2Q24 Wireless Trends Exploring how FWA drives EBITDA growth
In this edition of “trends” we show that FWA has been a major driver of EBITDA growth and will remain so, particularly for AT&T. We also made modest adjustments to our FWA capacity model that increased the number of subscribers the carriers can support on fallow capacity slightly. Industry trends remain strong with subscriber growth stable at 2%, ARPU growth accelerating and EBITDA growth above 5%.AT&T is a holding company. Through its subsidiaries, the company is a provider of telecommunications, media and technology services. The company's Communications segment provides wireless and wireline telecom, video and broadband services. The company's WarnerMedia segment includes media and entertainment businesses that principally develop, produce and distribute feature films, television content, and other content globally; and operate digital media properties. The company's Latin America segment provides entertainment services in Latin America and wireless services in Mexico. The company's XANDR segment relies on using data from its customer relationships, to develop digital and video advertising that is relevant to consumers.
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