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AT&T Inc. (T) Presents At Goldman Sachs Communacopia + Technology Conference 2025 (Transcript)
Seeking Alpha· 2025-09-10 01:06
PresentationGreat. Well, good morning, everybody, and welcome to day 2 of the Goldman Sachs Communacopia and Technology Conference. I have the privilege of introducing John Stankey, who is the Chairman and CEO of AT&T. My name is Mike Ng, and I cover U.S. telecom media and cable here at Goldman. And we have about 35 minutes for today's presentation. First, I wanted to thank you for being here this morning, John.John StankeyCEO & Chairman Thanks, Mike. It's good to be with all of you, and I'll get the housek ...
A Look Into AT&T Inc's Price Over Earnings - AT&T (NYSE:T)
Benzinga· 2025-09-10 01:00
In the current session, the stock is trading at $29.43, after a 1.82% spike. Over the past month, AT&T Inc. T stock increased by 3.32%, and in the past year, by 37.18%. With performance like this, long-term shareholders are optimistic but others are more likely to look into the price-to-earnings ratio to see if the stock might be overvalued.How Does AT&T P/E Compare to Other Companies?The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, hi ...
AT&T Stock Rebounds After EchoStar and SpaceX Deal. Why the Shares Can Jump 10%.
Barrons· 2025-09-09 23:33
The telecom stock was bouncing back after the EchoStar, SpaceX deal put the sector under pressure to start the week. ...
AT&T (NYSE:T) 2025 Conference Transcript
2025-09-09 23:32
AT&T (NYSE:T) 2025 Conference September 09, 2025 10:30 AM ET Company ParticipantsJohn Stankey - Chairman & CEOMichael Ng - MD - Global Investment ResearchMichael NgGreat. Good morning, everybody, and welcome to day two of the Goldman Sachs Communicopia and Technology Conference. I have the privilege of introducing John Stankey, who's the Chairman and CEO of AT&T. My name is Mike Ng, and I cover U.S. telecom, media, and cable here at Goldman Sachs. We have about 35 minutes for today's presentation. First, I ...
John Stankey to Update Shareholders at the Goldman Sachs Communacopia + Technology Conference on September 9
Prnewswire· 2025-09-09 04:46
Accessibility StatementSkip Navigation Key Takeaways: DALLAS, Sept. 8, 2025 /PRNewswire/ -- Tune in at 10:30 a.m. ET on Sept. 9 for a fireside chat with AT&T's Chairman and Chief Executive Officer where he will discuss the Company's progress on its long-term vision and multi-year growth strategy. John Stankey, Chairman and Chief Executive Officer, AT&T (NYSE:T), will speak tomorrow at the Goldman Sachs Communacopia + Technology Conference where he'll provide an update to shareholders. AT&T is well-positione ...
AT&T Rides on Strength in Communications Segment: Will it Persist?
ZACKS· 2025-09-08 23:50
Key Takeaways AT&T's Q2 communications revenues rose to $29.7B, up from $28.58B a year earlier.Consumer Wireline growth came from fiber momentum with 243K net fiber additions.Mobility revenues grew 6.7% to $21.84B, supported by subscriber gains and higher ARPU.AT&T, Inc. (T) is benefiting from solid demand trends in the Communication segment. During the second quarter, segment revenues rose to $29.7 billion, up from $28.58 billion in the year-ago quarter. The growth is primarily driven by healthy traction i ...
AT&T: How The EchoStar Deal Is Different
Seeking Alpha· 2025-09-06 03:07
I analyze oil and gas companies, related companies, and AT&T in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position, and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first, and they get analysis on some companies that is not published on the free site. Interested? Sign up here for a fr ...
AT&T Inc. (T) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference (Transcript)
Seeking Alpha· 2025-09-05 05:07
PresentationMichael RollinsMD & U.S. Telecoms Analyst Welcome back to Citi's 2025 Global TMT Conference. For those of you I haven't met, I'm Mike Rollins, and I cover communication services and infrastructure for Citi. We have disclosures that are available at the back of the room. And if you don't have access or like another copy, please e-mail me at michael.rollins@citi.com. We're pleased to welcome back Jen Robertson EVP and GM of Mass Markets at AT&T. Jen, thank you so much for joining us today. ...
AT&T (T) 2025 Conference Transcript
2025-09-05 03:52
涉及的行业或公司 * AT&T公司 主要业务为通信服务 包括移动通信和固网宽带[1][6] * 电信行业 特别是5G无线 光纤和固定无线接入(FWA)领域[6][8] 核心观点和论据 频谱收购与网络战略 * 公司以230亿美元收购EchoStar的3.45 GHz和600 MHz频谱 旨在加强宽带连接领导地位[8] * 3.45 GHz频谱可快速部署 通过软件升级立即使用 支持三种用途:在覆盖范围外推广固定无线以争取价格敏感客户 加速传统网络退役 以及在光纤建设期间作为过渡产品[9][10] * 600 MHz低频段频谱为未来物联网和AI应用提供容量保障[12] * 公司坚持光纤优先战略 计划到本十年末覆盖超过6000万家庭[11] 融合(Converged)战略与差异化 * 融合战略是核心差异化优势 近80%客户希望从同一提供商获得无线和家庭宽带服务[14] * 融合客户生命周期价值(LTV)高出15% 因为他们拥有更多线路 购买更高网速 且双产品流失率更低[38] * 公司拥有并运营双网络(无线和固网) 能提供服务质量保证 例如家庭互联网永不中断的备份功能[13][38] * 目前融合率已超过40% 且仍在加速[34] 移动业务与增长驱动 * 移动服务收入增长是关键成功指标 不包括固定无线收入[30] * 增长驱动包括:保险业务 升级计划(Next Up) 国际日通 游轮通 Turbo功能等附加产品 以及客户向更高费率计划迁移[30][31] * 价值主张以网络可靠性和客户体验为中心 确保客户感知价值高于所付价格[32][33] 竞争格局与客户获取 * 上半年竞争激烈 但公司表现良好 在拥有光纤的地区占据优势[18][25] * 下半年竞争态势符合预期 季节性高峰伴随新设备发布和假日季到来[19] * 不过度关注行业整体增长数字 更专注于利用网络资产和融合优势夺取份额[20][21][22] * 与有线电视公司竞争十年 在光纤区域占据优势 固定无线提供了在光纤覆盖范围外竞争的新工具[25] 宽带与光纤发展 * 年度光纤覆盖(Passings)将从2-3百万增至4百万 加上 pending acquisition 可能达到5百万 预计将推动光纤净增用户增长[40] * 光纤ARPU有提升空间 目前定价仍低于有线电视 且产品更优[42] * 在成熟区域 增加光纤用户的边际成本较低 定价灵活性更高[42] 固定无线接入(FWA) * FWA需求存在 特别是在现有宽带服务不佳的地区 中频覆盖提供了高质量服务[43] * 公司已达到100万FWA客户 但此前主要通过门店自然获客 未进行大规模营销[36] * 现在将启动全国性的"AT&T Internet"营销活动 将品牌与互联网服务关联 并附加无线产品[36][48] * 未提供具体FWA覆盖家庭数指导[45] 其他重要内容 * 公司推出"AT&T保证" 承诺主动服务并在出错时主动纠正 减轻客户负担[15][17] * 开放接入(Open Access)光纤模式表现良好 AT&T品牌在传统覆盖范围外也具吸引力[50] * 传统网络迁移进展顺利 获得FCC有利裁决支持 客户向光纤迁移意愿高[51][52] * 继续参与BEAD计划 但仅在经济可行且回报合理的情况下[54] * 上半年流失率受合同到期客户数量增加影响 预计下半年保持稳定并遵循季节性规律[23] * 近期定价行动未对流失率产生超出预期的影响 公司注重价值交换[24]
AT&T Inc. (T) A&Inc. Presents At Bank Of America 2025 Media, Communications & Entertainment Conference (Transcript)
Seeking Alpha· 2025-09-04 23:37
PresentationMichael FunkVP in Equity Research to the Bank of America Media and Telecommunications Conference. Once again, Mike Funk. I head up the telecommunications comm infrastructure and comm software research at the bank. Really very happy to have AT&T and Pascal CFO. He with us this morning to kick off, to kick off day 2. So Pascal, thank you for being here. I did want to point out first and should be up on the screen. I think we had a safe harbor agreement if you all to look at here, pretty standard, ...