Report
David Barden
EUR 8419.00 For Business Accounts Only

AT&T 4Q25 Quick Take: A reassuring start to 4Q results and initial ‘26 views

AT&T reported 4Q results and guidance this morning which largely met or topped expectations. Given the concerns about interior industry competitive dynamics (ok, price war fears), the fact that ARPU and net adds and ‘26 guidance are all pretty much where they should be is a healthy place to start 4Q results season.
Underlying
AT&T Inc.

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.

Provider
New Street Research
New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

  • Pan European Telecom Services and Cable
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Analysts
David Barden

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