Category Archives: Telecommunications

Initiating Coverage on AT&T (T)

AT&T reported 23Q2 results that slightly exceeded guidance and consensus estimates.  The results also raised confidence that the company can achieve its 2023 free cash flow target of $16 billion.

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2021 Market Outlook – Part 2: S&P 500 Sector Analysis

2020 was of course dominated by the impact of the pandemic on the economy and specifically on the revenues and profits of each of the S&P 500 constituents.  There was a sharp stock market sell-off in March-April, followed by a … Continue reading

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AT&T (T) 18Q1 Results

AT&T reported diluted EPS of $0.56 per share, down from $0.75 a year ago.  Non-GAAP adjusted EPS of $0.86 per share was up slightly from $0.85 last year and in line with consensus estimates.   The difference between GAAP and non-GAAP … Continue reading

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A Review of AT&T’s Prospects Following the Time Warner Acquisition

AT&T completed its acquisition of Time Warner on June 14, 2018.  Under the merger agreement, Time Warner shareholders received $53.75 per share in cash and 1.437 shares of AT&T stock for each TWX share held.  In total, Time Warner shareholders … Continue reading

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