏢 #Telecom #Fiber #Broadband
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Roger Entner
Roger Entner@RogerEntner·
The "best of breed" consumer is a myth. Recon Analytics data reveals the market for unbundled services is significantly smaller than industry analysts claim. The appetite for bundling is at record highs, and companies failing to offer a seamless tri-band experience will be sniped to death by competitors. 📦💰 #ARPU #DataAnalytics #Convergence
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Roger Entner
Roger Entner@RogerEntner·
The "Fiber Castle" is the only thing saving legacy carriers. My latest data shows fiber provides a 15% lift in market share regardless of the provider. Outside of these fiber footprints, .@ATT and @Verizon are bleeding subscribers. The convergence war is being won or lost on a street-by-street basis. 🏰📡 #Telecom #Fiber #Broadband
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Roger Entner
Roger Entner@RogerEntner·
The “no bundle, best-of-breed” crowd is small. Bundling is the real market. That reality rewards fiber owners and exposes the least-fiber player over time. What is your bet: fiber build, fiber buy, or pricing war? Listen to “The Week with Roger” for the full breakdown: bit.ly/4uqquwd 🎙️🤔 #Telecom #IndustryInsights bit.ly/4uqquwd
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Roger Entner
Roger Entner@RogerEntner·
Charter showed the flip side: bigger cable losses and slower wireless growth. It was the first time in 2 to 3 years Comcast added more wireless lines than Charter. Momentum is a strategy signal. 📉📲 #Cable #Wireless
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Roger Entner
Roger Entner@RogerEntner·
Fixed wireless is not the broadband endgame. Fiber footprints decide winners, and the earnings math proves it. 🧵📊 #Telecom #Broadband
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