“I don't expect seasonality to be different this year. I mean we're not planning on it being different this year. So I would expect, because of that seasonality that you referenced, you'll probably see historically our net add numbers on fiber adjust to that seasonality and move through it.”

In context

“stion comes from Sebastiano Petti from JPMorgan. Sebastiano Petti: Just wanted to follow up on Consumer Wireline subscriber expectations for the back half of the year. I think Pascal, you said that you expect higher Internet Air adds, which is not surprising given the momentum. But typically, you would also see higher fiber net additions in the second half relative to the first half or a typical seasonality over the last several years would dictate that, that would be the case. Any reason to think that, that would not necessarily occur this year? And within that context, perhaps, are you seeing any change in the level of competitiveness from the cable guys as they perhaps maybe lean in a little bit more on bundling, a little bit more on convergence? John Stankey: Good morning, Sebastiano. I don't expect seasonality to be different this year. I mean we're not planning on it being different this year. So I would expect, because of that seasonality that you referenced, you'll probably see historically our net add numbers on fiber adjust to that seasonality and move through it. I think the other thing that I would just kind of counsel on, we tried to give you a little bit of a sense of if we're going to build 4 million homes a year instead of 3 million, we've kind of given you a ramp rate into that, that you can now think about. That doesn't all come online at the same time. We ramp into it through 2026, and we ultimately reach about a 4 million home per year build rate by the time we exit 2026. You should expect as that inventory step-up occurs, as that build starts to escalate, that will certainly help. But I'd also like to point you back to something else. When you think about the mix of our fiber net adds today versus the mix of our fiber net adds 3 years ago, there's a surprisingly small -- not surprisingly, I guess, you'd say there is a predictable smaller”