From acquiring cybersecurity technology to investing in augmented reality, AT&T's investments could help it outpace disruption in the rapidly shifting telecom industry.
Telecom incumbents are feeling the heat of disruption.
Nimbler startups are introducing new technologies, while formerly core businesses — like cable television — are declining, due to competition from alternative connectivity providers, IT services firms, changing consumer preferences, and more.
AT&T is one of a few telecom incumbents taking proactive measures to survive in the new landscape.
One way AT&T is fighting back is through investments in private technology companies. Last year, AT&T committed to investing up to $200M in a venture capital fund, to develop solutions to what it calls “the toughest technology challenges.”
In 2018, AT&T has already made four startup bets to date. These bets offer a glimpse into the company’s strategy — as well as signaling where the telecom industry is headed next.
Using CB Insights data, we analyzed AT&T’s recent private market activity to show how exactly the company is betting on the future.