In Good Company with Nicolai Tangen AT&T CEO: Connecting the Future, Embracing AI and Driving Cultural Change
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Dec 3, 2025 John Stankey, President and CEO of AT&T, leads the company's shift towards AI and fiber-first infrastructure. He highlights the importance of fiber for AI workloads and predicts a surge in upstream data demand driven by video and enterprise applications. Stankey shares insights on managing cultural change in a legacy company, improving customer service with AI, and strategically focusing investments in North America. He also discusses cybersecurity as both a challenge and opportunity, and the future of telecommunications with emerging technologies like 6G.
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AI Will Reorder Telecom Growth
- AI will drive a new growth cycle in data demand and create unique revenue opportunities for networks.
- Invest in infrastructure now to capture steady cash-flow improvements as usage shifts to AI-driven workloads.
Refocus By Divesting Distractions
- Divest non-core assets if they distract from your strategic reinvestment needs.
- Reinvest proceeds into your core business to improve product quality and customer retention.
Why AT&T Stays Focused On North America
- North America offers superior returns and policy support compared with many other markets.
- Foreign ownership scrutiny and fragmented European markets reduce incentives to expand abroad.