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Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...

Key Takeaways AT&T's Communications revenues rose to $120.89B in 2025, driven by mobility and wireline growth. T added more than 1.5M postpaid net adds and topped 1M fiber net adds, boosting ARPU and retention.AT&T expanded fiber via Lumen deal and spectrum buys, strengthening 5G and convergence push.AT&T, Inc. (T) is witnessing solid momentum in the Communications segment. During 2025, segment revenues rose to $120.89 billion, up from $117.7 billion in 2024. There are multiple growth drivers in this segmen ...

Company Performance - AT&T closed at $27.46, reflecting a -1.47% change from the previous day, underperforming the S&P 500 which lost 0.54% [1] - Over the past month, AT&T shares have increased by 15.79%, while the Computer and Technology sector has decreased by 0.82% [1] Upcoming Financial Results - AT&T is set to announce its earnings on April 22, 2026, with projected earnings per share (EPS) of $0.55, indicating a 7.84% increase year-over-year [2] - Revenue is anticipated to be $31.13 billion, reflecting a 1.65% increase from the same quarter last year [2] Full Year Projections - For the full year, earnings are projected at $2.29 per share and revenue at $128.04 billion, showing increases of +8.02% and +1.9% respectively from the previous year [3] Analyst Estimates and Stock Performance - Recent adjustments to analyst estimates for AT&T are important as they reflect short-term business trends, with positive revisions indicating a favorable business outlook [3][4] - The Zacks Consensus EPS estimate has increased by 2.82% over the last 30 days, and AT&T currently holds a Zacks Rank of 3 (Hold) [5] Valuation Metrics - AT&T's Forward P/E ratio is 12.18, which is lower than the industry average of 14.39, indicating a valuation discount [6] - The company has a PEG ratio of 1.04, compared to the industry average PEG ratio of 1.74 [6] Industry Context - The Wireless National industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 89, placing it in the top 37% of over 250 industries [7] - Strong industry rankings correlate with better stock performance, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7]

SBA Communications (NasdaqGS:SBAC) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsBrendan Cavanagh - President and CEODavid Guarino - Managing Director and Head of Global Data Center and Tower ResearchLouis Friend - VP of Finance and Capital MarketsMarc Montagner - CFOMichael Rollins - Managing Director of Communications Services and Communications InfrastructureRic Prentiss - Managing Director and Global Head of Telecommunications ResearchRichard Choe - Executive Director of Equity ...

Core Viewpoint - AT&T has reached a settlement regarding a lawsuit from four New York City pension funds, allowing shareholders to vote on the disclosure of workforce diversity data [1] Group 1: Lawsuit Settlement - The lawsuit was initiated by four New York City pension funds to prevent AT&T from soliciting shareholder proxies that would exclude a diversity proposal from the 2026 annual meeting [1] - New York City Comptroller Mark Levine announced the settlement, which permits shareholders to vote on the breakdown of AT&T's 133,000-person workforce by race, ethnicity, and gender [1]

Key Takeaways ASTS reports Q4 2025 results on March 2, with estimates at $40.69M revenue and 18-cent loss per share.ASTS launched Bluebird 6, expanded U.S. manufacturing, and signed a 10-year deal with Saudi Telecom.ASTS faces estimate cuts, stiff satcom competition, and trades at a steep premium to industry peers.AST SpaceMobile (ASTS) is scheduled to report fourth-quarter 2025 earnings on March 2, 2026, after market closes. The Zacks Consensus Estimate for revenues and earnings is pegged at $40.69 million ...

Core Insights - EchoStar Corporation (SATS) is set to release its fourth-quarter results for 2025 on March 2, with a consensus estimate indicating a loss of 81 cents per share, which represents a 165.3% wider loss compared to the previous year. Revenue is expected to decline by 5.7% year-over-year to $3.74 billion [1]. Financial Performance - The company has a strong earnings surprise history, having beaten the Zacks Consensus Estimate in each of the last four quarters, with an average surprise of 122.7% [2]. - SATS stock has increased by 268.1% over the past year, outperforming the Computer-Software industry, which grew by 182.1%. The S&P 500 composite and the Zacks Computer and Technology sector rose by 19.1% and 25.2%, respectively, during the same period [3]. Business Strategy and Segments - EchoStar is transitioning to a capital-light model, moving away from capital-intensive wireless buildouts. This shift is expected to lower fixed costs and enhance financial flexibility, with Boost Mobile playing a key role through its hybrid MVNO agreement with AT&T [4]. - The Wireless segment, primarily driven by Boost Mobile, generated approximately $939 million in revenue during the third quarter, supported by subscriber growth and a 2.6% year-over-year increase in ARPU. The fourth-quarter revenue estimate for this segment is $982 million [5]. - An amended agreement with SpaceX involves selling its unpaired AWS-3 spectrum license for about $2.6 billion in SpaceX stock, which is anticipated to provide capital for ongoing operations and growth opportunities [6]. - The Broadband & Satellite Services segment is benefiting from increased demand for satellite-based connectivity, particularly in rural markets and government programs aimed at bridging the digital divide [7]. Revenue Challenges - The Broadband and Satellite Services segment reported a third-quarter revenue of $346 million, down 10.6% year-over-year due to lower broadband service sales and weaker enterprise hardware demand. The fourth-quarter revenue estimate for this segment is $377 million [11]. - The company is facing ongoing litigation with at least one tower company and potential tax liabilities and decommissioning costs, which could pose challenges [12].

比尔·格罗斯表示，与其尝试抄底这类科技股，更倾向于配置Western Midstream Partners、Verizon、 AT&T以及Vanguard FTSE All-World ex US Index Fund（VEU）。这些标的今年迄今均有所上涨，表现优 于标准普尔500指数。 费雪投资公司创始人兼联席首席投资官肯尼斯·费雪也持有相似观点，他指出："我对2026年的预测是， 欧洲股市很可能连续第二年跑赢美国股市。" 市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 有着"老债王"之称的太平洋投资管理公司（PIMCO）前首席投资官比尔·格罗斯于2月25日发布2026年投 资建议，称将远离此前市场上调整中的人工智能巨头，转而聚焦更稳定的派息股票与美国以外的市场。 比尔·格罗斯在当日社交媒体平台X的帖子中，将当前市场领导地位的变化描述为一场"淘汰赛"。他写 道："八强（或者说九强、十强？）正在迅速被淘汰——甲骨文、微软、IBM。"此处所指的"八强"大致 涵盖甲骨文、博通、英伟达、特斯拉、苹果、亚马逊、微软和Meta Platforms等巨型市值公司。他同时 提到，"也许 ...

We believe American Tower (AMT) remains in a substantially better position than Crown Castle (CCI) as the tower industry faces a final speed bump before renewed stability. Towers are facing an interesting conundrum in which the extreme stability of their internal business model has been repeatedly rocked by structural changes in the industry vertical. At this point, the impacts of T-Mobile’s (TMUS) acquisition of Sprint are mostly known, but similar disruptions remain ongoing from Dish’s sale to EchoStar (S ...