The telecom "Death Loop" is finally being acknowledged. 馃У Raising prices on fewer customers was never a winning strategy. Now, cable is masking its own broadband failures with "free" wireless, and a full-on market war is set for 2026. 馃搲 #Telecom #Wireless #Broadband
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.@Verizon 's new CEO @Dan_Schulman is repudiating the "Verizon 2.0" era. He's admitting what I've said for years: having a great network is just "table stakes" and raising prices to mask subscriber losses is unsustainable. The real question is, what are you going to do with it? 馃幆 #Verizon #5G #Leadership
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Replying to @RogerEntner @Verizon @Dan_Schulman
Cable's wireless success is a mirage. .@comcast and @Spectrum both lost ~100,000 paying home internet customers. Piling on initially "free" mobile lines while your core product bleeds subscribers putting a band aid on a sucking chestwound. 馃彔馃摫 #Cable #Broadband #FWA

Nov 7, 2025 路 5:50 PM UTC

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The math is brutal for @Verizon. .@TMobile is on a clear path to overtake them in total branded subscribers by the end of 2026. T-Mobile gained 2.3 million subs last quarter; the "hunting ground" narrative is real. #TMobile #Verizon #Data
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Carriers are incentivizing the wrong people. "55 plus" plans target users least likely to buy new devices or add-ons. The real lifetime value is in "youth centric" plans. They try new things, and their families grow. 馃う #ARPU #Marketing #Strategy
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2026 will be an epic battle. You have new leadership at @Verizon, @TMobile, and @comcast, plus a newly aggressive @ATT. All the apex predators are left, and they all have something to prove. There will be blood on the floor. 馃└ #Telecom #Competition
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The telecom market is a warzone. Which company is best positioned to win the 2026 battle, and which one will bleed out? Listen to the full analysis on "The Week with Roger." bit.ly/43JDZvV #IndustryInsights #Tech

This Week: Q3 '25 Earnings - Verizon, Comcast, and Charter - The Problem Children - The Week with...

Analysts Don Kellogg and Roger Entner discuss Q3 earnings from Verizon, Comcast, and Charter, and what these trends signal for the industry heading into...

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