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This Week: Q1 Earnings Recap and Looming Tariffs
Manage episode 479596517 series 3296040
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Analysts Don Kellogg and Roger Entner discuss Q1 earnings from the major players in telecom and cable, as well as when impacts from tariffs may start to appear.
00:23 Economic headwinds affect Q1 overall
03:16 Verizon Q1 overview
04:32 Free lines are affecting the numbers
06:40 Prepaid growth should not be ignored
07:34 Verizon adjusts reporting on SafeLink and insurance metrics
09:38 T-Mobile shakes up prices
10:39 AT&T Q1 overview
13:32 T-Mobile Q1 overview
15:06 Cable Q1 overview
16:59 Tariffs won't be felt just yet
17:53 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, Q1, Verizon, AT&T, T-Mobile, net adds, SafeLink, Lifeline, insurance, device protection, FirstNet, fiber, FWA, EBIDTA, convergence, legacy services, T-Priority, cable, Comcast, Charter, NPS, tariffs
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