A month has gone by since the last earnings report for AT&T (T) . Shares have added about 3.7% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is AT&T due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for AT&T Inc. before we dive into how investors and analysts have reacted as of late.T Misses Q3 Earnings & Revenue Estimates Despite Hea ...

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The $23 billion spectrum licenses AT&T purchased from EchoStar have given it a significant boost in 5G performance across the continental United States. It has activated wireless spectrum, the frequencies used for data transmission. AT&T subscribers who have a 5G capable phone or an AT&T Internet Air home internet plan should already see a significant boost in speed. The company says customer download speeds can increase 80% when connected to the wireless network in areas with the upgraded spectrum. For AT& ...

NEW YORK, Nov. 18, 2025 (GLOBE NEWSWIRE) -- Today, Older Adults Technology Services (OATS) from AARP announces an additional $1 million contribution from AT&T to expand access to digital resources for underserved older adults nationwide. The next iteration of work will continue to bring Senior Planet from AARP resources to older adults across the country, subgrant funds to a robust network of licensed partners, and focus on building awareness of the transformative results of the program in conjunction with ...

文 | ICT解读者—老解 根据路透社的报道，在发布2025年三季报之后，美国通信运营商Verizon最新任命的CEO丹·舒尔曼制定 了裁员15,000人的重组计划，以进一步消减成本。 规模将减少到不足85,000人。 从三季报结果来看，Verizon营收为338亿美元，同比增长了1.5%；运营利润81亿美元，同比大增37%； 24%的运营利润率也使得Verizon成为全球最赚钱的运营商之一。 但Verizon的董事会似乎对此并不满意，10月初他们宣布任命PayPal的前高管丹·舒尔曼为公司CEO，替 换掉了在这个位子上已经坐了7年之久的瑞典人卫翰斯。 卫翰斯担任CEO期间，美国5G开始商用，竞争对手T-Mobile采取了比Verizon更为激进的5G策略，从而 抢到了更多的市场份额，并推动其股价从2022年106美元的低点增长到2025年272美元的高点；而同期 Verizon的股价则从2021年61美元的高点一路下跌到40美元左右。 在三季报发布会上，新任CEO丹·舒尔曼并不讳言Verizon面临的最大挑战是"尽管我们投资于网络卓越， 但近年来市场份额持续下降"。Verizon后付费电话用户数连续三个季度 ...

Core Viewpoint - Warner Bros. Discovery Inc. is perceived as poorly managed, leading to its decision to auction itself off, while Walt Disney Co. has now taken the title of America's worst-run entertainment company, with Bob Iger's leadership under scrutiny [1][2][4]. Company Performance - Disney's recent earnings report disappointed investors, causing an 8% drop in stock price immediately after the announcement, with revenue remaining flat at $23.5 billion and segment operating income decreasing by 5% to $3.5 billion [7]. Subscriber Growth - Disney+ and Hulu have reached a combined total of 196 million subscribers, indicating some positive growth in a highly competitive streaming market, which includes challenges from platforms like YouTube [8]. Investment in Theme Parks - The company is investing significantly in its theme parks, which continue to be stable contributors to its overall financial health [9]. Leadership Changes - Bob Iger, who previously led Disney from 2005 to 2020, returned to the company after the dismissal of his successor, Bob Chapek, but has not yet named a successor for his upcoming departure [2][4]. Historical Context - Iger is known for building Disney through major acquisitions, creating a legacy media giant, but the company now faces competition from new streaming services that threaten its traditional assets [5][6].

Core Insights - AT&T, Inc. is expanding its offerings for small businesses to meet the growing demand for digital transformation and connectivity [1][4] - The company’s innovative product suite, including 5G and fiber solutions, aligns well with the needs of small businesses [2][3] Product Offerings - AT&T's 5G standalone network provides faster speeds and lower latency, supporting advanced applications [3] - The introduction of AT&T Express Waves allows businesses to scale operations quickly, supporting cloud, AI, and edge applications [4] - AT&T's business fiber is designed for high-bandwidth applications and cloud operations, enhancing performance and reliability [3][4] Market Position and Competition - AT&T faces competition from Verizon and T-Mobile, both of which offer comprehensive solutions for small businesses [5][6] - Verizon's marketplace includes software solutions that help streamline workflows, while T-Mobile has launched new plans that include Microsoft 365 [5][6] Financial Performance - AT&T's stock has increased by 16% over the past year, outperforming the Wireless National industry's decline of 6.3% [7] - The company's shares trade at a forward P/E ratio of 11.45, lower than the industry average of 12.2 [9] - Earnings estimates for AT&T for 2025 and 2026 have seen an upward revision over the past 60 days [10]

Core Viewpoint - AT&T is identified as the only wireless player with a clear strategic direction according to KeyBanc [1] Group 1 - KeyBanc highlights AT&T's unique position in the wireless industry, suggesting it has a well-defined strategy compared to its competitors [1]

Core Insights - UniCredit has established an agreement with Amundi, Europe's largest fund manager, to manage the assets of the bank's clients, which may continue beyond its 2027 expiration if both parties find mutual benefits [1] Group 1 - The partnership between UniCredit and Amundi is significant for asset management within the banking sector [1] - Chief Executive Andrea Orcel emphasized the importance of mutual benefits for the continuation of the agreement past 2027 [1]

Core Insights - AT&T, Inc. has gained 14.2% over the past year, outperforming the Wireless National industry's decline of 5.1% [1] - The stock has underperformed compared to the Zacks Computer & Technology sector and the S&P 500 during the same period [1] Performance Comparison - AT&T has outperformed peers like Verizon Communications Inc. (0.7% gain) and T-Mobile US, Inc. (11.5% decline) [2] Business Expansion and Product Offerings - The company is rapidly expanding its portfolio to meet evolving customer needs, introducing AT&T Express Waves for ultra-fast, secure connections [3][4] - AT&T has added 10 million fiber Internet customers, nearly 40% more than Verizon, and aims to reach 60 million total fiber locations by the end of 2026 [5][9] - The company reported 288K fiber net adds and 16.8% year-over-year fiber revenue growth, boosting the consumer wireline business [6][18] Revenue Growth and Challenges - Service revenue growth slowed to 0.8% year-over-year, with a decline in postpaid phone ARPU from $57.07 to $56.64 [10] - Postpaid churn increased to 1.07% from 0.93%, indicating challenges in customer retention amid stiff competition [10][11] - Business wireline revenues declined by 7.8% year-over-year, with EBITDA from this segment decreasing by 12.9% [12] Valuation Metrics - AT&T appears to be trading relatively cheaper compared to the industry, with a price/earnings ratio of 11.24, lower than the industry average of 11.8 and the stock's mean of 12.56 [14]