s infrastructure woes run much deeper than lead cables

Sep 26, 2023 Last reply: 2 years ago 1 Replies
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(Article from July 2023)



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How we got to this point is largely a tale of three companies–since 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.


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Am 26.09.2023 schrieb Telecom Digest Moderator snipped-for-privacy@telecom-digest.org:

|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.

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