Core Insights - AT&T has initiated a complaint against the National Advertising Division (NAD) regarding its demands to remove advertising that highlights T-Mobile's misleading claims, citing that NAD has asked T-Mobile to correct its advertising at least 16 times in the past four years, more than any other competitor in the industry [2][7] - The new advertising campaign titled "Ain't Our First Rodeo" emphasizes the importance of trust and aims to inform consumers about T-Mobile's advertising challenges, asserting that consumers deserve to know the truth [3][4] - AT&T claims to be the only carrier that guarantees coverage for both wireless and fiber networks, backed by significant investments in infrastructure [4] Industry Context - The NAD has issued multiple decisions over the last four years, finding T-Mobile's advertisements to be false, misleading, or unsubstantiated, which AT&T aims to bring to light through its campaign [7] - The telecommunications industry is characterized by competitive advertising practices, with AT&T positioning itself as a defender of consumer rights against misleading claims from competitors [8]

Group 1: Stock Performance and Historical Context - AT&T's stock has experienced significant volatility, with declines of over 30% occurring on two occasions within a two-month period, resulting in billions in market value loss [1] - Historical declines include nearly 46% during the Global Financial Crisis, about 39% in the Dot-Com crash, and approximately 37% during the inflation shock, indicating susceptibility to broader market pressures [5] Group 2: Financial Metrics and Competitive Landscape - The net debt-to-EBITDA ratio reached 3.0x in Q3 2025, with total debt at $139.5 billion, despite generating $4.9 billion in free cash flow during the same quarter [6] - Postpaid churn increased to 0.92% in Q3 2025, with T-Mobile gaining 1 million postpaid net phone subscribers compared to AT&T's 405,000, highlighting strong competition [6] - Business wireline revenues fell by 9.3% in Q2 2025 to $4.3 billion, with a decline expected as copper services are phased out by 2029 [6] - Revenue growth was reported at 1.5% for the last twelve months and 0.6% for the last three-year average, with a free cash flow margin of approximately 15.8% and an operating margin of 19.9% [6] Group 3: Valuation and Market Position - AT&T's stock trades at a P/E ratio of 14.2, offering lower valuation compared to the S&P, alongside reduced revenue growth but improved margins [6] - The Trefis High Quality Portfolio has consistently outperformed its benchmark indices, indicating a potential strategy for investors seeking reduced risk and superior returns [8]

Group 1 - AT&T is considered one of the most undervalued large-cap stocks currently available for investment [1] - Barclays analyst lowered the price target for AT&T to $28 from $30, maintaining an Equal Weight rating due to concerns about the industry's growth trajectory [1][2] - KeyBanc analyst maintained a Hold rating on AT&T without setting a price target following the company's Q3 results [1][2] Group 2 - AT&T launched Connectopia, an immersive, AI-driven world-building experience at the Intuit Dome, powered by AT&T Fiber and 5G technology [2] - Connectopia features the world's first interactive AI experience that creates 8K worlds in real time, showcasing innovative technology and visuals [2] Group 3 - AT&T operates through two segments: Communications and Latin America, providing telecommunications and technology services globally [3] - There is a belief that certain AI stocks may offer greater upside potential and carry less downside risk compared to AT&T [3]

Core Insights - AT&T Inc. is highlighted as one of the best bargain stocks to buy in November, following the release of its Q3 2025 results [1] Financial Performance - The company reported Q3 2025 revenues of $30.7 billion, with an operating income of $6.1 billion [1] - Diluted EPS for AT&T was $1.29, a significant improvement from $(0.03) a year ago, attributed to a gain from the sale of the DIRECTV investment [1] Revenue Breakdown - Year-over-year revenue growth of 1.6% was driven by increases in Mobility, Consumer Wireline, and Mexico revenues, although this was partially offset by a decline in Business Wireline [2] - Mobility revenues increased by 3.1% year-over-year, with service revenue growth of 2.3% and equipment revenue growth of 6.1%, supported by higher wireless device sales volumes [3] Future Guidance - The company reiterated its FY 2025 financial guidance, expecting adjusted EBITDA growth of 3% or better and capital investments between $22 billion and $22.5 billion [3] - Adjusted EPS is anticipated to be in the higher end of the $1.97 to $2.07 range [3]

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]

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 ...