周三,,美國(guó)T-Mobile公司(T-Mobile US Inc.)公布了未來三年的增長(zhǎng)目標(biāo),,預(yù)測(cè)隨著客戶增長(zhǎng)和人工智能等新技術(shù)的增強(qiáng),公司利潤(rùn)將進(jìn)一步增長(zhǎng),。
美國(guó)三大電信公司正在激烈競(jìng)爭(zhēng),,努力阻止客戶轉(zhuǎn)投競(jìng)爭(zhēng)對(duì)手的平臺(tái),同時(shí)還要尋找新用戶,。美國(guó)第二大移動(dòng)運(yùn)營(yíng)商T-Mobile正在與OpenAI合作創(chuàng)建一個(gè)新平臺(tái)IntentCX,,旨在提供更快速、更個(gè)性化的客戶服務(wù),。T-Mobile表示,,通過訪問客戶數(shù)據(jù),,IntentCX能夠利用對(duì)每一位客戶有意義的了解和認(rèn)識(shí),代表客戶解決問題,,并采取預(yù)防性措施,。
通過此次合作,T-Mobile可以使用OpenAI新發(fā)布的o1推理模型,。該模型在給出回應(yīng)前,,需要更多時(shí)間進(jìn)行思考。這項(xiàng)技術(shù)分析通話記錄的能力特別強(qiáng)大,,能夠識(shí)別出客戶通話中遇到的問題,,并更好地解決這些問題,以改善客戶體驗(yàn),。
在T-Mobile的資本市場(chǎng)報(bào)告會(huì)上,,OpenAI CEO山姆·奧特曼表示:“新一代模型令我們感到興奮的諸多因素之一是,我們可以利用它為用戶或客戶提供個(gè)性化服務(wù),,而且在技術(shù)整合方面可以大有所為,。這些模型可以研究海量數(shù)據(jù),使用大量工具,,并為用戶提供相當(dāng)神奇的體驗(yàn)?!?
T-Mobile還宣布與英偉達(dá)(Nvidia Corp.),、愛立信(Ericsson)和諾基亞(Nokia Oyj)合作,使用人工智能設(shè)計(jì)移動(dòng)網(wǎng)絡(luò),,為其無線電接入網(wǎng)絡(luò)(RAN)增加更先進(jìn)的功能,。這幾家公司將在華盛頓州貝爾維投資建設(shè)一座AI-RAN創(chuàng)新中心。T-Mobile表示,,AI-RAN將顯著改善客戶體驗(yàn),,并滿足移動(dòng)設(shè)備上最新的游戲、視頻,、社交媒體和增強(qiáng)現(xiàn)實(shí)應(yīng)用對(duì)更快速度,、更低延遲和更高可靠性日益增長(zhǎng)的需求。T-Mobile表示,,AI-RAN將使用數(shù)十億個(gè)數(shù)據(jù)點(diǎn)開發(fā)算法,,用于確定實(shí)現(xiàn)最高性能需要進(jìn)行的最佳網(wǎng)絡(luò)調(diào)整。
英偉達(dá)CEO黃仁勛在活動(dòng)上表示:“我們都認(rèn)為,,有機(jī)會(huì)利用重塑全球最大行業(yè)之一(計(jì)算機(jī)行業(yè))的基礎(chǔ)技術(shù),,重塑電信行業(yè)?!边@項(xiàng)基本技術(shù)毫無疑問將在每一個(gè)行業(yè)掀起革命,?!?他表示“這將是電信行業(yè)的新增長(zhǎng)良機(jī)?!?
T-Mobile首席執(zhí)行官麥克·西弗特公布了公司的財(cái)務(wù)目標(biāo),。該公司預(yù)計(jì)到2027年,其息稅折舊攤銷前利潤(rùn)將增長(zhǎng)到390億美元,。預(yù)計(jì)從2023年到2027年,,服務(wù)收入將維持約5%的年復(fù)合增長(zhǎng)率,將增長(zhǎng)至760億美元,。
這將使公司的年化息稅折舊攤銷前利潤(rùn)在同期增長(zhǎng)約100億美元,。到2027年,調(diào)整后自由現(xiàn)金流預(yù)計(jì)將達(dá)到180億至190億美元,。該公司還宣布將股息提高35%,,提高至每股88美分。
T-Mobile的股價(jià)本周創(chuàng)歷史新高,,但在其公布財(cái)務(wù)預(yù)測(cè)之后,,股價(jià)下跌2.8%,跌至197.05美元,,這表明其預(yù)測(cè)的前景可能令部分投資者感到失望,。
T-Mobile還公布了優(yōu)先服務(wù)急救人員的新計(jì)劃,特別是在網(wǎng)絡(luò)嚴(yán)重?fù)矶聲r(shí)期,,確保他們能夠獲得更低延遲和速度更快,、更穩(wěn)定的5G網(wǎng)絡(luò)。
急救人員日益依賴蜂窩通信和無人機(jī)與人工現(xiàn)實(shí)等數(shù)據(jù)密集型工具,,以支持在緊急情況下使用新工具,。但在危機(jī)期間,網(wǎng)絡(luò)擁堵可能會(huì)延誤關(guān)鍵通信,。新產(chǎn)品將為急救人員分配專屬網(wǎng)絡(luò)切片,,為數(shù)據(jù)密集型通信工具保證更快的網(wǎng)絡(luò)速度。(財(cái)富中文網(wǎng))
譯者:劉進(jìn)龍
審校:汪皓
周三,,美國(guó)T-Mobile公司(T-Mobile US Inc.)公布了未來三年的增長(zhǎng)目標(biāo),,預(yù)測(cè)隨著客戶增長(zhǎng)和人工智能等新技術(shù)的增強(qiáng),公司利潤(rùn)將進(jìn)一步增長(zhǎng),。
美國(guó)三大電信公司正在激烈競(jìng)爭(zhēng),,努力阻止客戶轉(zhuǎn)投競(jìng)爭(zhēng)對(duì)手的平臺(tái),同時(shí)還要尋找新用戶,。美國(guó)第二大移動(dòng)運(yùn)營(yíng)商T-Mobile正在與OpenAI合作創(chuàng)建一個(gè)新平臺(tái)IntentCX,,旨在提供更快速、更個(gè)性化的客戶服務(wù)。T-Mobile表示,,通過訪問客戶數(shù)據(jù),,IntentCX能夠利用對(duì)每一位客戶有意義的了解和認(rèn)識(shí),代表客戶解決問題,,并采取預(yù)防性措施。
通過此次合作,,T-Mobile可以使用OpenAI新發(fā)布的o1推理模型,。該模型在給出回應(yīng)前,,需要更多時(shí)間進(jìn)行思考,。這項(xiàng)技術(shù)分析通話記錄的能力特別強(qiáng)大,,能夠識(shí)別出客戶通話中遇到的問題,并更好地解決這些問題,以改善客戶體驗(yàn),。
在T-Mobile的資本市場(chǎng)報(bào)告會(huì)上,,OpenAI CEO山姆·奧特曼表示:“新一代模型令我們感到興奮的諸多因素之一是,,我們可以利用它為用戶或客戶提供個(gè)性化服務(wù),,而且在技術(shù)整合方面可以大有所為,。這些模型可以研究海量數(shù)據(jù),,使用大量工具,并為用戶提供相當(dāng)神奇的體驗(yàn),?!?
T-Mobile還宣布與英偉達(dá)(Nvidia Corp.),、愛立信(Ericsson)和諾基亞(Nokia Oyj)合作,,使用人工智能設(shè)計(jì)移動(dòng)網(wǎng)絡(luò),為其無線電接入網(wǎng)絡(luò)(RAN)增加更先進(jìn)的功能,。這幾家公司將在華盛頓州貝爾維投資建設(shè)一座AI-RAN創(chuàng)新中心,。T-Mobile表示,AI-RAN將顯著改善客戶體驗(yàn),,并滿足移動(dòng)設(shè)備上最新的游戲,、視頻、社交媒體和增強(qiáng)現(xiàn)實(shí)應(yīng)用對(duì)更快速度,、更低延遲和更高可靠性日益增長(zhǎng)的需求,。T-Mobile表示,AI-RAN將使用數(shù)十億個(gè)數(shù)據(jù)點(diǎn)開發(fā)算法,,用于確定實(shí)現(xiàn)最高性能需要進(jìn)行的最佳網(wǎng)絡(luò)調(diào)整,。
英偉達(dá)CEO黃仁勛在活動(dòng)上表示:“我們都認(rèn)為,有機(jī)會(huì)利用重塑全球最大行業(yè)之一(計(jì)算機(jī)行業(yè))的基礎(chǔ)技術(shù),,重塑電信行業(yè),。”這項(xiàng)基本技術(shù)毫無疑問將在每一個(gè)行業(yè)掀起革命,?!?他表示“這將是電信行業(yè)的新增長(zhǎng)良機(jī)?!?
T-Mobile首席執(zhí)行官麥克·西弗特公布了公司的財(cái)務(wù)目標(biāo),。該公司預(yù)計(jì)到2027年,其息稅折舊攤銷前利潤(rùn)將增長(zhǎng)到390億美元,。預(yù)計(jì)從2023年到2027年,,服務(wù)收入將維持約5%的年復(fù)合增長(zhǎng)率,將增長(zhǎng)至760億美元,。
這將使公司的年化息稅折舊攤銷前利潤(rùn)在同期增長(zhǎng)約100億美元,。到2027年,調(diào)整后自由現(xiàn)金流預(yù)計(jì)將達(dá)到180億至190億美元。該公司還宣布將股息提高35%,,提高至每股88美分,。
T-Mobile的股價(jià)本周創(chuàng)歷史新高,但在其公布財(cái)務(wù)預(yù)測(cè)之后,,股價(jià)下跌2.8%,,跌至197.05美元,這表明其預(yù)測(cè)的前景可能令部分投資者感到失望,。
T-Mobile還公布了優(yōu)先服務(wù)急救人員的新計(jì)劃,,特別是在網(wǎng)絡(luò)嚴(yán)重?fù)矶聲r(shí)期,確保他們能夠獲得更低延遲和速度更快,、更穩(wěn)定的5G網(wǎng)絡(luò),。
急救人員日益依賴蜂窩通信和無人機(jī)與人工現(xiàn)實(shí)等數(shù)據(jù)密集型工具,以支持在緊急情況下使用新工具,。但在危機(jī)期間,,網(wǎng)絡(luò)擁堵可能會(huì)延誤關(guān)鍵通信。新產(chǎn)品將為急救人員分配專屬網(wǎng)絡(luò)切片,,為數(shù)據(jù)密集型通信工具保證更快的網(wǎng)絡(luò)速度,。(財(cái)富中文網(wǎng))
譯者:劉進(jìn)龍
審校:汪皓
T-Mobile US Inc. outlined its growth ambitions for the next three years on Wednesday, forecasting higher profit fueled by customer gains and enhanced by new technologies, including artificial intelligence.
The big three US telecommunications companies are locked in a heated battle to keep customers from switching to rival platforms while also finding new subscribers. T-Mobile, the second-biggest US mobile carrier, is teaming up with OpenAI on a new platform, called IntentCX, to deliver faster and more personalized customer service. By accessing consumer data, IntentCX will be able to apply meaningful understanding and knowledge of every customer to resolve issues and take proactive actions on their behalf, T-Mobile said.
Through the partnership, T-Mobile will have access to OpenAI’s new 01 reasoning models, which are designed to spend more time thinking before they respond. The technology will be particularly powerful in analyzing call transcripts and able to identify irritants that can be better solved to improve the customer experience.
“One of the many things we’re excited about for this new generation of models is what we can do for personalization — for the individual user or customer — and what we can do for integration,” said Sam Altman, CEO of OpenAI, speaking on stage at T-Mobile’s capital markets presentation. “Where these models can look at a huge amount of data, use a huge amount of tools and deliver these hopefully fairly magical experiences.”
T-Mobile also announced a collaboration with Nvidia Corp., Ericsson and Nokia Oyj, to design mobile networks with AI, bringing more advanced capabilities to radio access networks. The companies are investing in a AI-RAN innovation center in Bellevue, Washington. AI-RAN will dramatically improve customers’ experiences, the company said, and satisfy an ever-growing demand for faster speeds, reduced latency and increased reliability for the latest gaming, video, social media and augmented reality applications on mobile devices. AI-RAN will use billions of data points to make algorithms that can determine the optimal network adjustments needed for maximum performance, T-Mobile said.
Speaking at the event, Jensen Huang, CEO of Nvidia, said, “we all saw the same opportunity to reinvent telecommunications with the fundamental technologies that’s reinventing one of the largest industries in the world, which is computing. This underlying technology will unquestionably revolutionize every industry.” He said “this is going to be a great new growth opportunity for the telecommunications industry.”
Chief Executive Officer Mike Sievert outlined the company’s financial targets. T-Mobile expects to increase earnings before interest, taxes, depreciation and amortization up to $39 billion by 2027. Service revenue is expected to increase at a compound annual growth rate of about 5% from 2023 to 2027, to as much as $76 billion.
That will boost annualized Ebitda by about $10 billion over that time frame. Adjusted free cash flow is expected to be $18 to $19 billion in 2027. The company also announced a 35% increase in its dividend, to 88 cents a share.
Shares of T-Mobile, which hit an all-time this week, fell as much as 2.8% to $197.05 after the forecast, suggesting the outlook may have disappointed some investors.
T-Mobile also unveiled a new program to prioritize first responders and ensure they get lower latency and faster, more consistent 5G speeds especially in times of extreme network congestion.
First responders are increasingly dependent on cellular communications and data-intensive tools such as drones and artificial reality to fuel new tools for emergency situations. But during crises, network congestion can bog down critical communications. The new product will ensure faster speeds for data-intensive communications tools by giving first responders their own slice of the network.