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Barron's Streetwise

The Problem with Verizon

Barron's Streetwise

Barron's

Business

4.71.6K Ratings

🗓️ 5 August 2022

⏱️ 22 minutes

🧾️ Download transcript

Summary

A top telecom analyst explains how T-Mobile is beating Verizon at its own game. Plus, are earnings estimates safe? Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

Join the Wall Street Journal online October 12th for WSJ Pro Sustainable Business Forum

0:05.8

and take away practical advice on how to build a sustainability strategy that's right for your business.

0:11.5

From now until September 21st, you can save 25% on your ticket by registering at WSJ.com

0:18.8

slash Sustainable Business, no code required. That's WSJ.com slash Sustainable Business.

0:26.1

Midband Spectrum is really what makes 5G networks faster than 4G networks.

0:31.8

And so T-Mobile has been able to race out ahead of both Verizon and AT&T with high speed,

0:38.1

nationwide 5G service.

0:41.6

Hello and welcome to the Baron Streetwise Podcast. I'm Jack Howe.

0:46.3

The voice you just heard, that's Brett Feldman. He's a telecom analyst at Goldman Sachs

0:52.2

and you did hear correctly, there will be some talk about midband spectrum coming up.

0:58.1

The old one gigahertz to 5Ghz frequency range, really some of my favorite gigahertz is right in there.

1:05.6

In a moment, why the US wireless industry is still growing strong and why Verizon for now is not.

1:13.2

And of course, what to make of the shares.

1:16.3

Gigahertz is not a word, not even close.

1:27.6

Listening in is our audio producer, Jackson. Hi, Jackson.

1:30.8

Hi, Jack.

1:31.6

I have two quick programming notes as they say in places where people say official sounding

1:38.0

things like that. First, thank you, Jackson, for hosting this podcast last week. Great job.

1:43.9

Take a bow. Don't bump into your microphone. I am here this week and next and then you'll have

1:50.1

two more opportunities because I'm taking off another couple of weeks. I know it seems like I'm

1:54.9

having a lazy August and I am, but only because a lot of other people are having lazy August too,

2:00.3

so I feel like I don't stand out. Now, note number two is that I'll be filling in as host of the

...

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