61. Q1 Telco Earnings with Jim Patterson
Telecom and Technology Earnings Insights: A Deep Dive with Industry Veterans In this episode of 'The 5G Guys', hosts Wayne Smith and Dan McVaugh invite telecom industry veteran Jim Patterson to discuss the latest earnings reports from major telecom and technology companies. Jim Patterson, with a 30-year career including 15 years at Sprint and experience as an entrepreneur, now offers analysis through Patterson Advisory Group. The episode explores key themes in the earnings reports, such as reactions to pricing, C band deployments, and company strategies for managing debt. Patterson shares insights on Verizon's performance, AT&T's focus on fiber broadband and debt reduction, and T-Mobile's successful Sprint acquisition. The conversation also addresses the struggles and strategies of prepaid services, the impact of the Affordable Connectivity Program (ACP) winding down, net neutrality, and telecom companies' approaches to the evolving market. The episode concludes with discussions on Comcast and Charter Spectrum's recent performance, emphasizing Charter's successful mobile strategy. __________________________ Connect With Our Guest __________________________ Sunday Brief Website ➡︎ https://sundaybrief.com/ Interim Earnings Report ➡︎ https://sundaybrief.com/value-creation-long-term-charts-fab-five-vs-telco-top-five-april-26/ Full Earnings Report ➡︎ Jim Patterson on LinkedIn ➡︎ https://www.linkedin.com/in/jipatterson/ __________________________ Connect With Our Sponsor __________________________ Vertex Innovations ➡︎ https://vertex-us.com/ __________________________ Connect With Us __________________________ 5G Guys Website ➡︎ https://5gguys.com Social: · Facebook: https://www.facebook.com/5Gguys · LinkedIn: https://www.linkedin.com/groups/12515882 · X: https://twitter.com/5gGuys _______________________________ Submit Your Ideas or Feedback ➡︎ https://5gguys.com/contact-2 _______________________________ Subscribe to the 5G Guys Weekly Newsletter ➡︎ https://mailchi.mp/5gguys/subscribe-to-the-5g-guys _______________________________ ⏰Episode Minute-by-Minute⏰ 00:00 Trailer 00:30 Introduction to the 5G Guys Podcast Episode 01:06 Earnings Season Insights with Guest Jim Patterson 01:30 Jim Patterson's Background and Expertise 02:06 Diving into Telecom Earnings: Key Themes and Takeaways 06:07 Verizon's Earnings Analysis: Postpaid, Prepaid, and FWA 18:21 AT&T's Earnings Overview: Broadband Deployment and Business Wireline 24:54 The Shift in Business Connectivity and Office Environments 26:56 Upcoming Focus: Verizon and AT&T's Strategy and Upgrades 28:51 T-Mobile's Earnings and Strategies 28:56 T-Mobile's Lumos Announcement and Strategic Moves 29:05 The German Ownership of T-Mobile and Strategic Implications 29:14 Unpacking T-Mobile's Strategic Moves 29:41 T-Mobile's Investment in Lumos: A Closer Look 30:26 Exploring the Wholesale Business Model 30:44 T-Mobile's Impact on Rural America 32:03 The Benefits of T-Mobile's Acquisition Strategy 32:34 Retail Prepaid Challenges and Strategic Shifts 36:50 The Affordable Connectivity Program (ACP) Explained 39:16 Net Neutrality and FCC Changes: What's Next? 41:49 The Evolution of Broadband and Its Future 47:24 Comcast's Earnings and Strategic Challenges 54:16 Spectrum's Position and Future Prospects 59:41 Charter vs. Comcast: A Mobile Strategy Comparison 01:01:47 Closing Thoughts and Future Outlook