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$T · Stankey: AI-driven data surge and fiber buildout to power AT&T's next growth cycle
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$T···bullish· high· posjohn stankey
Stankey: AI-driven data surge and fiber buildout to power AT&T's next growth cycle
AI will drive massive upstream bandwidth demand from sensor video analytics, requiring symmetrical fiber networks; AT&T's aggressive fiber investment and software-defined network…
$WBD···neutral· mediumjohn stankey
Stankey: Divesting Warner Media was necessary to focus capital on core connectivity
Repositioning two capital-intensive industries (telecom and media) simultaneously exceeded public market patience; divestiture freed cash to reinvest in fiber and network leadersh…