Core Insights - AT&T reported quarterly earnings of $0.54 per share, missing the Zacks Consensus Estimate of $0.55 per share, and down from $0.60 per share a year ago, resulting in an earnings surprise of -1.82% [1] - The company posted revenues of $30.71 billion for the quarter ended September 2025, which was below the Zacks Consensus Estimate by 0.81%, but an increase from $30.21 billion year-over-year [2] - AT&T's stock has increased by approximately 14.4% since the beginning of the year, slightly underperforming the S&P 500's gain of 14.5% [3] Earnings Outlook - The future performance of AT&T's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.45, with expected revenues of $32.56 billion, and for the current fiscal year, the EPS estimate is $2.05 on revenues of $125 billion [7] Estimate Revisions - The trend of estimate revisions for AT&T was mixed prior to the earnings release, leading to a Zacks Rank of 3 (Hold), indicating expected performance in line with the market [6] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] Industry Context - The Wireless National industry, to which AT&T belongs, is currently ranked in the bottom 21% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Another company in the same industry, Spok Holdings, is expected to report quarterly earnings of $0.19 per share, reflecting a year-over-year increase of 5.6% [9]

Company Performance - Gogo reported quarterly earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of $0.12 per share, and up from $0.10 per share a year ago, representing an earnings surprise of +8.33% [1] - The company posted revenues of $226.04 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.74%, and significantly up from $102.06 million year-over-year [2] - Gogo has consistently surpassed consensus EPS estimates for the last four quarters [2] Stock Movement and Outlook - Gogo shares have increased approximately 89.3% since the beginning of the year, compared to the S&P 500's gain of 7.9% [3] - The future performance of Gogo's stock will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.11 on revenues of $221.93 million, and for the current fiscal year, it is $0.44 on revenues of $904.4 million [7] Industry Context - The Wireless National industry, to which Gogo belongs, is currently ranked in the top 35% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Cambium (CMBM), another company in the same industry, is expected to report a quarterly loss of $0.01 per share, with a year-over-year change of +96%, and revenues expected to be $58.49 million, up 27.3% from the previous year [9]

分组1 - AT&T reported quarterly earnings of $0.51 per share, missing the Zacks Consensus Estimate of $0.52 per share, and down from $0.55 per share a year ago, representing an earnings surprise of -1.92% [1] - The company posted revenues of $30.63 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.61% and up from $30.03 billion year-over-year [2] - Over the last four quarters, AT&T has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] 分组2 - AT&T shares have increased approximately 18.4% since the beginning of the year, contrasting with the S&P 500's decline of -10.1% [3] - The company's earnings outlook, including current consensus earnings expectations for upcoming quarters, will be crucial for investors [4] - The current consensus EPS estimate for the coming quarter is $0.54 on revenues of $30.27 billion, and for the current fiscal year, it is $2.14 on revenues of $123.94 billion [7] 分组3 - The Zacks Industry Rank indicates that the Wireless National industry is in the top 13% of over 250 Zacks industries, suggesting a favorable outlook for stocks in this sector [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The estimate revisions trend for AT&T is currently mixed, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6]