Showing posts with label ATT. Show all posts
Showing posts with label ATT. Show all posts

Wednesday, April 25, 2018

AT&T's Q1 revenue dips 1% yoy, but net income rises - FirstNet rollout underway

AT&T reported a slight dip in overall sales in Q1 but higher net income even as CAPEX rises for network upgrades, fiber upgrades, and FirstNet rollouts. The company said it is on track to launch 5G mobile services in a dozen U.S. cities this year.

“We’re off to a good start in 2018, both in growing our customer base and in building the world’s premier gigabit network,” said Randall Stephenson, AT&T Chairman and CEO. “Our investment in customer growth and our integrated service offerings helped drive solid first-quarter subscriber gains across our wireless, video and broadband businesses. We also moved quickly to deploy FirstNet, and we expect the buildout to accelerate as we go forward. Our fiber deployments for business and residential customers now pass more than 16 million customer locations. And we’re set to launch our next-generation DIRECTV NOW platform, which will offer cloud DVR and an additional video stream.”

Revenues for the first quarter totaled $38.0 billion versus $39.4 billion in the year-ago quarter, primarily due to the impact of new accounting rules for revenue recognition (ASC 606) which included netting of USF with operating expenses. On a comparative basis, declines in legacy wireline services, domestic video, and wireless service revenues, were partially offset by growth in wireless equipment and strategic business services. On a comparative basis, revenues were $38.9 billion, a decrease of 1.1%. Operating expenses were $31.8 billion versus $33.0 billion primarily due to the netting of USF and other regulatory fee revenues and the deferral of commissions under ASC 606. Excluding those impacts, operating expenses were $33.4 billion, an increase of about $350 million due to higher wireless equipment costs.

Net income attributable to AT&T was $4.7 billion, or $0.75 per diluted share, versus $3.5 billion, or $0.56 per diluted share, in the year-ago quarter.

Cash from operating activities was $8.9 billion, and capital expenditures were $6.1 billion. Capital expenditures included about $140 million in FirstNet capital costs and no FirstNet reimbursements.

Wireless highlights

  • Strong year-over-year improvement in postpaid phone net adds
  • Continued prepaid growth with 192,000 phone net adds
  • Nearly 500,000 branded smartphones added to base
  • Q1 postpaid phone churn of 0.84%
  • 3.2 million total wireless net adds, including 2.6 million in U.S., driven by connected devices and prepaid, and 543,000 in Mexico

Entertainment Group highlights

  • 312,000 DIRECTV NOW net adds to reach nearly 1.5 million subscribers
  • 125,000 total video net adds with DIRECTV NOW stabilizing total video customer base since DIRECTV acquisition
  • 154,000 IP broadband net adds; 82,000 total broadband net adds; more than 8 million customer locations passed with fiber

Thursday, April 19, 2018

AT&T expands 5G Evolution rollout to 141 markets

AT&T announced the launch of its 5G Evolution network service in 117 new markets, bringing its total to 141 launches so far.

AT&T's 5G Evolution offers wireless speeds up to 400 Mbps, which two times faster than standard LTE in many major markets, including in Atlanta, Chicago, Memphis, Nashville, San Diego and others.

The company  aims to have its 5G Evolution running in 500 U.S. markets by the end of this year,, including in parts of Baltimore; Charlotte, N.C.; Cleveland; Denver; Detroit; Jacksonville, Fla.; Kansas City; Las Vegas; New York City; Philadelphia; Portland; Raleigh; Salt Lake City; Seattle; and Washington, D.C.

AT&T is also making LTE-LAA available in parts of 3 new markets, bringing the total number of markets served with that technology to 7. AT&T’s LTE-LAA technologies can deliver theoretical peak speeds for capable devices of up to 1 Gbps.

“We’re building a 5G network that will fundamentally change the way the world lives and works,” said Melissa Arnoldi, president of Technology & Operations. “5G will provide a wireless experience that is faster, more responsive and more secure for our customers.”

AT&T customers need the latest 5G Evolution and LTE-LAA capable devices can access the faster speeds. These devices include the Samsung Galaxy lineup – S8, S9, S8+, S9+, Note8 and S8 Active – as well as the LG V30 and Moto Z2 Force Edition.

Wednesday, April 18, 2018

AT&T withdraws IPO for DIRECTV Latin America

Citing current market conditions, AT&T withdrew its planned initial public offering of shares of Vrio Corp., a holding company for its Latin American digital entertainment services unit, DIRECTV Latin America.

Registration papers for the planned IPO were filed last month.

Wednesday, April 11, 2018

AT&T and Crown Castle expand strategic relationship

AT&T and Crown Castle announced a new and expanded long-term leasing deal for wireless network infrastructure.

Under the new agreement, leasing management and operations are streamlined to improve the efficiency and flexibility under which AT&T can deploy new technologies and increase network capacity. In addition to macro sites, the new agreement covers small cell deployments. Financial terms were not disclosed.

The companies said the new agreement will enable AT&T to speed up the deployment of 5G technologies and the execution of our FirstNet build.

"This agreement marks a significant milestone in our relationship with Crown Castle," said Susan Johnson, executive vice president – Global Connections and Supply Chain, AT&T. "It establishes a market-based framework and simplifies the lease management and administration process. This will allow us to streamline network projects to better serve our customers."

"We are pleased to expand our longstanding strategic relationship with AT&T," said Mike Kavanagh, Chief Commercial Officer, Crown Castle. "We look forward to continuing to support AT&T's growth by providing our infrastructure assets to meet their network needs for years to come."

Tuesday, April 10, 2018

AT&T shares some 5G field trial results

AT&T is collecting large data sets from 5G field trials with real people and so far the results are encouraging, writes Melissa Arnoldi is president, AT&T Technology & Operations, in a blog posting this week.

Citing her posted results:

Waco, Texas
Participants: Small and mid-sized businesses

  • Provided 5G mmWave service to a retail location more than 150 meters away from the cell site and observed wireless speeds of approximately 1.2 Gbps in a 400 MHz channel.
  • Observed latency rates at 9-12 milliseconds.
  • Latency impacts things like the time between pressing play and seeing a video start to stream or hitting a web link and seeing a webpage begin to load. For context, MIT researchers discovered the human brain “latency” is 13 milliseconds.
  • Supported hundreds of simultaneously connected users using the 5G network.

Kalamazoo, Michigan
Participants: Small businesses

  • Observed no impacts on 5G mmWave signal performance due to rain, snow or other weather events.
  • Learned mmWave signals can penetrate materials such as significant foliage, glass and even walls better than initially anticipated.
  • Observed more than 1 Gbps speeds under line of sight conditions up to 900 feet. That’s equal to the length of 3 football fields.

South Bend, Indiana 
Participants: Small business and residential customers

  • Observed a full end-to-end 5G network architecture, including the 5G radio system and core, demonstrating extremely low latency.
  • Successfully provided gigabit wireless speeds on mmWave spectrum in both line of sight and some non-line of sight conditions.


http://about.att.com/innovationblog/two_years_of_5g_tria

AT&T updates its 5G and FTT rollout plans

AT&T confirmed plans to roll out mobile 5G service in a dozen U.S. markets by late 2018, making it the first U.S. carrier to do so. The initial launch is aimed at consumers. Trials of 5G business applications are also planned this year.

The company also updated its plans in the following areas:

  • LTE-LAA - AT&T, which deployed its first commercial LTE-Licensed Assisted Access (LTE-LAA) site in downtown Indianapolis in November 2017, now says it intends to launch the technology in at least 2 dozen additional metros this year. LAA offers theoretical peak speeds of up to 1 Gbps. In previous field tests, AT&T observed actual peak wireless speeds of 979 Mbps. 
  • AT&T 5G Evolution - this series of upgrades based on LTE-Advanced technologies launched in 23 major metros in 2017. Further rollouts are underway. 
  • LTE-M - AT&T's nationwide, low-power, wide-area LTE-M network went live in 2017. LTE-M supports large-scale IoT applications, like smart city services, smart metering, asset tracking, supply chain management, security and alarm monitoring, and personal wearables. 
  • Fixed Wireless Internet - in 2017, AT& launched high-speed internet access to over 440,000 locations across 18 states in mostly rural areas through technologies like Fixed Wireless Internet, as part of the FCC Connect America Fund. In 2018, AT&T plans to reach over 660,000 total locations in 2018 and 1.1 million locations by the end of 2020 in those 18 states.
  • Fixed 5G and AirGig - AT&T has pre-standard 5G fixed wireless trials underway in Austin, Texas; Waco, Texas; Kalamazoo, Michigan and South Bend, Indiana with residential, small business, and education customers. The company has also announced 2 trials of its AirGig technology, which targets transport for ultra-fast low latency internet over power lines. 
  • Fiber for Consumers and Businesses - AT&T Fiber currently reaches more than 7 million locations across 67 metros nationwide. This year, AT&T plans to add 3 million more locations on. By mid-2019, AT&T Fiber should reach at least 12.5 million locations across at least 82 metro area/ 
  • G.fast - In 2017, AT&T launched G.fast service supporting Internet speeds up to 500 Mbps for multifamily properties across 8 metro areas outside of its 21-state traditional service area. AT&T now to extend G.fast to apartment communities.

Wednesday, April 4, 2018

AT&T's new ad campaign focuses on Edge-to-Edge Intelligence

AT&T kicked off a new advertising campaign with TV commercials that focus on "Edge-to-Edge Intelligence" -- covering a range of services to business customers and actionable intelligence. The ads debuted during the 2018 Masters Tournament broadcast.

“AT&T Business offers end-to-end solutions wrapped in security so that you can flexibly respond to business needs quickly, helping you increase revenue and decrease cost,” said Sandra Howard, vice president-Corporate Brand Marketing. “While other companies might be able to compete with us on specific products, our breadth of services sets us apart.”

There are also 2 new “It Can Wait” ads on distracted driving. They both feature professional golfer and AT&T athlete Jordan Spieth.



Tuesday, March 27, 2018

AT&T outlines plans for Software-Defined Network in 2018 and beyond

AT&T, which has previously stated plans to virtualize and software-control 75% of its core network functions by 2020, said that it is on target to reach the 65% virtualization milestone this ahead, coinciding with the rollout of mobile 5G service.

In a blog post, Chris Rice, Senior Vice President – AT&T Labs, Domain 2.0 Architecture and Design, outlines several major open source initiatives that the company has been spearheading to drive network transformation.

  • ONAP – The operating system for Network Clouds. Since formation a year ago, the project now brings together over 50 of the largest network and cloud operators and technology providers from around the globe, representing more than 60% of the world’s mobile subscribers. AT&T is leading the software contribution and together with project members plans to deliver the second ONAP release, Beijing, in the second quarter of this year.
  • DANOS – The operating system for individual white box servers that power a virtualized network. And we recently announced we are taking white boxes, running on DANOS, to scale in our network and will plan to install as many of 60,000 of these white box routers to support our 5G build out over the next few years.
  • Acumos – An industry-first AI platform and marketplace, co-created with Tech Mahindra, that makes it easy to chain multiple microservices together in a simple drag-and-drop interface. And The Linux Foundation recently announced the public availability of Acumos, meaning anyone can now access the platform and begin building AI applications. We’re also releasing our Acumos whitepaper, where we highlight our direction and efforts in this area.
  • Akraino Edge Stack – A complete software platform for edge computing systems and applications. The Linux Foundation also recently announced that Intel among others have signed on as members of the community. We’re seeing early indicators of progress that are encouraging, and this growing collaboration will help to expedite the maturity and adoption of edge cloud.


AT&T also plans to roll out over 60,000 white box routers over the next several years across the U.S. to enable advanced services on its mobile 5G infrastructure. These white box routers run the “Disaggregated Network Operating System,” or dNOS, which uses technology from its acquisition of Vyatta.

"White box represents a radical realignment of the traditional service provider model,” said Andre Fuetsch, chief technology officer and president, AT&T Labs. “We’re no longer constrained by the capabilities of proprietary silicon and feature roadmaps of traditional vendors. We’re writing open hardware specifications for these machines, and developing the open source software that powers these boxes. This means faster hardware upgrades, since anyone can build to these specs. And software upgrades that move at internet speed. We’re doing this all while keeping costs low so we can focus on expanding our nationwide mobile 5G footprint for our customers as quickly as possible."

http://about.att.com/innovationblog/att_framework

Thursday, March 22, 2018

AT&T looks to combine XGS-PON with ONAP for virtualized optical access network

AT&T and the Open Networking Foundation (ONF) announced a collaboration to integrate the ONFs' work on multi-gigabit passive optic networks (PON) with the service automation system, ONAP.

The effort will integrate VOLTHA (Virtual Optical Line Termination Hardware Abstraction), the open source software stack powering PON networks, with ONAP.

AT&T said the idea is to develop virtualized and disaggregated network access for PON networks. The integration will build upon AT&T's ongoing field trials of XGS-PON, which is a fixed wavelength symmetrical 10Gbps passive optic network technology. It also builds upon previous GPON and CORD trials.

The current XGS-PON trial is testing multi-gigabit high-speed internet traffic and providing a AT&T DIRECTV NOW video experience to trial participants. To build the network, AT&T used the following open source software.


  • AT&T Open XGS-PON OLT: an OCP Accepted white box OLT
  • ONOS: the ONF SDN controller that hosts virtual OLT control applications
  • vBNG: a virtual broadband network gateway application to manage subscribers
  • VOLTHA (Virtual Optical Line Termination Hardware Abstraction): an ONF software project that provides hardware abstraction and a highly available SDN driver for OLT devices.
  • VOLTHA, the software powering the PON network trials, was developed by an ONF project community and used the latest in DevOps development techniques to enable rapid prototyping and accelerated delivery to the field trial. AT&T's Foundry in Atlanta developed the vBNG software and AT&T provided overall system integration and field operations for the trial.

"Our network is constantly evolving. Collaboration and openness across AT&T, the ONF, and VOLTHA teams will be key to bringing this 10 Gbps broadband network to customers faster," said Igal Elbaz, senior vice president, Wireless Network Architecture and Design, AT&T. "Now that we've proven the viability of open access technology in our trials, we can start the integration with our operations and management automation platform – ONAP."

"AT&T's Access team has been an important collaborator in ONF's mission to provide open source platforms for software defined broadband access and we look forward to building on this collaboration as we integrate with ONAP," said Guru Parulkar, Executive Director, ONF.

AT&T completes software-based XGS-PON field trials

AT&T completed field trials of a 10 Gbps XGS-PON virtualized network using Open Source Access Manager Hardware Abstraction (OSAM-HA) software in Atlanta and Dallas.

OSAM-HA, which was previously known as Virtual Optical Line Termination Hardware Abstraction (VOLTHA), enables a virtualized Broadband Network Gateway (BNG) function to manage subscribers. OSAM is a vendor agnostic operational suite for managing consumer and business broadband access network elements and capabilities; separate from vendor-specific Access Element Management Systems (EMS).

XGS-PON is a fixed wavelength symmetrical 10Gbps passive optic network technology.  During the trials, the XGS-PON system tested multi-gigabit high-speed Internet traffic and provided a seamless AT&T DIRECTV NOW video experience to participants.

One observation from the trial is that AT&T found it possible for GPON and XGS wavelengths to coexist across a single fiber interface.

“Our network is constantly evolving. We’ll continue to execute our software-based network strategy to technologies like 5G, virtualized RAN, and G.FAST over time. Ultimately, instead of deploying islands of technology that have SDN control, we want to orchestrate the entire end-to-end network through ONAP,” said Eddy Barker, assistant vice president, Access Architecture and Design, AT&T.

ONAP stands for Open Network Automation Platform. It’s our virtual access project within the Linux Foundation and will use the first iteration of OSAM-HA technology.

AT&T releases its Virtual Optical Line Termination Hardware Abstraction to ONF

AT&T is contributing its Virtual Optical Line Termination Hardware Abstraction (VOLTHA) code into the Open Networking Foundation (ONF).

VOLTA provides the framework behind AT&T's XGS-PON access network in the cloud. AT&T is currently performing proof-of-concept testing of VOLTHA in its labs and are planning to deploy XGS-PON field trials before the end of 2017.

AT&T described its decision to contribute its VOLTHA code as one more step in its commitment to move toward open source software and SDN/NFV frameworks.







Wednesday, March 7, 2018

AT&T looks to IPO of minority stake in DIRECTV Latin America

AT&T filed a registration statement with the U.S. Securities and Exchange Commission for a potential initial public offering (IPO) of a minority interest in the Class A common stock of Vrio Corp., a holding company for its Latin American digital entertainment services unit, DIRECTV Latin America.

Thursday, March 1, 2018

AT&T delivers LTE-M for CallPass Tech - vehicle tracking for car dealers

AT&T is delivering LTE-M connectivity to CallPass Tech, which provides location services to car dealers to track or find financed or leased vehicles.

Financial companies and car dealers can now use CallPass Tech’s iGotcha GPS Platform on the AT&T LTE-M network to track, find and manage financed or leased vehicles on the road and in challenging areas such as parking garages.

“We can’t overstate the value of GPS tracking technology across the vehicle finance industry,” said Jason Ashton, president of CallPass Tech and CallPass M2M Solutions. “There’s such an inherent risk in the industry. And there’s limited protection through insurance against losing collateral to theft or lack of payment. We know it doesn’t have to be like this. Working with AT&T to bring the latest, most intelligent network built for IoT is a natural next step and gives our customers the confidence they need to run their business.”

CallPass Tech noted that it currently supports more than 600,000 connected devices via the 4,800 finance companies and car dealers who are customers.

Thursday, February 22, 2018

AT&T expands its SD-WAN offer to 150 countries

AT&T is expanding its SD-WAN –offer to more than 150 countries and territories.

The AT&T SD-WAN – Network Based service was first launched in the U.S. in 2017.

The service enables businesses to mix and match site types and connect AT&T VPN sites, internet protocol security sites and SD-WAN sites in a single VPN, while preserving MPLS features. It may also be integrated with AT&T NetBond for Cloud.

“Managing connectivity should be simple. We know businesses want to customize their networks as their needs evolve and technology changes. Our AT&T SD-WAN – Network Based solution delivers flexibility and scalability to help businesses optimize and align network performance, functions and costs,” said Roman Pacewicz, chief product officer, AT&T Business. “We can bring everything together edge-to-edge – from end points, to connectivity, to the cloud – wrapped in security.”

MEF17: 2018 is about creating intelligence at the edge


2017 was all about virtualizing the edge and 2018 will be about creating intelligence at the edge and expanding it to the cloud, says Josh Goodell, VP, Intelligent Edge, AT&T. Application-aware #SD-WAN capabilities will make the extensible platform real. See video:  https://youtu.be/LrY_Vd8mfTQ ...

Tuesday, February 20, 2018

AT&T to launch mobile #5G in 12 cities this year

AT&T will launch commercial mobile 5G in a dozen cities this year. The first three announced cities are parts of Dallas, Atlanta and Waco, Texas.

The initial mobile 5G deployments this year will be based on 3GPP standards and operate over mmWave spectrum. AT&T has already deployed 5G Evolution technologies. Last fall, the company launched LTE-Licensed Assisted Access (LTE-LAA) technologies in parts of Indianapolis and are now live in parts of Chicago, Los Angeles and San Francisco.

“After significantly contributing to the first phase of 5G standards, conducting multi-city trials, and literally transforming our network for the future, we’re planning to be the first carrier to deliver standards-based mobile 5G – and do it much sooner than most people thought possible,” said Igal Elbaz, senior vice president, Wireless Network Architecture and Design. “Our mobile 5G firsts will put our customers in the middle of it all.”

AT&T also confirmed that its migration to SDN is on course. The target of virtualizing 55% of network applications in 2017 was achieved and the goal now is to reach 75% by 2020.

To further is progress, AT&T has opened a new 5G lab in Austin, Texas. The facility is hosting an Advanced 5G NR Testbed System (ANTS) for trialing unique and forward-looking features on a simulated 5G network for eventual standardization.

Saturday, February 17, 2018

AT&T activates G.fast in Boston

AT&T has begun deploying G.fast to apartments and condominiums in Boston.

The first Gfast installation in Boston occurred at the Meriel Marina Bay apartment complex.

AT&T will offer Internet connections capable of 500 Mbps peak downlinks.

Boston is the second metro where AT&T has launched Gfast property outside of its traditional 21-state home internet service area.

“While other Internet companies are leaving the city, we’re finding new ways to connect Bostonians,” said Ed Balcerzak, senior vice president, AT&T Connected Communities. “With Gfast we can connect more Boston area residents to information, entertainment and their community. We’re committed to providing connectivity to MDU residents in Boston. And we’ll do it through Gfast and millimeter wave.”

Tuesday, February 13, 2018

AT&T expands its push into microservices

AT&T has added Accenture to its Microservices Supplier Program, which offers a new approach to delivering business functionality for software developers.

Teams from Accenture and AT&T will develop microservices using scaled, agile and DevOps processes. The collaboration is expected to improve customer experiences, reduce support costs, and get services to market faster.

AT&T describes microservices as one of the key pillars of its next-gen network platform. In 2017, AT&T deployed more than 300 microservices, with hundreds more planned for 2018.

“Our collaboration with Accenture allows us to quickly deliver the products and services our customers need to stay competitive in today’s technology-based economy,” said Pam Parisian, president, Technology Development, AT&T. “Soon, they will be able to access a whole new level of scalability and functionality as we shift legacy business functions into flexible, software-centric capabilities.”

Steve Tibbetts, a managing director at Accenture said, “By decomposing legacy systems into suites of small, modular and independent services, we can co-develop new products more rapidly than ever before. Together with AT&T, we are able to deliver an enhanced experience for their customers.”

AT&T launches Microservices Supplier Program

AT&T is launching its microservices supplier program in partnership with IBM.  The idea is to offer a new approach to delivering business functionality for software developers. AT&T said that it is a heavy user of microservices for its internal systems.

Under this partnership, IBM will collaborate with AT&T to design, develop and deploy microservices that will transform AT&T’s business backend processes. IBM’s creation of microservices across sales, ordering, and enterprise data will enhance and modernize AT&T’s mission-critical systems. This enables higher-performing backend processing with minimal downtime while allowing the whole business to adapt quickly to changing market dynamics through the deployment of new fast and easy to access services and capabilities.

“Our software journey has focused on virtualizing our network functions to give more speed and flexibility than the traditional hardware model,” said Melissa Arnoldi, president, AT&T Technology and Operations. “We’re now looking at the 2,200+ apps in our IT system. And we’re starting to break them up into microservices to create agility, speed, and scalability that wasn’t possible before. Microservices are at the very core of our vision for the future of our network.”

Earlier this week, AT&T introduced Acumos, an artificial intelligence (AI) platform that makes it easy to build, share and deploy AI applications, built with microservices.

AT&T moves Acumos into open source as an AI-enabling platform

AT&T, in collaboration with Tech Mahindra, is backing an open source artificial intelligence (AI) platform called Acumos that can be used to build smart applications.

Acumos, which will be hosted by The Linux Foundation, makes it easy to build, share and deploy AI applications. More specifically, it provides the capability to edit, integrate, compose, package, train and deploy AI microservices. Acumos will provide a marketplace for accessing, using and enhancing those applications.

“Our goal with open sourcing the Acumos platform is to make building and deploying AI applications as easy as creating a website,” said Mazin Gilbert, vice president of Advanced Technology at AT&T Labs. “We’re collaborating with Tech Mahindra to establish an industry standard for AI in the networking space. We invite others to join us to create a global harmonization in AI and set the stage for all future AI network applications and services.”

“We’re opening up AI. We’re focusing on the telecommunication, media and technology spaces, starting with the network. The platform will be available to anyone and the more users who adopt it, the better it will get,” added Gilbert.

AT&T said the Acumos platform is built on open source technologies and can be powered by AT&T Indigo, its next-generation platform for delivering a seamless network experience.

Earlier this year, AT&T moved its ECOMP into the open source curation of The Linux Foundation under the newly launched ONAP project. With Acumos, AT&T said it was acting to place the initial framework into open source as quickly as possible.

Saturday, February 10, 2018

AT&T completes FiberTower acquisition

AT&T completed its previously announced acquisition of FiberTower Corporation for $207 million.

Under the deal, AT&T gains a significant footprint in the 39 GHz band, with average holdings of more than 375 MHz in the top 100 markets.

This millimeter wave spectrum paves the way for AT&T to begin the rollout of mobile 5G services.

AT&T to Acquire FiberTower for 24 and 39 GHz Spectrum

AT&T confirmed its intention to acquire FiberTower, a privately-held company that holds an extensive spectrum footprint in 24 GHz and 39 GHz bands. Financial terms were not disclosed.

At the AT&T Innovation Summit in San Francisco, John Donovan, Chief Strategy Officer and Group President at AT&T, said the acquired spectrum assets will have advance the company's 5G plans.

http://www.att.com
http://www.fibertower.com

Thursday, February 8, 2018

AT&T commits to 520 MW of wind power

AT&T announced one of the largest corporate purchases of renewal energy in the U.S. to date.  The carrier agreed to purchase 520 megawatts (MW) of wind power through 2 agreements with subsidiaries of NextEra Energy Resources:


  • 220 MW of power will come from the Minco V Wind Farm located in Caddo County, Oklahoma. 
  • 300 MW will come from a wind farm in Webb and Duval Counties in Texas. 


AT&T also announced its commitment to the Corporate Renewable Energy Buyers’ Principles. The group is led by the World Wildlife Fund (WWF) and is made up of large energy buyers working to spur progress on renewable energy and fulfill their increased demand for it. AT&T is also a member of the Business Renewables Center, an initiative that, along with the Buyers’ Principles, forms part of the Renewable Energy Buyers Alliance.

“As one of the world’s largest companies, we know how we source our energy is important,” said Scott Mair, President, AT&T Operations. “Many companies are focused on their own carbon footprint but we believe our industry can do more. We’ve been working for a long time to ensure our wind projects deliver for both our business and the environment. We will continue to explore renewable energy solutions to help create a better, more sustainable world.”

Thursday, February 1, 2018

AT&T claims 1.1 million global route miles of fiber

AT&T now claims to have over 1.1 million global route miles of fiber. The carrier says more than 8 million business customer locations across the U.S. are either on or within 1,000 feet of its fiber.

In addition, nearly 400,000 U.S. business buildings are lit with AT&T’s fiber nationwide.

“It all starts with fiber. Fiber accelerates everything that businesses need to digitally transform. Without fiber, innovative solutions like highly-secure networking, cloud computing and 5G wouldn’t be possible,” said Mo Katibeh, chief marketing officer, AT&T Business. “As we continue to expand our national fiber network, we want businesses to take full advantage of our fiber highway that is essentially right to their doorstep.”

Wednesday, January 31, 2018

AT&T open sources its Disaggregated Network OS (dNOS) for white boxes #SDN

AT&T announced plans to open source its Disaggregated Network Operating System project, or dNOS, which is a software framework for white box networking equipment. The project will now be hosted by The Linux Foundation.

AT&T said dNOS makes it easier for software developers, network operators, cloud providers, hardware makers and networking application developers to create new white box products, such as open routers and switches. AT&T sees white hardware as a critical component of its network.

“Our goal with open sourcing the dNOS project is to create a community around an open framework to software-enable industry-standard white box hardware designs, such as those contributed to the Open Compute Project,” said John Medamana, vice president of Packet Optical Network, AT&T. “We’re excited to work with The Linux Foundation to bring this concept to reality. We invite others to join us to build the community and support this effort.”

“The Linux Foundation welcomes the dNOS project to the open source community," said Arpit Joshipura, general manager of Networking, The Linux Foundation. "The dNOS project will help create a network operating system community that will benefit existing Linux Foundation projects like FRRouting and OpenSwitch, and pave the way for future projects to help drive innovation at the lower layers of the network stack.”

AT&T posts big Q4 profit from tax windfall

AT&T posted Q4 revenue of $41.7 billion, down slightly from $41.8 billion a year earlier primarily due to declines in legacy wireline services, wireless service revenues and domestic video, which were mostly offset by growth in wireless equipment and International. Fourth-quarter net income attributable to AT&T was $19.0 billion, or $3.08 per diluted share, and reflects the impact of the Tax Cuts and Jobs Act, compared to $2.4 billion, or $0.39 per diluted share, in the year-ago quarter.

AT&T's full-year 2017 revenues amounted to $160.5 billion versus $163.8 billion in 2016.

The company also confirmed plans to add $1 billion to its CAPEX budget in 2018 as a result of the tax reform legislation.

“The impact of tax reform and regulatory rationalization will be substantial and positive for the U.S. economy and AT&T,” said Randall Stephenson, AT&T Chairman and CEO. “Our FirstNet win and the opt-in by 100 percent of all states and territories will enable us to put the industry’s most robust spectrum assets to work in building a best-in-class nationwide network for public safety and first responders. On the Time Warner front, we look forward to presenting our case in court and closing the deal.”

Highlights for Q4 2017


  • 4.1 million total wireless net adds for the fourth quarter, including 2.7 million in U.S., driven by connected devices, postpaid phones and prepaid, and 1.3 million in Mexico.  
  • 300,000 total video net adds: 161,000 in U.S. and 139,000 in Latin America
  • U.S. wireless results:
  • 329,000 postpaid phone net adds
  • Added nearly 700,000 branded smartphones to base
  • Best-ever fourth-quarter postpaid phone churn of 0.89%
  • 95,000 IP broadband net adds; 19,000 total broadband net adds; more than 7 million customer locations passed with fiber
  • 161,000 total video net adds; 368,000 DIRECTV NOW net adds to reach nearly 1.2 million DIRECTV NOW subscribers
  • International revenues were up 16.0% with strong growth in Mexico wireless and DIRECTV Latin America


Thursday, January 25, 2018

Cable Mergers and Spinoffs - Bigger is Better?

Nearly 15 months have passed since AT&T and Time Warner announced their $109 billion-dollar merger agreement. For most of 2017, the companies were confident that their merger would pass regulatory review by the Department of Justice and by the FCC. As the first big to face scrutiny from the income Trump administration, the presumption was that regulators would take a pro-business, hands-off approach especially since the companies do not compete in the same markets and hence would not be constricting the competitive field.  The predicted completion date was “by the end of 2017.” The deadline has now passed.  The new target is “by mid-2018.” 

What’s the hold-up? In late November, the U.S. Department of Justice filed a legal case to block the proposed AT&T + Time Warner merger, apparently on the grounds that the size of the combined company will but smaller players at a competitive disadvantage. So, the logic is that bigger is better, and, as a corollary, smaller is weaker. For AT&T and Time Warner to get to that mid-2018 merger completion date will now require a legal victory in a U.S. District Court.

The official response from AT&T is this “(the) DOJ lawsuit is a radical and inexplicable departure from decades of antitrust precedent. Vertical mergers like this one are routinely approved because they benefit consumers without removing any competitor from the market. We see no legitimate reason for our merger to be treated differently” -  David R. McAtee II, Senior Executive Vice President and General Counsel, AT&T Inc. 

For network operators – bigger is better, especially with content

Since the time the proposed acquisition was announced in October 2016, AT&T has been arguing that the primary driver for the deal is to bring content and distribution under one roof. The merger will combine Time Warner's library of content and ability to create new premium content with AT&T's extensive customer relationships, world’s largest pay TV subscriber base and scale in TV, mobile and broadband distribution.

As a reminder, Time Warner, which was formed in 1990 through the merger of Time Inc. and Warner Communications, encompasses many premium media properties, including HBO, New Line Cinema, Turner Broadcasting System, The CW Television Network, Warner Bros., CNN, Cartoon Network, Boomerang, Adult Swim, DC Comics, Warner Bros. Animation, Castle Rock Entertainment, Cartoon Network Studios, Esporte Interativo, Hanna-Barbera Productions, Warner Bros. Interactive Entertainment. It also owns 10% of Hulu.

The basic idea driving the merger is for Time Warner to act as the content arm for AT&T, providing mobile and fixed broadband line subscribers with valuable material as part of a packaged service bundle. Consumers presumably would purchase an AT&T service bundle based on the perceived quality and value of the package rather than simply the lowest price for mobile connectivity. This will allow ARPU to rise and ensure a 'stickiness' factor that goes beyond the latest mobile handset deals, currently a leading cause for subscriber churn.

So, until we hear otherwise or until the courts rule that the merger is impermissible, the presumption is that “bigger is better” and that AT&T and Time Warner will continue to pursue their business combination.

A mobile + cable merger in Sweden

Earlier this week, another merger was proposed also on the premise that bigger is better. Tele2 and Com Hem agreed to a merger that will create the second largest mobile telephony and fixed broadband provider in Sweden (after Telia) and the market leader in digital TV. Com Hem’s shareholders will receive as merger consideration SEK 37.02 in cash plus 1.0374x new B shares in Tele2 for each share in Com Hem. This values the deal at about US$3.3 billion.

Com Hem operates a fiber-coax network serving approximately 1.5 million residential customers across Sweden. The company was established in 1983 and has approximately 1,200 employees. Its head office is in Stockholm.

Tele2, which was established in 1993 and is based in the Kista Science City, Stockholm, Sweden, operates an extensive mobile network across Sweden and has interests in The Netherlands, Lithuania, Latvia, Estonia, Kazakhstan, Croatia, and Germany.

The combined company will have a customer base of 3.9 million mobile customers, 0.8 million broadband customers, and 1.1 million digital TV customers in Sweden. Its 4G network will cover the entire country while its broadband network will cover almost 60 percent of Sweden’s households.
In presenting their merger to investors and to the press, Tele2 officials spoke of “evolving customer needs” and the appetite for digital content. As with the AT&T + Time Warner deal, there is an impetus to bring mobile, broadband and TV content under one roof.  

Some Service Providers are downsizing

One network operator moving in the opposite direction. Altice, the French operator led by business tycoon Patrick Drahi, who is known for ownership of his French cable operator Numericable.
Through a series of deals, in 2013 Drahi acquired SFR, France’s second largest mobile phone and internet provider from Vivendi. In late 2014, Altice acquired Virgin Mobile France for €325 million. The following year, Altice acquired Portugal Telecom and sold Cabovisão to Apax France. The hunger to grow bigger continued with a bid to acquire Bouygues Telecom, the third largest telecoms company in France. This merger was rejected by Bouygues Telecom. By then, Drahi had his sights on the U.S. cable market. In May 2015, Altice spent $9.1 billion to acquire a 70% controlling stake in Suddenlink Communications, which valued the seventh-largest U.S. cable company. This was soon followed in September 2015 with a $17.7 billion deal to acquire Cablevision, the dominant cable operator in the New York metropolitan area market. This deal was consummated in June 2016, making the new Altice USA into the #4 cable operator in the U.S. with more than 4.6 million Cablevision and Suddenlink customers across 20 states.

Many of the deals were accomplished with private equity debt. Now, 18 months after the transaction was completed, it appears that Altice has a case of indigestion. Perhaps bigger is not better, or maybe compelling content synergies have not been found across these diverse markets. Is there enough content synergy between France and New York to truly make one Altice brand?

This week, Altice N.V. announced a corporate restructuring centered on the separation of Altice USA from Altice Europe. The separation is to be effected by a spin-off of Altice NV’s 67.2% interest in Altice USA through a distribution in kind to Altice NV shareholders. Following the spinoff, the two companies will be led by separate management teams. Patrick Drahi, who will retain control of both companies, issued the following statement: “The separation will allow both Altice Europe and Altice USA to focus on their respective operations and execute against their strategies, deliver value for shareholders, and realize their full potential. Both operations will have the fundamental Altice Model at their heart through my close personal involvement as well as that of the historic founding team."



See also