AT&T Inc. is undertaking a significant transformation from a traditional telecom company burdened by debt and media ventures to a focused connectivity and infrastructure business. The company is betting on a product stack built on 5G wireless, fiber broadband, and enterprise network services to drive future growth and compete with rivals like Verizon, T-Mobile, and Comcast. This strategy aims to leverage fiber’s long-term advantages, integrate mobile and fiber infrastructure, and use enterprise/IoT services for diversified revenue, ultimately impacting its stock valuation.
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AT&T Inc.: Can the Old-School Telecom Giant Reinvent Itself as a Modern Connectivity Platform?
AT&T Inc. is undertaking a significant transformation from a traditional telecom company burdened by debt and media ventures to a focused connectivity and infrastructure business. The company is betting on a product stack built on 5G wireless, fiber broadband, and enterprise network services to drive future growth and compete with rivals like Verizon, T-Mobile, and Comcast. This strategy aims to leverage fiber’s long-term advantages, integrate mobile and fiber infrastructure, and use enterprise/IoT services for diversified revenue, ultimately impacting its stock valuation.