AT&T CEO John Stankey's hard-charging leadership style is winning over Wall Street
CEO John Stankey is reshaping AT&T to be leaner and more nimble like Verizon and T-Mobile. The 140-year-old telecom company's transition shows signs of paying off, with its stock outpacing rivals so far this year.
AT&T Surges 46.8% in a Year: Should T Stock Be in Your Portfolio?
With 243K fiber adds in the second quarter and a 46.8% surge, T is charging ahead, yet market saturation and stiff competition could test its momentum.
AT&T: Keep Investing In This Growing Company
I recommend a Buy rating due to strong revenue growth, margin expansion, and robust cash flow generation. The company benefits from secular tailwinds in its industry, supporting long-term demand and pricing power. Management's disciplined capital allocation and shareholder-friendly policies enhance the investment case.
Big 3 Telecom Wars: 2 Solid Showings, 1 Huge Winner in Q2
AT&T NYSE: T, Verizon Communications NYSE: VZ, and T-Mobile US NASDAQ: TMUS dominate the telecommunications industry in the United States. Together, investors know them as the “Big Three” telecom stocks.
AT&T Inc. (T) is Attracting Investor Attention: Here is What You Should Know
Recently, Zacks.com users have been paying close attention to AT&T (T). This makes it worthwhile to examine what the stock has in store.
This Stock Has Jumped 23% and Has a 4% Yield
AT&T Inc. (NYSE: T) was founded in 1885 and was the dominant telephone company until 1984.
Verizon: It's Better Than AT&T Plus Upside Potential From 5G-Connected Humanoid Robots
Verizon is deeply undervalued, trading at just 9x earnings with a 6.3% yield, offering strong upside versus AT&T and the S&P 500. Upcoming Fed rate cuts, potential AI-enabled iPhone upgrades, and 5G-driven growth from humanoid robots are major catalysts for Verizon's future. Verizon is on track to become a Dividend Aristocrat in four years, which could boost demand from investors and ETFs focused on dividend growth.
AT&T: Income, Yield, And Momentum
AT&T delivered strong Q2 results, driven by robust broadband subscriber growth, a 19% Y/Y consumer fiber revenue increase, and higher average revenue per user. The telecom lowered its net debt to $6.5B compared to last year, and repurchased $1.0B in shares, enhancing shareholder value and supporting future free cash flow. AT&T's dividend remains very safe, with a coverage ratio near 2.0X (based on FY 2025 estimated FCF), and management reaffirmed its full-year EPS and free cash flow outlook.
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.
