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Can AT&T Benefit From EchoStar's Mid-Band Spectrum Deployment?
ZACKS· 2025-11-27 14:56
Key Takeaways T deployed EchoStar's mid-band spectrum to 23,000 sites, covering nearly two-thirds of the U.S. population.This integration improved download speeds by 80% for mobility and 55% for AT&T Internet Air users.The $23B deal reduces capital needs by avoiding new site builds while expanding 5G and fixed wireless reach.Pursuant to a short-term spectrum manager lease agreement, AT&T Inc. (T) has deployed mid-band (3.45 GHz) spectrum from EchoStar Corporation (SATS) to nearly 23,000 cell sites across th ...
AT&T财报解读:现金流与资本配置足以支撑估值
美股研究社· 2025-11-27 14:24
AT&T公司于 2025 年 10 月 22 日发布的 2025 年第三季度财报,在分析师看来, 财报发 布后 AT&T 是一个具有吸引力的买入机会。 原因在于:A)强劲的现金流指引可能推动股息增长;B)更新后的资本配置计划持续展现出更 高的灵活性。这两项进展都有望带动公司估值大幅提升。 简而言之,在分析师看来, 公司当前的自由现金流(FCF)指引水平,不仅能轻松支撑现有股 息,还能为未来股息增长提供保障。 具体来看,2025 年第三季度公司自由现金流为 49 亿美元,较去年同期的 46 亿美元有所改 善。公司重申 2025 年全年自由现金流指引为 160 亿 - 165 亿美元区间(低端至中端), 这一数字大幅降低了资本回报计划的风险,且直接预示着股息有望如后文所述般上涨。 根据估算,公司当前年度股息承诺约为 79 亿美元。这一估算基于两方面数据:一是下一张图 表中将显示的当前季度每股派息 0.2775 美元,二是 AT&T 当前的流通股数量。后文分析师 【如需和我们交流可扫码添加进社群】 将解释这些参数中隐含的不确定性。 由此来看,2025 年 160 亿美元的自由现金流目标,使得 AT&T 的远期自由现 ...
AT&T: Dividend Growth Could Resume With Strong 2025 Free Cash Flow Guidance (NYSE:T)
Seeking Alpha· 2025-11-27 10:17
Join for a 100% Risk-Free trial and see if our proven method can help you too. You do not need to pay for the costly lessons from the market itself.My last analysis on AT&T ( T ) was published on Oct. 14 with an article titled “2 Charts Show Why I Prefer AT&T Stock Over Verizon.” The article presented a comparative analysis between T andSensor Unlimited is an economist by training with a PhD, with a focus on financial economics. She is a quantitative modeler and for the past decade she has been covering the ...
AT&T: Dividend Growth Could Resume With Strong 2025 Free Cash Flow Guidance
Seeking Alpha· 2025-11-27 10:17
Join for a 100% Risk-Free trial and see if our proven method can help you too. You do not need to pay for the costly lessons from the market itself.My last analysis on AT&T ( T ) was published on Oct. 14 with an article titled “2 Charts Show Why I Prefer AT&T Stock Over Verizon.” The article presented a comparative analysis between T andSensor Unlimited is an economist by training with a PhD, with a focus on financial economics. She is a quantitative modeler and for the past decade she has been covering the ...
77% of U.S. Consumers Would Complete All Holiday Shopping at Small Businesses, According to Latest AT&T Business Holiday Shopping Survey
Prnewswire· 2025-11-26 14:00
Accessibility StatementSkip Navigation DALLAS, Nov. 26, 2025 /PRNewswire/ -- The survey highlights both the opportunities and challenges facing small business owners this season. Key Takeaways: Continue Reading AT&T Business 2025 Holiday Shopping Survey As the holiday season approaches, a new consumer survey from AT&T Business reveals that most U.S. consumers (77%) would complete all their holiday shopping at small businesses if they could. The AT&T Business 2025 Holiday Shopping Survey signals opportunit ...
《经济学人》:AT&T和Verizon荣光不再
Xin Lang Ke Ji· 2025-11-26 08:17
出售移动和宽带订阅服务是他们的核心业务,但目前已经陷入停滞。7月25日,Verizon宣布这些业务的 营收在第二季度仅同比增长1%。次日,AT&T宣布营收增长2.4%。曾经躺赚的行业如今变得竞争激 烈。 1980年代初,AT&T曾是华尔街的宠儿。作为当初的科技巨头,它是标普500指数的头号成分股,市值 占比达到5.5%。 如今,作为它的后代,AT&T和Verizon只能回忆父辈昔日的荣光。这两家公司在标普500中的市值占比 不到0.7%,而且还在下滑。他们的合并市值为2500亿美元,大约是2020年初的一半,而标普500自那以 后已经上涨超过2/5。 造成这种局面的原因多种多样,其中一些确实不受他们控制,比如利率的上升或最近发现的老式铅包电 缆,后者会给他们的有毒资产潜在责任带来不确定性。 然而,AT&T和Verizon的许多烦恼都是自作自受。这两家老牌电信巨头发现,成熟企业想要在一个饱和 的市场上发展是一件多么困难的事情,尤其是当你要应付大量债务时。 《经济学人》杂志日前撰文称,AT&T和Verizon这两大美国电信巨头的业绩都陷入停滞,难以找到新的 突破口。 以下为文章全文: 2020年,T-Mobile ...
The Zacks Analyst Blog NVIDIA, AT&T and Amgen
ZACKS· 2025-11-26 08:06
Group 1: NVIDIA Corp. (NVDA) - NVIDIA's shares have outperformed the Zacks Semiconductor - General industry year-to-date, with a growth of +35.9% compared to +34.2% [4] - The company is benefiting from strong growth in artificial intelligence (AI) and high-performance accelerated computing, particularly in data center revenues driven by demand for generative AI and large language models using its GPUs [4] - Collaborations with over 320 automakers and tier-one suppliers are enhancing NVIDIA's presence in the autonomous vehicle sector [5] - A limited supply of Blackwell GPUs may hinder NVIDIA's ability to meet demand, and rising production costs for complex AI systems could negatively impact margins [6] Group 2: AT&T Inc. (T) - AT&T's shares have outperformed the Zacks Wireless National industry year-to-date, with a growth of +17.6% compared to +3.7% [7] - The company is expected to benefit from a customer-centric business model and solid wireless traction, supported by an integrated fiber expansion strategy and steady 5G deployments [7] - AT&T aims to deploy Open RAN for 70% of its wireless network traffic by late 2026 and plans to pass over 50 million fiber locations by the end of 2030 [8] - The wireline division is facing challenges with persistent losses in access lines due to competitive pressures, and high debt levels remain a concern [9] Group 3: Amgen Inc. (AMGN) - Amgen's shares have outperformed the Zacks Medical - Biomedical and Genetics industry year-to-date, with a growth of +32.5% compared to +19.9% [10] - The company exceeded third-quarter estimates for both earnings and sales, driven by key medicines like Evenity, Repatha, and newer products like Tavneos and Tezspire [10] - New biosimilar launches are contributing to Amgen's top-line growth, although increased pricing pressures and competition are negatively impacting sales of several products [11] - Sales of best-selling drugs Prolia and Xgeva are expected to decline due to biosimilar competition, and recent pipeline setbacks pose additional concerns [11]
AT&T Remains A Top-Tier Pick (NYSE:T)
Seeking Alpha· 2025-11-25 17:06
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
AT&T Remains A Top-Tier Pick
Seeking Alpha· 2025-11-25 17:06
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
AT&T vs. Verizon: Which Wireless Giant is a Better Buy Now?
ZACKS· 2025-11-25 15:05
Key Takeaways AT&T sees postpaid momentum, major spectrum additions and improved 5G and network efficiencies.Verizon drives growth through expanding 5G, fixed wireless gains and mix-and-match pricing plans.T shows better price performance and valuation metrics, offering a modest advantage over its peer.AT&T Inc. (T) and Verizon Communications Inc. (VZ) are two major players in the mobile and wireless-connectivity universe with key expertise in their respective domains. Operating as one of the largest wirele ...