AT&T Inc. (T)
Competition Is Heating Up, But AT&T Can Handle It
AT&T has been the top-performing US telco stock this year, on track to deliver its 3-year plan despite a small increase in mobile churn. Broadband growth, led by fiber expansion, is getting a boost from tax savings from the Big Beautiful Bill. Debt reduction and EBITDA growth position AT&T to resume dividend hikes by 2027, enhancing its appeal to income investors.
AT&T Inc. (T) Q2 2025 Earnings Call Transcript
AT&T Inc. (NYSE:T ) Q2 2025 Earnings Conference Call July 23, 2025 8:30 AM ET Company Participants Brett Feldman - Senior Vice President of Finance & Investor Relations John Stankey - CEO & Chairman Pascal Desroches - Senior EVP & CFO Conference Call Participants John Hodulik - UBS Investment Bank, Research Division Peter Supino - Wolfe Research, LLC Benjamin Swinburne - Morgan Stanley, Research Division Michael Rollins - Citigroup Inc., Research Division Sebastiano Petti - JPMorgan Chase & Co, Research Division Bryan Kraft - Deutsche Bank AG, Research Division Kannan Venkateshwar - Barclays Bank PLC, Research Division Operator Good morning, everyone, and welcome to AT&T's Second Quarter 2025 Earnings Call. [Operator Instructions] And as a reminder, this conference is being recorded.
T Beats Q2 Earnings Estimates on Higher Revenues, Solid Demand
T tops Q2 estimates with solid wireless growth, strong cash flow and momentum in fiber and 5G investments.
AT&T tops Q2 estimates, boosts fiber broadband outlook
AT&T Inc (NYSE:T, ETR:SOBA) reported better-than-expected second-quarter results on Wednesday, driven by strength in its mobility and consumer wireline segments. Revenue rose 3.5% year-over-year to $30.88 billion, beating Wall Street expectations of $30.43 billion.
AT&T: A Big Beautiful Beneficiary
AT&T Inc. delivered strong Q2 results, beating revenue and EPS expectations, driven by robust customer adds and solid mobility and fiber performance. Free cash flow easily covered the dividend, with a payout ratio of just 46%, reinforcing the safety and attractiveness of AT&T's yield. Debt remains high, but leverage is stable and significant tax savings from new legislation will boost cash flow and fund network expansion.
AT&T (T) Reports Q2 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for AT&T (T) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Here's Why Investors Are Hesitant About AT&T's Q2 Earnings Outperformance
AT&T Inc.'s Q2 outperformance and raised FY25 guidance in certain service components reinforce operational durability heading into a tough 2H25 set-up due to tariff-driven macro uncertainties. Despite robust acceleration in core consumer mobility and broadband subscriptions, which indicate value accretion underpinned by share gains and sustained ARPU expansion, AT&T likely anticipates stiffening tariff strain on margins. This is evident in the limited impact on its FY25 adjusted EBITDA guidance, despite expectations for up to $2 billion in incremental tax savings this year.
AT&T Tops Financial Estimates, But Internet Subscriber Growth Falls Short
AT&T (T) beat second-quarter financial estimates on Wednesday morning, as it added more monthly phone customers but fewer internet subscribers than analysts had forecast.
AT&T (T) Surpasses Q2 Earnings and Revenue Estimates
AT&T (T) came out with quarterly earnings of $0.54 per share, beating the Zacks Consensus Estimate of $0.51 per share. This compares to earnings of $0.57 per share a year ago.
AT&T Adds Wireless and Home-Internet Subscribers, Accelerates Fiber Buildout
The company raised its free cash flow forecast and said it will invest new tax savings into network infrastructure.
AT&T delivers a big subscriber beat, while detailing its plan for tax savings
AT&T also topped expectations for earnings, revenue and free cash flow with its second-quarter results.
Live Coverage: Will AT&T (NYSE: T) Stock Beat Q2 Earnings Projections?
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