SOTS 2nd Hour: AT&T's New Strategic Plan, Record Holiday Shopping 12/3/24

John Stanky, CEO of AT&T, shares insights on the company's ambitious strategic plan that focuses on expanding 5G and fiber networks to over 50 million locations by 2029. He discusses plans to divest from DirecTV to enhance AT&T's connectivity position and the challenges of meeting growing bandwidth demands. The conversation also touches on competitive telecom dynamics, the role of AI, and customer desires for simplicity in service. Alongside this, trends in holiday shopping reveal how retail is adapting to changing market conditions.