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 creation of federal sales teams
- Potential impact of open RAN initiatives
- Sustainability of growth and global expansion challenges
Vodafone and AST Space Mobile Breakthrough
- World's first space video call using standard mobile phone and commercial satellites
- Test conducted on 4G and 5G smartphones
- Plans for commercial direct-to-smartphone broadband satellite service in Europe by 2025-2026
Telefónica's Gen AI Platform
- Telefónica's tech unit launching its own Gen AI platform
- Aimed at helping companies create customizable systems for complex problem-solving
- Unconventional approach compared to other mobile network operators
Apple and T-Mobile Earnings
- Apple reported better than expected earnings despite reduced iPhone shipments
- T-Mobile added 900,000 monthly subscribers, mostly for premium 5G plans
- T-Mobile's record growth year, with significant increases in revenue and net income
- T-Mobile's expansion in business services and network reliability
Industry Trends and Future Outlook
- Discussion of agentic AI and its growing importance in the tech industry
- Expectations for improved AI features from Apple in the coming quarter
- T-Mobile's plans for 6G development with Nvidia
- Continued focus on network infrastructure and customer satisfaction across the industry
View all episodes
By Anshel Sag and Will Townsend
5
33 ratings
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 creation of federal sales teams
- Potential impact of open RAN initiatives
- Sustainability of growth and global expansion challenges
Vodafone and AST Space Mobile Breakthrough
- World's first space video call using standard mobile phone and commercial satellites
- Test conducted on 4G and 5G smartphones
- Plans for commercial direct-to-smartphone broadband satellite service in Europe by 2025-2026
Telefónica's Gen AI Platform
- Telefónica's tech unit launching its own Gen AI platform
- Aimed at helping companies create customizable systems for complex problem-solving
- Unconventional approach compared to other mobile network operators
Apple and T-Mobile Earnings
- Apple reported better than expected earnings despite reduced iPhone shipments
- T-Mobile added 900,000 monthly subscribers, mostly for premium 5G plans
- T-Mobile's record growth year, with significant increases in revenue and net income
- T-Mobile's expansion in business services and network reliability
Industry Trends and Future Outlook
- Discussion of agentic AI and its growing importance in the tech industry
- Expectations for improved AI features from Apple in the coming quarter
- T-Mobile's plans for 6G development with Nvidia
- Continued focus on network infrastructure and customer satisfaction across the industry
1,627 Listeners
1,008 Listeners
12 Listeners
65 Listeners
6,442 Listeners
724 Listeners
11 Listeners
10,237 Listeners
12,789 Listeners
3,142 Listeners
90 Listeners
128 Listeners
442 Listeners
936 Listeners
16 Listeners