AT&T Inc. tsuas yog sau npe ib xyoos ib zaug nce hauv tsib xyoos dhau los. Cov neeg sib tw tseem ceeb Verizon Communications Inc. thiab T-Mobile US Inc. tau ua tiav qhov thim rov qab, nrog rau lawv cov kev sib koom txhua qhov tau txais plaub ntawm tsib xyoos dhau los.
Tab sis tom qab xyoo ntawm kev poob siab, AT&T
T,
yog maj mam yeej ntau qhov kev nyiam ntawm Wall Street. Cov Tshuag tam sim no nyob rau hauv txoj kev mus eke tawm qhov zoo nce rau 2022.
Ib feem ntawm qhov kev txais tos sov tuaj yeem yog qhov tshwm sim ntawm lub tuam txhab kev hloov pauv tsis ntev los no los tso nws cov xov xwm thiab kev lag luam video, tawm hauv qab zaj dab neeg yooj yim tsom rau wireless. Tab sis AT&T kuj xav tau credit rau qhov kev txav uas nws tau ua hauv lub lag luam wireless ntawd.
Nws yuav tsum "muab kev ntseeg siab rau cov tub ua lag luam" tias "AT&T qhov kev loj hlob ntawm kev ua tau zoo tsis yog los ntawm tus nqi nce qib lossis cov khoom siv hnyav," Tus Thawj Saib Xyuas Kev Ua Haujlwm Jeff McElfresh tau hais hauv UBS lub rooj sib tham hnub Tuesday thaum sawv ntxov, raws li cov ntawv sau los ntawm Sentieo / AlphaSense. "Muaj lwm yam uas tau tshwm sim thiab vim li cas AT&T tuaj yeem nyiam kev loj hlob zoo, ntxiv ntim thiab tsim kom muaj kev ua tau zoo hauv kev lag luam."
AT&T tau txais qhov rap rau nws qib kev tshaj tawm, tab sis lub tuam txhab tau khaws cia nws zaj dab neeg mus dhau wireless deals, ib yam dab tsi McElfresh echoed Tuesday.
"Qhov kev loj hlob uas peb tau ntsib ntawm AT&T, nws tsis yog vim peb tau txais kev txhawb nqa khoom siv," nws hais. "Peb tau txais ntau qhov kev nqis tes ua, tsis yog qhov tsawg kawg yog peb qhov kev pabcuam FirstNet hauv kev pabcuam thawj tus neeg teb uas tseem ua tau zoo kawg nkaus, tshwj xeeb tshaj yog nyob rau hauv qhov chaw wireless no, yog li kuv xav tias peb txoj haujlwm muaj kev ruaj ntseg."
Kev lees paub, kev txhawb nqa wireless yog qhov nyuaj. Cov tuam txhab tuaj yeem muab cov kev sib txawv sib txawv rau cov neeg siv khoom sib txawv, thiab qee zaum cuam tshuam rau cov khoom xws li cov kev pabcuam streaming dawb uas muaj av nkos sib piv ntawm kev txhawb nqa los ntawm ntau tus neeg nqa khoom.
Qhov ntawd tau hais tias, hauv McElfresh txoj kev xav, AT&T tsis yog "tsis yog qhov ua phem tshaj plaws" nrog nws cov kev tshaj tawm thaum lub sijhawm Dub Friday lub tuam txhab tsis tau "ua phem tshaj plaws hauv kev ua lag luam rau qee lub sijhawm."
(A MarketWatch tsom xam ntawm cov ntaub ntawv los ntawm MoffettNathanson thiab Navi zoo li qhia tias AT&T qhov kev txhawb nqa rau cov neeg hloov pauv tau qis dua li T-Mobile
TUS,
thiab Verizon
VZ,
muaj, txawm hais tias lub tuam txhab deals rau cov uas twb muaj lawm upgraders yog siab dua.)
Ib qho ntawm AT&T cov thawj coj hauv lub quarter tsis ntev los no tau muab cov kev cog lus zoo ib yam rau cov neeg siv khoom uas twb muaj lawm uas nws yuav muab rau cov neeg siv khoom tshiab. Feem ntau, cov tuam txhab yuav muab kev cog lus zoo dua rau cov neeg siv khoom tshiab txhawm rau txhawb kom lawv hloov pauv, tab sis AT&T tau hais tias nws cov lus yooj yim dua ntawm tus nqi thiab cov phiaj xwm tau tso cai rau nws. tau txais txiaj ntsig zoo dua ntawm nws cov nyiaj lag luam.
McElfresh tau qhia rau hnub Tuesday tias AT&T tau "tau txais cov neeg siv khoom txaus nyiam nrog ARPU txaus nyiam heev [cov nyiaj tau los nruab nrab ntawm ib tus neeg siv] thiab qis churn ntawm peb cov khoom."
Tau qhov twg los: https://www.marketwatch.com/story/at-t-exec-says-this-trend-should-give-investors-confidence-11670367012?siteid=yhoof2&yptr=yahoo