wdstock AT&T (NYSE:T) recently reported its Q1 results, showing strong progress, particularly in increasing its free cash flow and paying down debt aggressively. Until now, my outlook on AT&T has been neutral to bearish due to the need to pay down its heavy debt burden consuming a lot of its discretionary cash flow and its aggressive investment needs for its 5G rollout and overall business model to maintain competitive positioning and growth. Consequently, I expected the dividend to remain largely stagnant, ...

RiverNorthPhotography Last October, we wrote an article titled "AT&T: Pay Yourself 11% With This Bond-Like Exposure". In that piece, we talked about AT&T's (NYSE:T) improving financial picture and attractive valuation, and highlighted a put option trade idea that yielded substantially more (on an annualized basis) than the stock's dividend at the time. Since then, our idea has finished at Max Profit, with the stock closing well above our suggested strike price of $14 by mid-December: TradingView This would ...

公司战略 - AT&T继续在可持续、长期增长战略上取得进展，并保持符合所有财务指导[2][3] - 公司专注于建设重要的高性能5G和光纤网络，预计2024年资本投资范围在210-220亿美元[3] 市场推广 - AT&T的简单和一致的市场推广方式继续受到客户的认可，为健康增长和强劲现金转换创造了可持续模式[5][6]

公司财务状况 - 公司的自由现金流持续扩大，这对股息投资者来说是一个重要的数字[4] - 公司去年的自由现金流总额为168亿美元，略高于预期[5] - 今年，电信巨头预计自由现金流将进一步增加，预计在170亿至180亿美元的范围内[6] 股息情况 - 公司在2022年分拆了WarnerMedia后，调整了股息以更可持续[2] - 公司每年支付约82亿美元的股息，这意味着如果AT&T今年达到自由现金流指导的最高水平，可能只会支付46%的自由现金作为股息[7] - 历史上，AT&T通常在年底宣布股息增加。如果今年这样做，到那时可能会有一两次降息，股息股票可能会上涨[11] 业务展望 - 公司的业务目前运营良好，预计无线服务收入今年将增长约3%，宽带收入至少增长7%[8] - 即使今年股息不会上涨，公司强劲的财务状况使得AT&T很可能会再次增加股息，但可能需要选择合适的时机[13] 投资建议 - 如果您是寻找高股息的股息投资者，AT&T现在可能是一个很好的股票购买选择[12] - 尽管公司的财务状况看起来更加稳定和一致，但我认为公司并不急于提高股息[9]

AT&T held its annual stockholder meeting. Additional information can be found on the AT&T Investor Relations website. Key Takeaways: AT&T held its annual stockholder meeting on May 16. Each of the 11 nominees to the board of directors were re-elected to a one-year term. Once final voting results are available, they will be filed with the SEC and posted on the AT&T Investor Relations website and on AT&T's proxy website. DALLAS, May 16, 2024 /PRNewswire/ -- AT&T Inc.* (NYSE:T) announced the preliminary result ...

AT&T Inc. (T) and AST SpaceMobile have entered into a definitive commercial agreement, extending until 2030, to provide a space-based broadband network directly to everyday cell phones. Previously operating under a Memorandum of Understanding, this new agreement marks a significant advancement in enhancing connectivity for consumers and businesses across the country. This summer, AST SpaceMobile plans to deliver its first commercial satellites to Cape Canaveral for launch into low Earth orbit. The initial f ...

DALLAS, May 14, 2024 /PRNewswire/ -- Tune in for fireside chat with John Stankey at the Annual J.P. Morgan Conference, scheduled to begin at 8:10 a.m. ET. Webcast available live and for replay. Key Takeaways: AT&T to webcast fireside chat with John Stankey at J.P. Morgan Conference Webcast will be available live and for replay AT&T* (NYSE:T) will webcast a fireside chat with John Stankey, chief executive officer, AT&T Inc., at the Annual J.P. Morgan Global Technology, Media and Communications Conference on ...

AT&T's days as a dog could soon be over. Retiring wealthy isn't necessarily about hitting the home run investment. Instead, it can be about consistently hitting singles and doubles over time. U.S. telecom company AT&T (T 0.18%) probably won't raise too many eyebrows. But don't overlook the company's current circumstances, which could position investors for steady wealth creation over the coming years. AT&T is a perfect combination of fundamentals and value, making it likely to perform much better as an inve ...

wdstock Investment Thesis I take a bullish view on AT&T given strong free cash flow growth, a record low postpaid phone churn, and a lower net debt to EBITDA ratio. In a previous article back at the end of January, I made the argument that AT&T (NYSE:T) has the capacity for further upside going forward on the basis of strong LTV growth and impressive free cash flow performance. Since then, the stock has remained more or less in a stationary trend - but down by nearly 7% since my last article: The purpose of ...

营收情况 - 通信部门第一季度营收为28,857百万美元，同比下降1.0%[88] - 移动服务营收第一季度增长3.3%至15,994百万美元[100] - 移动业务部门第一季度运营收入为6,468百万美元，同比增长3.1%[100] - 商业有线部门第一季度运营收入为64百万美元，同比下降83.1%[107] 利润情况 - AT&T第一季度净收入为3,751百万美元，同比下降15.8%[90] - AT&T第一季度营业利润为5,847百万美元，同比下降2.6%[90] - 移动业务第一季度EBITDA利润率从2023年的40.7%增长至2024年的43.5%[106] - 商业有线部门第一季度EBITDA利润率从2023年的32.0%下降至2024年的29.0%[111] Consumer Wireline业务 - 第一季度2024年，Consumer Wireline的宽带收入增长，主要受到光纤客户增加的推动[115] - 第一季度2024年，Consumer Wireline的运营支出下降，主要是由于客户支持成本降低[118] - 第一季度2024年，Consumer Wireline的运营利润增加，运营利润率从2023年的2.9%增至2024年的6.4%[120] 拉丁美洲业务 - 第一季度2024年，AT&T的拉丁美洲业务部门的服务收入增长16.8%[121] - 第一季度2024年，AT&T的拉丁美洲业务部门的运营支出增加，主要受到不利的外汇影响和设备成本上升的影响[122] - 第一季度2024年，AT&T的拉丁美洲业务部门的运营利润改善，运营利润率从2023年的-3.4%增至2024年的0.3%[124] 现金流情况 - 2024年第一季度，现金流入主要来自运营活动，包括向第三方出售和转让应收账款等[137] - 2024年第一季度，现金流入主要来自运营活动，反映了运营增长和工作资本的时间安排[138] - 公司积极管理供应商付款的时间，以优化现金使用[139] 投资和融资活动 - 2024年第一季度，AT&T的投资活动现金使用总额为2961百万美元，主要包括3758百万美元的资本支出[140] - 2024年第一季度，AT&T的供应商融资支付为841百万美元，较去年同期的2113百万美元减少了1849百万美元[141] - 2024年第一季度，AT&T的融资活动现金使用总额为7815百万美元，主要包括债务发行和偿还、股利支付和供应商融资支付[143] FCC规则 - 2024年3月22日生效的FCC规则旨在促进对宽带的平等访问，防止数字歧视[131]