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john stankey

T2 · manager / operator

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

3 calls·2 names·67% bull·last heard 20 days ago·Bloomberg Tech+1
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$TAT&Tposition

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 transition position it to monetize this cycle while adding value-added services like security on top of connectivity.

In Good Company with Nicolai Tangen2025-12→
2ndmedium conviction
$WBDWarner Bros. Discovery

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 leadership where US returns are superior.

In Good Company with Nicolai Tangen2025-12→

most discussed · click a bar to filter

recurring themes

3 total
$T
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AT&T
MEDjohn stankey·Bloomberg Tech·20 days ago· position
AT&T CEO sees fiber dominance in urban, Starlink for rural only
AT&T's fiber/wireless bundle is structurally superior in dense areas with lowest marginal cost; Starlink fits underserved rural markets but cannot compete in metro/suburban where AT&T has decades of infrastructure investment.
"I THINK WE ARE GOING TO DO REALLY WELL COMPETING AND METRO AND SUBURBAN AREAS, WHICH IS WHERE INVESTMENTS HAVE BEEN. IT WILL BE VERY HARD TO COME INTO THE MORE DENSELY POPULATED U…"
33:00
$T
···
AT&T
HIGHjohn stankey·In Good Company with Nicolai Tangen·8 months ago· position
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 transition position it to monetize this cycle while adding value-added services like security on top of connectivity.
"AI is going to drive another growth cycle in data and usage demand, and we think that's going to be a unique opportunity for growth in our business moving forward... the faster yo…"
2:12
$WBD
···
Warner Bros. Discovery
MEDjohn stankey·In Good Company with Nicolai Tangen·8 months ago
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 leadership where US returns are superior.
"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 t…"
3:21