The wireless giant doesn't see iPhone upgrades being a problem.Wireless giant AT&T (T 0.98%) has an enormous base of iPhone users, many of whom are using older models. During a recent conference, the company declined to disclose exactly how many iPhone users are on its network. But with the iPhone having a market share above 50% in the United States, and with AT&T having nearly 90 million postpaid phone subscribers, we're likely talking about many tens of millions.Each year, Apple (AAPL -0.36%) releases a n ...

DALLAS, Sept. 10, 2024 /PRNewswire/ -- Today, AT&T's chief executive officer participated in a fireside chat where he covered recent progress on the Company's multi-year growth strategy.Key Takeaway:AT&T continues to make progress on its sustainable, long-term growth strategy and remains on track to meet all of its consolidated financial guidance.John Stankey, chief executive officer, AT&T (NYSE:T) Inc., spoke today at the Goldman Sachs Communacopia + Technology Conference where he provided an update to sha ...

AT&T Inc. (NYSE:T) Goldman Sachs Communacopia + Technology Conference September 10, 2024 11:10 AM ET Company Participants John Stankey - Chief Executive Officer Conference Call Participants Jim Schneider - Goldman Sachs Jim Schneider Very good. So welcome everybody to this session of the Goldman Sachs Communacopia and Technology Conference. My name is Jim Schneider, I'm the telecom analyst here at Goldman Sachs. It's my pleasure to welcome AT&T. We're really thrilled to have CEO, John Stankey, with us today ...

会议主要讨论的核心内容 - 公司在过去4年中完成了重大转型,成功剥离了媒体资产,重新聚焦通信行业 [6] - 公司大幅投资于高质量、高性能的网络基础设施,尤其是光纤,并取得了良好的执行成果 [7][8] - 公司在无线业务方面保持了良好的增长势头,并专注于获取高价值客户 [10][11] - 公司在有线宽带和光纤部署方面采取了多种策略,包括自建、合资、开放接入等,目标是成为行业领导者 [27][28][32][33][37][38] - 公司对未来资本配置有多种选择,正在与董事会进行深入讨论 [46][47][48][49] - 公司认为美国在无线频谱分配方面存在政策缺失,这对行业发展构成了重大挑战 [56][57][58] 问答环节重要的提问和回答 - 分析师询问公司CEO在任4年来最大的成就和将产生持久影响的举措,CEO回应了公司在财务、运营和战略方面取得的进展 [5][6][7][8] - 分析师询问公司在无线市场的表现和预期,CEO表示保持乐观,并强调专注于获取高价值客户 [10][11] - 分析师询问公司在有线宽带和光纤部署方面的战略和目标,CEO详细阐述了公司采取的多种策略以及对未来的信心 [27][28][32][33][37][38] - 分析师询问公司对未来资本配置的考虑,CEO表示公司正在与董事会进行深入讨论,将采取多种选择 [46][47][48][49] - 分析师询问公司对美国无线频谱政策的看法,CEO表达了强烈的担忧和呼吁政府采取更积极的行动 [56][57][58]

DALLAS, Sept. 9, 2024 /PRNewswire/ -- Continued expansion at Gigapower and new agreements with commercial open-access providers will deliver world-class broadband access to new service areasKey Takeaways:  America's largest fiber provider1 is bringing high-speed fiber internet to more people and new geographies through continued expansion of Gigapower's fiber footprint and four new agreements with commercial open-access providers.AT&T's proven fiber leadership makes it the clear provider of choice for comme ...

AT&T's high dividend yield is tempting for investors looking to generate income.AT&T (T 1.55%) is one of the most iconic stocks ever. The company's history stretches all the way back to the late 1800's, making it one of the oldest publicly traded American companies.In addition to its long history of existence, AT&T has also paid a regular dividend for more than 30 years. It's a decent one, too. The company's dividend is $1.11 per share annually, spread over four quarterly payments of $0.2775 per share.That ...

文章核心观点 - 电信巨头AT&T在2024年为股东带来了近50%的收益和收益 [2] - AT&T正在从传统有线电话向光纤转型 [6] - 尽管面临一些挑战,但AT&T的转型似乎正在奏效,预计未来三年内收益将会缓慢增长 [7] 财务表现总结 收入方面 - 服务收入增长1%,但设备收入下降导致总收入下降2亿美元 [3] - 无线业务服务收入和宽带收入分别增长3%和7%以上 [8] 成本和利润方面 - 成本控制良好,营业成本下降8亿美元 [3] - 折旧费用增加8亿美元,导致营业利润下降8亿美元 [3] - 预计全年自由现金流将达到170-180亿美元,较上年增加10亿美元 [7] - 预计调整后每股收益为2.15-2.25美元 [8] 资产负债方面 - 总资产下降至4000亿美元以下,主要是流动资产和现金下降 [4] - 债务从1370亿美元下降至1300亿美元,股东权益增加近20亿美元 [4] 现金流和股息可持续性 - 自由现金流增加至85亿美元,足以覆盖55亿美元的股息和供应商融资 [5] - 剩余自由现金流用于偿还长期债务,有利于未来收益 [5]

文章核心观点 - 公司的股价在过去一年内上涨了20.7%,主要得益于即将到来的美联储降息以及公司稳定的财务表现[1][2] - 公司在2024年上半年的自由现金流大幅增长,使得公司的负债水平和净债务/EBITDA比率持续下降,为公司的股息支付提供了保障[3][4] - 公司在移动和宽带业务方面的协同效应显著,带动了客户数量和ARPU的增长[4] - 公司未来几年的收入和EBITDA有望保持低个位数的增长,为股东带来稳定的回报[5][6] 公司表现 - 2024年上半年自由现金流大幅增长47.9%,达到77.1亿美元,为股息支付提供了充足的现金流[3] - 负债水平和净债务/EBITDA比率持续下降,分别为1.4%和2.87倍,接近公司2.5倍的目标[3] - 移动和宽带业务的协同效应显著,带动了客户数量和ARPU的增长[4] 未来展望 - 公司未来几年的收入和EBITDA有望保持低个位数的增长,为股东带来稳定的回报[5][6] - 公司有望通过股票回购和/或增加股息来回报股东,同时加大在5G和光纤网络的投资[7] - 但由于季节性因素,公司第三季度的业绩可能会有所下滑[8] - 目前公司股价已经接近合理估值,未来涨幅空间有限[8]

Selling in September is a stock market tradition, which could create a chance to scoop this stock up at a relative bargain.The stock market has been on a bull run for over a year and a half. The benchmark S&P 500 index has risen about 48% since the end of 2022.Economic recoveries tend to last much longer than recessions, but seasoned investors know that the next bear market could be right around the corner.The next few weeks could be a particularly good time to purchase a reliable dividend payer. September ...

文章核心观点 - 公司在无线业务方面保持健康增长,并通过提高价格来匹配客户使用价值 [6][9][10] - 公司正在积极拓展未被充分覆盖的客户群体,如融合用户、西语裔客户和中小企业 [7][8] - 公司正在通过提升客户体验和忠诚度来提高无线业务的盈利能力 [28][29][30] 无线业务 - 行业整体呈现健康增长态势,公司正专注于保护和增加现有客户群 [6][7] - 公司正在针对性地拓展未被充分覆盖的客户群体,如融合用户、西语裔客户和中小企业 [7][8] - 公司通过提高价格来匹配客户使用价值,并提供透明简单的价格方案 [9][10] - 公司正在通过提升客户体验和忠诚度来提高无线业务的盈利能力 [28][29][30] 有线宽带业务 - 公司认为有线宽带市场仍有较大增长空间,尤其是在公司拥有光纤网络覆盖的地区 [42][43][49] - 公司正在探索通过无线固定接入等方式来满足部分客户需求 [46] - 公司认为光纤网络是未来的主要技术,将继续大规模投资光纤网络建设 [49][52] 其他 - 公司对宏观经济环境保持谨慎乐观,目前未发现客户支付行为和消费模式出现明显变化 [57] - 公司正在调整预付费业务的策略,关注客户从预付费向后付费的迁移趋势 [59][60]