文章核心观点 - 公司目前处于成熟增长阶段,保持了多年来的季度股息支付 [3] - 公司的股息支付安全且可持续,基于派息率和自由现金流 [6][7] - 公司的加权平均资本成本在5.1%-7.3%之间,本文采用7.3%作为折现率 [19][20][21] - 公司自2022年分拆华纳兄弟后,股息增长率难以确定,本文设置了3种不同的增长率假设情景 [22][27][28][29][30] - 公司负债规模较大,未来利率变化可能会对公司估值产生重大影响 [35] - 与同行Verizon相比,Verizon的估值、股息增长率和一致性更具吸引力 [36][37] 根据目录分类总结 公司估值 - 采用股息折现模型对公司进行估值 [3] - 根据不同的股息增长率假设,得出公司股票的合理价值区间为16-26美元 [27][28][29][30] - 公司负债规模较大,未来利率变化可能会对公司估值产生重大影响 [35] 公司基本面 - 公司目前处于成熟增长阶段,保持了多年来的季度股息支付 [3] - 公司的股息支付安全且可持续,基于派息率和自由现金流 [6][7] - 公司自2022年分拆华纳兄弟后,股息增长率难以确定 [22] 行业对比 - 与同行Verizon相比,Verizon的估值、股息增长率和一致性更具吸引力 [36][37]

ismagilov I last covered AT&T stock (NYSE:T) back in late May and rated it a hold at the time, as I observed that the company's Q1 results showed it making solid progress, particularly with its free cash flow generation and debt reduction. However, I remained neutral on the stock due to the valuation seeming a bit rich. Since then, the stock has only pushed higher, making the valuation look even more extended. On the other hand, the company recently reported Q2 results, so I will be sharing my latest take o ...

DALLAS, Aug. 23, 2024 /PRNewswire/ -- We will release our third-quarter 2024 results on Wednesday, October 23, and webcast a conference call to discuss results. Key Takeaways:AT&T will release its third-quarter 2024 results on October 23AT&T will webcast a conference call to discuss resultsAT&T (NYSE:T) will release its third-quarter 2024 results before the New York Stock Exchange opens on Wednesday, October 23, 2024. The company's earnings release and related materials will be available at AT&T Investor Re ...

文章核心观点 - AT&T是一家高股息的投资选择,目前股息收益率为5.74% [5] - 公司过去犯过一些错误,但现在正在重新专注于核心业务并扭转局面 [5] - 虽然目前还没有看到股息增长,但随着收益和自由现金流的增长,未来有可能会有股息增长 [5][10] 公司概况 - AT&T是一家电信巨头,被视为防御性行业,即使在经济衰退时期也能保持稳定的现金流 [9] - 随着利率下降,高股息股票如AT&T将变得更有吸引力 [9] - 公司正在努力偿还债务,这有助于避免在利率上升时需要进行再融资 [13][14] 投资机会 - 公司未来的收益增长和自由现金流增长可能会带来股息增长的机会 [10] - 在20美元或以下的价位买入公司股票是合理的 [17] - 通过卖出期权合约可以获得额外的现金流,这可以提高投资回报率 [6][18]

In a concerted effort to leverage network and service insights to orchestrate, connect and manage a new generation of cloud-based services, AT&T Inc. (T) recently collaborated with Oracle Corporation (ORCL) to support varied industry applications and deliver robust real-time communications.Oracle will be integrating AT&T’s IoT connectivity and network APIs with its Enterprise Communications Platform to include features like IoT edge application management, which simplifies complex integrations and network c ...

文章核心观点 - AT&T是一家高股息支付的公司 [1][2] - AT&T每季度向股东支付0.2775美元的股息,每年约80亿美元 [4] - AT&T是一家现金流充沛的公司,有足够的现金流来支付股息 [5] - AT&T正在利用剩余现金偿还债务,降低财务杠杆比率 [6] - 尽管之前曾经降低过股息,但随着财务杠杆比率下降,AT&T的高股息看起来是可持续的 [7][8] 公司概况 - AT&T是一家电信巨头,拥有高额的股息支付 [1][2] - 公司目前的股息收益率超过5.5%,远高于标普500指数的1.5%左右 [2] 股息分析 - AT&T每季度向股东支付0.2775美元的股息,每年约80亿美元 [4] - 这对于现金流充沛的AT&T来说是一个可控的金额 [5] - 公司在第二季度产生91亿美元的营业现金流,46亿美元的自由现金流,足以支付20亿美元的季度股息 [5] 财务状况 - AT&T正在利用剩余现金偿还债务,降低财务杠杆比率 [6] - 公司的财务杠杆比率正在下降,预计明年上半年将降至2.5倍左右 [6] - 之前公司曾经降低过股息,主要是为了腾出更多现金偿还债务和投资5G及光纤业务 [7][8] - 随着财务杠杆比率的下降,AT&T的高股息看起来是可持续的 [8]

AT&T Inc’s (T) IoT connectivity and network APIs were recently leveraged by Oracle to support its industry applications and deliver robust real-time communications.Oracle will be integrating AT&T’s IoT connectivity and network APIs with its Enterprise Communications Platform (ECP), which offers real-time, secure and dependable communication solutions for various industry applications. It enables critical industries to utilize network and service insights to orchestrate, connect and manage a new generation o ...

文章核心观点 - 5G技术正处于数字通信的前沿,不仅提升了移动网络,也在物联网、自动驾驶和智慧城市等领域发挥关键作用,成为未来科技格局的关键要素 [1] - 5G市场预计将从2024年的150亿美元增长到2032年的2290亿美元,主要驱动因素包括对高速传输、低网络延迟和云应用需求的增加 [2] - 随着5G技术的快速发展,一些5G股票有望从行业增长中获益,成为投资者关注的热点 [3] 行业分析 Verizon - Verizon在5G领域具有竞争优势,得益于其广泛的网络覆盖和先进技术部署 [4][5] - Verizon与科技公司的战略合作和持续的网络升级,进一步增强了其服务优势 [6] - Verizon的自由现金流充沛,支持了6.49%的丰厚股息,且股价相对行业低估 [7] T-Mobile - T-Mobile定位于5G革命的领跑者,过去十年表现出色,并采取了一系列战略举措 [9] - T-Mobile在客户数量、网络性能和可靠性等方面均表现出色,得益于大规模的网络基础设施投资 [10][11] - T-Mobile通过战略性收购,如收购Metronet,拓展了业务范围,提升了综合服务竞争力 [12] AT&T - AT&T积极部署5G网络,并大幅投资光纤技术,提升了宽带速度和可靠性 [14][15][16] - AT&T管理层专注于无线和宽带用户的高价值增长,在移动和宽带业务均实现了良好增长 [17]

The communication services sector is composed of companies that focus on connectivity and is a favorite of long-term investors as it is resilient to market cycles and somewhat reliably predictable. The sector includes internet and phone providers. Three of these largest U.S. telecommunications companies by market cap are T-Mobile US Inc. (TMUS, Financial) ($208 billion), Verizon Communications Inc. (VZ, Financial) ($171 billion) and AT&T Inc. (T, Financial) ($134 billion). The purpose of this analysis is to ...

AT&T's stock is doing well this year, but there's still plenty of room for the rally to continue.AT&T (T -0.51%) is a good dividend stock thanks to its high yield. At 5.9%, it's more than four times the S&P 500 average of 1.4%. For income investors, it can make an ideal investment for the long haul. But there's even more reason to invest in AT&T: the potential upside. Shares are up more than 30% in the past 12 months, but it is still a sharply discounted stock. Here are three reasons it could still rise in ...