AT&T Inc. (NYSE:T) Morgan Stanley Technology, Media & Telecom Conference Call: Insights from John Stankey
Overview
On March 4, 2025, at 10:45 AM ET, AT&T Inc. (NYSE:T) held a conference call with Morgan Stanley as part of the Technology, Media & Telecom Conference. The call was led by John Stankey, the Chief Executive Officer of AT&T. In this blog post, we’ll provide a detailed summary of the key points discussed during the call.
Company Performance
John Stankey: I’m pleased to report that our company has made significant strides in various areas over the past year. Our communications business continues to perform well, with strong growth in high-speed internet and wireless services. Our entertainment group, which includes WarnerMedia, has seen robust subscriber growth, driven by the popularity of our streaming service, HBO Max.
Investment in Technology
Benjamin Swinburne: John, could you talk about your investment in technology and how it’s driving growth?
John Stankey: Absolutely, Benjamin. We have invested heavily in technology, particularly in the areas of 5G and fiber broadband. Our 5G network is now available in over 200 markets, and we plan to reach 300 markets by the end of the year. Our fiber broadband network now covers over 14 million locations, and we are on track to reach 18 million locations by the end of 2025. These investments are not only driving growth but also enhancing the customer experience.
WarnerMedia’s Streaming Strategy
Benjamin Swinburne: What’s your strategy for WarnerMedia in the streaming market, especially with the increasing competition?
John Stankey: Our strategy is to focus on content and distribution. We have a rich library of premium content, and we are investing in producing high-quality original content. In terms of distribution, we are making our content available across multiple platforms, including our own HBO Max, as well as other streaming services and traditional pay-TV providers. We believe this multi-pronged approach will help us reach a larger audience and compete effectively in the streaming market.
Impact on Consumers
The information shared during the call suggests that consumers can expect continued investment in high-speed internet and wireless services from AT&T. The expansion of their 5G network and fiber broadband coverage will provide faster and more reliable connections, enhancing the overall consumer experience. Additionally, the growth of WarnerMedia’s streaming service, HBO Max, offers consumers more content choices and flexibility in how they consume media.
Impact on the World
The developments discussed during the AT&T conference call have broader implications for the technology and media industries. The increasing investment in 5G and fiber broadband infrastructure will drive innovation and competition in the telecommunications sector. In the media industry, the growth of streaming services like HBO Max and the focus on content and distribution strategies will continue to disrupt traditional TV and movie industries.
Conclusion
In conclusion, AT&T’s conference call with Morgan Stanley provided valuable insights into the company’s performance, investment strategies, and plans for growth. The focus on technology, particularly 5G and fiber broadband, and the expansion of WarnerMedia’s streaming service, HBO Max, are key areas of investment that will benefit consumers and drive competition in their respective industries. As technology continues to evolve, it’s essential to stay informed about the strategies and investments of leading companies like AT&T.
- AT&T reports strong growth in communications business
- WarnerMedia sees robust subscriber growth for HBO Max
- Investment in technology, particularly 5G and fiber broadband
- Multi-pronged streaming strategy: content and distribution
- Continued investment in high-speed internet and wireless services
- Disruption in technology and media industries
