AT&T Inc (T) FY2025Q4 Earning Prediction
AT&T Inc (T) is set to release its FY2025Q4 earnings performance on 01/28 05:00:00 in Pre-Market trading. Consensus forecasts predict a revenue of 33.00B and an earnings per share (EPS) of 0.46 for the FY2025Q4. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!
AI Earnings Prediction
AT&T is expected to beat earnings expectations due to strong fiber growth, cost management, and spectrum sale proceeds.
Scenario Analysis
Key Indicators Forecast
No data
Prediction Logic & Rational
Logic & Justification
Fact Data Analysis vs. Consensus:
- Revenue Growth (Beat):
Fiber Expansion & Partnerships: AT&T’s fiber expansion continues driving consumer wireline revenue growth ( 4.1% YoY last quarter). The partnership with American Airlines to sponsor free high-speed Wi-Fi could boost brand visibility and subscriber additions.
Spectrum Sale Impact: The $ 1.018B spectrum sale to Array Digital adds a one-time revenue boost, though recurring revenue faces headwinds from heightened wireless competition (Bernstein, Wolfe).
Offsetting Risks: Analysts note worsening wireless dynamics, but fiber growth and enterprise deals (e.g., Inseego’s 5G device for AT&T Business) likely offset softness.
- Adjusted EPS (Beat):
Cost Management & Buybacks: AT&T reiterated $4B in 2025 buybacks, reducing share count. The $ 1.018B spectrum sale further supports cash flow for deleveraging and buybacks.
Margin Pressure: Promotional intensity (Scotiabank) and seasonal postpaid ARPU declines temper EPS upside but are mitigated by cost discipline.
- Free Cash Flow (Strong Beat):
- Spectrum Sale Windfall: The $ 1.018B cash inflow from Array Digital directly boosts FCF. Goldman Sachs highlights AT&T’s 8% FCF CAGR through 2029, supported by Mobility and fiber growth.
- Consumer Wireline Revenue (Beat):
- Fiber Momentum: Continued fiber passings growth (Goldman) and seasonal net add acceleration (Q4 guidance) support sustained 4%+ YoY growth.
- Net Debt/EBITDA (Beat):
- Spectrum Proceeds & EBITDA Growth: The $ 1.018B sale reduces debt, while steady EBITDA growth (Mobility + fiber) accelerates progress toward the 2.5x leverage target.
Tactical Strategy Recommendations
Trading Strategy
- Options Play: Buy February $24 calls (delta ~0.4) to capitalize on a potential beat-driven rally.
- Pairs Trade: Long AT&T vs. Short Verizon (VZ) due to AT&T’s fiber upside and VZ’s market share pressure (Morgan Stanley).
- Dividend Capture: Hold through earnings for dividend yield (current ~6.8%) + upside potential.
Rationale: Fact data supports a beat on cash flow and fiber metrics, but wireless risks cap upside. The stock’s underperformance (-4.3% vs. S&P) reflects low expectations, creating asymmetric upside.
Earnings Surprise Analysis
T Transcript
The earnings call reveals strong financial performance with growth in consumer wireline and fiber revenues, improved EBITDA margins, and a reduction in net debt. The Q&A section indicates confidence in strategic initiatives and competitive positioning. While there are concerns about business wireline declines and vague management responses on leadership, the overall sentiment is positive, especially with increased guidance and share repurchase plans. The market is likely to react positively, expecting a stock price increase of 2% to 8% over the next two weeks.
T Report
Frequently Asked Questions
What is the AT&T Inc FY2025Q4 Earnings Release Date and Time?
AT&T Inc (T) is scheduled to release its FY2025Q4 earnings report onJan 28, 2026, Pre-Market(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.
What Are the Consensus Forecasts for AT&T Inc FY2025Q4 Revenue and EPS?
Analysts' consensus predicts 33.00B in revenue and an EPS of 0.00 for AT&T Inc's FY2025Q4.
What Does Intellectia's AI Predict for AT&T Inc FY2025Q4 Earnings?
Intellectia's exclusive AI algorithms forecast a Beat forAT&T Inc's FY2025Q4 earnings, with a prediction date of Jan 28, 2026. AT&T Inc AT&T is expected to beat earnings expectations due to strong fiber growth, cost management, and spectrum sale proceeds.
How Can I Use This Earnings Prediction to Trade T Stock?
Leverage Intellectia's AI forecast to position trades ahead of theJan 28, 2026 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.
How Accurate Is Intellectia's AI for Earnings Predictions Like AT&T Inc FY2025Q4?
Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.
How does AI Earnings Prediction generate its forecasts?
AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!
When are the predictions available, and how often are they updated?
Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.
Can I use AI Earnings Prediction for all types of stocks?
Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2025-2026 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!
