AT&T 2Q24 Quick Take: Financial results in-line; Mobile KPIs strong
In addition to a comparison of results vs estimates and consensus, and the trending charts, in this note, we cover:1. Contrasting mobile trends at AT&T and Verizon (AT&T is just doing better)
2. What these contrasting trends mean for the stocks
3. ACP impacts
4. Results in fiber and
5. Results in FWA
6. Guidance
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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- Pan European Telecom Services and Cable
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