AT&T, Inc. (NYSE:T) Q3 2022 Earnings Conference Call October 20, 2022 8:30 AM ET Company Participants Amir Rozwadowski - SVP, Finance & IR John Stankey - CEO Pascal Desroches - Senior EVP & CFO Conference Call Participants Philip Cusick - JPMorgan Chase & Co. Brett Feldman - Goldman Sachs Group Simon Flannery - Morgan Stanley John Hodulik - UBS Michael Rollins - Citigroup David Barden - Bank of America Merrill Lynch Kannan Venkateshwar - Barclays Bank Walter Piecyk - LightShed Partners Frank Louthan - Raymo ...

Summary of AT&T Inc. Conference Call Company Overview - **Company**: AT&T Inc. (NYSE:T) - **Event**: Goldman Sachs Communacopia + Technology Conference - **Date**: September 12, 2022 - **Participants**: John Stankey (CEO), Brett Feldman (Goldman Sachs) Key Points Company Strategy and Priorities - The current priority for AT&T is to enhance operational efficiency and position itself as the leading connectivity provider in the U.S. [4] - The company is approximately 18 months into a three-year cycle aimed at improving infrastructure and capital allocation, targeting a debt-to-EBITDA ratio of 2.5x by the end of 2025 [5] Economic Environment - AT&T is facing significant inflationary pressures, which are broad and deep-seated in the economy, affecting input costs across all business segments [7][8] - The company is actively working on cost management strategies to mitigate these inflationary impacts while maintaining strong customer demand [8][9] Customer Segmentation and Market Dynamics - AT&T's exposure to lower-end customer demographics is less than some competitors, focusing on higher-quality customer segments [11] - The company has added over 3 million postpaid phone customers in the past year, marking the highest growth rate in its postpaid business [12] - AT&T is gaining market share in various segments, particularly in the public sector, due to sustained investment in infrastructure [13][14] Fiber Network Expansion - AT&T's fiber network has passed approximately 18 million customer locations, with plans to expand by 3.5 to 4 million locations annually until reaching 30 million [38] - The company reports strong penetration rates and customer satisfaction with its fiber product, which is significantly higher than competitors [44] Cost Management and Efficiency - AT&T has initiated a $6 billion cost reduction program, with expectations that more savings will flow through to the bottom line as the program progresses [33] - The company is transitioning from a legacy cost structure to a more efficient model, focusing on removing outdated infrastructure and optimizing operational costs [34][35] Future Outlook - AT&T has increased its service revenue guidance, anticipating faster growth due to a strong subscriber base and effective price adjustments [27] - The company is confident in its ability to generate cash flow, projecting $10 billion in the second half of the year, which will support investments, dividends, and debt servicing [66][70] Competitive Landscape - AT&T is aware of competitors adopting similar go-to-market strategies but believes its focus on brand evolution and customer sentiment will maintain its competitive edge [24] - The company is committed to building a sustainable fiber franchise, viewing it as essential for future growth and connectivity needs [50][54] Conclusion - AT&T is navigating a challenging economic environment while focusing on operational improvements, customer satisfaction, and strategic investments in fiber and infrastructure to ensure long-term growth and stability [68][70]

AT&T Inc. (NYSE:T) Bank of America Media, Communications & Entertainment Conference 2022 September 7, 2022 11:00 AM ET Company Participants David Barden - Bank of America Conference Call Participants Pascal Desroches - Senior Executive Vice President and Chief Financial Officer David Barden [Call Starts Abruptly] comments you'll hear from me today are forward-looking and is subject to risk and uncertainties. Refer to the IR website for more information. Before we jump in, Dave, let me just talk a little bi ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 or ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-8610 AT&T INC. Incorporated under the laws of the State of Delaware I.R.S. Employer Identification Number 43-1301883 208 S. Akard S ...

AT&T Inc. (NYSE:T) Q2 2022 Earnings Conference Call July 21, 2022 8:30 AM ET Company Participants Amir Rozwadowski - SVP, Finance, IR John Stankey - CEO Pascal Desroches - CFO Conference Call Participants Brett Feldman - Goldman Sachs David Barton - Bank of America Frank Louthan - Raymond James John Hodulik - UBS Michael Rollins - Citi Phil Cusick - JPMorgan Simon Flannery - Morgan Stanley Tim Horan - Oppenheimer Operator Ladies and gentlemen, thank you for standing by. Welcome to AT&T's Second Quarter 202 ...

AT&T Inc. (NYSE:T) Bank of America Technology, Media & Telecom Conference Call June 23, 2022 9:50 AM ET Company Participants Jeff McElfresh - Chief Operating Officer Conference Call Participants David Barden - Bank of America Operator This webcast presentation is for Bank of America clients only. If you are a member or representative of the press or media, please disconnect now. At this time, it is my pleasure to turn the program over to David Barden. David Barden Hey, guys, and welcome back to the 2022 Lon ...

AT&T Inc. (NYSE:T) Credit Suisse 24th Annual Communications Conference Call June 14, 2022 8:45 AM ET Company Participants Pascal Desroches - Senior Executive Vice President and Chief Financial Officer Conference Call Participants Doug Mitchelson - Credit Suisse Doug Mitchelson All right. Good morning. I'm Doug Mitchelson, Credit Suisse's media and cable, satellite, and wireless analyst. And along with my colleagues Meghan Durkin and Grant Joslin, I would like to welcome you to the 24th Annual Credit Suisse ...