Episode notes
AT&T Earnings and Fiber Growth
- AT&T reported over a million fiber adds for 2024
- Conversation with Jennifer Robertson, leader of AT&T's mass markets consumer group
- Discussion of AT&T guarantee, AST Space Mobile partnership, and convergence strategy
- Convergence driving simplification, with 40% of customers taking advantage by end of 2024
Verizon's AI Connect Platform
- Announcement of Verizon's AI Connect platform
- Collaboration with Nvidia, Vultr, Google Cloud, and Meta
- Focus on edge compute and AI deployments for business customers
- Potential applications for XR technologies
Ericsson's North American Growth
- Ericsson reported 54% market growth in North America
- Execution in the region, including ...
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