AT&T

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Ticker: T

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Aktien Stammtisch

@Aktien_Stammtisch

22H·

AT&T Q3’25 Earnings Highlights

$T (-0.16%)

🔹 Adj. EPS: $0.54 (Est. $0.54) 🟡

🔹 Revenue: $30.7B (Est. $30.86B) 🔴

🔹 Adj. EBITDA: $11.98B (Est. $11.77B) 🟢

🔹 Wireless Postpaid Phone Net Adds: +405K (Est. +338K) 🟢

🔹 Wireless Postpaid Net Adds: +328K (Est. +355K) 🔴

🔹 Mobility Revenue: $21.71B (Est. $21.95B) 🔴

Segment Highlights

🔹 Mobility Service Revenue: $16.9B; UP +2.3% YoY

🔹 Fiber Net Adds: +288K

🔹 Internet Air Net Adds: +270K

🔹 Consumer Fiber Broadband Revenue: $2.2B; UP +16.8% YoY

Financial Metrics

🔹 Operating Income: $6.1B; Adj. $6.6B

🔹 Net Income: $9.7B (includes $5.5B gain on DIRECTV sale)

🔹 Free Cash Flow: $4.9B; UP from $4.6B YoY

🔹 CapEx: $4.9B; Capital Investment $5.3B

🔹 Total Debt: $139.5B; Net Debt $118.8B

Guidance (Reaffirmed FY25)

🔹 Adj. EPS: toward high end of $1.97–$2.07 🟢

🔹 Free Cash Flow: low-to-mid $16B range

🔹 Mobility Service Revenue Growth: ≥3%

🔹 Adj. EBITDA Growth: ≥3%

🔹 Capital Investment: $22–$22.5B

🔹 Share Repurchases: $4B under 2024 authorization

Commentary

🔸 “We continue to add highly-profitable customers choosing AT&T for all their connectivity needs. Our investment-led strategy is working.” — John Stankey, CEO

Ella M.

@DividendenWaschbaer

2Wk·

Review of September 2025

📈 Performance:

S&P500: +2.80%

MSCI World: +2.60%

DAX: -0.09%

Dividend portfolio: +0.74%

My high and low performers in September were (top/flop 3):

🟢 ($TSLA (-3.2%) ) Tesla +33.20%

🟢 ($UNH (-1.57%) ) UnitedHealth +14.25%

🟢 ($D05 (+0.34%) ) DBS +12.94%

🔴 ($DTE (+0.12%) ) Deutsche Telekom -8.29%

🔴 ($TSCO (-0.05%) ) Tractor Supply -9.43%

🔴 ($TXN (+0.19%) ) Texas Instruments -10.30%

Dividends:

September 2025: € 203.56

September 2024: € 140.14

Change: +45.26%

Sales:

🟥 ($T (-0.16%) ) AT&T (27 shares) +36.05%

Purchases:

🟩 ($2318 (+0.48%) ) Ping An Insurance (150 pcs.)

🟩 ($UNP (-0.09%) ) Union Pacific (3 shares)

Savings plans:

($CTAS (-0.22%) ) Cintas (50€)
($MC (+1.58%) ) LVMH (50€)
($MSFT (+0.47%) ) Microsoft (25€)

What else has happened?

As announced, I asked the tax office to recalculate the advance payments. This was done and fortunately I no longer have to pay anything in advance.

If things go well, I'll even get some money back next year.

The bill for the car has also arrived and amounts to €1500. But that really pays for everything.

My nest egg has melted down to €900 and now I have to build it up again. Once again, the target is €10,000.

I was on vacation in Egypt from the end of September until last weekend. As always, it was super nice and just pure relaxation.

🥅 Destinations 2025:

Deposit of €10,000 and thus a custody account volume in the share portfolio of ~€73,000

Target achievement at the end of September 2025: 69.19%

How was your September?

If you liked the report and would like to read more, feel free to follow me,

If you're not interested, you can keep scrolling or use the block function.

28 Comments

Eselai@DonkeyInvestor

2Wk

Hello, copy of @Koenigmidas 😁. What did you do in Egypt? People and culture? Or all inclusive vacation?

•

View all 26 further answers

InvestingJourney

@InvestingJourney

2Wk·

ANOTHER WEEK ANOTHER STOCK PORTFOLIO UPDATE

The last 5 days were really signed by ups and downs in the market. Some of my best 📈 and worst 📉perfoming stocks like $T (-0.16%)
$ABBV (-0.2%)
$XOM (+2.04%) made it a pretty fun week to watch! 😁🚀

https://youtube.com/shorts/zN1hhrlw_vY?feature=share

How did your stocks perform over the last week?

I would really like to know :)

#invest
#passiveincome
#stocks
#portfolioupdate
#dividends

2Mon·

AT&T Q2’25 Earnings Highlights

$T (-0.16%)

🔹 Revenue: $30.88 B (Est. $30.43 B) 🟢; +3.5% YoY

🔹 Adj. EPS: $0.54 (Est. $0.52) 🟢

🔹 Adjusted EBITDA: $11.78 B (Est. $11.68 B) 🟢

FY25 Guidance

🔹Adj. EPS: $1.97–2.07 (Est. $2.09) 😕

🔹Capex: $22.0–22.5 B (Est. $21.03 B) 🟢

🔹Free Cash Flow: low‑to‑mid $16 B

🔹Consolidated Service Rev Growth: low‑single‑digit range

🔹Consumer Fiber Broadband Rev Growth: mid‑to‑high teens

🔹Adj. EBITDA Growth: ≥ 3% y/y

Q2 Segment & Subscriber Metrics

🔹 Wireless Postpaid Phone Net Adds: +401 K (Est. +300.9 K) 🟢

🔹 Wireless Postpaid Net Adds: +479 K (Est. +437.8 K) 🟢

🔹 Postpaid Phone‑Only Churn: 0.87% (Est. 0.82%) 🔴

🔹 AT&T Fiber Net Adds: +243 K (Est. +252.0 K) 🔴

🔹 Mobility Service Revenue: $16.9 B; UP +3.5% YoY

🔹 Consumer Fiber Broadband Revenue: $2.1 B; UP +18.9% YoY

Other Metrics

🔹 Free Cash Flow: $4.39 B

🔹 Cash Tax Savings (2025–27): $6.5–8.0 B

🔹 Pension Funding Contribution: $1.5 B by end‑2026

🔹 Fiber Network Investment from Tax Savings: $3.5 B

🔹 Share Repurchases: ~$1.0 B YTD

CEO Commentary

🔸 “We are winning in a highly competitive marketplace, with the nation’s largest wireless and fiber networks. Customers are increasingly choosing AT&T because we have the best technology and options for wireless and broadband connectivity, backed by the AT&T Guarantee.” — John Stankey

🔸 “The milestones achieved this quarter – from passing more than 30 million customer locations with fiber and eclipsing 1 million total AT&T Internet Air customers, to our agreement to acquire substantially all of Lumen’s Mass Markets fiber business – strengthen the industry’s best and leading connectivity portfolio.” — John Stankey

1 Comment