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This Week: Q1 '24 Earnings Recap
Manage episode 415181827 series 3296040
Sisällön tarjoaa Roger Entner. Roger Entner tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Analysts Don Kellogg and Roger Entner dissect the 1st Quarter earnings for both telecom and cable. They also discuss slowing upgrade rates, T-Mobile's entry into the fiber market, and examine the industry's net promoter scores.
00:24 Q1 earnings represent a cooling market
01:18 Handset replacements are cratering
03:05 AT&T's Q1 Earnings
07:06 Verizon's Q1 Earnings
10:50 T-Mobile's Q1 Earnings
12:57 T-Mobile's investment in Lumos Fiber
17:06 Comcast's Q1 Earnings
18:52 Charter's Q1 Earnings
19:42 Industry overview
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, upgrades, AT&T, churn, FWA, cable, broadband, Verizon, T-Mobile, EQT, Lumos, fiber, Cable One, Comcast, Charter, Spectrum, net promoter scores, NPS, DOCSIS 4.0
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