Name: AT&T CEO on How the Trump Administration Impacts the Telecom Industry
Uploaded: 2025-03-21T12:52:00Z
Duration: 3 min 26 s
Description: John Stankey, CEO of AT&T, spoke to Barron's Andy Serwer about changes in spectrum policy, as well the new administration's effects on international markets. This conversation was recorded on Feb. 25, 2025.

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John Stankey, CEO of AT&T, spoke to Barron's Andy Serwer about changes in spectrum policy, as well the new administration's effects on international markets. This conversation was recorded on Feb. 25, 2025.

https://m.wsj.net/video/20250321/59ccf10c-afa1-435d-8150-a3ef1db01328/1/hls/manifest-hd-wifi.m3u8

AT&T CEO on How the Trump Administration Impacts the Telecom Industry

So I wanna shift gears a little bit and ask you about Washington DC of course, always a favorite topic for a CEO. Is anything going on in Washington right now impacting your business? What are you concerned about? Are there regulatory things that you'd like to see resolved or are getting resolved? What's your take, John?

There's a lot going on in Washington, right?

I've noticed that, right.

And yes, it does impact our business. Look, I'm pleased with what I see happening right now on Spectrum policy, after coming out of four years of a previous administration that was contemplating a lot of things, I've already noticed early on in the current administration that they're not contemplating, there's the meetings at the highest levels to make some decisions to what they want to do moving forward. I think this is really important for the United States. We've dropped from being usually number one, two or three in spectrum allocated into our wireless networks in developed countries, to like number 14. That means our infrastructure isn't as competitive. And more importantly for the consumer, if demand and usage continues to increase every year, we all are using our phones more and we're not adding capacity. Spectrum is how you add capacity into a network. Demand goes up, capacity stays the same, pricing tends to go up. And so the way you keep pricing affordable is you add capacity and spectrum is the best way to do that. So I'm really pleased to see the current administration engaging and making some of the hard decisions that need to be made on the spectrum side. I also think ultimately having less government, a more efficient government with spending under control is good for the debt markets. It's good to not have the government crowding out private enterprise. And I think if we do that right, that could be really good for economic stimulus in this country. And the direction on tax policy seems to be pro investment. At&T invests, as I said, you know, 24 billion ish a year into our business. When you think about what the pro tax and pro investment structure has been on investment tax credits, accelerated depreciation, we're a key beneficiary of that. If I am able to take advantage of that, I can invest more in fiber faster. And we've had to moderate some things as taxes have gone up and those tax incentives have started to age off. Be really excited if that moves. And then, you know, finally, I do watch and I'm watching what's occurring right now geopolitically, we sell services broadly across the globe. A lot of our customers are customers in Europe, customers in Asia we're trusted to operate and carry people's data and manage those networks for companies, US companies, as well as non-US companies. Our foreign policy and how we're perceived broadly, in particular in Europe, I think is really important to our business and our enterprise dynamic of being a trusted provider. So I'm watching carefully what's going on right now. There's clearly a little bit of jockeying and position as to what our traditional relationships have been and how they should be crafted moving forward. They have to be done in a mindset of is it driving good economic growth for the United States as well? Tariffs are included in that equation.

AT&T CEO on How the Trump Administration Impacts the Telecom Industry

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