KeyBanc Says AT&T's New Product is Negative for Competitors
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 9 hours ago
0mins
Should l Buy T?
KeyBanc views AT&T's (T) launch of OneConnect, a new bundled connectively offering combining wireless with one gig of fiber, as positive for AT&T and negative for both Comcast (CMCSA) and Charter (CHTR). OneConnect is a value segment offer which should help AT&T drive convergence, the analyst tells investors in a research note. KeyBanc sees the launch as a direct "attack" on cable's core go-to market.
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Analyst Views on T
Wall Street analysts forecast T stock price to fall
15 Analyst Rating
8 Buy
5 Hold
2 Sell
Moderate Buy
Current: 28.780
Low
20.00
Averages
28.27
High
33.00
Current: 28.780
Low
20.00
Averages
28.27
High
33.00
About T
AT&T Inc. is a holding company. The Company is a provider of telecommunications and technology services globally. The Company’s segments include Communications and Latin America. The Communications segment provides wireless and wireline telecom and broadband services to consumers located in the United States and businesses globally. The business units of the Communication segment include Mobility, Business Wireline, and Consumer Wireline. Mobility provides nationwide wireless service and equipment. Business Wireline provides advanced Ethernet-based fiber services, Internet Protocol (IP) Voice and managed professional services, as well as legacy voice and data services and related equipment, to business customers. Consumer Wireline provides broadband services, including fiber connections. Consumer Wireline provides legacy telephony voice communication services. The Latin America segment provides wireless services and equipment in Mexico.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Customer Feedback Driven: A survey indicates that 72% of customers prefer a single bill for managing wireless and home internet services, and OneConnect is designed to address this pain point, enhancing customer satisfaction.
- Network Advantage Integration: Leveraging the largest wireless and fiber networks in the U.S., AT&T delivers an unmatched connectivity experience, ensuring users enjoy fast and reliable service on any device.
- Enhanced Customer Loyalty: Customers who subscribe to both AT&T Fiber and wireless services report higher satisfaction, and OneConnect further strengthens customer loyalty and retention by providing a one-stop connectivity solution.
See More
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- Investment Scale: AT&T has agreed to invest up to $2 billion to upgrade the Emergency Cellular Network used by public safety government agencies, significantly enhancing emergency response capabilities and service quality.
- Fee Adjustments: The company will lower certain rates charged to the federal government, a strategy expected to strengthen its partnership with government entities and enhance market competitiveness.
- Contract Acceleration: The Commerce Department has agreed to expedite approvals for these upgrades, facilitating faster implementation of network enhancements and improving service efficiency in the public safety sector.
- Long-term Partnership: As the exclusive network partner for the FirstNet Authority, AT&T is responsible for building and maintaining the Nationwide Public Safety Broadband Network until 2042, further solidifying its leadership position in the public safety communications market.
See More
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See More
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- Indirect Beneficiary Stocks: As the SpaceX IPO approaches, other space stocks like AST SpaceMobile and Rocket Lab may benefit from the bullish sentiment, with expectations that their valuations could surge due to heightened market enthusiasm for space exploration.
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See More
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- Pricing and Offerings: The OneConnect individual plan is priced at $90 per month, including one voice line and up to three data devices, while the family plan at $225 supports unlimited members and up to ten voice lines, catering to diverse user needs.
- High-Speed Internet Access: All OneConnect plans offer 1 Gbps home internet service, ensuring users enjoy fast and reliable connectivity across multiple devices, thereby enhancing overall home network performance.
- Increased Market Competitiveness: By bundling mobile and home internet services, AT&T simplifies bill management for users and strengthens its appeal in the highly competitive telecom market, potentially attracting more customers to its offerings.
See More
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