AT&T Inc at KeyBanc Technology Forum Transcript - Thomson StreetEvents

AT&T Inc at KeyBanc Technology Forum Transcript

AT&T Inc at KeyBanc Technology Forum Transcript - Thomson StreetEvents
AT&T Inc at KeyBanc Technology Forum Transcript
Published Aug 11, 2025
9 pages (5410 words) — Published Aug 11, 2025
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Abstract:

Edited Transcript of T.N presentation 11-Aug-25 3:00pm GMT

  
Brief Excerpt:

...Welcome to day one of the KeyBanc Technology Leadership Forum. Thanks everybody for being here. My name is Brandon Nispel. I cover communication services for KeyBanc. This presentation is a 25-minute fireside chat. We have Jeremy Legg, CTO of AT&T. Jeremy, welcome. Jeremy Legg ...

  
Report Type:

Transcript

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Company:
T Inc
Ticker
T.N
Time
3:00pm GMT
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Brandon Nispel - KeyBanc Capital Markets Inc - Analyst : Absolutely. So real quick. Safe harbor for AT&T, before we begin, I need to call attention to safe harbor, which says some of the comments today may be forward-looking. There's risks and uncertainties. Results may differ materially. Additional information is on AT&T's website. So again, Jeremy, thank you.


Question: Brandon Nispel - KeyBanc Capital Markets Inc - Analyst : Why don't we just get started? Help us understand your background, role at AT&T, and really your key priorities from a technology standpoint in '25.


Question: Brandon Nispel - KeyBanc Capital Markets Inc - Analyst : Got it. How would you characterize sort of your top priorities for '25?


Question: Brandon Nispel - KeyBanc Capital Markets Inc - Analyst : Got it. And you joined AT&T, I think, about five years ago. How do you sort of help us understand your excitement and opportunity that you have in front of you from a technology standpoint?


Question: Brandon Nispel - KeyBanc Capital Markets Inc - Analyst : Well. So let's talk about some of your topics that you really discussed at the '24 Analyst Day. It's really about network simplification, application consolidation, and really generative AI. We'll hit on all of those. But maybe start by wireline network. Give us a high level overview of what's being done. I think you were touching on it there in terms of simplification of sort of the core central offices.


Question: Brandon Nispel - KeyBanc Capital Markets Inc - Analyst : You teased it a little bit. But talk about the approach towards software-defined networking and how you're pushing software-defined networking from sort of the core out to more of the edge facilities. Help us understand what that means architecturally.


Question: Brandon Nispel - KeyBanc Capital Markets Inc - Analyst : So talk to us then what that means from a product standpoint both from like a legacy product and maybe decommissioning some of those and also from a product introduction, new product introduction standpoint?


Question: Brandon Nispel - KeyBanc Capital Markets Inc - Analyst : So is that -- how do you think about partners then from a new product perspective and layering on top from an application standpoint onto the network?


Question: Brandon Nispel - KeyBanc Capital Markets Inc - Analyst : Got it. Let's switch gears a little bit. Go towards the wireless side of the network. Talk about network simplification there too. What type of initiatives do you have going on, on the wireless side?


Question: Brandon Nispel - KeyBanc Capital Markets Inc - Analyst : Got it. I mean, it was a big decision for AT&T to go down this O-RAN to push. Talk to us about what got you comfortable sort of making these changes?


Question: Brandon Nispel - KeyBanc Capital Markets Inc - Analyst : A couple of years ago, you announced an agreement with Ericsson. Talk about how the partner ecosystem is sort of developing around sort of O-RAN for you specifically.


Question: Brandon Nispel - KeyBanc Capital Markets Inc - Analyst : Got it. I wanted to shift gears. I mean we talked a little bit about sort of network initiatives. I want to talk a little bit more about more internal initiatives that you have from a technology standpoint, maybe help us unpack what you're working on from an internal technology standpoint?


Question: Brandon Nispel - KeyBanc Capital Markets Inc - Analyst : So you sort of alluded to it, but help us conceptualize sort of what this end state looks like for you? What does it enable AT&T to do in the next three- to five years?


Question: Brandon Nispel - KeyBanc Capital Markets Inc - Analyst : Really changing the cost structure, too, with it. Talk a little bit about AT&T's internal initiatives with large language models. Can you give us some examples of how you're using LLMs internally? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. AUGUST 11, 2025 / 3:00PM, T.N - AT&T Inc at KeyBanc Technology Forum


Question: Brandon Nispel - KeyBanc Capital Markets Inc - Analyst : Got it. Talked a lot about different technology initiatives. The AT&T of the past, I think, was sort of -- had a lot of tech debt, right? You're sort of dealing with that today. How do you make sure that you're architecting in a way that you avoid tech debt in the future?


Question: Brandon Nispel - KeyBanc Capital Markets Inc - Analyst : Great. With that, we're just about out of time. So thank you, everybody for joining us. And Jeremy, thank you for your time.

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