Revenue segments as reported by the company.

Mobility

Business Wireline

Consumer Wireline

WarnerMedia

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

SG&A

Depreciation & Amortization

Asset Abandonments & Impairments

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

AT&T

AT&T Mobility is a wholly owned subsidiary of AT&T that provides wireless services to 138.8 million subscribers in the United States including Puerto Rico and the U.S. Virgin Islands. AT&T Mobility is the second largest wireless telecommunications provider in the United States and Puerto Rico behind Verizon Wireless.

AT&T Mobility

The Pacific Bell Telephone Company (Pacific Bell) is a telephone company that provides telephone service in California. The company is owned by AT&T Inc. through AT&T Teleholdings. The company has been known by a number of names during which its service area has changed.

Pacific Bell

DirecTV (stylized as DIRECTV) is an American direct broadcast satellite service provider and is a subsidiary of AT&T. DirecTV transmits digital satellite television and audio to households in the United States, Latin America and the Caribbean. Its primary competitors are Dish Network and cable television providers. AT&T acquired DirecTV in a transaction valued at $67.1 billion.

Direct TV

Leap Wireless is a telecommunications operator that provided wireless services to approximately 4.6 million subscribers, the 5th largest, through its subsidiary, Cricket Communications, Inc. (Cricket Wireless). It was headquartered in San Diego, California. Leap Wireless and Cricket Wireless are both subsidiaries of AT&T.

Leap Wireless

Cricket Wireless is an American prepaid wireless service provider in the United States. Cricket Wireless is a wholly owned subsidiary of AT&T Inc. that offers mobile voice, text, and data. Cricket Wireless was founded in 1999 by Leap Wireless International, Inc. On July 12, 2013, AT&T Inc. agreed to acquire Cricket's parent company Leap Wireless International for $1.2 billion.

Cricket Wireless

Vyatta is a provider of software-based virtual routers, virtual firewalls and VPN products for Internet Protocol networks (IPv4 and IPv6). A free download of Vyatta has been available since March 2006. The system is a specialized Debian-based Linux distribution with networking applications such as Quagga, OpenVPN, and many others. A standardized management console, similar to Juniper JUNOS or Cisco IOS, in addition to a web-based GUI and traditional Linux system commands, provides configuration of the system and applications. In recent versions of Vyatta, web-based management interface is supplied only in the subscription edition. However, all functionality is available through KVM, serial console or SSH/telnet protocols. The software runs on standard x86-64 servers.

Vyatta

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

AT&T reports robust Q4 performance, eyes growth through strategic investments

AT&T's Q4 2022 earnings call highlighted strong performance in wireless and fiber segments, along with a focus on cost savings and debt reduction. The company's 2023 strategy aims for sustainable growth and financial strength amidst industry challenges, emphasizing customer value propositions and service revenue growth.

AT&T reports solid Q1 earnings, focuses on 5G future

AT&T had a solid quarter with a focus on operational execution and cost restructuring.
The company remains confident in its full-year outlook for free cash flow of $16 billion or better.
AT&T's emphasis on durable customer relationships and infrastructure positions it well for the future.
Despite challenges in wireless performance, AT&T's strategic initiatives are driving growth opportunities.

AT&T reports robust Q2 earnings, eyes debt reduction and fiber expansion

AT&T's strong performance in wireless and fiber businesses, coupled with cost-saving initiatives and debt reduction efforts, positions the company for future growth. Despite market challenges and competition, AT&T remains focused on expanding its fiber footprint and enhancing infrastructure. The company's strategic investments and modernization efforts underscore its commitment to long-term success.

AT&T reports robust Q3 performance, eyes growth through 5G and fiber

AT&T's Q3 2023 earnings call highlighted strong financial performance, driven by successful 5G and fiber investments. The company's focus on high-value customers, operational efficiency, and market share gains positions it well for future growth. Challenges include slowing device upgrade rates and transitioning Business Wireline, while opportunities lie in debt reduction and sustainable growth strategies.

AT&T excels in Q4 2023, eyes growth through strategic investments

AT&T's Q4 2023 Earnings Call showcased strong financial performance, strategic investments in 5G and fiber, and a commitment to sustainable growth. The company aims to continue expanding its customer base, improving financial metrics, and delivering shareholder value through prudent capital allocation and operational efficiencies.

AT&T reports solid Q1 performance, focuses on 5G-fiber convergence

AT&T's Q1 2024 earnings call highlighted strong performance in key segments, strategic capital allocation, and growth opportunities in underpenetrated markets. Despite challenges in Business Wireline, the company remains focused on driving convergence between 5G and fiber for enhanced customer value and sustainable growth.

AT&T reports strong Q2 results, focuses on growth strategies

AT&T's Q2 performance reflects growth in key subscriber segments and EBITDA, driven by strategic focus areas.
While challenges like industry slowdown exist, AT&T's differentiation and convergence strategy position it well for the future.
The company's commitment to financial targets and investments in growth signal a positive outlook.
Opportunities for expansion through network enhancements and service improvements are key focus areas.

AT&T posts solid Q3 results, shifts focus to 5G and fiber

AT&T's Q3 2024 Earnings Call highlighted strong performance in Mobility and positive broadband net adds in Consumer Wireline. The company's strategic focus on 5G and fiber connectivity was emphasized through the sale of their DIRECTV stake.

Revenue

Cost of revenue

Gross profit

Operating expenses

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

American Tower

Crown Castle International

Lumen Technologies

SBA Communications

AT&T 5.35 % Notes 2017-01.11.66 Global

T-Mobile US

Verizon

Market reaction appears significantly overdone with regard to concerns tied to lead-sheathed cables. In one day, market cap for carriers was down $20 billion. For tower REITs, down $8 billion. The cost of leasing space from the tower REITs is not substantial. The big costs are equipment and spectrum. Slower growth for now? Maybe. Shrinking footprint? Very unlikely.

Tower REITs, Carriers And Lead-Sheathed Cables

A Wall Street Journal investigation has revealed potential health and environmental risks associated with lead-sheathed cables used by AT&T and Verizon in the past, which could lead to significant legal implications. The cables, predominantly found in older metropolitan areas, could pose a risk to worker safety and potentially contaminate the surrounding environment. The financial analyses of AT&T and Verizon show companies already under strain, and the potential lawsuits related to the lead cable issue could further exacerbate these challenges.

The Toxic Secrets Of Telecom: Untangling AT&T And Verizon's Lead Cable Controversy

The P/E ratio is not an effective measure of a company's valuation in our view, which is primarily based on its net cash position and future free cash flow expectations. AT&T has a large net debt position, a capital-intensive business model, and deteriorating free cash flow, which are the worst qualities when it comes to assessing cash-based intrinsic value. A back-of-the-envelope intrinsic value calculation suggests there could be more downside to come for AT&T, even as our fully-populated three-stage DCF-derived fair value range remains slightly more optimistic.

Forget AT&T's Low P/E; Its Cash-Based Sources Of Value Are Terrible

Why is this issue suddenly coming up now? How much could they owe?

5 Questions About Verizon and AT&T's Lead Cable Problem—and Their Answers

Pfizer

Vale S.A.

As the S&P 500 index trends higher, spotting undervalued blue-chip stocks is relatively challenging. A dovish fed and a declining possibility of a recession have supported an improvement in market sentiment.

3 Blue-Chip Stocks Trading at a Valuation Gap

How low can deep value stocks go? If you own AT&T Inc and/or Verizon Communications, you're no doubt (and quite understandably) asking that question.

Verizon And AT&T: The Toxic Lead Cables

New reports of lead contamination have hit Verizon and AT&T stocks, but is that a cause for concern?

Are Verizon and AT&T Stocks in Trouble?

Verizon and AT&T both had struggling share prices, but the latest hit came with exposure to lead cables and the potential liabilities that could come from that. Higher interest rates have impacted both of these telecom giants in more ways than one, but significant debt is one of the primary ways as debt costs could rise. That being said, both are attractively valued at deep discounts relative to their historical ranges.

Verizon And AT&T: Price Plunge Brings High Yield Opportunities

Concerns about lead liabilities have sent the stocks of Verizon and AT&T to 8% dividend yields. Both names are generating solid free cash flow with greater growth at their broadband divisions. Verizon has a stronger balance sheet and more believable commitment to deleveraging.

Both Verizon And AT&T Plunge: Why Only One Is A Buy

AT&T has halted excavation of their lead-sheathed cables around the Lake Tahoe Area. In 2021, AT&T agreed to remove a small network of lead-sheathed cables that may come into contact with the lake water to avoid future litigation risks. As a local to the Truckee Meadows/Tahoe area, I will add my two cents on the water system in the area as it relates to lead pollution.

AT&T: Lake Tahoe Watershed Seems Fine

AT&T Inc. stock has been under massive pressure due to an investigative report by the Wall Street Journal on toxic lead cables. The telecom giant continues to disagree with the report's claims and suggests no more than 10% of the network is lead-clad cables. AT&T's stock is due for a rally and offers a 7.7% dividend yield now, but the toxic cable issue adds another long-term headache, suggesting an exit on any rally.

AT&T: Another Log On The Fire

AT&T has lost about 25% of its market value this year due to various negative factors, prompting a reevaluation of its stock value using different dividend discount models. The valuation scenarios suggest a fair value range of $10.8 to $12.7 per share, which does not necessarily indicate a sell, as potential improvements and growth are not captured in these calculations. Compared to Verizon Communications, AT&T's stock is less attractive due to lower profitability and efficiency metrics, less favourable liquidity ratios, and worse sentiment.

AT&T: Should You Buy After The Sell-Off?

Enbridge

AT&T and Enbridge are currently trading significantly down from their 52-week highs, offering attractive dividend yields and potential for strong long-term returns. AT&T's stock is considered oversold, and management expects to meet its $16 billion free cash flow target this year. Enbridge, a high-quality energy midstream player, offers steady contracted cash flows not correlated with commodity prices and is well on track to meet or exceed its full-year guidance.

2 Coiled Springs Ready To Pop And Averaging 8% Yield

Frontier Communications Parent

10 days ago, The Wall Street Journal began reporting on the environmental risks and health hazards from lead-sheathed telephone lines. Shares of AT&T, Verizon, and Frontier have been sinking ever since.

Why AT&T, Verizon, and Frontier Stocks All Bounced Back on Wednesday

Thanks to the Amazon rumors and Wall Street Journal's lead-lined cable expose, it might appear that there is no floor for VZ's and T's downward spiral. With market analysts expecting the rectification work to total nearly $60B, both telecoms face great uncertainties, especially worsened by their immense debts. If the US government eventually mandates the telecoms must remove the lead-line cables at their own costs, as how T did in 2021, insolvency fears may arise, in our view.

AT&T And Verizon: Are The Lead-Induced Discounts Worth Buying?

Telecom stocks rebounded on Wednesday after AT&T outlined its possible exposure to lead-sheathed cables installed in phone networks.

AT&T Fires Back On Lead-Sheathed Cabling Issue, Telecom Stocks Climb

Salesforce

As a holistic technology solution, Deloitte Digital's Sustainability 360™ is designed to help organizations move from sustainability ambition to action NEW YORK , July 19, 2023 /PRNewswire/ -- Deloitte announced today a new connectivity-based approach to ESG data collection and sustainability management that brings together technology from AT&T and Salesforce to help organizations streamline their processes, enhance data integrity and accelerate the identification of sustainability improvement opportunities across their operations and extended enterprise. This readily available approach integrates AT&T's asset connectivity solutions with Deloitte Digital's Sustainability 360TM offering — a sustainability management solution powered by Salesforce Net Zero Cloud.

Deloitte, AT&T and Salesforce to Simplify ESG Data Collection and Sustainability Management Through Connectivity-based Approach

AT&T stock is yielding over 8% and trades lower than it did for several decades. The company's liabilities in the lead case might not be as big as feared, but that misses the point. Leverage remains high, though management expects debt paydown to bring it closer to the target ratio within 2 years.

AT&T Stock Sinks On Lead Allegations: Where I Think This Bottoms

Shares of AT&T rose 5% in premarket trading on Wednesday after the telecom company said lead cables made up only a small part of its wireline network, easing fears of an expensive clean-up.

AT&T bounces back after it eases fears over lead cable exposure

After failing to close in positive territory for a 10th session in a row Tuesday, AT&T Inc. shares were tracking toward a gain in Wednesday's premarket activity.

AT&T's stock is on track for first gain in 11 sessions as lead update sparks relief

AT&T is looking to calm concerns over its exposure to lead contamination, while analysts suggest it and Verizon's stock selloff was overdone.

AT&T Has More to Say on Lead Cables as Wall Street Thinks Selloff Is Overdone

LOS ANGELES, CA / ACCESSWIRE / July 19, 2023 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of AT&T Inc. ("AT&T" or "the Company") (NYSE:T) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

INVESTOR ACTION ALERT: The Schall Law Firm Announces it is Investigating Claims Against AT&T Inc. and Encourages Investors with Losses In Excess of $500,000 to Contact the Firm

Carvana

Netflix

AT&T T, -0.59% and Verizon Communications VZ, +2.57% each saw their stock rise by 3%. AT&T said in a Tuesday court filing that it would hold off on prior plans to remove lead-sheathed cables running underneath California's Lake Tahoe amid recent reporting on the legacy cables.

Netflix stock nudges higher ahead of results, Carvana shares slide and other stocks on the move

Company estimates lead-clad cables represent less than 10% of its legacy phone network.

AT&T Halts Plans to Remove Lead Cables in Lake Tahoe

AT&T Inc. said in a Tuesday court filing that it would hold off on prior plans to remove lead-sheathed cables running underneath California's Lake Tahoe amid recent reporting on the legacy cables.

News for AT&T Stock (T)