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.
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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.
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