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  • Why AT&T and =?utf-8?Q?Verizon=E2=80=99?= =?utf-8?Q?s?= infrastructure woes run much deeper than lead cables

    From Telecom Digest Moderator@digest-replies@telecom-digest.org to comp.dcom.telecom on Tue Sep 26 15:43:35 2023
    From Newsgroup: comp.dcom.telecom

    (Article from July 2023)

    https://fortune.com/2023/07/24/why-att-verizon-infrastructure-woes-run-much-deeper-than-lead-cables-telecoms-leadership-sonnenfeld-tian/

    How we got to this point is largely a tale of three companiesrCosince over
    the last decade, the market capitalization of AT&T and Verizon stock
    have both diminished by tens of billions while T-Mobile shares have
    grown by 10 times, with the latest plunges in AT&T and Verizon
    exacerbating the massive transfer of shareholder value, market share,
    and customers to T-Mobile. The divergent paths of these three largest
    telecoms giants are a reminder of the power of investing in
    infrastructure and quality of customer experience.

    ---

    This is largely an article about business practices, but it touches on regulation and technology.

    --- Synchronet 3.21b-Linux NewsLink 1.2
  • From Marco Moock@mm+usenet@dorfdsl.de to comp.dcom.telecom on Thu Sep 28 08:55:56 2023
    From Newsgroup: comp.dcom.telecom

    Am 26.09.2023 schrieb Telecom Digest Moderator <digest-replies@telecom-digest.org>:
    (Article from July 2023)

    https://fortune.com/2023/07/24/why-att-verizon-infrastructure-woes-run-much-deeper-than-lead-cables-telecoms-leadership-sonnenfeld-tian/

    How we got to this point is largely a tale of three companiesrCosince
    over the last decade, the market capitalization of AT&T and Verizon
    stock have both diminished by tens of billions while T-Mobile shares
    have grown by 10 times, with the latest plunges in AT&T and Verizon exacerbating the massive transfer of shareholder value, market share,
    and customers to T-Mobile. The divergent paths of these three largest telecoms giants are a reminder of the power of investing in
    infrastructure and quality of customer experience.

    ---

    This is largely an article about business practices, but it touches on regulation and technology.

    |In lieu of genuine infrastructure improvements, AT&T fell back on
    |marketing: labeling 4G as 5G (for which it was explicitly sanctioned)
    That is a really, really bad behavior.
    |All three CEOs have said that by next year, there will be less need
    |for massive investments in building out infrastructure, which turns the
    |focus to driving revenue growth from soon-to-be-mature 5G networks.
    |Some industry experts say that the key to driving profitability will be |bundling services with 5G plans *ranging from partnerships with
    |streaming subscriptions to gaming to virtual reality to healthcare to
    |A.I. software) so that customers will be incentivized to use more data
    |and pay for premium speed and service.
    I hope this will not destroy net neutrality. German providers tried
    that by not counting the data volume for certain internet services.
    --- Synchronet 3.21b-Linux NewsLink 1.2