By Mike Dano
AT&T executives have made it clear that the company's network-spending priorities center on expanding its 5G and fiber networks. However, the
exact details of that effort have sparked consternation among some
financial analysts tasked with modeling AT&T's capital expenses (capex).
"AT&T has emphasized the expansion of the company's fiber footprint as
core to the company's strategy going forward. We believe, though, that
the company's fiber build pace has likely peaked, and is likely to slow
from 2022 levels going forward," wrote the financial analysts at
Evercore ISI in a recent note to investors.
https://www.lightreading.com/broadband/fttx/unpacking-math-behind-atandts-5g-and-fiber-spending-/d/d-id/782793
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