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 +0.25% 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
30.21B
-0.45%
1.40%
Gross Margin
44.67%
-0.25%
0.20%
Operating Margin
21.53%
0.42%
2.09%
Net Margin
0.48%
-96.19%
-96.38%
EPS
-0.03
-106.25%
-106.12%
No Data Available
T Earnings Analysis
AT&T Inc. Corporation (T.N) Earnings Conference Call
Positive
Postpaid Customer Growth: 403,000 postpaid phone net adds in the third quarter, demonstrating strong customer growth.
EBITDA Growth Drivers: Adjusted EBITDA was up 3.4% for the quarter, driven by growth in Mobility, Consumer Wireless, and Mexico, contributing to over 80% of total revenues.
EBITDA Growth and Cost Improvements: Consumer Wireless EBITDA grew 8.6%, reflecting strong broadband revenue growth and ongoing cost transformation improvements.
Fiber ARPU Increase: Fiber ARPU of $70.36 was up 3.2% year-over-year, indicating effective pricing strategies and customer retention efforts.
Projected Free Cash Flow: Free cash flow for the year is projected to be between $17 billion to $18 billion, showcasing strong financial flexibility and growth potential.
Negative
Revenue Performance Overview: Revenues were down slightly as a decline in Business Wireline service revenues and low margin mobility equipment revenues were mostly offset by growth in higher margin wireless service revenues and fiber revenues.
Revenue Impact Analysis: Year-over-year consolidated revenue trends were also impacted by more than $100 million of FX headwinds and an approximately $100 million impact from transferring our cybersecurity business into a joint venture earlier this year.
Earnings Per Share Comparison: Adjusted EPS was $0.60 compared to $0.64 in the year-ago quarter.
EBITDA Decline Analysis: The reported decline in EBITDA also reflects a tough comparison versus the third quarter of last year, which benefited from approximately $100 million of IP sales that did not recur in 3Q this year.
Business Wireline Performance Update: Overall, Business Wireline is performing slightly below the outlook we provided in the first quarter due to lower revenue expectations, including a shift of IP sales into 2025, as well as the impact of Southeast work stoppage and impacts of Hurricanes Helene and Milton.
T FAQs
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T Earning Call Sentiment
AT&T Inc. (T) Q3 2024 Earnings Call Transcript
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00:00
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T.N
6.25%Positive
The earnings call summary presents a mixed picture. While there is strong growth in Mobility and Consumer Wireline EBITDA, the decline in Business Wireline EBITDA and a decrease in adjusted EPS are concerning. The Q&A section reveals management's uncertainty about phone sales and vague responses on certain strategic aspects. Despite positive cash flow and debt reduction, the lack of strong guidance or new partnerships tempers optimism. Given these factors, the overall sentiment is neutral, suggesting minimal stock price movement in the short term.