Core Viewpoint - Democratic Senator Maria Cantwell has accused Verizon and AT&T of obstructing the release of crucial documents related to a significant Chinese espionage operation, known as Salt Typhoon, which has allegedly infiltrated U.S. telecommunications networks. She is calling for the CEOs of these companies to testify before Congress to address these concerns [1]. Company and Industry Summary - Verizon and AT&T are being scrutinized for their role in withholding information regarding the Salt Typhoon operation, which raises concerns about national security and the integrity of U.S. telecommunications [1]. - The call for the CEOs of Verizon and AT&T to appear before Congress indicates a growing legislative interest in the security practices of major telecommunications companies and their potential vulnerabilities to foreign espionage [1].

Core Insights - AT&T Inc. reported strong fourth-quarter 2025 results, with adjusted earnings and revenues exceeding Zacks Consensus Estimates due to healthy mobility and broadband demand trends [2] - The company experienced solid wireless traction and customer additions, although this was partially offset by declining demand for legacy voice and data services [2] - AT&T aims to continue investing in 5G and fiber to drive long-term growth [2] Fiber Convergence - AT&T is benefiting from increased fiber convergence, with the fiber convergence rate rising 200 basis points year-over-year to 42% [3] - The company recorded net fiber additions of 283,000 and 221,000 subscribers for Internet Air during the fourth quarter [3] - By 2030, AT&T plans to reach approximately 50 million customer locations with its in-region fiber network [3] Business Model and Strategy - AT&T's customer-centric business model focuses on mid-band spectrum deployment and fiber densification [4] - The company plans to restructure its operating segments in Q1 2026 to better reflect its evolving business model [5] - New segments will include Advanced Connectivity, Legacy, and Latin America [5] Financial Outlook - AT&T expects to drive accelerated growth in adjusted EBITDA and double-digit adjusted EPS growth from 2026 to 2028 [6] - The company plans to return over $45 billion to shareholders through dividends and share repurchases [6] - AT&T achieved over $1 billion in cost savings in 2025 and anticipates an additional $4 billion in annual savings by 2028 [6] Capital Projects and Cash Flow - Major capital projects are expected to be completed by the end of 2030, which will enhance long-term cash flow [7] - Improved growth and declining capital intensity are likely to provide greater flexibility for shareholder returns [7] Market Performance - AT&T's stock has gained 8.4% over the past year, outperforming the industry decline of 4.4% [10] - The company has outperformed T-Mobile but lagged behind Verizon in stock performance [10] Challenges - Despite strong wireless traction, AT&T faces a decline in legacy services, with persistent losses in access lines due to competitive pressures [12] - The wireline division is struggling with contracting high-speed Internet revenues and margin pressures [12] Estimate Revisions - Earnings estimates for AT&T for 2026 have increased by 0.9% to $2.28, and for 2027, they have risen by 0.8% to $2.54, indicating bullish sentiment [13] Long-term Positioning - AT&T is well-positioned to bridge the digital divide and enhance connectivity through steady infrastructure investment and new technologies [15] - The uptrend in estimate revisions reflects optimism about the stock's growth potential [15]

Key Takeaways AT&T adds more than 1M fiber subscribers and 4M fiber-enabled locations with Lumen acquisition.The deal expands AT&T Fiber to 32 states and major cities like Denver and Seattle.Acquisition strengthens AT&T's fiber and 5G services, supporting growth to 60M locations by 2030.AT&T Inc. (T) has completed its previously announced acquisition of Lumen Technologies, Inc.’s (LUMN) mass-market fiber business for $5.75 billion in an all-cash transaction, expanding its fiber Internet service across 32 U. ...

Core Viewpoint - AT&T Inc. is highlighted as a strong investment opportunity for 2026, with UBS maintaining a Buy rating and a price target of $31, driven by solid Q4 results and positive growth guidance [1]. Financial Performance - For Q4 2025, AT&T reported adjusted earnings of $0.52 per share, exceeding analyst expectations of $0.46, attributed to over $1 billion in cost savings and growth in its convergence strategy [2]. - Quarterly revenues reached $33.5 billion, a 3.6% increase year-over-year, surpassing Wall Street's expectations of approximately $32.9 billion [3]. - The adjusted EBITDA for the quarter increased by over 4% year-over-year, with margins expanding by 20 basis points, driven by service revenue growth in 5G, fiber, and fixed wireless offerings [3]. Annual Performance - For the full fiscal year, adjusted earnings were $2.12 per share, nearly 9% higher than 2024, and free cash flow totaled $16.6 billion, near the upper end of management's target range [4]. - Management projected adjusted earnings for 2026 to be between $2.25 and $2.35 per share, with free cash flow expected to exceed $18 billion, supported by anticipated organic growth in advanced home internet revenues of over 20% annually through 2028 [5]. Business Overview - AT&T provides a range of telecommunications, media, and technology services, including wireless and wireline communications, broadband, and pay-TV offerings across the United States [5].

AT&T Inc. (NYSE:T) ranks among the stocks with the lowest forward PE ratios. On January 28, AT&T Inc. (NYSE:T) reported its fourth-quarter 2025 earnings results, showcasing modest service revenue growth and sustained momentum in its fiber division. For the fourth quarter of 2025, the telecom giant reported a 1.0% year-over-year increase in consolidated service revenue, with adjusted EBITDA growing by 4.1%. Meanwhile, the total revenue for the quarter came in at $33.5 billion, beating analyst projections of ...

We came across a bullish thesis on AT&T Inc. on Pacific Northwest Edge’s Substack by David. In this article, we will summarize the bulls’ thesis on T. AT&T Inc.'s share was trading at $25.13 as of January 29th. T’s trailing and forward P/E were 8.27 and 11.38 respectively according to Yahoo Finance. Ondas Holdings (ONDS) Surges 10.5% After Bagging New Govt Contract Copyright: bluebay / 123RF Stock Photo AT&T Inc. provides telecommunications and technology services worldwide. T is emerging as one of the ...

"Knowing your loved one is safe at home gives one peace of mind. AT&T's Connected Healthcare is committed to delivering tailored solutions that help our customers exceed expectations," said Lee Wagner, AVP of Connected Solutions at AT&T. "By fostering strong relationships with experts in this field and maintaining a commitment to reliability and security, AT&T connectivity enhances patient care through innovative connected solutions." AT&T's strong network allows the Tango Belt to operate seamlessly within ...

Core Insights - AT&T has completed the acquisition of Lumen's Mass Markets fiber business for $5.75 billion, enhancing its fiber internet service across 32 states [3][7]. Group 1: Acquisition Details - The acquisition adds over 1 million fiber subscribers and expands AT&T's reach to more than 4 million fiber locations in major metro areas such as Denver, Seattle, and Salt Lake City [7][8]. - This transaction is expected to accelerate AT&T's fiber network expansion, aiming to reach over 60 million total fiber locations by the end of 2030 [8]. Group 2: Strategic Implications - The deal positions AT&T to leverage its extensive distribution and customer satisfaction to increase fiber penetration from approximately 25% to higher levels within the acquired footprint [8]. - By combining fiber broadband and 5G services, AT&T aims to enhance customer relationships and retention, providing a competitive edge in the industry [8]. Group 3: Leadership Perspective - John Stankey, AT&T's Chairman and CEO, emphasized that this acquisition will create jobs, improve U.S. connectivity, and deliver high-speed internet to more communities [4][5].

Core Insights - AT&T's shares rose over 10% following a strong quarterly financial report and a positive long-term growth outlook [1][2] Financial Performance - The company generated $16.6 billion in free cash flow in 2024, with expectations to exceed $21 billion by 2028 [5] - AT&T's current dividend yield stands at 4.2%, and a new $10 billion share buyback program has been approved by the board [1][5] Customer Growth - AT&T attracted 421,000 postpaid phone and 283,000 fiber subscribers in the fourth quarter [2] - The fiber convergence rate increased by 200 basis points year over year to 42%, marking the fastest annual growth since tracking began [3] Customer Retention - The postpaid churn rate was reported at less than 1%, indicating effective customer retention despite competition from rivals like Verizon and T-Mobile [4]

Group 1: Company Overview - AT&T Inc. (NYSE:T) is recognized as one of the most undervalued large-cap stocks currently available for investment [1] - The company provides telecommunications and technology services globally, operating through two segments: Communications and Latin America [4] Group 2: Analyst Ratings and Price Targets - On January 26, Wells Fargo lowered its price target for AT&T from $29 to $27 while maintaining an Overweight rating, citing stronger-than-anticipated fundamentals for Q4 2025 that may lead to increased subscriber growth [1] - Barclays also reduced its price target for AT&T from $28 to $26 on January 13, assigning an Equal Weight rating, as part of a broader revision across the cable, satellite, and telecom services sector [3] Group 3: Market Sentiment and Competition - Despite the positive outlook for AT&T's performance, Wells Fargo expressed concerns about increased competition in the sector, which is expected to continue affecting investor sentiment [2] - Barclays highlighted that 2026 could be a crucial year for the industry, potentially requiring a shift in traditional capital allocation strategies due to industry convergence [3]