Core Insights - AT&T reported earnings per share (EPS) of $0.52, exceeding estimates of $0.46, and revenue of $33.47 billion, surpassing expectations of $32.88 billion [1][6] Subscriber Growth - The company added 283,000 fiber subscribers and 421,000 net postpaid phone subscribers in the latest quarter, contributing to significant revenue growth in its wireless and consumer segments [2][3] - AT&T experienced its best year for consumer broadband subscriber growth in a decade, with 42% of AT&T Fiber households also opting for AT&T's wireless services [5] Financial Performance - AT&T's financial performance for the fourth quarter and full year of 2025 exceeded all consolidated financial guidance, driven by growth in converged fiber and 5G customers [3] - The company reported a P/E ratio of 7.39 and a price-to-sales ratio of 1.31, indicating its market valuation and financial health [5] Shareholder Returns - In 2025, AT&T returned over $12 billion to shareholders through dividends and share repurchases, with plans to return an additional $45 billion or more from 2026 to 2028 [4][6] - This shareholder return strategy is part of AT&T's customer-centric, investment-led approach, aimed at enhancing profitability [4]

Core Insights - Manulife Investment Management has formed a joint venture named Lakefront Fiber with Midwest Fiber Networks to enhance digital infrastructure in the fiber connectivity sector [1][2] - Lakefront Fiber aims to provide connectivity for hyperscale, carrier, and municipal customers, leveraging MWFN's established relationships and experience in the fiber market [2][3] - The joint venture has completed its first transaction by acquiring network assets in Illinois from Everstream, adding nearly 650 route miles to its infrastructure [3] Company Overview - Manulife Investment Management is part of Manulife Financial Corporation, offering global investment, financial advice, and retirement plan services to 19 million clients worldwide [4] - Midwest Fiber Networks specializes in high-speed fiber connectivity across the Midwest, focusing on reliability and customer satisfaction, and supports various sectors including businesses and government entities [5]

Company Overview - IHS Holding (IHS) shares increased by 9.7% to close at $5.44, supported by strong trading volume, and have gained 12.7% over the past four weeks [1][2] - The company is a key player in the communication infrastructure sector, benefiting from robust demand trends in Africa [2] Growth Drivers - IHS is investing in base transceiver stations, fiber connectivity, and telecom towers to enhance colocation opportunities [2] - The proliferation of 5G technology in sub-Saharan Africa and Latin America is expected to boost demand for IHS Towers in the coming quarters [2] Financial Performance Expectations - The upcoming quarterly earnings report is projected to show earnings of $0.17 per share, reflecting a year-over-year increase of 342.9% [3] - Expected revenues for the quarter are $421.26 million, which is a 0.8% increase from the same quarter last year [3] Market Sentiment - The consensus EPS estimate for IHS has remained stable over the last 30 days, indicating that the stock's price movement may not sustain without earnings estimate revisions [4] - IHS Holding holds a Zacks Rank of 1 (Strong Buy), indicating positive market sentiment [4] Industry Comparison - IHS Holding is part of the Zacks Communication - Infrastructure industry, which includes other companies like Anterix (ATEX), which has seen a decline of 10% over the past month [4]