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AT&T CEO Stankey argues scale matters in satellite debate

21 October 2026 at 16:03

AT&T CEO John Stankey (pictured) outlined the advantages he sees over the potential threat of a direct-to-device (D2D) service by SpaceX during a Q3 earnings call, which included much more low-band spectrum, a scaled network and the ability to penetrate buildings with its mobile service.

During yesterday’s (20 October) SpaceX earnings call, president Gwynne Shotwell said the low-band spectrum her company agreed to buy earlier this month can be paired with Wi-Fi for mobile connectivity indoors, along with devices in towers and Starlink installs across businesses and consumers’ homes.

Shotwell said Wi-Fi accounts for the vast majority of mobile connectivity, estimating its share at between 85% and 93% without providing details on how portals and passwords will be used.

“There are significant loads, even with robust Wi-Fi networks, that are out there,” AT&T’s Stankey countered on the operator’s own financial call today (21 October). “I think it takes a lot of years and a huge level of investment to get to the kind of performance levels that customers have become accustomed to in scaled networks that are running on the infrastructure that most of the incumbent providers have today.”

SpaceX has touted the nationwide low-band spectrum portfolio it bought from Grain Management as the means to enable in-building penetration for its D2D service, which Musk said yesterday will generate billions of dollars in revenue on a yearly basis.

“I wouldn’t over-rotate on what I would call one carrier of low-band spectrum,” Stankey said. “Let’s put this in perspective.”

By contrast, Stankey said AT&T operates six to eight carriers of low-band spectrum, deploying it not only at macro sites but also across every indoor building system in high-rises, hospitals and stadiums.

“We’ve got the scale where the scale matters,” he said. “98% of the traffic is where we’ve already built and where we already have capabilities and customers have become accustomed to a level of service that is pretty high.”

He added: “I feel really good about where we’re at.”

Q3 metrics
AT&T revenue grew 5.3% to $32.3 billion in the quarter ended 30 September, up from $30.7 billion a year ago.

Total service revenue increased 3.8%, its best consolidated growth in more than four years, reaching $26.3 billion. Wireless, fibre and the Lumen mass markets fibre business all contributed. Equipment revenue rose 12.1% year-on-year to $6 billion.

Income from continuing operations came in at $1.3 billion compared with $9.7 billion in the year-ago quarter, which benefited from the DirecTV transaction gain.

Post-paid phone net adds were 379,000, down 6.4% from 405,000 a year ago, with churn flat. The post-paid phone base now stands at 75.283 million, up 2%. Prepaid phone lost 21,000 customers.

Consumer and business internet net additions rose 25.4% to a record 769,000 from 613,000 a year earlier. Fibre net additions increased to 442,000 from 309,000, while fixed wireless access additions climbed to 327,000 from 304,000.

Total internet connections increased 29.3% to 16.2 million. Combined with phone additions, this pushed AT&T’s Advanced Connectivity net additions above 1 million for the second consecutive quarter. Advanced Connectivity service revenue reached $23.9 billion, up 6.1%.

AT&T added approximately 350,000 converged customers, with 42.8% of households using its fibre or Internet Air service also taking its mobile service.

The post AT&T CEO Stankey argues scale matters in satellite debate appeared first on Mobile World Live.

AT&T lucra mais que o esperado no 3º trimestre e eleva projeção anual

21 October 2026 at 15:36

A AT&T teve lucro ajustado por ação de US$ 0,65 no terceiro trimestre, acima do consenso de analistas consultados pela FactSet (US$ 0,60).

A receita do período avançou 5,3% em relação a um ano antes, para US$ 32,3 bilhões, também superando a estimativa do mercado (US$ 31,69 bilhões).

Em balanço divulgado nesta quarta-feira, a empresa elevou sua projeção para 2026, citando o crescimento contínuo de clientes de telefonia pós-paga e internet.

A companhia ampliou as adições no pós-pago no período e registrou um recorde de novos clientes – residenciais e corporativos – em seus serviços de internet. Com isso, lucro ajustado e receita ficaram acima das estimativas de Wall Street.

“Estamos ampliando relacionamentos valiosos com clientes à medida que mais casas e empresas escolhem a AT&T para todas as suas necessidades avançadas de conectividade, tanto de internet quanto de mobilidade”, disse o presidente-executivo John Stankey.

Para o ano, a AT&T passou a projetar lucro ajustado por ação de cerca de US$ 2,40, acima da faixa anterior, de US$ 2,25 a US$ 2,35. Analistas consultados pela FactSet projetam US$ 2,34.

A empresa manteve a projeção de investimentos de capital entre US$ 23 bilhões e US$ 24 bilhões em 2026, mas sinalizou que o patamar deve diminuir mais adiante, ao indicar uma faixa de US$ 22 bilhões a US$ 23 bilhões por ano em 2027 e 2028.

No trimestre, o lucro por ação de operações continuadas foi de US$ 0,13, ante US$ 1,29 um ano antes.

O resultado foi pressionado por uma baixa contábil sem efeito caixa ligada ao negócio de telefonia móvel no México – que a companhia planeja vender – e por custos de desligamento de funcionários.

No mesmo período do ano anterior, o desempenho foi favorecido por um ganho com a venda de uma participação na DirecTV.

As vendas do segmento de conectividade avançada subiram 7,2%, para US$ 29,48 bilhões, impulsionadas pelo avanço de assinantes de serviços móveis no varejo em categorias ainda pouco exploradas e em contas convergentes, além de reajustes de preços, parcialmente compensados por descontos.

As receitas legadas caíram 25%, para US$ 1,52 bilhão, refletindo menor demanda à medida que a empresa desativa sua rede baseada em cobre.

Na América Latina, a receita cresceu 13%, para US$ 1,24 bilhão.

Na semana passada, a AT&T anunciou acordo para vender seu negócio de telefonia móvel no México – que compõe todo o segmento latino-americano – à Grupo Televisa e à Fintech Holdings, por US$ 2 bilhões em caixa no fechamento.

Em termos operacionais, a AT&T adicionou 379 mil assinantes líquidos de telefonia pós-paga no trimestre, praticamente em linha com a estimativa do mercado. A taxa de cancelamento foi de 0,9%.

A empresa também somou 769 mil clientes – residenciais e corporativos – em internet, um recorde trimestral, incluindo 442 mil em fibra óptica e 327 mil em internet fixa sem fio.

Os números são divulgados em meio ao avanço da SpaceX como potencial competidora das grandes operadoras.

A empresa de Elon Musk assinou no mês passado um acordo de US$ 8 bilhões para comprar licenças de espectro celular da gestora Grain Management e afirmou que pretende expandir o Starlink para além da banda larga, movimento que pode elevar a concorrência com AT&T, Verizon e T-Mobile.

Às 7h54 (de Brasília), as ações da AT&T caíam 2,1% no pré-mercado de Nova York.

US hoops leagues score connectivity deal with AT&T

19 October 2026 at 16:22

The National Basketball Association (NBA), Women’s National Basketball Association (WNBA) and AT&T revealed the launch of the fourth generation of the High-Speed Arena Network (HSAN), the latest iteration of the leagues’ connectivity platform built to transport live game content, highlights, replays, in-arena programming and stats to fans and business partners.

With more than 68,000 miles of the operator’s fibre and network infrastructure, the HSAN will be built to transport more than 118 concurrent, high-quality, low-latency streams per game, supporting millions of hours of basketball consumption during the 2027-28 NBA season.

AT&T chief marketing and growth officer Kellyn Smith Kenny stated fans consume basketball across live broadcasts, replays, highlights, social media and NBA digital platforms. She added the companies were building the connectivity needed to distribute game content quickly and reliably, helping viewers stay connected to key moments wherever they watch.

AT&T, the NBA and the WNBA also extended their longstanding marketing partnership, continuing the operator role as the leagues’ Official Connectivity Partner, building on a relationship which began in 2018. The extension also continues AT&T’s partnership with the NBA G League, USA Basketball and NBA Take-Two Media.

As part of the marketing partnership, AT&T and the NBA will create new fan touchpoints across content and retail activations and give them more opportunities to engage with NBA stars and AT&T athletes. The operator will also continue to connect fans with their favourite teams and players through its partnerships with the Chicago Bulls, Dallas Mavericks, Miami Heat and LA Clippers.

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The Friday File: Apple HomeView; AT&T Mexico; Nokia ECE

16 October 2026 at 11:54

Mobile World Live (MWL) brings you our top three picks of the week as Apple ramped up its smart home ambitions, AT&T agreed a $2 billion sale of its Mexican business and Nokia offloaded its Enterprise Campus Edge unit.

Apple revamps smart home strategy with HomeView

What happened: Apple unveiled a new smart home hub and a range of connected devices as it stepped up efforts to challenge Amazon and Google in the market.

Why it matters: The centrepiece of its launch was the HomeView Hub, a smart display featuring the company’s upgraded Siri AI. Apple also partnered with LG Electronics and Schneider Electric to introduce the Apple Home Collection, covering indoor and outdoor cameras, a video doorbell, thermostats and door locks.

Ben Wood, chief analyst at CCS Insight, said that despite its “cautious approach”, Apple had been waiting for the upgraded Siri to launch its home range, “given how important the voice interactions are with this product”. He also pointed to the partnerships as a way to reduce installation issues, saying they address “one of the category’s biggest barriers: the complexity of getting things working”.

Meanwhile, analysts at ABI Research said the launches represent “a more serious push into the smart home” by Apple but noted it “still trails Amazon and Google on smart home maturity”, arguing tighter integration with other devices and a personalised user experience will be central to its prospects. They also stated, “Apple’s long-term position will depend on how open it becomes to third-party devices, services, and possibly external AI agents.”

AT&T strikes $2B sale to exit Mexico

What happened: AT&T agreed to sell its Mexican business to Grupo Televisa and Fintech Holdings for $2 billion, ending its decade-long attempt to challenge America Movil’s dominance in the country.

Why it matters: Grupo Televisa and Fintech Holdings will each take an equal stake in the operation. AT&T Mexico had 24.7 million wireless subscribers as of 31 December 2025, equivalent to around 16% of the market. Meanwhile, incumbent America Movil’s Telcel held approximately 58%.

LightShed Partners analysts Walter Piecyk and Joe Galone described the move as part of a wider strategic shift under CEO John Stankey, noting AT&T is increasingly focused on “US wireless and highly durable fibre business”. They said the $2 billion sale proceeds represent less than five weeks of AT&T’s annual capital investment, arguing the Mexican operation has limited relevance to its future priorities. They also pointed to America Movil’s resilience, noting that “Telcel still controls nearly 60% of the market, while AT&T and Telefonica are heading for the exits”.

The analysts further highlighted a potential competitive threat from SpaceX, whose combination of terrestrial spectrum and satellite capacity could challenge traditional wireless economics.

Nokia offloads Enterprise Campus Edge unit

What happened: Nokia agreed to sell its Enterprise Campus Edge (ECE) business to investment firm Aurelius Group, as it continues to offload assets and streamline its core strategic focus.

Why it matters: ECE serves almost 900 customers across manufacturing, mining, logistics, airports, ports and power generation. Its portfolio spans private wireless networks, industrial devices, on-premises operational technology, edge computing and software for industrial AI applications. Nokia said the sale would allow it to focus capital and resources on areas offering greater long-term value. ECE will operate as a standalone company under Aurelius, with employees expected to transfer when the deal closes. Earlier this month, Nokia sold its fixed wireless access customer premises equipment business to US broadband vendor Inseego.

Future Wireless principal analyst Pablo Tomasi called ECE sale “the end of a bold chapter” in Nokia’s history, arguing the vendor had abandoned its push to become an industrial vendor. Kyung Mun, principal analyst at Mobile Experts noted ECE was “a smaller part of its overall private networks business”, which also includes railway and defence. He noted Nokia held more than 50% of core and RAN equipment sales in 2025 including both industrial and enterprise segments, adding: “The ECE business grew in the low double digits. Let’s see how it does under the new owner.”

The post The Friday File: Apple HomeView; AT&T Mexico; Nokia ECE appeared first on Mobile World Live.

AT&T expands guarantee offer to cut wait times, transfers

15 October 2026 at 16:49

AT&T moved to tackle customer pain points such as phone transfers and long customer wait times by refreshing its America’s Best Guarantee programme, in a bid to win subscribers from rivals Verizon and T-Mobile US.

The latest iteration of the guarantee initiative now offers a connection with a customer service expert in five minutes or less, whether they are buying a new device, seeking technical support, paying a bill or starting service. If the timeframe is not met, customers will be offered a callback time.

Should the operator fail to connect customers with an expert within that timeframe, not offer a scheduled callback or falls short of other support promises, eligible customers may receive a benefit such as a bill credit.

Subscribers who pair AT&T Fiber or AT&T Internet Air with a mobile service will now have one dedicated technical expert to help them from start to finish.

AT&T Consumer EVP and GM Jenifer Robertson stated customers expect straightforward, fast and transparent support. She added the changes were intended to reduce friction, build trust and hold the operator accountable when it falls short of its service standards.

The operator offered its AT&T Guarantee to fibre, dedicated internet and wireless business customers after it launched a year ago.

In March 2026, AT&T extended the programme to offer bill credits to small businesses using its Internet Air fixed wireless access (FWA) service in the event of network outages.

In Q2 2026, AT&T reported 432,000 post-paid phone net additions while Verizon and T-Mobile had 184,000 and 277,000, respectfully.

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AT&T strikes $2B sale to exit Mexico

14 October 2026 at 11:12

AT&T sealed a deal worth $2 billion to sell its business in Mexico to Grupo Televisa and Fintech Holdings, ending a decade long battle to gain ground in the country that is dominated by Carlos Slim’s America Movil.

AT&T stated the sale represents another step in a wider strategy to prioritise investment in US fibre and wireless networks, an area where it continues to make “meaningful progress”.

The US operator entered Mexico in 2015 following major regulatory reform, acquiring operators Iusacell and Nextel for a total $4.4 billion, which it merged to establish the AT&T Mexico brand.

It decided to offload the business last year and a $2 billion deal was mooted by Bloomberg.

In its statement, AT&T claimed it had grown the business into one of the country’s leading providers, and it believes Grupo Televisa and Fintech Holdings are well positioned to lead it through the next phase of growth.

Both companies will take an equal share in AT&T Mexico and means Grupo Televisa will become the first provider in the country to offer mobile, internet, pay-TV and fixed line services.

America Movil owned Telcel has around a 58% market share, while AT&T Mexico has around 16% with 24.7 million wireless subscribers as of 31 December 2025.

John Stankey, AT&T chairman and CEO, said it had articulated a strong belief that the AI future will run on converged networks and dense fibre assets.

“This move positions AT&T Mexico to participate in that evolution and is consistent with our long-term strategy to focus our capital allocation on opportunities for growth in the vibrant US market,” he added.

The deal is expected to be completed in the first quarter of 2027 following regulatory approvals.

Telefonica also sold off its business in Mexico, striking a $450 million deal with a consortium of investors in April.

The post AT&T strikes $2B sale to exit Mexico appeared first on Mobile World Live.

AT&T is flying with Amazon Leo instead of Starlink

13 October 2026 at 11:06

Interview: AT&T Business selected Amazon Leo for an enterprise broadband service designed to complement its fibre and 5G offerings, describing the satellite provider as a business-grade alternative to Starlink.

Shawn Hakl, SVP and head of product at AT&T Business (pictured), told Mobile World Live the service adds a third connectivity option, including in areas beyond the reach of AT&T’s terrestrial networks.

A middle-aged man with short, thinning grey hair and a friendly smile. He is wearing a dark grey, long-sleeved quarter-zip jumper against a blurred, neutral indoor background.

“We’ve done a lot of integration with Amazon and we’re working with them at different levels,” he said. “We’ve tested the product out pretty extensively and we’ve seen sub-50 millisecond latency. We’re also extremely happy with the throughput.”

Amazon Leo selected AT&T Business as its sole US telecoms launch partner.

“They’ve been extremely willing to work with us to fine-tune the interaction between the two networks,” Hakl explained. “We’re working closely with them on how to harmonise the in-air component and the interaction between our network and the ground stations.”

AT&T Business is providing the last-mile connectivity and local customer equipment for the service, while working with Amazon on the interaction between AT&T’s terrestrial network and Amazon Leo’s ground stations.

He said the operator is striving to make the connection between its network and the cloud “a software consumable element” which could be combined with satellite, wireless and wireline connectivity in an end-to-end architecture rather than offered as a series of point-to-point products.

Hakl said some customers will want traditional active-passive setups, others active configurations and some multiple-box arrangements.

“I don’t think we can get down to a single box in the first iteration,” he noted.

Hakl stated combining fibre, 5G and satellite will enable AT&T Business to deliver different services, SLAs and business outcomes for each customer. This will give customers more granular control over how applications use network resources, including the ability to balance performance, cost and security across their connectivity options.

Customers could choose how much control they retain, Hakl said. Some may want to manage network decisions in detail, while others could leave them to AI models.

Hakl noted AT&T has sold satellite services for a decade, particularly in agriculture, manufacturing and retail, while public safety through FirstNet is another area of focus.

“If the price point comes down, obviously it becomes more of an option for different segments in the market,” he stated. “We’re just impressed with Amazon’s technology and feel like it’s the business-grade solution that’s out there.”

Hakl said AT&T Business expects to offer the service next year, although the timing remains tied to Amazon Leo’s satellite launch schedule.

Launch timing
In July, Blue Origin CEO Dave Limp outlined a plan to rebuild its Florida launch pad with a new configuration after a failed attempt as it works toward returning its New Glenn rocket to flight before the end of the year.

Also in July, Amazon Leo applied to the US Federal Communications Commission to deploy up to 5,105 birds to deliver direct-to-device services to mobile devices.

And in October, Amazon company communications manager Zack Brown revealed the company currently has 396 LEO birds in orbit and said the company has built over 1,000 satellites at its 172,000-square-foot production facility in Kirkland, Washington.

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Feature: Why ISAC is moving beyond labs to live trials

12 October 2026 at 11:06

MWL‘s Mike Robuck sits down with executives from Ericsson, AT&T, Verizon and the US Department of War (DoW) to discuss the progress Integrated sensing and communication (ISAC) has made this year and where it is headed next.

Ericsson Federal CEO Christopher Ling sees sensing as a potential killer app for 6G, arguing it could give the US military a reason to invest in commercial cellular infrastructure beyond connectivity.

Integrated sensing and communication (ISAC) turns communications networks into sensors by analysing radio signals reflected from objects. It can detect, track and identify objects in much the same way as radar.

Ericsson Federal Technologies Group is the vendor’s US unit focused on adapting its commercial network technology for federal government and national-security customers.

ISAC has moved beyond laboratory testing over the past year. It has been demonstrated at a stadium, included in a US Department of War (DoW) contract and proposed for a Los Angeles, California trial ahead of the 2028 Olympics.

Dr Tom Rondeau, principal director of the DoW’s FutureG programme, said denser 5G and 6G networks, edge-based AI compute and greater access to commercial spectrum are making network-based sensing viable.

“We have a network that covers 70% of the landmass of the United States and about 98% of the population,” he said. “That’s what we’re trying to use this for, to kick off the value proposition of ISAC.”

Rondeau highlighted drones, particularly swarms, as the immediate focus. The aim is to find, fix and track potentially thousands of devices, including in dense cities where traditional sensors struggle and radar cannot simply be pointed into open sky.

“It’s one thing to have a missile defence system or a drone defence system that gets to look up and out into open airspace,” he said, “but it’s another to track it in downtown New York [City] or downtown [Washington] DC.”

Network density could compensate for the limited sensing range of individual sites. At the power levels involved, a single base station might reach only a few kilometres, but sites spaced every half kilometre could extend coverage across much of the network.

A bald man with a short, dark beard wearing a dark suit, white shirt, and patterned red tie. He faces forward with a neutral expression in front of an American flag.

Rondeau (pictured, left) pointed to Ukraine’s Operation Spiderweb, in which drones smuggled deep into Russian territory and controlled over Russia’s cellular network reportedly destroyed roughly a third of its strategic bomber fleet.

“That tells us that we can no longer think of border security as just looking out of our geographical borders,” he said. “We have to be able to look across our entire nation.”

Rondeau also sees civilian applications for ISAC. Drawing on his time at DARPA studying emergency planning, he cited Hurricane Katrina, when evacuation plans fell apart because people did not go where planners expected.

“It’s not like we’re going to redirect them to where we want to be,” he said, “so why don’t we redirect the resources to where they actually are.”

Trials
AT&T and Ericsson ran a drone-detection demonstration near AT&T Stadium in Arlington, Texas, during the FIFA World Cup football tournament a few months ago.

In nearby Dallas, Verizon and Samsung tested a crowd-density heatmap at the World Cup FanFest area, designed to help fans find shorter queues and organisers manage foot traffic.

“That was a crowd sensing for the FanFest area, which is completely different to detecting drones,” said Verizon CTO Yago Tenorio. “It looks like a business-to-business opportunity that you can monetise.”

Tenorio explained ISAC presents fewer privacy concerns than cameras because it returns shape, movement and rough size rather than identity. It can distinguish “a pedestrian from a bicycle and a drone from a bird”, though not one person from another.

The DoW has also begun funding development. In July, Cohere Technologies won a $28 million contract from the FutureG Office to build a multi-waveform radio access network prototype which uses commercial cellular infrastructure to detect drones and other aerial threats.

Ericsson and Finnish state-owned ICT company Erillisverkot have also run live demonstrations in a Helsinki cargo harbour, using sensing data from several network points to detect small, low-altitude drones.

Verizon’s 6G forum
Verizon has made ISAC one of two anchor themes of its 6G Innovation Forum, which it expanded in September. The other theme is AI wearables. Tenorio stated the forum was created to “design 6G bottoms up”, starting with viable use cases and how they might be monetised.

At Qualcomm’s San Diego, California campus, Verizon tested 100MHz to 400MHz of millimetre-wave spectrum across four synchronised transmission and reception points. The system mapped the position and velocity of an airborne target and moving ground vehicles while keeping a phone user on the ground connected over standalone 5G. Verizon presented the trial as a test of drone and vehicle safety tracking.

Millimetre wave was the only spectrum which offered enough bandwidth, Tenorio said, and bandwidth, more than frequency, determines sensing accuracy.

“The precision of the positioning and the radar image… is proportional to the bandwidth of the signal,” he stated. “Not so much the frequency, but the bandwidth.”

Technology divide
Huawei appears to have an early lead in ISAC deployments. Ling said Ericsson had been told the Chinese vendor has more than 300 ISAC-capable systems operating, although he cautioned the figure might not be exact. He linked the reported lead to China’s early nationwide shift to standalone 5G.

A headshot of ISAC Ericsson, a middle-aged man with dark, styled hair and light eyes, wearing a blue pinstriped suit jacket and a bright pink tie against a solid, vibrant blue background.

Ling (pictured, left) explained there’s a difference in terms of network architecture. In a monostatic configuration, one tower transmits a signal and receives its reflection, indicating an object’s presence and general direction. Huawei developed a monostatic system and, in Ling’s view, may now be reconsidering that approach. As far as he knows, Ericsson is the only company using a multistatic configuration, in which one site transmits and other sites receive the reflected signal, enabling more precise location and tracking.

A monostatic system might show an object is off to the left, he said. A multistatic system could place it 1,500 metres away, measure its speed and track it to within eight to 10 metres, the resolution he said the Arlington demonstration achieved.

Ling stressed that Ericsson is focused on 5G sensing rather than a fully integrated sensing and communication system. Turning a 5G network into a radar remains a significant technical challenge, he noted, and the company wants to establish the capability before moving further.

It has committed $100 million to ISAC and expects a commercial product within two years, ahead of the standards debate expected at the 2027 World Radiocommunication Conference.

Ling said micro-Doppler signatures from spinning propellers could allow the system to identify a drone type as well as locate it. “It’s not only detecting, tracking, you can get identification from it as well,” he said.

The resolution may eventually be good enough to support targeting without the more expensive radar systems the military uses today.

“You’ve got a drone that costs $30,000 and we’re shooting it down with a million-dollar missile,” he said. “This starts to bend the cost curve.”

Ericsson has held discussions with European countries bordering Russia, Ling added, and sees growing interest in the Middle East, where governments are concerned about protecting infrastructure.

From 5G to 6G
Tenorio described current ISAC work as a step towards 6G. Vendors are fitting sensing into 5G and 5G-Advanced systems while preserving as much connectivity capacity as possible; 6G would allow them to design the capability into the network from the outset.

“On 5G, you’re just squeezing it in as best as you possibly can,” he said. “But if you understand how it works, you have the opportunity to design it natively in 6G in a way that comes with no compromise.”

Verizon plans to extend its ISAC work to Los Angeles. The carrier has applied to the Federal Communications Commission for a one-year experimental licence to use 4.8GHz to 4.9GHz spectrum, part of the 4.4GHz band the NTIA is studying for 5G and 6G. It plans to test Ericsson hardware and software in and around its LA lab. The filing describes an outdoor private network within a five-kilometre radius, separate from commercial networks. The application is pending.

Tenorio called the band “a good compromise” between available bandwidth and a frequency low enough to propagate farther. Verizon has also applied to take part in the NTIA’s Mission 6G 28 programme, which will showcase 6G technology around the 2028 Olympics.

“LA will be an important opportunity for us to display not only what 6G is about… but where we are in terms of advancing the technology,” he said.

Beyond drones and crowds, Tenorio sees enterprise uses such as digital twins of factories and campuses. At shorter ranges, he said, ISAC could support vital-sign monitoring and fall detection in elderly care.

Shawn Hakl, SVP and head of product at AT&T Business, sees the value in places where cameras and sensors are impractical, or the assets belong to someone else. He cited public safety, analytics and flow control, and spotting changes such as an unplanned obstruction on a city street.

“ISAC gives us a way to get sort of topology information, environment information without having physically deployed stuff and basically getting signal data back,” he said.

Ling stated the military case may ultimately depend on sensing rather than connectivity: a customer which would not buy a 5G network solely for communications could still need the infrastructure to obtain 5G sensing.

The post Feature: Why ISAC is moving beyond labs to live trials appeared first on Mobile World Live.

AT&T forges fibre JV to expand reach across US

6 October 2026 at 15:38

AT&T, Global Infrastructure Partners and Canada Pension Plan Investment Board are creating a fibre joint venture (JV) by combining the Forged Fiber 37 and Gigapower assets, in a boost to the operator’s goal of providing connectivity to more than 60 million locations by 2030.

The JV will operate as a wholesale fibre commercial open access company. The operator stated it will utilise AT&T’s fibre assets and investor capital to expand fibre and 5G services across 16 states, enhancing customer experience with converged connectivity. The JV is expected to close in the first half of 2027.

Forged Fiber 37 is a wholly owned subsidiary created by AT&T to house the mass-markets fibre business, customer relationships, network assets, and build engine which AT&T acquired from Lumen Technologies.

Global Infrastructure Partners is a subsidiary of Black Rock. AT&T and Black Rock formed Gigapower, a wholesale open-access fibre network JV, in 2022.

AT&T will retain 50% ownership of the JV while GIP and CPP Investments will collectively hold the remaining stake.

AT&T CEO John Stankey is bullish on the convergence of fibre broadband and 5G services and has long held wherever it has fibre deployed “it wins”.

Stankey stated fibre is essential in an AI-driven world as demand for symmetrical, high-capacity and low-latency connectivity grows. He added the offering will extend reliable, high-speed fibre to more US consumers, increase AT&T’s scale and service reach and strengthen its position in converged fibre and 5G connectivity.

Last month the operator announced a multi-year fibre and cable deal valued at more than $3 billion with glass-specialist Corning to advance its converged strategy of mobile and broadband services.

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T-Mobile US, Verizon, AT&T satellite JV lifts off

1 October 2026 at 15:37

T-Mobile US, Verizon and AT&T sealed their joint venture (JV) to expand coverage across areas of the US that terrestrial services cannot reach, in a rare example of cooperation between the big three.

The move followed an announcement in May outlining how the operators planned to pool their spectrum resources to eliminate “dead zones” by expanding satellite coverage for customers nationwide.

Former AT&T, Cingular Wireless and Ameritech executive Paul Roth is serving as the interim CEO of the JV while a search for a permanent chief is underway. The entity will be managed by a board with representatives from each founding member.

The companies stated the JV will “nearly eliminate dead zones in the U.S. currently without mobile service, reaching previously unserved areas” to cut down on coverage gaps.

It will also be beneficial for first responders during natural disasters or other disruptions by providing connectivity when terrestrial services are down.

They claim the new service will also provide a better customer experience for direct-to-device (D2D) consumer services through the unified approach.

T-Mobile notably has launched a commercial D2D service in collaboration with SpaceX, while Verizon has rolled out a satellite messaging service with Skylo Technologies. Verizon and AT&T are also separately working with AST SpaceMobile.

AT&T Business has a partnership in place with Jeff Bezos’ Amazon Leo to provide connectivity to businesses across the US. SpaceX is also mulling a mobile service through its Starlink birds, but the industry is somewhat sceptical of its approach.

The operators stated the venture will also be a boon to additional satellite providers while also collaborating closely with rural mobile operators to expand access and simplify integration.

The service could emerge as a threat to cable operators such as Cox Communications, formerly Charter Communications, Comcast and smaller providers across rural areas which are currently losing broadband subscribers to fixed wireless access services offered by the trio.

The combined use of each operator’s spectrum will improve efficiency while enabling mobile operators to deploy new services at a faster rate.

The JV also plans to take a standards-based approach to satellite services while allowing each of the three to continue their individual efforts across the sector.

The post T-Mobile US, Verizon, AT&T satellite JV lifts off appeared first on Mobile World Live.

Corning inks $3B fibre deal with AT&T

29 September 2026 at 15:46

AT&T agreed a multi-year fibre and cable deal valued at more than $3 billion with glass-specialist Corning to advance its converged strategy of mobile and broadband services.

AT&T CEO John Stankey has long been a proponent of fibre as the basis for the company reaching 60 million consumer and business locations by 2030.

The mobile operator achieved its goal of passing more than 30 million locations in June 2026, six months ahead of schedule.

In its most recent Q2 results, AT&T recorded 646,000 total consumer and business internet net adds, comprised of 367,000 fibre and 279,000 fixed wireless access connections, which marked a record quarter for combined fibre and fixed wireless additions.

The two companies signed a multi-year fibre agreement two years ago worth $1 billion. AT&T was also a core investor with Corning in 2022 on a new cable manufacturing facility in the state of Arizona.

Based on Ookla Speedtest data from almost 1,700 fixed internet providers in the US in the first half of 2026, lead industry analyst Mike Dano estimated AT&T and Verizon made up about 60% of the fibre Speedtest samples to lead the fibre charge.

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