stocks logo

T Earning Date, Transcript Summary & Report

AT&T Inc
$
26.640
-1.960(-6.850%)

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 -1.35% change in stock price 10 days leading up to the earnings, and a -0.34% change 10 days following the report. On the earnings day itself, the stock moves by +2.04%. 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.

Key Financial Performance iconKey Financial Performance
Operating Highlights iconOperating Highlights
Risks or Challenges iconRisks or Challenges
Strategic Initiatives & Outlook iconStrategic Initiatives & Outlook
Shareholder Return Plan iconShareholder Return Plan

T FAQs

How does T typically perform around its earnings report dates?

T's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a -1.35% change leading up to the report and a -0.34% change in the 10 days following the release.

Is AT&T Inc (T) Q4 2024 Earnings Call Summary positive or negative?

How can historical earnings data help predict future stock performance?

T Earnings Deck

Earnings call transcript: AT&T exceeds Q4 2024 EPS forecasts, stock reacts

T Earning Call Sentiment

Earnings call transcript: AT&T exceeds Q4 2024 EPS forecasts, stock reacts

stocks logo

T.N

-6.85%
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.