Analysts Don Kellogg and Roger Entner discuss insights from the recent AT&T Analyst & Investor Day, which Roger attended.
00:24 AT&T Investor Day overview
02:14 Leadership & company turnaround
03:24 Fiber and convergence
06:04 Tech stack simplification and Open RAN
07:34 5G expansion
08:12 Copper reduction targets
08:59 Leverage reduction and capital allocation
10:31 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, Verizon, Gigapower, fiber, T-Mobile, John Stankey, churn, convergence, Open RAN, Mavenir, 5G, DSL
