DriveNets vs AT&T
Side-by-side comparison of AI visibility scores, market position, and capabilities
DriveNets disaggregates carrier routing onto commodity white-box hardware with its Network Cloud software — $5B valuation after AT&T acquired a 15% stake for ~$750M in 2025.
About
DriveNets is an Israeli networking software company that is fundamentally changing how telecommunications carriers and cloud operators build their routing infrastructure. Founded in 2015 and headquartered in Tel Aviv, DriveNets developed Network Cloud — a software-based routing architecture that runs on standard commercial off-the-shelf (COTS) white-box servers rather than proprietary hardware. This disaggregation approach allows carriers to scale network capacity linearly and predictably while dramatically reducing capital expenditure locked into vendor-proprietary systems.
NYSE-listed (T) US pure-play telecom at $122.4B revenue after WarnerMedia and DirecTV divestitures; AT&T Fiber expanding to 45M+ homes competing with T-Mobile and Verizon for wireless and broadband growth.
About
AT&T Inc. is a Dallas, Texas-based telecommunications company — listed on NYSE (NYSE: T) — providing wireless mobile services, fiber broadband (AT&T Fiber), and business network solutions to 100+ million consumers and enterprises across the United States, making it the world's largest telecommunications company by revenue. Following the 2022 spinoff of WarnerMedia (now Warner Bros. Discovery) and the 2024 completion of DirecTV's separation as a standalone company through the TPG partnership, AT&T generated $122.4 billion in revenue in fiscal year 2024 as a pure-play connectivity company focused on wireless and fiber broadband growth.
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