AT&T Wireless | AT&T Still A Hot Mess ❓❓👀👀

AT&T's current focus is on a major Nokia to Ericsson network conversion, which is expected to improve network performance and potentially reduce churn. While they may pursue additional spectrum acquisitions, AT&T is primarily emphasizing fiber expansion and anticipates continued stable growth through a consistent, low-churn approach, with less emphasis on flashy deals or aggressive competition.

AT&T Spectrum Plans

• 00:00:30 AT&T is actively pursuing spectrum acquisitions, including the purchase of US Cellular spectrum and potentially the remainder of Dish's 3.45GHz spectrum. These plans may encounter litigation, but the FCC has already approved the 4.9GHz spectrum acquisition. They may also acquire smaller carriers like Sepire or Vierro, although this is not guaranteed.

Nokia to Ericsson Conversion

• 00:03:39 AT&T is prioritizing the conversion of its network from Nokia to Ericsson equipment, which is expected to significantly improve network performance. This project is a major undertaking, pushing other initiatives to 2027 or 2028, and has led to criticism for its high cost compared to densification.

AT&T's Network Strategy

• 00:01:37 AT&T's network strategy prioritizes reliability and functionality over cutting-edge features. They have achieved consistently low churn, suggesting a focus on meeting basic consumer needs, such as calling, texting, and internet access. This approach seems to be working for them, with many customers content with their service.

AT&T's Future Focus

• 00:10:25 AT&T is publicly expressing its intention to prioritize fiber expansion, aiming to become the largest fiber provider in the US. They may also repurchase fiber assets from third-party providers like Black Rock, as they possess the in-house expertise for fiber network ownership and operation.