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AT&T Product

To design innovative connectivity solutions that transform how people connect to their world, unlocking the future of 5G and fiber connectivity.

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To design innovative connectivity solutions that transform how people connect to their world, unlocking the future of 5G and fiber connectivity.

Strengths

  • NETWORK: Extensive fiber and 5G infrastructure reaching 100M+ Americans
  • SCALE: 240M+ mobile subscribers creating massive data advantage
  • BRAND: 140+ years of trusted telecommunications leadership
  • PARTNERSHIPS: Strong content relationships via Warner Bros Discovery
  • INTEGRATION: Connected ecosystem across mobile, fiber, and enterprise

Weaknesses

  • DEBT: $128.6B debt limiting investment flexibility and innovation
  • LEGACY: Aging systems requiring significant modernization investment
  • COMPLEXITY: Product portfolio fragmentation causing customer confusion
  • SPEED: Slow time-to-market compared to more agile competitors
  • RETENTION: 1.1% monthly churn rate higher than key competitors

Opportunities

  • FIBER: Only 30% of US market penetration leaves massive growth runway
  • ENTERPRISE: $50B+ market in 5G private networks for businesses
  • IOT: Connected device explosion creating new revenue streams
  • BUNDLING: Cross-selling mobile/fiber creates 38% higher ARPU
  • RURAL: $42.5B BEAD program funding for underserved markets

Threats

  • COMPETITION: Cable MSOs aggressively bundling mobile with broadband
  • REGULATION: Potential new FCC rules limiting network management
  • INVESTMENT: T-Mobile's accelerated 5G buildout creating coverage gaps
  • DISRUPTORS: Big Tech entering communications space with new solutions
  • COMMODITIZATION: Price wars reducing margins in core service areas

Key Priorities

  • FIBER: Accelerate fiber deployment to reach 30M+ locations by 2026
  • CONVERGENCE: Create seamless product experiences across services
  • MODERNIZATION: Rebuild core platforms for faster innovation cycles
  • ENTERPRISE: Prioritize 5G private network solutions for business growth
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To design innovative connectivity solutions that transform how people connect to their world, unlocking the future of 5G and fiber connectivity.

FIBER DOMINANCE

Become the fiber provider of choice nationwide

  • EXPANSION: Accelerate fiber footprint to reach 2M additional locations by Q4, increasing homes passed by 8%
  • CONVERSION: Achieve 40% penetration in markets with 18+ months of fiber availability, up from current 32%
  • EXPERIENCE: Reduce fiber installation time to under 4 hours for 90% of customers, down from current 6.2 hours
  • BUNDLING: Increase attachment rate of mobile services to fiber customers from 38% to 50% by end of quarter
UNIFIED JOURNEY

Create seamless experiences across all products & services

  • PLATFORM: Launch unified product catalog powering all sales channels, reducing product setup time by 65%
  • INTEGRATION: Consolidate 6 separate customer-facing apps into single convergent experience by Q4
  • PERSONALIZATION: Deploy AI recommendation engine across 100% of digital touchpoints, increasing CTR by 32%
  • MEASUREMENT: Establish unified cross-product experience metrics dashboard tracking 15 key journey KPIs
FUTURE FOUNDATION

Modernize core platforms to enable rapid innovation

  • ARCHITECTURE: Complete migration of 40% of legacy systems to cloud-native microservices architecture
  • AUTOMATION: Achieve 80% CI/CD adoption across all product engineering teams, up from current 45%
  • DATA: Implement unified customer data platform connecting 100% of product touchpoints by end of Q3
  • TALENT: Increase product organization's digital/cloud skill certification rate from 62% to 85%
BUSINESS GROWTH

Revolutionize enterprise connectivity solutions

  • PRIVATE NETWORKS: Launch 5G private network solution for 25 enterprise customers across 3 key verticals
  • EDGE: Deploy edge computing capabilities in 50 additional network locations supporting IoT applications
  • SECURITY: Integrate AI-powered security features into all enterprise products, reducing threats by 40%
  • SOLUTIONS: Create industry-specific product bundles for healthcare, manufacturing and retail sectors
METRICS
  • FIBER GROWTH: 252K net additions per quarter (+20% YoY)
  • CUSTOMER LIFETIME VALUE: $6,250 average across product portfolio (+15% YoY)
  • DIGITAL ADOPTION: 78% of customer transactions through digital channels (+25% YoY)
VALUES
  • Customer First: Deliver exceptional experiences that earn customer loyalty
  • Innovation: Embrace new ideas and technologies to create transformative solutions
  • Reliability: Build products that perform consistently and dependably
  • Inclusivity: Design for accessibility and equity across all customer segments
  • Integrity: Act with transparency and earn trust through responsible product practices
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Align the learnings

AT&T Product Retrospective

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To design innovative connectivity solutions that transform how people connect to their world, unlocking the future of 5G and fiber connectivity.

What Went Well

  • FIBER: Added 252K fiber subscribers, exceeding quarterly target by 12%
  • MOBILITY: Postpaid phone net adds of 349K showed continued strength
  • PROFITABILITY: Improved wireless service EBITDA margins by 2.9 points
  • EFFICIENCY: Successfully executed on $2B cost reduction initiatives
  • RELIABILITY: Network resilience improved with 23% fewer outage minutes

Not So Well

  • LEGACY: Wireline business services revenue declined 8.2% year-over-year
  • ARPU: Average revenue per wireless user stagnant at $55.40/month
  • CHURN: Postpaid phone churn increased to 0.84% from 0.79% prior year
  • PREPAID: Lost 89K prepaid subscribers to competitive MVNO offerings
  • INNOVATION: New product launches delayed beyond projected timeframes

Learnings

  • BUNDLING: Customers with both mobility and fiber show 64% higher LTV
  • EXPERIENCE: NPS scores directly correlate with self-service adoption
  • DIGITIZATION: Digital sales channels yielding 28% lower acquisition cost
  • SEGMENTATION: SMB market requires fundamentally different approach
  • SIMPLICITY: Product portfolio complexity driving negative satisfaction

Action Items

  • PLATFORM: Accelerate API-first architecture transformation by EOY 2025
  • CONVERGENCE: Launch integrated mobile-fiber product bundles in Q3 2025
  • AUTOMATION: Expand AI-powered network operations to reduce OPEX by 15%
  • EXPERIENCE: Redesign customer journeys to reduce friction by 30%
  • TALENT: Restructure product organization to attract digital-native talent
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To design innovative connectivity solutions that transform how people connect to their world, unlocking the future of 5G and fiber connectivity.

Strengths

  • DATA: Massive customer dataset enabling superior AI training
  • INFRASTRUCTURE: Extensive cloud and edge computing capabilities
  • TALENT: Growing AI engineering team with specialized expertise
  • PARTNERSHIPS: Strategic alliances with leading AI technology vendors
  • INVESTMENT: $5B+ commitment to AI and ML transformation initiatives

Weaknesses

  • FRAGMENTATION: Siloed AI initiatives lacking unified strategy
  • LEGACY: Technical debt in core systems limiting AI implementation
  • SKILLS: Workforce gaps in specialized AI product expertise
  • GOVERNANCE: Inconsistent data quality and management practices
  • ADOPTION: Low internal AI tool utilization across product teams

Opportunities

  • PERSONALIZATION: AI-driven customized service recommendations
  • EFFICIENCY: Automated network optimization reducing operational costs
  • PREDICTIVE: Anticipatory maintenance reducing service disruptions
  • SECURITY: AI-powered threat detection strengthening network defenses
  • SUPPORT: Conversational AI reducing customer service costs by 35%

Threats

  • COMPETITION: Tech giants deploying superior AI customer experiences
  • REGULATION: Emerging AI governance frameworks imposing limitations
  • ETHICS: Public concern over data privacy in AI applications
  • DISRUPTION: AI-enabled virtual networks threatening traditional models
  • TALENT: Fierce competition for limited AI engineering talent pool

Key Priorities

  • CONVERGENCE: Create unified AI platform across all product lines
  • NETWORK: Deploy AI-powered network optimization at scale
  • EXPERIENCE: Build predictive, personalized customer journeys
  • GOVERNANCE: Establish robust AI ethics and governance framework
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AI Disclosure

This report was created using the Alignment Method—our proprietary process for guiding AI to reveal how it interprets your business and industry. These insights are for informational purposes only and do not constitute financial, legal, tax, or investment advice.

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