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Company Research27 Feb 2024
Monopolies and Duopolies: Competition is for Losers?
Explore Peter Thiel's view on why monopolies lead to success and examine the world's top monopolies and duopolies.
AT&T (T) investor relations material
AT&T UBS Global Media and Communications Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS Global Media and Communications Conference 2025 summary9 Dec, 2025
Strategic progress and financial performance
Achieved or exceeded financial targets, including EBITDA growth above 3% and accelerated $4B in share buybacks by year-end.
Maintained strong cost control and operating efficiency, supporting consistent revenue and profit growth.
Executed capital allocation moves, such as acquiring fiber assets from Lumen and EchoStar, in line with strategic commitments.
Positioned balance sheet at 2.5x adjusted net debt to EBITDA, enabling capital returns to shareholders.
Competitive landscape and market strategy
Wireless market remains highly competitive, with no fundamental shifts despite new CEO appointments at rivals.
Focused on balanced execution across network quality, pricing, and customer service to close gaps with competitors.
Holiday season performance aligned with expectations; no major changes in competitive tactics observed.
Emphasizing acquisition of high-value, converged customers over pure volume growth.
Convergence and evolving business metrics
Targeting under-penetrated customer cohorts, such as seniors, to drive convergence between fixed and mobile services.
Shifting focus from discrete product metrics to EBITDA, cash flow, and margin growth through convergence.
Planning to update business disclosures to reflect the importance of converged customer economics.
Fixed broadband is the most valuable and sticky product in the portfolio, driving customer retention.
How will new disclosures reflect converged strategy?
How will Lumen acquisition impact wireless share?
What is the timeline and impact of copper decom?
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Q4 202528 Jan, 2026
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Frequently asked questions
One of the major players in the telecommunications industry
AT&T is a global telecommunications company that offers a variety of services, including wireless and wireline communication, internet, and entertainment services. With over 165 million wireless customers and operations in over 200 countries, AT&T is a major player in the telecommunications industry.
Wireless Communication and 5G
AT&T's wireless communication segment is the company's primary source of revenue. With millions of customers around the world, AT&T offers a variety of plans and services to meet the needs of different consumer segments. The company has also invested heavily in its 5G network, which is expected to be a major revenue driver in the coming years. Other public companies in the telecommunications industry, such as Verizon and T-Mobile, are also investing heavily in this segment.
Entertainment Services
AT&T's entertainment services, which include DirecTV and AT&T TV, have become a growing revenue stream for the company. With a focus on providing customers with high-quality content, AT&T has been able to attract a large subscriber base. In addition, the company's acquisition of Time Warner in 2018 has allowed it to offer a variety of popular TV shows and movies through its streaming service, HBO Max, competing head-to-head with other streaming giants such as Netflix and Disney.
Wireline Communication
AT&T's wireline communication segment, which includes internet and phone services, provides a strategic revenue generator for the company. With a focus on providing reliable and high-speed internet services, AT&T has attracted customers looking for a seamless online experience. In addition, the company's recent expansion into fiber internet services has allowed it to offer faster internet speeds to customers in select regions.
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