Recon Analytics
@reconanalytics.bsky.social
Telecom, media, and technology insights from founder and lead analyst Roger Entner. https://www.reconanalytics.com/
Which giant blinks first—@Verizon, @TMobile, @ATT, or cable? The apex predator fight starts now. Who’s your money on? Listen to "The Week with Roger" for the full breakdown. bit.ly/43JDZvV 🎙️🤔
#Telecom #IndustryInsights
#Telecom #IndustryInsights
November 4, 2025 at 12:50 PM
Which giant blinks first—@Verizon, @TMobile, @ATT, or cable? The apex predator fight starts now. Who’s your money on? Listen to "The Week with Roger" for the full breakdown. bit.ly/43JDZvV 🎙️🤔
#Telecom #IndustryInsights
#Telecom #IndustryInsights
The next phase of the fight: @ATT is aggressively attacking @TMobile’s credibility with major ad campaigns and lawsuits. The gloves are off—expect more direct hits and less silence from here on out. ⚔️👀
#Telecom #BrandBattle
#Telecom #BrandBattle
November 4, 2025 at 12:50 PM
The next phase of the fight: @ATT is aggressively attacking @TMobile’s credibility with major ad campaigns and lawsuits. The gloves are off—expect more direct hits and less silence from here on out. ⚔️👀
#Telecom #BrandBattle
#Telecom #BrandBattle
.@TMobile is on track to overtake @Verizon in total branded subs within 3–4 quarters if current trends hold. Q4 2026 will mark a historic market flip. Leadership at both companies faces a true reckoning. 🎯📅
#Wireless #Competition
#Wireless #Competition
November 4, 2025 at 12:50 PM
.@TMobile is on track to overtake @Verizon in total branded subs within 3–4 quarters if current trends hold. Q4 2026 will mark a historic market flip. Leadership at both companies faces a true reckoning. 🎯📅
#Wireless #Competition
#Wireless #Competition
The wireless arms of @comcast and @charter are booming with over 400,000 mobile net adds each this quarter. But you can’t build a sustainable when your core business is crumbling. Subscriber losses in core products spell trouble ahead. 📈🛑
#Wireless #BusinessModel
#Wireless #BusinessModel
November 4, 2025 at 12:50 PM
The wireless arms of @comcast and @charter are booming with over 400,000 mobile net adds each this quarter. But you can’t build a sustainable when your core business is crumbling. Subscriber losses in core products spell trouble ahead. 📈🛑
#Wireless #BusinessModel
#Wireless #BusinessModel
.@comcast and @charter both lost over 100,000 home internet customers each, despite promo rates well below competitors. Exploding prices after the promo period keep driving people away. 💥💸
#Broadband #Cable
#Broadband #Cable
November 4, 2025 at 12:50 PM
.@comcast and @charter both lost over 100,000 home internet customers each, despite promo rates well below competitors. Exploding prices after the promo period keep driving people away. 💥💸
#Broadband #Cable
#Broadband #Cable
2026 will be a telecom war zone: @srinigopalan at @TMobile, Dan Schulman at @Verizon, , John Stankey @att, and new leadership at @comcast. Who wins the apex predator fight? Listen to “The Week with Roger.” 🎙️ bit.ly/43JDZvV 🤔 #Telecom #IndustryInsights
November 3, 2025 at 8:50 PM
2026 will be a telecom war zone: @srinigopalan at @TMobile, Dan Schulman at @Verizon, , John Stankey @att, and new leadership at @comcast. Who wins the apex predator fight? Listen to “The Week with Roger.” 🎙️ bit.ly/43JDZvV 🤔 #Telecom #IndustryInsights
.@comcast and @charter both lost 100K broadband customers while adding ~400K mobile lines each. Wireless growth is the equivalent of putting a bandaid on a sucking chest wound. 🍬📉 #Broadband #Cable
November 3, 2025 at 8:50 PM
.@comcast and @charter both lost 100K broadband customers while adding ~400K mobile lines each. Wireless growth is the equivalent of putting a bandaid on a sucking chest wound. 🍬📉 #Broadband #Cable
.@ATT is done playing nice. After accusing @TMobile of lying 16 times, the NAD shut it down—and @ATT sued the NAD itself. The gloves are off. ⚔️💥 #Telecom #Marketing
November 3, 2025 at 8:50 PM
.@ATT is done playing nice. After accusing @TMobile of lying 16 times, the NAD shut it down—and @ATT sued the NAD itself. The gloves are off. ⚔️💥 #Telecom #Marketing
.@TMobile could overtake @Verizon in total subs by late 2026. If trends hold, the un-carrier becomes #1 by Q4 next year. 🧮📈 #Wireless #Competition
November 3, 2025 at 8:50 PM
.@TMobile could overtake @Verizon in total subs by late 2026. If trends hold, the un-carrier becomes #1 by Q4 next year. 🧮📈 #Wireless #Competition
.@Verizon lost consumer subs again. To end the year positive, it needs nearly 500K net adds—while revenue fell this quarter. Business didn’t save them this time. 📊 #5G #Telecom
November 3, 2025 at 8:50 PM
.@Verizon lost consumer subs again. To end the year positive, it needs nearly 500K net adds—while revenue fell this quarter. Business didn’t save them this time. 📊 #5G #Telecom
Verizon reports next. After a CEO exit, expectations are low. Who wins the next growth wave—fiber-heavy AT&T, price-pumping T-Mobile, or a rebounding Verizon? Listen to “The Week with Roger” for the full analysis. 🎙️ bit.ly/3X1icvW 📈
#Telecom #IndustryInsights
#Telecom #IndustryInsights
October 30, 2025 at 5:50 PM
Verizon reports next. After a CEO exit, expectations are low. Who wins the next growth wave—fiber-heavy AT&T, price-pumping T-Mobile, or a rebounding Verizon? Listen to “The Week with Roger” for the full analysis. 🎙️ bit.ly/3X1icvW 📈
#Telecom #IndustryInsights
#Telecom #IndustryInsights
AT&T fired back with a new “truth in advertising” campaign targeting @TMobile’s network claims. RootMetrics now ranks AT&T best, T-mobile cites others and consumers are none the wiser. ⚔️📶
#5G #WirelessCompetition
#5G #WirelessCompetition
October 30, 2025 at 5:50 PM
AT&T fired back with a new “truth in advertising” campaign targeting @TMobile’s network claims. RootMetrics now ranks AT&T best, T-mobile cites others and consumers are none the wiser. ⚔️📶
#5G #WirelessCompetition
#5G #WirelessCompetition
T-Mobile’s “Price Lock” isn’t a true lock—it refunds your last bill if they raise prices. That’s a PR move, not protection. Expect churn to tick up as those hikes land. 📊📉
#Telecom #ConsumerTruth
#Telecom #ConsumerTruth
October 30, 2025 at 5:50 PM
T-Mobile’s “Price Lock” isn’t a true lock—it refunds your last bill if they raise prices. That’s a PR move, not protection. Expect churn to tick up as those hikes land. 📊📉
#Telecom #ConsumerTruth
#Telecom #ConsumerTruth
AT&T’s fiber footprint caps its growth: only 40M locations vs. 143M U.S. dwellings. That’s less than one-third of the market. The rest must come from Internet Air. 🏠📡
#Broadband #Telecom
#Broadband #Telecom
October 30, 2025 at 5:50 PM
AT&T’s fiber footprint caps its growth: only 40M locations vs. 143M U.S. dwellings. That’s less than one-third of the market. The rest must come from Internet Air. 🏠📡
#Broadband #Telecom
#Broadband #Telecom
AT&T added 405K postpaid net adds and 270K Internet Air adds, hitting consensus. But here’s the real story: fiber-driven convergence now at 41%. Fiber is winning. 📈
#Broadband #Fiber #Telecom
#Broadband #Fiber #Telecom
October 30, 2025 at 5:50 PM
AT&T added 405K postpaid net adds and 270K Internet Air adds, hitting consensus. But here’s the real story: fiber-driven convergence now at 41%. Fiber is winning. 📈
#Broadband #Fiber #Telecom
#Broadband #Fiber #Telecom