Core Insights - AT&T reported mixed results for the September quarter but showed strong momentum in its broadband business, which is considered the company's crown jewel [1] Financial Performance - The company experienced notable subscriber growth in its broadband segment, indicating a positive trend in customer acquisition [1]

Group 1: Dividend Stocks Overview - The article highlights five dividend stocks to watch: Direxion Daily TSLA Bull 2X Shares, United Parcel Service, ProShares UltraPro Short QQQ, AT&T, and Ford Motor [2] - Dividend stocks are shares of companies that regularly return a portion of their earnings to shareholders, typically on a quarterly basis [2] - Investors often evaluate dividend stocks based on metrics like dividend yield and payout ratio, although dividends are not guaranteed and stock prices can fluctuate [2] Group 2: Company Profiles - United Parcel Service (UPS) is a package delivery company that provides transportation, delivery, distribution, contract logistics, ocean freight, airfreight, customs brokerage, and insurance services, operating through U.S. Domestic Package and International Package segments [3][4] - AT&T, Inc. is a holding company that provides telecommunications and technology services, operating through Communications and Latin America segments [6] - Ford Motor Company develops and services a range of vehicles, operating through segments including Ford Blue, Ford Model e, Ford Pro, Ford Next, and Ford Credit [6]

Oh my fucking god. The same Judge Boasberg who let Ray Epps off scot-free for January 6 ordered a secret subpoena of @TedCruz’s cell phone and banned AT&T from telling Ted Cruz the FBI was spying on his phone.Sean Davis (@seanmdav):CRUZ: Jack Smith subpoenaed Cruz’s cell phone records from AT&T. AT&T was ordered by corrupt Judge James Boasberg banning AT&T from disclosing the subpoena to Cruz. Boasberg told AT&T that if Cruz was informed, Cruz would destroy evidence and imperil national security. ...

Core Viewpoint - KT Corporation is transitioning into an AICT company, focusing on integrating IT and AI with telecommunications, while AT&T is enhancing its core wireless business and expanding 5G and fiber coverage in the U.S. [2][7] KT Corporation - KT is developing an AI lineup anchored by its proprietary Mi:dm2.0 large language model, with early contract wins from government and water resource sectors [2] - The company has partnered with Microsoft to integrate AI into its services and plans to introduce a tailored AI model by late 2025 [3] - KT's AI IT business revenues increased by 13.8% year over year, and KT Cloud revenues rose by 23% due to data center growth [3] - The company has a stable dividend policy and a KRW 1 trillion share buyback plan, reflecting confidence in future cash flows [4] - Management has committed KRW 1 trillion over five years for cybersecurity, which may pressure near-term profitability [5] - The domestic telecom market is heavily penetrated, limiting organic growth opportunities, and competition from SK Telecom and LG Uplus poses risks [6] AT&T - AT&T is focusing on its core wireless business and expanding its 5G and fiber coverage, with a strategy based on mobile 5G, fixed wireless, and edge computing [7] - The acquisition of mid-band spectrum from EchoStar is expected to enhance 5G performance and reduce capital investment needs [8] - AT&T reported 270,000 net adds for Internet Air, doubling year over year, and over 550,000 new subscribers to advanced broadband services [9] - The company aims to reach over 60 million fiber customer locations by 2030, with significant growth in fiber subscribers [10] - AT&T generated $4.9 billion in free cash flow in Q3 2025 and returned $3.5 billion to shareholders, indicating strong cash flow generation [11] - The wireline division faces persistent losses, with revenues down 7.8% year over year due to competitive pressures [12] Share Performance and Valuation - Over the past month, KT and AT&T shares declined by 1.9% and 9%, respectively [14] - KT's shares are trading at a price/book ratio of 0.75X, lower than AT&T's 1.45X [16] - Analysts have revised earnings estimates downward for KT, while AT&T's estimates remain unchanged [17][19] Consensus Estimates - Current earnings estimates for KT show a downward revision of 3.21% for F1 and 2.53% for F2 [18] - AT&T's earnings estimates have seen a positive revision trend, particularly for Q1 and F2 [19] Investment Outlook - AT&T holds a Zacks Rank of 3 (Hold), while KT Corporation has a rank of 4 (Sell), suggesting AT&T may be a better investment choice at this time [20]

Riddy / iStock via Getty Images After a career spanning two decades at Bear Stearns, Lehman Brothers, and Morgan Stanley, I gained an institutional perspective on dividend stock investing. My tenure at these premier Wall Street firms exposed me to fundamental analysis, credit evaluation, and risk management practices, which directly translate into selecting quality dividend-paying companies. Having witnessed firsthand the 2008 financial crisis and its aftermath—including the collapse of Bear Stearns and Le ...

Company Overview - AT&T Inc. has a market capitalization of $182.5 billion and is a prominent telecommunications and technology services provider, offering wireless, broadband, and entertainment services globally [1] Stock Performance - Over the past 52 weeks, AT&T shares have increased by 16.2%, underperforming the S&P 500 Index, which returned 18.3% during the same period [2] - Year-to-date, AT&T shares are up 12.9%, while the S&P 500 has risen by 17.2% [2] - Compared to the Communication Services Select Sector SPDR ETF Fund, which surged 27.5% over the past 52 weeks, AT&T has lagged behind [3] Recent Financial Results - For Q3 2025, AT&T reported revenue of $30.7 billion and adjusted EPS of $0.54, both below consensus estimates [4] - The revenue shortfall was attributed to lower-than-expected equipment sales in the mobility segment, despite a 6.1% increase in equipment revenue to $4.79 billion [4] - Operating costs rose by 3.8% due to increased marketing and promotion expenses, raising concerns about margin pressure ahead of the high-cost Q4 upgrade cycle [4] Earnings Outlook - Analysts project an 8.9% year-over-year decline in AT&T's adjusted EPS for the current fiscal year, expected to be $2.06 [5] - The company's earnings surprise history is mixed, with two beats and two misses in the last four quarters [5] Analyst Ratings - Among 30 analysts covering AT&T, the consensus rating is a "Moderate Buy," consisting of 15 "Strong Buy" ratings, three "Moderate Buys," 11 "Holds," and one "Strong Sell" [5] - This rating configuration is less bullish than three months ago when there were 17 "Strong Buys" [6] Price Target - Goldman Sachs raised AT&T's price target to $33 with a "Buy" rating [6] - The mean price target of $30.46 indicates an 18.5% premium to AT&T's current price, while the highest price target of $34 suggests a potential upside of 32.3% [6]

Core Insights - AT&T is experiencing a concerning shift in customer behavior amid increasing competition and pricing controversies [1] Customer Behavior and Churn - In Q3 2025, AT&T gained 405,000 new postpaid phone customers, but postpaid phone churn increased by 14 basis points year-over-year, reaching 0.92% [2][4] - The rise in churn is attributed to seasonal patterns and an increase in customers reaching the end of device financing periods [4] Pricing and Customer Reactions - The loss of customers follows a reduction in monthly discounts for autopay and paperless billing, which sparked customer outrage [3] - AT&T has faced backlash for allegedly imposing higher-than-expected monthly bills after attracting customers from competitors with attractive discounts [3] Competitive Landscape - AT&T's CEO noted that competitors like T-Mobile and Verizon are employing aggressive tactics to attract customers, indicating a highly competitive market [5] - T-Mobile is offering free phone lines and deals through its app, while Verizon is using AI to provide customized offers based on competitor bills [6]

Group 1 - The article discusses AT&T's stock performance, noting that it had seen strong gains prior to the author's last coverage on February 4th, 2025, but the rally was perceived to be starting to weaken [1] - The author emphasizes the importance of market analysis and trading strategies developed over more than two decades, which informs their investment decisions [1] Group 2 - The article does not provide specific financial data or performance metrics related to AT&T or the telecommunications industry [2][3]

Core Viewpoint - The article discusses the recent performance of AT&T stock, indicating that while there were strong gains, the rally may be losing momentum [1]. Group 1: Company Performance - AT&T stock was experiencing significant gains as of February 4th, 2025, but the author suggests that this upward trend may be starting to wane [1]. Group 2: Market Analysis - The analysis is informed by over two decades of trading experience, focusing on various asset classes to navigate market conditions effectively [1].

Core Insights - AT&T has launched Connectopia at the Intuit Dome, enhancing the game-day experience for Los Angeles Clippers fans through immersive, AI-driven technology [1][6] - The initiative utilizes AT&T's Fiber and 5G capabilities to create personalized digital districts displayed on a large 30-foot parabolic screen [2][6] - UBS has reiterated a "Buy" rating for AT&T with a price target of $31, indicating a potential upside of approximately 25.58% from the current stock price of $24.68 [4][6] Company Overview - AT&T is a significant player in the telecommunications industry, providing extensive network services including wireless, broadband, and fiber [1] - The company is committed to innovation and enhancing connectivity, as demonstrated by the Connectopia initiative [3] Financial Metrics - AT&T's financial metrics include a price-to-earnings (P/E) ratio of approximately 14.21, a price-to-sales ratio of about 1.45, and an enterprise value to sales ratio of around 2.56, indicating a balanced market valuation [5] - The company's debt-to-equity ratio is approximately 1.25, suggesting a moderate level of leverage, while the current ratio is around 1.01, indicating the ability to cover short-term liabilities [5]