T Earnings Prediction
The chart below shows how T performed 10 days before and after its earnings report, based on data from the past quarters. Typically, T sees a -2.06% change in stock price 10 days leading up to the earnings, and a +0.55% change 10 days following the report. On the earnings day itself, the stock moves by +2.60%. This data can give you a slight idea of what to expect for the next quarter's release.
T Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
32.30B
0.86%
6.90%
Gross Margin
39.41%
-5.42%
-11.78%
Operating Margin
16.73%
-7.52%
-22.29%
Net Margin
13.65%
69.35%
2743.75%
EPS
0.56
86.67%
-1966.67%
No Data Available
T Earnings Analysis
AT&T Inc Corporation (T.N) Earnings Conference Call
Positive
Postpaid Phone Growth: 1. Strong postpaid phone net additions of 1,700,000 in 2024, contributing to a service revenue growth of 3.5%.
Fiber Subscriber Growth: 2. AT&T Fiber subscriber growth exceeded 1,000,000 for the seventh consecutive year, with 307,000 net adds in Q4 alone, reflecting robust demand for fiber services.
Adjusted EBITDA Growth: 3. Full year adjusted EBITDA increased by 2.2%, driven by growth in mobility and consumer wireline segments, showcasing operational efficiency.
Strong Cash Generation: 4. Free cash flow for 2024 reached $17,600,000,000, slightly above the midpoint of guidance, indicating strong cash generation capabilities.
Infrastructure Investment Leadership: 5. Capital investment maintained at approximately $22,000,000,000, positioning AT&T at the top of the industry for infrastructure development and modernization.
Negative
Wireline Revenue and EBITDA Decline: Business Wireline revenues declined 10% and EBITDA was down 22%, primarily due to continued industry-wide secular declines in legacy services.
Wireline EBITDA Decline: For the full year, Business Wireline EBITDA declined 18%, which aligns with the guidance provided for declines in the high teens range.
Wireline EBITDA Decline: In 2025, Business Wireline EBITDA is expected to decline in the mid-teens range, indicating ongoing challenges in this segment.
Adjusted EPS Analysis: Adjusted EPS for the full year came in at $2.26, but when excluding approximately $0.31 related to equity in net income of DIRECTV, full year adjusted EPS was $1.95, reflecting a significant impact from the DIRECTV investment.
High Capital Expenditures: 4th quarter capital expenditures were $6.8 billion, with capital investment of $7.1 billion, indicating a high level of spending without corresponding revenue growth.
T FAQs
How does T typically perform around its earnings report dates?
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T Earning Call Sentiment
Earnings call transcript: AT&T exceeds Q4 2024 EPS forecasts, stock reacts
T.N
-0.3%Positive
The earnings call reflects a mixed sentiment. While AT&T shows growth in mobility and fiber revenues, and plans significant shareholder returns, concerns arise from declining business wireline revenue and unclear management responses about cost savings and tax reform. The Q&A section highlights risks associated with AI and cloud investments. Despite some positive financial performance, the cautious guidance and lack of clarity on key issues balance the overall sentiment, leading to a neutral prediction for the stock price movement.
