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🔹 Revenue: $30.88 B (Est. $30.43 B) 🟢; +3.5% YoY
🔹 Adj. EPS: $0.54 (Est. $0.52) 🟢
🔹 Adj EBITDA: $11.78 B (Est. $11.68 B) 🟢
🔹 Expects $6.5B–$8.0B cash tax savings from 2025–2027 due to “One Big Beautiful Bill Act”
Mobility
🔹 Revenue: $21.86B; UP +6.7% YoY
🔹 Service Revenue: $16.85B; UP +3.5% YoY
🔹 EBITDA: $9.49B; Margin: 43.4%
🔹 Postpaid Phone Net Adds: +401K (Est. +300K) 🟢
🔹 Churn: 0.87% (Est. 0.82%) 🔴
🔹 ARPU: $57.04; UP +1.1% YoY
Consumer Wireline
🔹 Revenue: $3.54B; UP +5.8% YoY
🔹 Fiber Revenue: $2.1B; UP +18.9% YoY 🟢
🔹 EBITDA: $1.29B; Margin: 36.5% (+370 bps YoY)
🔹 AT&T Fiber Net Adds: +243K (Est. +252K) 🔴
🔹 AT&T Internet Air Net Adds: +203K
🔹 Broadband ARPU: $71.16; Fiber ARPU: $73.26
Business Wireline
🔹 Revenue: $4.31B; DOWN -9.3% YoY
🔹 EBITDA: $1.32B; DOWN -11.3% YoY
🔹 EBITDA Margin: 30.6%
Latin America (Mexico)
🔹 Revenue: $1.05B; DOWN -4.4% YoY (FX impact)
🔹 EBITDA: $201M; UP +12.9% YoY
🔹 Total Wireless Net Adds: +235K
🔹 Operating Income: $46M (vs. $6M YoY)
Strategic & Tax Updates
🔸 Expects $6.5B–$8.0B in cash tax savings (2025–2027) from One Big Beautiful Bill Act
🔸 $3.5B to be invested in fiber to accelerate to 4M location build rate by 2026
🔸 $1.5B to be contributed to pensions by 2026 (95% funded goal)
🔸 Remaining savings to support investment, capital return, debt repayment
🔹 Capex: $4.9B; Capital Investment: $5.1B
🔹 Common Share Repurchase: ~$1.0B in Q2
FY25 Guidance (Affirmed)
🔹 Adj. EPS: $1.97–$2.07 (Est. $2.03) 🟡
🔹 FCF: Low-to-mid $16B range (previous: >$16B)
🔹 Adj. EBITDA: +≥3% YoY (Affirmed)
🔹 Capex: Raised to $22.0–$22.5B (from $22B) 🟢
🔹 Consolidated Service Revenue Growth: Low-single digits (Affirmed)
🔹 Consumer Fiber Broadband Revenue Growth: Mid-to-high teens (Raised from “mid teens”) 🟢
Для обсуждения переходи в чат t.me/USstocksnews_chat
Комментарий генерального директора
🔸 «Мы побеждаем на высококонкурентном рынке, обладая крупнейшими в стране беспроводными и оптоволоконными сетями.
🔸 «Вехи, достигнутые в этом квартале — от охвата более 30 миллионов клиентских точек оптоволокном и превышения 1 миллиона в общей сложности клиентов AT&T Internet Air, до нашего соглашения о приобретении практически всего оптоволоконного бизнеса Lumen на массовых рынках — укрепляют портфель в отрасли».
#t
