Episode 221

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Published on:

9th Dec 2024

This Week: AT&T Analyst & Investor Day

Analysts Don Kellogg and Roger Entner discuss insights from the recent AT&T Analyst & Investor Day, which Roger attended.

00:24 AT&T Investor Day overview

02:14 Leadership & company turnaround

03:24 Fiber and convergence

06:04 Tech stack simplification and Open RAN

07:34 5G expansion

08:12 Copper reduction targets

08:59 Leverage reduction and capital allocation

10:31 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, Verizon, Gigapower, fiber, T-Mobile, John Stankey, churn, convergence, Open RAN, Mavenir, 5G, DSL

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About the Podcast

The Week with Roger
An Analysts Perspective on Telecom
Each week, join Roger Entner and the Recon Analytics team for an analysts perspective on the world of telecom.