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Warner Bros. Discovery Split: Repeating The Error Of The AT&T Deal Is No Solution
Seeking Alpha· 2025-06-12 18:05
For in-depth and deep dive research on the casino and gaming sector, subscribe to The House Edge . New: Free excerpts from our book in progress, "The Smartest ever Guide to Gaming Stocks" - free to existing members and new subscribers.Howard Jay Klein has 30 years of experience as an executive and consultant in major casino operations. His background includes: Ballys, Trump Taj Mahal, Mohegan Sun, and Caesars Palace in Las Vegas. He is a value investor first, using management quality to inform his investmen ...
A2P Messaging Market Surges to $84.8 Billion by 2029 - Dominated by AT&T (US), China Mobile (China), Sinch (Sweden)
GlobeNewswire News Room· 2025-06-12 14:00
Delray Beach, FL, June 12, 2025 (GLOBE NEWSWIRE) -- The A2P Messaging Market is projected to grow from USD 73.1 billion in 2024 to USD 84.8 billion by 2029, registering a CAGR of 3.0% during the forecast period, according to new research report by MarketsandMarkets™ Browse in-depth TOC on "A2P Messaging Market" 261 - Tables 48 - Figures 224 - Pages Download Report Brochure @ https://www.marketsandmarkets.com/pdfdownloadNew.asp?id=44 A2P Messaging Market Dynamics Drivers Rapid technological advancementsGrow ...
T Accelerates Fiber Network Expansion: Will it Boost Competitive Edge?
ZACKS· 2025-06-11 16:26
Key Takeaways T reached 30M fiber locations, progressing toward its 2030 goal of 60M across the U.S. ahead of schedule. T's strategy includes network upgrades, partnerships, acquisitions, and a unique customer service guarantee. Earnings estimates for T are trending down as competition intensifies in the fiber network space.AT&T, Inc. (T) recently announced that its fiber broadband network has reached 30 million consumer and business locations across the United States. The major milestone was realized ahe ...
AT&T Inc. (T) Presents at Mizuho Technology Conference 2025 Transcript
Seeking Alpha· 2025-06-10 16:53
AT&T Inc. (NYSE:T) Mizuho Technology Conference 2025 June 10, 2025 8:15 AM ET Company Participants Pascal Desroches - Senior EVP & CFO Conference Call Participants Jennifer Murtaugh Fritzsche - Greenhill & Co., Inc. Jennifer Murtaugh Fritzsche [indiscernible] I think I found [indiscernible] safe harbor. It's the perfect way to start this conference. So many of the business panel we're going to hear about the next few days are really [indiscernible]. We'll get into that. But I think [indiscernible] the safe ...
AT&T (T) 2025 Conference Transcript
2025-06-10 13:15
Summary of AT&T (T) 2025 Conference Call Company Overview - **Company**: AT&T Inc. (T) - **Date of Conference**: June 10, 2025 - **Key Speaker**: Pascal, Senior EVP and CFO of AT&T since February 2021 Key Points Industry and Market Position - AT&T is recognized as the largest player in the telecommunications industry, particularly in fiber and wireless services [1][2] - The company has achieved a leverage target of 2.5 times, allowing for capital allocation towards share buybacks and strategic acquisitions [3][31] Strategic Transactions - AT&T announced a significant transaction with Lumen, acquiring 4 million additional fiber passings, aiming to reach 60 million homes passed with fiber by 2030 [4][11] - The acquisition is viewed as both a defensive and offensive strategy to expand AT&T's footprint in 11 states where it previously had no broadband infrastructure [7][8] - The penetration rate of the acquired fiber footprint is currently at 25%, with expectations to increase it to 40% through AT&T's distribution network [9][10] Financial Strategy - AT&T plans to maintain a capital expenditure of $22 billion annually through 2027, which is among the highest in the industry [21] - The company is exploring partnerships with private capital to finance the Lumen acquisition, which is valued at approximately $5.75 billion [33] - AT&T aims to balance capital allocation while delivering attractive returns to shareholders [22][36] Wireless and Fiber Integration - The company emphasizes the importance of integrating fiber and wireless services to enhance customer experience and drive revenue growth [45][50] - AT&T's strategy includes offering guarantees to customers, ensuring technical issues are addressed promptly, and providing competitive pricing [45][46] - The company believes that having both wired and wireless networks allows for better service delivery and customer retention [49][50] Competitive Landscape - The telecommunications market is described as highly competitive, with cable companies gaining market share in recent years [51][60] - AT&T is confident in its ability to compete effectively against cable providers, citing the superior quality and pricing of its fiber products [63][64] - The company acknowledges the need for more spectrum but currently does not see an immediate requirement for additional spectrum acquisition [39][42] Economic Outlook - AT&T has not observed significant negative impacts from tariffs, as most of its capital spending is labor-related [70][73] - Consumer demand remains strong, with higher activity levels noted in Q1 and Q2 of 2025 [76][78] - The company anticipates a robust growth profile by the end of the decade, with a focus on fiber and modern wireless networks [81][85] Future Vision - By the end of the decade, AT&T expects to have completed its fiber build and modernized its wireless network, positioning itself as a leader in both sectors [81][85] - The company aims to eliminate legacy systems, such as copper and DSL, which currently incur significant costs [84] Additional Insights - AT&T is open to exploring satellite connectivity solutions, such as Starlink, to serve underserved populations, while maintaining a focus on its fiber and wireless networks [88][90] - The company views the current competitive landscape as an opportunity to enhance its service offerings and customer loyalty [60][63]
AT&T Expands Nation's Largest Fiber Network, Now Reaching More Than 30 Million Fiber Locations
Prnewswire· 2025-06-10 10:45
AT&T achieves key network expansion milestone ahead of schedule, solidifying U.S. fiber leadership by reaching even more Americans with world-class fiber internet.Key Takeaways: Fiber milestone underscores AT&T's connectivity leadership as America's largest and fastest-growing fiber broadband network and its commitment to delivering fast, reliable Internet connectivity backed by the AT&T Guarantee1 Previously announced agreement to acquire substantially all of Lumen's Mass Markets fiber business supports go ...
Pascal Desroches to Update Shareholders at the 2025 Mizuho Technology Conference on June 10
Prnewswire· 2025-06-09 20:35
DALLAS, June 9, 2025 /PRNewswire/ --Tomorrow, AT&T's chief financial officer will participate in a fireside chat where he will discuss the Company's multi-year strategic growth plan.Key Takeaways: AT&T reiterates full-year 2025 financial and operational guidance. AT&T is pursuing a multi-year strategic growth plan that centers around putting customers first, continued network investment and increased capital returns to shareholders.Pascal Desroches, chief financial officer, AT&T Inc. (NYSE: T), will speak t ...
AT&T (T) Increases Despite Market Slip: Here's What You Need to Know
ZACKS· 2025-06-05 22:51
The most recent trading session ended with AT&T (T) standing at $27.68, reflecting a +1.15% shift from the previouse trading day's closing. The stock outpaced the S&P 500's daily loss of 0.53%. On the other hand, the Dow registered a loss of 0.26%, and the technology-centric Nasdaq decreased by 0.83%.The telecommunications company's shares have seen a decrease of 2.63% over the last month, not keeping up with the Computer and Technology sector's gain of 8.67% and the S&P 500's gain of 5.17%.The investment c ...
AT&T: Is This Telecom Giant a Buy or a Bye for Your Portfolio?
MarketBeat· 2025-06-05 16:11
AT&T TodayTAT&T$27.72 +0.36 (+1.30%) 52-Week Range$17.42▼$29.03Dividend Yield4.01%P/E Ratio18.60Price Target$28.71Add to WatchlistInvestor focus on AT&T NYSE: T is starting to sharpen, with the company’s stock price making a healthy upward move of nearly 50% over the past year as of early June 2025. This renewed market interest comes as the telecommunications heavyweight nears a critical crossroads in its strategic plans. AT&T is actively channeling funds into future-focused growth areas while also managin ...
AT&T Unveils Tailored Plan for 55+: Will it Drive Customer Growth?
ZACKS· 2025-06-05 14:31
Key Takeaways T debuts 55+ plans at $40 for one line or $35 each for two, with broadband bundles at $99/month. New plans feature 10 GB hotspot data, ActiveArmor security and the AT&T Guarantee for reliability. T's pricing undercuts T-Mobile and Verizon, targeting simplicity and better value for senior customers.AT&T, Inc. (T) recently announced the launch of new wireless plans with enticing features tailored for people aged 55 and above. By opting for the plan, customers can get one line for $40/month or ...