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

I am a long-term AT&T bull (a Verizon bull too), but here I will argue against my own bull thesis. My favorite Charlie Munger quote is not to comment on a topic until I can argue against myself better than the people on the other side.

AT&T: 4 Things To Know Before You Bottom Fish

Snap

To celebrate the premiere of HBO's highly-anticipated “Game of Thrones” prequel, “House of the Dragon,” HBO Max is partnering with Snap to give users access to in-app AR experiences.

Snap, HBO Max partner to launch AR experiences for ‘House of the Dragon' premiere

Devon Energy

Altria

ONEOK

Pioneer Natural Resources

Simon Property Group

Vornado Realty Trust

The rally since June has been welcome, as investors were hammered down into bear market territory for the first half of the year.

7 Highest-Yielding S&P 500 Stocks to Grab Now as the Bear Market Rally Wilts

Microsoft

Target

Walmart

Q3 estimates have been cut for 13 of the 16 Zacks sectors since the quarter got underway, with the biggest declines at the Consumer Discretionary, Consumer Staples, Technology, Retail and Conglomerates sectors.

The Market Sectors Showing Resilience As Earnings Estimates Slip

AMC Networks

Comcast

CuriosityStream

Disney

Twenty-First Century Fox

Netflix

Nielsen Hlds

Paramount Global

Warner Bros Discovery Inc

The foreseeable future isn't likely to look as robust as the recent past.

Streaming Stocks Are Slowing Down. Should You Really Buy Now?

After slashing its dividend and free-cash-flow guidance this year, AT&T requires reevaluation as an income stock.

Is AT&T Still a Good Dividend Stock?

This is an income name that we have covered over the last ten years and this column puts us over the 2,500 article mark. We have owned T the entire time we have been part of Seeking Alpha.

AT&T: Absolute Implosion 10 Years In The Making

The spinoff overhang has been removed, but that has not helped AT&T stock. Even after the dividend cut, T stock still yields 6%.

AT&T Falls After Free Cash Flow Shortfall: The Hidden Risk

With the latest stock expiration, we are taking shares of AT&T. T stock sold off harshly after the earnings report with lowered free cash flow guidance.

AT&T Stock: An Attractive Income Opportunity

Long commutes to and from work, exorbitant childcare costs, ongoing concerns over exposure to Covid cited

AT&T workers fight return to office push: ‘We can do the same job from home'

After stripping off all the flashy stuff that underperformed, the core of AT&T returns to offer reliable cash flow. Q2 results, despite the small cut in FCF, hit it out of the park with its best quarter for subscriber growth.

AT&T: I Am Buying The Dip

Citing inflationary pressures, AT&T has slashed its FCF guidance for the year from $16 billion to $14 billion. This triggered one of the worst intraday landslides for the stock, which has yet to recover as investors reconsider their investment decisions.

AT&T: Inflation And Dividends

AT&T's cash profits could fall short of expectations in 2022.

Should Retirees Worry About AT&T's Dividend?

Lockheed Martin

Pfizer

In general, the biggest reason for holding dividend stocks is to generate regular cash flows. Furthermore, dividend stocks are typically low-beta stocks and help in balancing overall portfolio risk.

4 Dividend Stocks Set to Move Significantly Higher This Year

Verizon

This isn't a streaming product that consumers are clamoring for

3 (Related) Reasons Merging HBO Max and Discovery+ Is a Mistake

First Responders Get the Mission-Critical Connectivity they Require on America's Public Safety Network and Now Save 25% for their Family on America's Most Reliable 5G Network1 DALLAS , Aug. 8, 2022 /PRNewswire/ -- What's the news? AT&T* is delivering 'FirstNet and Family,' a simplified experience that gives America's first responders the best of 2 networks – public safety's FirstNet® network and the AT&T commercial network – to keep their worlds connected.

From Emergency Missions to Connecting with Loved Ones: 'FirstNet and Family' Simplifies Connectivity for America's First Responders

Companies with stagnant business prospects are rarely viewed as attractive investment opportunities. However, if the valuation of a stagnant business is attractive, it can result in successful investments.

AT&T: How To Benefit From An Investment Despite Stagnant Business Prospects

TELUS

Telus Corp (NYSE:TU ) Q2 2022 Earnings Conference Call August 5, 2022 12:00 PM ET Company Participants Robert Mitchell - Head, IR Darren Entwistle - President, CEO & Director Douglas French - EVP & CFO Zainul Mawji - EVP & President, Home Solutions and Customer Excellence. Navin Arora - EVP, TELUS Business Solutions Tony Geheran - COO & EVP Jim Senko - EVP & President, Mobility Solutions.

Telus Corp (TU) CEO Darren Entwistle on Q2 2022 Results - Earnings Call Transcript

AT&T Fleet Complete have launched the next-generation suite of fleet management tools built to empower commercial fleet operations with AI-powered video telematics, automated ELD tools and a robust catalog of tracking solutions. DALLAS , Aug. 5, 2022 /PRNewswire/ -- Fleet Complete is introducing AT&T Fleet Complete FC Insights Solution Suite, a big data IoT platform with web and mobile apps for fleets to monitor and manage all aspects of their mobile operations.

Putting Fleets in the Fast Lane: AT&T Fleet Complete Launches FC Hub, a Suite of Next-gen Fleet Management Tools

Antero Midstream Partners

British American Tobacco

Holly Energy Partners

New York Community Bancorp

In a logical world, one would think that, with the Federal Reserve raising interest rates all year long, the rates across the entire Treasury yield curve would be headed higher.

Yields Are Plunging Lower Daily: 7 Sizzling Blue Chips That Pay 6% or Bigger Dividends

While AT&T did better than analysts expected in its recent quarterly report, Verizon's results were more of a mixed bag. Broader economic conditions create uncertainties for both.

AT&T Looks Stronger than Verizon On 2Q Earnings

NEW YORK & DALLAS--(BUSINESS WIRE)--AT&T and Warner Bros. Discovery today announced an agreement that will allow AT&T to continue to offer internet and mobility customers access to HBO Max's portfolio of original programming and series. “HBO Max is a great product that is popular with our customers, and we like the fact that we're viewed as being the place to come to get it,” said Jenifer Robertson, EVP & General Manager - Mass Markets, AT&T Inc. “This adjusted agreement represe

AT&T and Warner Bros. Discovery Announce Distribution Agreement for HBO Max

The reports of AT&T's death have been greatly exaggerated. Ma Bell, the 137-year-old telephone company, was founded in 1885 by Alexander Graham Bell, after Bell's patenting of the telephone in 1875.

AT&T Is Dying? Au Contraire Mon FrèRe

Both AT&T and Verizon have posted disappointing Q2 results. More worrisome, AT&T's free cash flow in 1H 2022 was not even sufficient to cover its dividends.

AT&T And Verizon Q2: Assessing Dividend Cut Possibility

AT&T has seen a significant reduction in average churn over the past five years. Additionally, overall revenue continues to grow.

News for AT&T Stock (T)