The profit of the subscriber and redeems the speed of fuel News ad

At & t inc. NYSE: T. He delivered a solid profit report in the first quarter of 2025, which demonstrated a significant impulse in his main connection enterprises, reinforcing a carefully optimistic forecast for the giant of telecommunications. While a small miss occurred in adjusted arrival at the action, this caused only a limited concern.

The main operational force of the company stood out, especially with Subscriber growth This is ahead of the key competitors.

In addition, the leadership confirmed the management throughout the year, emphasizing confidence in their views. The inevitable launch of the essential Share a redemption program Next, improves the position of the company.

In general, these factors are a convincing picture of a company that successfully performs its strategic turn.

The results show that AT&T effectively uses its 5G investments and fiber to attract high -quality customers and now ready to increase the profitability of shareholdersField

Network wars

At & T demonstrated a strong acquisition and retention of customers in the first quarter, Adding 324,000 subscribers by phoneIN Exceeding analysts forecasts And unlike Verizon NYSE: VZ We reported losses. This performance suggests that AT&T acquires a share of the mobile phone market, probably thanks to the integrated services and the perception of the network. Customer loyalty remained high, with a post -payment of a period of a term of 0.83%.

At & T Fiber continued the growth path, Adding 261,000 clean subscribersNoting the 21st quarter in a row with more than 200,000 additions.

This constant growth reflects the high demand for high -speed fiber and the success of the AT&T settings, which now reaches 29.5 million seats. Although the outdated decrease in broadband communication influenced the general pure additives of broadband access (137,000), strategic attention remains on the migration of the fiber.

This Growth of subscribers led to an increase in incomewith income from mobility 4.1% compared to the year up to 16.7 billion US dollars And income from consumer fibers increased by 19.0% to 2.1 billion dollars.

Improvements in Average income for user (ARPU) In addition, they indicate profitable growth, reaching $ 56.56 for wireless communication and 72.85 US dollars for the fiber, which corresponds to the leadership strategy. The success of the AT & T convergent strategy is obvious: more than 40% of AT & T Fibre households also sign on At & T Wireless.

AT & T financial indicators show force

AT&T has demonstrated stable financial indicators, as evidenced by its success and general results of the subscriber. Consolidated income increased by 2.0% compared to last year to 30.63 billion dollars. The United States, which slightly exceeded the alleged $ 30.39 billion. USA. The strength of the mobility and consumer wire lines mainly contributed to this growth.

The adjusted profit per share (EPS) increased from the previous year to $ 0.51, but did not reach a consensus by $ 0.52 per center. Despite this minor miss, At & T confirmed its forecast for the whole yearField

Key profitability indicators remained strong, with adjusted EBITDA Growing 4.4% compared to last year up to 11.5 billion US dollarsThe field of free cash flow (FCF) also showed significant growth, An increase by 13.5% to 3.1 billion dollars. USA with $ 2.8 billion. USA in the previous yearField

This healthy FCF emphasizes the effectiveness of the company in the transfer of operating indicators into funds, which supports dividends, debt reduction and recently confirmed rally of shares.

The implementation of the strategy will unlock the joint -stock value

The confidence of the leadership was clear because they confirmed all financial recommendations for 2025, including targeted indicators for more than $ 16 billion in FCF and adjusted the profit per share from $ 1.07 to the US dollars. The company is on the way to achieving its main strategic goal.

Currently, he works within his targeted pure leverage range (pure EBITDA 2.5x by 2.5 times and expects an official achievement of this goal in the first half of 2025.

The achievement of this goal of the levere opens the next stage of capital returns. AT&T has announced plans to start a ransom of shares as part of its authorized program in the amount of $ 10 billion in the second quarter of 2025.

This marks a significant catalyst, potentially increasing EPS and faith in the control of the alarm in the cost of the promotion. This tranche is part of a larger plan to return shareholders of more than $ 40 billion until 2027 using dividends and ransom.

The current annual dividend of $ 1.11, Obtaining about 4.0%It seems well covered, with a controlled FCF, which implies Sustainable payment ratio of about 50%The field planned closure of the sale of DirectV will be even more optimized by operations.

Is there any more value with AT&T?

After a significant increase in prices for a shares exceeding 60% over the past year, the assessment of the current AT&T estimate is key. Trading by about 12.7 times, the assessment of the profit forward, the assessment seems reasonable to a mature company, demonstrating renewable energy, especially taking into account its attractive dividend yield. Its low beta -version (0.42) also involves a lower relative volatility of the market.

The results of Q1 caused positive changes in the price of analysts, which led to the fact that operational improvements. Bye Consensus target about $ 28.00 implies limited direct growth with recent levels of about $ 27.70, initiation Backing program It provides a tangible catalyst, which must maintain the price of shares and increase income per share over time.

Risks, first of all, significant debt load and intensive competition, remain well controlled in the current strategic structure of the company.

A more clear connection with growth and return for at & t

The performance of AT&T in the first quarter confirms that its strategic attention pays the main connection, gives tangible results. The company successfully attracts high -quality and fiber customers. Generation Reliable free cash flowAnd achieve disciplined progress in strengthening its balance.

Confirmation of the inevitable ransom of shares is added by a significant positive catalyst. For investors looking for a combination of stable, well -covered dividend yield of about 4% and potential for moderate capital assessment, due to ransom and stable performanceAT & T represents an ever -stronger sentence.

Navigation by competitive environment, the results of Q1 convincingly suggest that AT&T establishes a more clear connection with a more purposeful and useful future for its shareholders.

Before considering At & T, you will want to hear this.

Marketbeat monitors the highest and most effective analysts with the most effective Wall Street analysts and promotions that they recommend to their customers daily. Marketbeat has identified five shares that leading analysts quietly whisper to their clients to buy now before a wider market is won … and AT&T was not on the list.

While AT&T currently has a moderate purchase rating among analysts, analysts with the highest rating believe that these five promotions are better buying.

View five shares here