AT&T Business Briefing

AT&T is facing a triple threat: a sharp stock selloff sparked by SpaceX’s satellite ambitions, a spending squeeze as it pours billions into fiber and 5G upgrades, and a regulatory battle in California over retiring copper landlines. The stakes are high—investors are jittery, the company’s $160 billion market cap has taken a hit, and its ability to meet bold growth and cash flow targets for 2026 an...

AT&T just wrapped up its early Lumen acquisition, instantly adding over a million fiber customers and expanding its reach to more than 37 million locations—putting serious muscle behind its wireless-plus-fiber bundle strategy. The company is touting a lead in upload speeds and pushing the new OneConnect bundle to deepen customer relationships, betting that faster internet and seamless service will...

Paramount Skydance's acquisition of Warner Bros. Discovery for $111 billion positions it as a formidable competitor to AT&T's WarnerMedia, potentially redefining the media and entertainment landscape. The deal highlights a strategic move that could challenge AT&T's dominance, especially in content and streaming, and signals a tougher regulatory environment for media mergers that could impact AT&T'...

AT&T has exceeded fourth-quarter revenue expectations with $33.5 billion, driven by strong performance in its wireless and consumer segments, surpassing the FactSet consensus. The company added 283,000 fiber subscribers, indicating robust market positioning. AT&T plans to expand its fiber footprint by 8 million locations this year, targeting 60 million by 2030. Strategic acquisitions, including a...

AT&T has settled a $177 million lawsuit following two significant data breaches in 2024, known as "AT&T 1" and "AT&T 2" or the Snowflake incident, which compromised customer data. This settlement highlights the urgent need for the telecom giant to bolster its cybersecurity measures and regain customer trust. Additionally, AT&T faced customer service challenges due to a widespread outage caused by...