This Week: Q4 '25 Earnings - AT&T, Verizon, Comcast, & Charter - Convergence Takes Center Stage
Mon Feb 02 2026
Analysts Don Kellogg and Roger Entner analyze Q4 earnings for AT&T, Verizon, Comcast, and Charter, with additional insights on convergence and FWA.
00:00 Episode intro
00:24 AT&T Q4 overview
01:40 Convergence has supplanted handset upgrades
03:30 Verizon Q4 overview
05:18 Comcast Q4 overview
05:45 Charter Q4 overview
06:35 Charter is taking FWA seriously
07:15 Charter's wireless line metrics
07:58 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, Verizon, Comcast, Charter, cable, net adds, FWA, convergence, devices, churn, iPhone, value, fiber, Frontier, bundling, upgrades, video, NFL, T-Mobile
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Analysts Don Kellogg and Roger Entner analyze Q4 earnings for AT&T, Verizon, Comcast, and Charter, with additional insights on convergence and FWA. 00:00 Episode intro 00:24 AT&T Q4 overview 01:40 Convergence has supplanted handset upgrades 03:30 Verizon Q4 overview 05:18 Comcast Q4 overview 05:45 Charter Q4 overview 06:35 Charter is taking FWA seriously 07:15 Charter's wireless line metrics 07:58 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, Verizon, Comcast, Charter, cable, net adds, FWA, convergence, devices, churn, iPhone, value, fiber, Frontier, bundling, upgrades, video, NFL, T-Mobile