Key Takeaways T has gained 26.7% over the year, outperforming the tech sector and S&P 500 index. T targets 60M fiber locations by 2030 through aggressive fiber network expansion and strategic buyouts. Intensifying competition and declining legacy services continue to weigh on T's margins and growth outlook.AT&T, Inc. (T) has gained 26.7% over the past year compared with the Wireless National industry’s growth of 10.3%. The stock has also outperformed the Zacks Computer & Technology sector and the S&P 500’ ...

Third Point's value-focused billionaire chief dumped a stock priced for perfection for one that's reasonably inexpensive amid a historically pricey market.Nothing is more valuable on Wall Street than data. The only problem for investors is that keeping atop the latest data releases is a daunting task that can allow something of importance to slip through the cracks.For example, what can arguably be described as the most important data dump of the second quarter occurred on May 15. But because it was at the ...

EDINBURG, Va., June 20, 2025 (GLOBE NEWSWIRE) -- Shenandoah Telecommunications Company (“Shentel”, Nasdaq: SHEN) announced plans to expand Glo Fiber service in Blacksburg, Virginia with a definitive agreement to acquire the assets and operations of Blacksburg Broadband LLC, which operates under the name WideOpen Blacksburg. The acquisition is anticipated to be complete by early to mid-July. WideOpen Blacksburg’s President, Dr. Andrew Cohill, stated, “I am confident that Glo Fiber is going to provide outstan ...

Key Takeaways Clearfield is gaining from demand for fiber installation solutions and regional network expansion. CLFD benefits from BEAD program prospects, supply chain resiliency, and strong liquidity metrics. COMM is expected to see strong traction for its XPND fiber platform despite macro headwinds.Clearfield, Inc. (CLFD) and CommScope Holding Company Inc. (COMM) are major players in the fiber broadband space. Clearfield is an industry leader in fiber management and deployment solutions. CommScope is a ...

Core Insights - AT&T and Charter Communications are significant players in the fiber broadband industry, with AT&T being a major wireless service provider and Charter being the second-largest cable operator in the U.S. [1][2] Group 1: AT&T Overview - AT&T is experiencing growing demand in its fiber network business, adding 261,000 fiber customers in Q1 2025 and reaching 30 million locations across the U.S. [4][10] - The company is acquiring Lumen's Mass Markets fiber Internet business for $5.75 billion, which will enhance its fiber expansion capabilities and customer base [5][6] - AT&T's postpaid wireless business is performing well, with 324,000 new postpaid phone additions and a churn rate of 0.83% in Q1 2025 [7] Group 2: Charter Overview - Charter serves approximately 30.1 million customers and is investing $7 billion to extend fiber to 1.7 million rural locations, aiming for multi-gig speeds [2][12] - The company added 514,000 mobile lines in Q1 2025, bringing its total to 10.4 million, and is enhancing its network to offer symmetrical and multi-gig speeds [13] - Charter's current ratio is 0.36, indicating potential liquidity challenges, while its debt-to-cap ratio stands at 82.2% [14] Group 3: Competitive Landscape - Both companies face stiff competition in the fiber network market, particularly from Verizon and each other [8][14] - AT&T's wireline division is struggling with losses due to competition from VoIP providers and aggressive offerings from cable companies [8] - Charter's merger with Cox is expected to strengthen its competitive position in mobile and broadband communications [13] Group 4: Financial Performance and Estimates - Charter's EPS is forecasted to grow by 13.07%, while AT&T's EPS is expected to decline by 8.41% [10][15] - Over the past year, AT&T's stock has gained 54.6%, while Charter's has returned 36.1% [18] - Charter's shares trade at a lower price/earnings ratio of 8.97 compared to AT&T's 13.02, making it more attractive from a valuation standpoint [18] Group 5: Investment Outlook - Charter has shown steady revenue growth, while AT&T faces challenges with declining wireline customers and competition [22] - Charter's aggressive fiber expansion strategy and favorable valuation metrics position it as a potentially better investment option [22]

AT&T achieves key network expansion milestone ahead of schedule, solidifying U.S. fiber leadership by reaching even more Americans with world-class fiber internet.Key Takeaways: Fiber milestone underscores AT&T's connectivity leadership as America's largest and fastest-growing fiber broadband network and its commitment to delivering fast, reliable Internet connectivity backed by the AT&T Guarantee1 Previously announced agreement to acquire substantially all of Lumen's Mass Markets fiber business supports go ...

DALLAS, June 9, 2025 /PRNewswire/ --Tomorrow, AT&T's chief financial officer will participate in a fireside chat where he will discuss the Company's multi-year strategic growth plan.Key Takeaways: AT&T reiterates full-year 2025 financial and operational guidance. AT&T is pursuing a multi-year strategic growth plan that centers around putting customers first, continued network investment and increased capital returns to shareholders.Pascal Desroches, chief financial officer, AT&T Inc. (NYSE: T), will speak t ...

Key Takeaways CLFD is up 35.5% in 3 months, outperforming peers and sector averages on product strength and execution. New fiber terminals, installation tools, and supply chain shifts are driving near-term momentum. Strategy to expand portfolio in aligned Build America Buy America will likely propel long-term growth.Clearfield, Inc. (CLFD) has gained 35.5% over the past three months compared with the Wireless Equipment industry’s growth of 2.2%. The stock has also outperformed the Zacks Computer & Technol ...

Group 1 - AT&T agrees to acquire Lumen Technologies' consumer fiber business for $5.75 billion to expand its broadband services in major cities like Denver and Las Vegas [1] - The transaction is subject to regulatory approval and is expected to be completed in the first half of next year [1] - Following the announcement, Lumen's stock initially rose by 25% to $4.77, later stabilizing at an 11% increase [1] Group 2 - The acquisition aligns with AT&T's long-term goal of increasing fiber access to 60 million locations by 2030, doubling its current availability [1] - Lumen has 1 million fiber users across over 4 million locations in 11 states, but its consumer fiber business does not align with its focus on enterprise services [1] - AT&T plans to create a new subsidiary to hold the acquired assets and intends to sell a portion of the subsidiary's ownership to an equity partner within 6 to 12 months post-transaction [1] Group 3 - AT&T's structure for the acquisition is designed to support the expansion of AT&T Fiber beyond its traditional fixed-line business [2] - The company reaffirmed its financial guidance for 2025 following the announcement [2] - The telecommunications sector is experiencing significant activity, with recent transactions including the FCC's approval of Frontier Communications' sale to Verizon and Charter Communications' merger with Cox Communications [2]

AT&T agrees to acquire substantially all of Lumen's Mass Markets fiber internet connectivity business in a deal that's expected to close in the first half of 2026Transaction to stimulate investment, expand world-class connectivity in the U.S., create new jobs and make high-speed fiber internet access available to millions of AmericansAT&T will extend its industry-leading fiber network with plans to reach approximately 60 million total fiber locations by year-end 20301DALLAS, May 21, 2025 /PRNewswire/ --Key ...