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AT&T's Impressive Earnings and Subscriber Growth
Financial Modeling Prep· 2026-01-28 18:04
Core Insights - AT&T reported earnings per share (EPS) of $0.52, exceeding estimates of $0.46, and revenue of $33.47 billion, surpassing expectations of $32.88 billion [1][6] Subscriber Growth - The company added 283,000 fiber subscribers and 421,000 net postpaid phone subscribers in the latest quarter, contributing to significant revenue growth in its wireless and consumer segments [2][3] - AT&T experienced its best year for consumer broadband subscriber growth in a decade, with 42% of AT&T Fiber households also opting for AT&T's wireless services [5] Financial Performance - AT&T's financial performance for the fourth quarter and full year of 2025 exceeded all consolidated financial guidance, driven by growth in converged fiber and 5G customers [3] - The company reported a P/E ratio of 7.39 and a price-to-sales ratio of 1.31, indicating its market valuation and financial health [5] Shareholder Returns - In 2025, AT&T returned over $12 billion to shareholders through dividends and share repurchases, with plans to return an additional $45 billion or more from 2026 to 2028 [4][6] - This shareholder return strategy is part of AT&T's customer-centric, investment-led approach, aimed at enhancing profitability [4]
AT&T: Upcoming Acquisitions Reset The Dividend And Buyback Outlook
Seeking Alpha· 2026-01-28 16:55
Group 1 - The article does not provide specific insights or analysis on any companies or industries [1][2]
AT&T Beats Q4 Earnings Estimates on Solid Wireless & Fiber Demand
ZACKS· 2026-01-28 16:15
Core Insights - AT&T Inc. reported solid fourth-quarter 2025 results with strong mobility and broadband demand trends, surpassing both adjusted earnings and revenues estimates [1][3] Financial Performance - On a GAAP basis, AT&T's net income for Q4 2025 was $3.75 billion or 53 cents per share, down from $4.03 billion or 56 cents per share in Q4 2024, primarily due to higher operating expenses [3] - For the full year 2025, AT&T's net income was $21.89 billion or $3.04 per share, compared to $10.75 billion or $1.49 per share in 2024 [4] - Quarterly GAAP operating revenues increased by 3.6% year over year to $33.47 billion, driven by higher Mobility service and equipment sales, beating the consensus estimate of $32.73 billion [5] Subscriber Growth - AT&T experienced solid wireless traction with 641,000 post-paid net additions, including 421,000 postpaid wireless phone additions, while postpaid churn was 1.12% [6][9] - The company recorded net fiber additions of 283,000 and 221,000 subscribers for Internet Air during the quarter [8][9] Segment Performance - Total segment operating revenues for Communications were $32.12 billion, up from $31.14 billion, with Mobility revenues increasing by 5.3% to $24.35 billion [7] - Service revenues from the Mobility unit improved by 2.4% to $16.95 billion, while equipment revenues rose by 12.7% year over year to $7.4 billion [8] Cash Flow and Liquidity - For 2025, AT&T generated $40.3 billion in cash from operations, compared to $38.8 billion in the previous year, with free cash flow for Q4 at $4.18 billion [12] - As of December 31, 2025, AT&T had $18.23 billion in cash and cash equivalents, with long-term debt of $127.09 billion [12] Future Guidance - For 2026, AT&T expects wireless service revenues to improve in low single digits and broadband revenues to grow in the mid to high-teens [13] - Adjusted earnings are projected to be between $2.25 and $2.35 per share, with free cash flow expected to exceed $18 billion [14]
AT&T Stock Charges Higher on Upbeat Results, Forecast
Schaeffers Investment Research· 2026-01-28 15:35
Telecommunications stock AT&T Inc (NYSE:T) is enjoying a lift today, last seen up 4.3% at $23.99, after better-than-expected fourth-quarter earnings of 52 cents per share on revenue of $33.47 billion. The company also shared strong guidance and unveiled a new $10 billion share buyback. The strong results are giving AT&T stock a much-needed lift after last session's 52-week low of $22.95. Should these gains hold, it will be T's largest single-day percentage gain since reporting earnings for the same quarter ...
美股异动丨AT&T涨4.5%,Q4营收及经调整后每股收益均超预期
Ge Long Hui· 2026-01-28 15:21
Core Viewpoint - AT&T reported strong Q4 2025 earnings, exceeding analyst expectations in both revenue and adjusted earnings per share [1] Financial Performance - Revenue for Q4 2025 increased by 3.7% year-over-year to $33.5 billion, surpassing analyst predictions of $32.8 billion [1] - Adjusted earnings per share were $0.52, exceeding the expected $0.46 [1] Customer Growth - The company added 283,000 new fiber service customers, outperforming analyst expectations of 277,000 [1] Future Outlook - For 2026, AT&T projects adjusted earnings per share to be between $2.25 and $2.35, compared to analyst expectations of $2.21 [1]
Wednesday Morning's Earnings: TXN & SBUX Miss, Guidance Signals Optimism
Youtube· 2026-01-28 15:00
Texas Instruments - Texas Instruments reported an adjusted EPS of $1.27, slightly below expectations, with revenue at $4.42 billion, aligning with estimates. The Q1 revenue guidance is between $4.32 billion to $4.68 billion, which is better than market expectations [2][3] - Data center revenue surged 70% last quarter, indicating strong growth in this segment, which is becoming a new growth engine for the company. Management plans to break out data center revenue separately in future reports [3][4] - The industrial market showed recovery, with growth in the high teens percentage in Q4, driven by factory automation, industrial controls, and embedded systems. However, personal electronics revenue fell in the upper teens percentage [5] Starbucks - Starbucks reported an adjusted EPS of $0.56, which was below expectations, but revenue exceeded estimates at $9.92 billion compared to the expected $9.63 billion. The company is seeing a turnaround with traffic growth for the first time in two years [8][9] - Global same-store sales increased by 4%, and traffic grew by 3%, indicating positive momentum. The holiday season also contributed to strong sales, particularly with viral marketing efforts [10][11] - Despite some margin pressure due to turnaround costs and higher coffee prices, the overall sales and traffic growth are seen as key positive indicators for the company's future [9][10] AT&T - AT&T reported an adjusted EPS of $0.52, beating expectations of $0.46, with revenue at $33.47 billion, surpassing the anticipated $32 billion. The company added 421,000 new post-paid phone customers, in line with estimates [13][14] - The churn rate remained below 1%, indicating customer retention amidst a competitive pricing environment. The company also experienced growth in broadband, adding 283,000 new fiber customers [15][16] - However, the wireline business saw a decline of 7.5%, but overall growth in other segments helped offset this loss [16]
AT&T reports stronger-than-expected fourth quarter results
Proactiveinvestors NA· 2026-01-28 14:39
Company Overview - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team operates from key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Utilization - Proactive is a forward-looking company that adopts technology enthusiastically to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]
AT&T(T) - 2025 Q4 - Earnings Call Transcript
2026-01-28 14:32
AT&T (NYSE:T) Q4 2025 Earnings call January 28, 2026 08:30 AM ET Company ParticipantsBrett Feldman - Head of Investor RelationsJeff McElfresh - COOJohn Stankey - CEOMichael Rollins - MDPascal Desroches - CFOPeter Supino - MDSam McHugh - Head of Telecom Equity ResearchConference Call ParticipantsBenjamin Swinburne - Equity Research AnalystJohn Hodulik - MD and Senior Equity Research AnalystMichael Funk - Senior Equity AnalystMichael Ng - Senior Equity AnalystSebastiano Petti - Senior Research AnalystOperator ...
AT&T(T) - 2025 Q4 - Earnings Call Transcript
2026-01-28 14:32
AT&T (NYSE:T) Q4 2025 Earnings call January 28, 2026 08:30 AM ET Company ParticipantsBrett Feldman - Head of Investor RelationsJeff McElfresh - COOJohn Stankey - CEOMichael Rollins - MDPascal Desroches - CFOPeter Supino - MDSam McHugh - Head of Telecom Equity ResearchConference Call ParticipantsBenjamin Swinburne - Equity Research AnalystJohn Hodulik - MD and Senior Equity Research AnalystMichael Funk - Senior Equity AnalystMichael Ng - Senior Equity AnalystSebastiano Petti - Senior Research AnalystOperator ...
AT&T(T) - 2025 Q4 - Earnings Call Transcript
2026-01-28 14:30
AT&T (NYSE:T) Q4 2025 Earnings call January 28, 2026 08:30 AM ET Speaker3Good morning, and welcome to AT&T's fourth quarter 2025 earnings call. At this time, all participants are in a listen-only mode. Should you need assistance during the call, please press star then zero, and an operator will assist you offline. Following the presentation, the call will be open for questions. If you'd like to ask a question, please press star then one, and you will be placed in the question queue. If you are in the questi ...