季度业绩表现 - 每股收益为0.18美元，远超市场预期的每股亏损0.06美元，同比由去年同期的每股亏损0.1美元转为盈利 [1] - 本季度盈利超出预期400%，而上一季度实际每股亏损0.24美元，低于预期的每股亏损0.07美元，逊于预期242.86% [1] - 过去四个季度中，公司有两次每股收益超出市场预期 [2] - 季度营收为1.8317亿美元，超出市场预期0.42%，高于去年同期的1.7845亿美元 [2] - 过去四个季度中，公司有三次营收超出市场预期 [2] 股价表现与市场比较 - 公司股价年初至今下跌约15.5%，同期标普500指数上涨15.1% [3] - 公司所属的Zacks无线国内行业在250多个Zacks行业中排名后35% [8] 未来业绩展望 - 当前市场对下一季度的共识预期为每股亏损0.02美元，营收1.831亿美元 [7] - 当前市场对本财年的共识预期为每股亏损0.36美元，营收7.26亿美元 [7] - 业绩公布前，对公司盈利预期的修正趋势好坏参半，目前Zacks评级为3级（持有） [6] 同业公司比较 - 同业公司Cambium尚未公布截至2025年9月的季度业绩 [8] - 市场预期Cambium季度每股收益为0.09美元，同比增长164.3% [9] - 过去30天内，对Cambium的季度每股收益预期被大幅下调218.8%至当前水平 [9] - 市场预期Cambium季度营收为5375万美元，较去年同期增长22.9% [9]

Uniti Group (UNIT) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of a loss of $0.18 per share. This compares to earnings of $0.08 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +188.89%. A quarter ago, it was expected that this real estate investment trust would post earnings of $0.7 per share when it actually produced a loss of $0.04, delivering a surprise of -105.71%.Over the last ...

Spok Holdings (SPOK) came out with quarterly earnings of $0.15 per share, missing the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.18 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -21.05%. A quarter ago, it was expected that this communications services provider would post earnings of $0.18 per share when it actually produced earnings of $0.22, delivering a surprise of +22.22%.Over the last fo ...

季度业绩表现 - 第三季度每股收益为1.21美元，超出市场预期的1.19美元，同比去年的1.19美元增长1.68% [1] - 本季度营收为338.2亿美元，低于市场预期1.04%，但同比去年的333.3亿美元有所增长 [2] - 在过去四个季度中，公司四次超出每股收益预期，三次超出营收预期 [2] 近期股价与市场表现 - 公司股价年初至今下跌约1.7%，而同期标普500指数上涨17.2% [3] - 业绩公布前，盈利预期修正趋势不利，导致Zacks评级为4级（卖出） [6] 未来业绩预期 - 市场对下一季度的共识预期为每股收益1.10美元，营收361.6亿美元 [7] - 对本财年的共识预期为每股收益4.69美元，营收1383.1亿美元 [7] 行业比较与前景 - 公司所属的无线通信行业在Zacks行业排名中处于后28%位置 [8] - 同行业公司Uniti Group预计第三季度每股亏损0.18美元，同比恶化325% [9] - Uniti Group预计第三季度营收8.7887亿美元，同比增长200.7% [10]

公司业务表现 - 公司第二季度无线业务收入达209亿美元，同比增长2.2%，超出市场预期的202.2亿美元 [2][9] - 无线零售后付费用户流失率为1.12% [2] - 公司新增278,000名固定无线接入用户，用户总数超过510万 [2][9] 公司战略举措 - 公司投资改善全国5G基础设施和容量 [3] - 以200亿美元收购Frontier Communications以加速光纤网络扩张 [3] - 公司进行价格调整并推出定制化套餐以满足不同客户群需求 [4] - 推出California LifeLine项目，为符合条件客户提供低至0美元/月的套餐 [4] 市场竞争格局 - 主要竞争对手为T-Mobile和AT&T [6] - AT&T第二季度新增479,000名后付费用户，后付费用户流失率为1.02% [6] - AT&T收购Lumen Mass Markets光纤资产以扩大覆盖，第二季度新增243,000名光纤用户 [6] - T-Mobile在5G市场保持领先地位，第二季度新增170万后付费用户和318,000个后付费账户 [7] 财务与估值 - 公司过去一年股价下跌7.8%，而同期无线行业指数上涨2.3% [8] - 公司股票当前市盈率为8.27倍，低于行业平均的12.55倍 [10] - 2025年和2026年的盈利预期在过去60天内有所下调 [9][11]

公司新产品发布 - AT&T推出新型关键任务通信平台FirstNet Fusion 旨在集成多种通信工具成为统一、可互操作的一站式解决方案 [1] - 该平台整合了按键通话、下一代911调度和互联设备等功能 并向所有公共安全团队开放 不受其使用的无线电系统或美国无线运营商限制 [2] - 平台的Fusion link功能弥合了传统陆地移动无线电系统与现代宽带之间的差距 [2] - 该开放平台可与Axon和Carbyne等其他公共安全系统协同工作 提升互操作性和兼容性 从而显著增强急救人员的协调、态势感知和应急响应能力 [3] 公司在公共安全领域的市场地位 - AT&T是公共安全领域的主导者 其FirstNet是一个专用于公共安全和应急响应的专用网络基础设施 [4] - FirstNet覆盖面积超过2.99平方英里 并持续根据急救人员的反馈进行扩展 [4] - 2025年 公司部署了1000个新基站以支持全国农村和偏远地区的公共安全运营 [4] - 通过推出FirstNet Fusion AT&T旨在为公共安全领域的关键任务通信系统树立新标杆 [4] 行业竞争格局 - AT&T在公共安全连接领域面临T-Mobile US和Verizon Communications的竞争 [5] - Verizon的公共安全产品Verizon Frontline拥有良好的业绩记录 并推出了网络切片和24/7专属支持 近期与坦帕警察局合作 将部署950部5G超宽带智能手机 [5] - T-Mobile的公共安全产品T-Priority虽未获得联邦认可 但在2025年与纽约市达成重大连接协议 其网络是主要公共安全部门的支柱 并提供5G网络切片 公司正在将T-Priority 5G覆盖范围扩展到50万平方英里的美国农村地区 [6] 公司股价表现与估值 - AT&T股价在过去一年上涨了20.3% 同期无线国家行业指数涨幅为2% [7] - 按市盈率计算 公司股票目前远期市盈率为11.86倍 低于行业的12.54倍 [9] - 对AT&T 2025年的盈利预估在过去60天内保持不变 而2026年的盈利预估则有所下调 [11]

Key Takeaways AT&T shares have climbed 20% in a year, outpacing the Wireless National industry's 4% gain.Fiber expansion, 5G rollout, and AI-driven optimization support growth despite wireline headwinds.Stiff competition from other industry leaders and weakness in wireline business are concerns.AT&T, Inc. (T) has gained 20% over the past year compared with the Wireless National industry’s growth of 4%. The stock has underperformed the Zacks Computer & Technology sector but outperformed the S&P 500 during th ...

In the latest close session, Verizon Communications (VZ) was up +1.62% at $43.95. The stock outpaced the S&P 500's daily gain of 0.41%. On the other hand, the Dow registered a gain of 0.18%, and the technology-centric Nasdaq increased by 0.31%. The stock of largest U.S. cellphone carrier has fallen by 2.22% in the past month, lagging the Computer and Technology sector's gain of 7.63% and the S&P 500's gain of 3.15%.Market participants will be closely following the financial results of Verizon Communications ...

AT&T (T) closed the most recent trading day at $28.35, moving -1.53% from the previous trading session. The stock's change was less than the S&P 500's daily loss of 0.29%. On the other hand, the Dow registered a loss of 0.37%, and the technology-centric Nasdaq decreased by 0.34%. Shares of the telecommunications company have appreciated by 0.81% over the course of the past month, underperforming the Computer and Technology sector's gain of 8.98%, and the S&P 500's gain of 3.08%.The investment community will ...

Key Takeaways AT&T is testing its AI Digital Receptionist to block spam and unwanted calls.AT&T currently blocks or flags more than 2B robocalls per month.Earnings estimates for 2025 and 2026 have risen over the past 60 days.AT&T, Inc. (T) recently announced that it is currently testing the new tool, AT&T Digital Receptionist. It is a leading-edge AI native tool designed to block spam and unwanted calls. The tool integrates several large language models that help in processing incoming speech and creating r ...