This Week: Q3'26 Earnings: AT&T & Comcast; Starlink Wireless Ambitions & Impact on Spectrum Policy
The Week with RogerShow Notes
Analysts Don Kellogg and Roger Entner analyze Q3 earnings from Starlink, AT&T, and Comcast, while evaluating AT&T's exit from Mexico and T-Mobile's strained partnership with Starlink.
00:00 Episode intro 00:54 Starlink Q3 overview and mobile aspirations 02:13 Starlink's timelines and market ceiling 04:42 AT&T Q3 overview 05:31 Starlink as AT&T's rival 06:06 AT&T's focus on fiber 06:58 Comcast Q3 overview 08:32 AT&T exits the Mexican market 10:51 Petition for T-Mobile to cut Starlink ties and spectrum issues 12:42 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, Starlink, AT&T, Verizon, T-Mobile, Comcast, spectrum, satellite, convergence, Elon Musk, net adds, fiber, FWA, Internet Air, performance, Mexico, John Stankey, America Movil, Carlos Slim, Tracfone, Thaddeus Arroyo, T-Satellite
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