Core Insights - Charter Communications reported its financial and operational results for Q3 2025, highlighting a competitive environment and a focus on free cash flow growth for shareholder value creation [2][4]. Financial Performance - Total revenue for Q3 2025 was $13.7 billion, a decline of 0.9% year-over-year, primarily due to lower residential video and advertising sales revenues, partially offset by growth in residential connectivity revenue [4][14]. - Net income attributable to Charter shareholders was $1.1 billion, down 11.2% from the previous year [4][25]. - Adjusted EBITDA for the quarter was $5.6 billion, a decrease of 1.5% year-over-year [4][27]. - Free cash flow remained consistent at $1.6 billion, supported by lower cash taxes and favorable working capital [4][31]. Customer Metrics - As of September 30, 2025, Charter had approximately 31.1 million customer relationships, a decrease of 2.0% year-over-year [3][4]. - Total Internet customers declined by 109,000 in Q3 2025, with a total of 29.8 million Internet customers served [4][9]. - Mobile lines increased by 493,000, totaling 11.4 million mobile lines as of the end of Q3 2025 [4][6]. - Video customers decreased by 70,000, with a total of 12.6 million video customers [4][7]. Revenue Breakdown - Internet revenue grew by 1.7% year-over-year to $6.0 billion, driven by promotional rate step-ups and rate adjustments [4][16]. - Mobile service revenue increased by 19.2% year-over-year to $954 million, attributed to mobile line growth [4][16]. - Video revenue decreased by 9.3% to $3.4 billion, impacted by a decline in video customers and a higher mix of lower-priced video packages [4][17]. - Voice revenue fell by 7.9% to $332 million, reflecting a decline in wireline voice customers [4][18]. Operating Costs - Total operating costs and expenses decreased by 0.5% year-over-year to $8.1 billion, with programming costs down 6.5% due to fewer video customers [4][22]. - Marketing and residential sales expenses increased by 5.4% year-over-year, reflecting a shift to higher-cost sales channels [4][24]. Capital Expenditures - Capital expenditures for Q3 2025 totaled $3.1 billion, an increase of 19.0% year-over-year, driven by network evolution and infrastructure spending [4][28]. - The company expects full-year 2025 capital expenditures to be approximately $11.5 billion [4][29]. Shareholder Actions - During Q3 2025, Charter repurchased 7.6 million shares for $2.2 billion [4][35].

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]

Core Insights - AT&T is launching a new campaign aimed at redefining customer expectations regarding network reliability and accountability, contrasting itself with competitors' misleading claims [1][3][4] Investment and Infrastructure - From 2020 to 2024, AT&T invested $145 billion in U.S. connectivity infrastructure, expanding coverage by over 300,000 square miles, surpassing T-Mobile's coverage [5] - The company emphasizes its commitment to building trust through substantial investments in fiber and 5G networks, aiming for reliable connectivity [6] Customer Commitment - AT&T is the first carrier to guarantee both wireless and fiber networks, showcasing a commitment to accountability and customer service [2][7] - The company has invested over $750 million in customer care over the last four years, enhancing service quality through AI-assisted tools [7] Performance Recognition - Recent accolades from Root Metrics highlight AT&T's leadership in speed and reliability, with the fewest dropped calls compared to competitors [5][7] Advertising Strategy - The new advertising campaign features actor Luke Wilson and focuses on the importance of trust earned through action, directly addressing competitors' misleading marketing [3][4]

Core Insights - AT&T reported strong third-quarter results, highlighting continued customer demand for its wireless and fiber offerings, positioning the company to meet its full-year financial outlook [1][2] Financial Performance - Revenues for the third quarter totaled $30.7 billion, up 1.6% from $30.2 billion in the year-ago quarter, driven by higher Mobility, Consumer Wireline, and Mexico revenues [14] - Net income was $9.7 billion, including a $5.5 billion gain on the sale of the DIRECTV investment, compared to $0.1 billion in the year-ago quarter [14] - Adjusted EPS was $0.54, consistent with the year-ago quarter, while diluted EPS was $1.29, reflecting a significant gain from the DIRECTV sale [14][27] Segment Performance - Mobility service revenues grew 2.3% year over year to $16.9 billion, with operating income of $7.1 billion, up 1.7% [11] - Consumer Wireline revenues increased by 4.1% year over year, driven by a 16.8% increase in fiber revenue, resulting in operating income of $325 million [16][17] - Business Wireline revenues declined by 7.8% year over year, impacted by secular pressures on legacy services, although partially offset by growth in fiber services [12][15] Customer Growth and Strategy - AT&T added 405,000 postpaid phone net adds with a postpaid phone churn rate of 0.92% [6][11] - Over 41% of AT&T Fiber households also subscribed to AT&T Mobility, indicating strong convergence strategy execution [6][21] - The company continues to pursue an investment-led strategy, focusing on customer growth and enhancing connectivity offerings [2][5] Capital Management - AT&T repurchased $1.5 billion in common shares during the quarter, with over $2.4 billion repurchased under the 2024 authorization [6] - The company plans to maintain a consistent approach to capital returns and aims to reduce its net debt-to-adjusted EBITDA ratio over the coming years [5][35] Future Outlook - AT&T reiterated its full-year 2025 financial guidance, expecting consolidated service revenue growth in the low-single-digit range and adjusted EBITDA growth of 3% or better [5][6] - The company anticipates free cash flow in the low-to-mid $16 billion range and adjusted EPS in the higher end of the $1.97 to $2.07 range for 2025 [5][6]

Core Insights - Iridium Communications Inc. has been selected by the U.S. Department of Transportation for a contract to support the deployment of Iridium's Positioning, Navigation, and Timing (PNT) services across the United States in collaboration with T-Mobile [1][2] - The partnership aims to enhance the resilience of 5G networks by providing complementary timing synchronization, which is crucial for maintaining service reliability and data integrity [2][3] Group 1 - The U.S. Department of Transportation's CPNT Action Plan focuses on evaluating commercially available PNT technologies to improve the resilience of critical infrastructure, including 5G networks [2] - T-Mobile will expand its installation of Iridium PNT receivers to 90 additional live 5G network sites, which will help protect against GPS disruptions [2][4] - Iridium's PNT signals offer sub-100-nanosecond accuracy and are significantly stronger than traditional GNSS systems, providing reliable service even indoors [4] Group 2 - The collaboration with T-Mobile highlights the effectiveness of Iridium's PNT solutions and positions them as a gold standard for timing synchronization services [3] - T-Mobile will conduct user equipment exercises at its testing range to evaluate the performance of the PNT services [3] - Iridium's low-Earth orbit satellite constellation ensures global connectivity and weather resilience for its PNT services [4][5]

Core Points - Iridium Communications Inc. will host a conference call on October 23, 2025, at 8:30 a.m. ET to discuss its third-quarter 2025 financial results [1] - The earnings press release will be available on the investor relations page of the company's website prior to the call [1] - A replay of the webcast will be accessible approximately one hour after the call concludes [2] Company Overview - Iridium is the only mobile voice and data satellite communications network that provides global coverage [3] - The company enables real-time connections between people, organizations, and assets worldwide [3] - In 2024, Iridium acquired Satelles, enhancing its positioning, navigation, and timing (PNT) services [3] - Iridium is headquartered in McLean, Virginia, and trades on the Nasdaq Global Select Market under the ticker symbol IRDM [3]

Core Insights - Truecaller AB has repurchased a total of 130,000 B shares between September 15 and September 19, 2025, representing 0.04% of the outstanding capital as part of its ongoing share buyback program [1][2] - Since the initiation of the buyback program on May 30, 2025, Truecaller has repurchased a total of 1,797,500 shares, which is 0.51% of the outstanding capital [1][2] - The buyback program is authorized until the Annual General Meeting (AGM) in May 2026, allowing the company to repurchase shares up to a maximum of 10% of the total outstanding shares [2] Share Buyback Details - The daily share buyback activity from September 15 to September 19, 2025, included: - September 15: 30,000 shares at an average price of SEK 43.47 - September 16: 30,000 shares at an average price of SEK 42.66 - September 17: 20,000 shares at an average price of SEK 43.79 - September 18: 20,000 shares at an average price of SEK 44.47 - September 19: 30,000 shares at an average price of SEK 43.55 - The total accumulated buyback for the week was 130,000 shares at an average price of SEK 43.50, with a total transaction value of SEK 5,655,528 [3] Current Shareholding Status - As of September 12, 2025, Truecaller holds 5,742,832 B shares and 5,013,786 C shares, which together account for 3.04% of the outstanding capital [4] - The total number of shares in Truecaller, including its own shares, is now 353,750,053, while the number of outstanding shares, excluding own shares, is 342,993,435 [4] Company Overview - Truecaller is a leading global platform for verifying contacts and blocking unwanted communication, with over 450 million active users [5] - The company aims to build trust in communication, particularly in digital economies where fraud and unwanted communication are prevalent [5]

Core Points - WOW! Internet, TV & Phone has successfully recognized outstanding educators in the Central Savannah River Area (CSRA) through the WOW! Teacher of the Month Award during the 2025 MiLB season [1][2] - The company has also participated in the Stuff the Bus Annual School Supply Drive, donating school supplies and backpacks to benefit local students [1][3] Company Initiatives - WOW! honored six educators with the Teacher of the Month award, providing each with $500 for classroom expenses, four reserved seat tickets to GreenJackets games, and a commemorative plaque [2] - The Stuff the Bus event collected 34,273 school supplies for students in need at the start of the school year [3] Community Engagement - WOW! emphasizes the importance of community connection and engagement through its initiatives, showcasing its commitment to education and local impact [4] - The Augusta GreenJackets and WOW! collaborate to celebrate educators who significantly contribute to their communities [4] Company Overview - WOW! is a leading broadband provider serving nearly 2 million consumers across 20 markets, primarily in the Midwest and Southeast [5] - The company offers a range of services including high-speed internet, cable TV, and cloud services, and has been recognized for its exceptional workplace practices [5]