Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>AT&T continues to demonstrate steady progress in its strategic transformation toward advanced connectivity, driven primarily by fiber and 5G investments.</li><li>In the first quarter of 2026, the company reported solid operational results aligned with prior guidance, highlighting fiber and fixed wireless customer net additions of 584,000, marking its best-ever first quarter performance and sustaining a six-quarter streak of over 500,000 net adds.</li><li>The convergence of wireless and internet services remains a focal point, with about 42% of advanced home internet customers also subscribing to AT&T wireless services—a figure nearing 45% organically—reflecting a faster-than-ever year-over-year increase.</li></ul>

AT&T continues to demonstrate steady progress in its strategic transformation toward advanced connectivity, driven primarily by fiber and 5G investments.In the first quarter of 2026, the company reported solid operational results aligned with prior guidance, highlighting fiber and fixed wireless customer net additions of 584,000, marking its best-ever first quarter performance and sustaining a six-quarter streak of over 500,000 net adds.The convergence of wireless and internet services remains a focal point, with about 42% of advanced home internet customers also subscribing to AT&T wireless services—a figure nearing 45% organically—reflecting a faster-than-ever year-over-year increase.

AT&T: Copper Shutdown & Cost Cuts—A Massive Reset For Margin Expansion!

<ul><li>AT&T has demonstrated a strategic focus on becoming a leading advanced connectivity provider, emphasizing investments in 5G and fiber technologies.</li><li>The company concluded 2025 by meeting or exceeding expectations across various financial metrics, driven notably by robust subscriber additions in 5G and fiber services.</li><li>The company reported over 1.5 million postpaid phone net additions for the fifth consecutive year and achieved more than 1 million AT&T Fiber net adds for the eighth year in a row.</li></ul>

AT&T has demonstrated a strategic focus on becoming a leading advanced connectivity provider, emphasizing investments in 5G and fiber technologies.The company concluded 2025 by meeting or exceeding expectations across various financial metrics, driven notably by robust subscriber additions in 5G and fiber services.The company reported over 1.5 million postpaid phone net additions for the fifth consecutive year and achieved more than 1 million AT&T Fiber net adds for the eighth year in a row.

Podcast by CEO, Norges Bank Investment Management, In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen

Podcast by CEO, Norges Bank Investment Management

The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more. Hosted on Acast. See https://www.acast.com/privacy-policy for more information.

<ul><li>Deregulation of communication technologies is leading to intermodal competition and a reordering of assets in the industry.</li><li>Telecom sector is lagging behind big tech stocks, but AI-driven growth in data usage presents a unique opportunity for growth.</li><li>AT&amp;T's decision to divest its content business was necessary to focus on its core business of connectivity and meet customer demands for a high-quality product.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Deregulation of communication technologies is leading to intermodal competition and a reordering of assets in the industry.Telecom sector is lagging behind big tech stocks, but AI-driven growth in data usage presents a unique opportunity for growth.AT&amp;T's decision to divest its content business was necessary to focus on its core business of connectivity and meet customer demands for a high-quality product.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AT&T CEO: Connecting the Future, Embracing AI and Driving Cultural Change

<ul><li>AT&T's third-quarter 2025 results reveal a solid performance overall, with a balance of positive strides and areas to monitor.</li><li>The company has shown growth in key areas like mobility and consumer wireline, underpinned by strategic enhancements in their service offerings, although challenges remain in the competitive landscape.</li><li>Positively, AT&T reported over 400,000 postpaid phone net additions, indicating effective customer retention and acquisition strategies.</li></ul>

AT&T's third-quarter 2025 results reveal a solid performance overall, with a balance of positive strides and areas to monitor.The company has shown growth in key areas like mobility and consumer wireline, underpinned by strategic enhancements in their service offerings, although challenges remain in the competitive landscape.Positively, AT&T reported over 400,000 postpaid phone net additions, indicating effective customer retention and acquisition strategies.

AT&T’s Fiber Push vs. Wireless Ambition—Which Strategy Will Power Its Comeback?

Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

Thematic (Sector/Industry)

<ul><li>DBS may need to accelerate expansion into Malaysian market due to urgency of JS-SEZ project, according to CreditSights.</li><li>Singtel is focused on enhancing shareholder value, as confirmed by UOBKH, which also maintains a buy rating for KORE and Prime post office return mandate.</li><li>Venture Corp receives a 'buy' rating from UOB Kay Hian due to promising medium-term growth prospects, while Maybank predicts S-REIT distributions to stabilize by 2H2025 and growth in FY2026.</li></ul>

DBS may need to accelerate expansion into Malaysian market due to urgency of JS-SEZ project, according to CreditSights.Singtel is focused on enhancing shareholder value, as confirmed by UOBKH, which also maintains a buy rating for KORE and Prime post office return mandate.Venture Corp receives a 'buy' rating from UOB Kay Hian due to promising medium-term growth prospects, while Maybank predicts S-REIT distributions to stabilize by 2H2025 and growth in FY2026.

Singapore Market Roundup (21-Jan-2025): DBS must accelerate Malaysia expansion due to JS-SEZ urgency - CreditSights

United States

AT&T Inc. is a communications holding company. The Company, through its subsidiaries and affiliates, provides local and long-distance phone service, wireless and data communications, Internet access and messaging, IP-based and satellite television, security services, telecommunications equipment, and directory advertising and publishing.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

AT&T (T US)

AT&T: Copper Shutdown & Cost Cuts—A Massive Reset For Margin Expansion!

AT&T continues to demonstrate steady progress in its strategic transformation toward advanced connectivity, driven primarily by fiber and 5G...

Baptista Research

AT&T's Latest Earnings: How Technology

AT&T has demonstrated a strategic focus on becoming a leading advanced connectivity provider, emphasizing investments in 5G and fiber...

Baptista Research

AT&T CEO: Connecting the Future, Embracing AI and Driving Cultural Change

- Deregulation, asset reordering, increasing data traffic, AI growth, infrastructure profitability, consumer switching behavior, customer...

In Good Company with Nicolai Tangen

AT&T’s Fiber Push vs. Wireless Ambition—Which Strategy Will Power Its Comeback?

AT&T's third-quarter 2025 results reveal a solid performance overall, with a balance of positive strides and areas to monitor. The company has...

Baptista Research

Singapore Market Roundup (21-Jan-2025): DBS must accelerate Malaysia expansion due to JS-SEZ urgency - CreditSights

DBS urged to accelerate expansion into Malaysia as Singtel aims to enhance shareholder value, UOBKH maintains buy ratings for KORE and Prime,...

Singapore Market Roundup

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)