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computers / comp.dcom.telecom / Re: Why AT&T and Verizon’s infrastructure woes run much deeper than lead cables

Why AT&T and Verizon’s infrastructure woes run much deeper than lead cables

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From: digest-replies@telecom-digest.org (Telecom Digest Moderator)
Newsgroups: comp.dcom.telecom
Subject: Why AT&T and Verizon’s infrastructure woes run much deeper than lead cables
Date: Tue, 26 Sep 2023 15:43:35 -0400
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by: Telecom Digest Moder - Tue, 26 Sep 2023 19:43 UTC

(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 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.

---

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

Re: Why AT&T and Verizon’s infrastructure woes run much deeper than lead cables

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From: mm+usenet@dorfdsl.de (Marco Moock)
Newsgroups: comp.dcom.telecom
Subject: Re: Why AT&T and Verizon’s infrastructure woes run much deeper than lead cables
Date: 28 Sep 2023 08:55:56 +0200
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by: Marco Moock - Thu, 28 Sep 2023 06:55 UTC

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 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.
>
> ---
>
> 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.

Subject	Author
Why AT&T and Verizon’s infrastructure woes run much deeper than lead cables	Telecom Digest Moderator
Why AT&T and Verizon’s infrastructure woes run much deeper than lead cables	Marco Moock