AT&T · CEO 网络与云
最近 90 天
Stankey称AT&T光纤紧邻数据中心，使其在AI级连接领域处于领先，AWS和微软等超大规模云厂商已成为客户。
超过90%已绘制的美国数据中心位于我们光纤10英里范围内，超过80%在1英里内。这是美国领先的超大规模云厂商与AT&T合作以满足其快速增长的高容量连接需求的原因之一。原文 (en)
Over 90% of mapped U.S. data centers are within 10 mi of our fiber, and over 80% are within 1 mi. This is one of the reasons why the nation's leading hyperscalers are working with AT&T to support their rapidly growing high-capacity connectivity needs.
Stankey认为光纤加无线的融合是最持久、最难被超越的客户主张。
在有动力投资光纤的地方，人们很难击败光纤加无线的融合价值主张，尤其是随着技术和相关服务能力成熟、客户摩擦减少。原文 (en)
Where there is a motivation to invest in fiber, it is going to be really hard for people to beat the consolidated value proposition of fiber and wireless, especially as the technology matures and the service capabilities around it mature to allow less friction for a customer.
Stankey认为低轨卫星适合农村覆盖，同时预计固定无线终将见顶并下滑。
我认为低轨星座非常适合向农村地区提供带宽，未来很可能是覆盖低密度地区最高效的方式。原文 (en)
I think LEO constellations are fantastic for delivering bandwidth to rural areas, and they may well be the most efficient and effective way to get bandwidth into less densely populated areas moving forward.
Stankey淡化卫星移动新进入者的威胁，称建设规模化融合网络需要多年和巨额投资。
我不会过度关注所谓的一个低频段载波。要看清全局：在我们的规模化网络中，视城市而定，运行着6到8个低频段载波。原文 (en)
I would not over-rotate on what I would call one carrier of low-band spectrum. I mean, let us put this in perspective. In our scaled network, we run, depending on the metro, somewhere between 6-8 carriers of low-band spectrum.
Stankey称混合云环境中的AI工作负载推高企业对容量和低时延托管网络的需求，机器人将带来更多需求。
如果做推理，需要更快的响应时间，人们想要这种性能，而且用得更多，所以需要更大的容量，这是推动增长的部分原因。原文 (en)
If you're doing inference, you need quicker response times, and people want that performance, and they're doing more of it, so they just need more sheer capacity, and that's part of what's driving the lift.
Stankey认为AI代理不会伤害AT&T，客户掌控授权，好产品终将胜出。
我认为长期来看，推出好产品、善待客户，我们的业务就不会有问题。我们会获得原本找不到我们的新客户。原文 (en)
I think over the long haul, put good products out there, treat people well, it will be fine for our business. We will have accretion of new customers who find us who would not have found us otherwise.
Stankey不排除在零售渗透见顶后长期对外批发光纤网络。
我们是否可能开放网络，让其他方在上面销售以提高渗透率和回报？长期来看我不排除这种可能。原文 (en)
is it possible that we might open up the network and have others sell on top of it to drive penetration and returns up? I wouldn't rule that out over the long haul.
Stankey表示AT&T愿意考虑更多光纤并购，但前提是能在合适地区形成规模，而不是为买而买。
当然，如果能在合适的地区获得规模，我有兴趣获取更多光纤覆盖。我不想仅仅为了买而买覆盖范围。原文 (en)
Sure, I'd be interested in picking up more footprint if it holds to my point of view of use getting scale in the right geography. I don't want to just buy footprint for the sake of buying it,
Stankey表示长期来看不排除把开放接入批发模式应用到AT&T传统有线市场。
从长远来看，我不会排除这种可能。原文 (en)
I wouldn't rule that out over the long haul,
Stankey称不应只看光纤ARPU，而应关注服务收入的强劲增长。
我不想只盯着ARPU。我们关注的是业务中服务收入的强劲增长。原文 (en)
I don't want to focus on that [ARPU] exclusively," Stankey said. "What we want to focus on is the fact that we're seeing great service revenue growth in our business.