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
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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
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