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▶ 3:21 · $WBD · Stankey: Divesting Warner Media was necessary to focus capital on core connectivity
episode briefing
In Good Company with Nicolai Tangen

John Stankey - CEO of AT&T | Podcast | In Good Company | Norges Bank Investment Management

2025-12-03 · 2 company · 8 thematic
sentiment
1 bull0 bear1 neu
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john stankey

40-year AT&T veteran, CEO since 2020; led divestiture of Warner Media to refocus on connectivity, fiber buildout, and AI-driven network transformation.

quote
“On anybody's public balance sheet, trying to reposition in two industries at the same time probably requires more cash and more patience than what the public markets are willing to offer. It was necessary. It was in order for us to be real…”
—john stankey
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Stankey: AI-driven data surge and fiber buildout to power AT&T's next growth cycle
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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…