Fiber expansion, CA copper retirement lawsuit, new bundles, copper theft risk, Amazon-Corning supply risk, enterprise AI last-mile, Lumen acquisition talks, Opensignal dominance, regulatory escalation, Build-A-Plan bundling
Key Questions
How many locations has AT&T Fiber passed?
AT&T Fiber has passed over 37 million locations with 584,000 adds in Q1 and reached the 30 million household milestone. Expansion continues with 5-Gig plans at $120.
What is the status of AT&T's copper retirement in California?
AT&T received FCC approval to retire copper lines across 360 wire centers, targeting $2.3B in savings from a $19B upgrade. California has sued, accusing the company of misleading regulators.
What new bundling strategy is AT&T implementing?
AT&T launched Build-A-Plan expansion to bundle wireless and fiber services, signaling a return to convergence offerings. This includes options starting with wireless then adding fiber.
How does AT&T Fiber rank in performance awards?
Opensignal named AT&T Fiber the winner of 107 awards, confirming dominance in home internet performance. The network also supports AI last-mile solutions via AWS Interconnect.
Is AT&T pursuing acquisitions in fiber?
AT&T is in talks to acquire Lumen's consumer fiber business as part of its expansion. Partnerships with Amazon-Corning and others address supply needs for ongoing growth.
37M+ locs, 584k adds Q1, 30M households milestone. $19B CA upgrade, copper phase-out targeting 360 wire centers ($2.3B savings). FCC reviewing Section 214; California accuses AT&T of lying, threatening $19B investment and savings. California PUC challenges FCC copper retirement rules in court, escalating state-vs-federal conflict. Major win: FCC approved copper retirement at 184K+ California locations, overriding state rules, supporting cost-cutting and fiber expansion. New fiber plan lineup with 5-Gig at $120. Amazon-Corning fiber deal may tighten supply. AT&T in talks to acquire Lumen consumer fiber. Opensignal: AT&T Fiber wins 107 awards, dominates home internet performance. AI last-mile bet with AWS Interconnect reducing latency. New: Derq and Wiliot partnerships for IoT/smart cities. 400G network expansion with 24-hour provisioning. Local expansion in San Juan TX: 1,200 locs live, 2k more by year-end, 5-Gig speeds, $13.7M TX investment. New: AT&T launches Build-A-Plan expansion to bundle wireless and fiber, signaling bundle comeback and convergence execution. A recent article (ex-1d1ee461) rehashes bundling strategy without new data.