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.

Equity Bottom-Up

<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

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.

<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?

<ul><li>In the second quarter of 2025, AT&T disclosed a consistent operational trend and a commitment to its growth strategy, with efforts deeply rooted in 5G and fiber expansion.</li><li>The company's results revealed a 3.5% increase in both service revenues and adjusted EBITDA, alongside a 6% growth in adjusted EPS, which reached $0.54.</li><li>Free cash flow for the quarter stood at $4.4 billion.</li></ul>

In the second quarter of 2025, AT&T disclosed a consistent operational trend and a commitment to its growth strategy, with efforts deeply rooted in 5G and fiber expansion.The company's results revealed a 3.5% increase in both service revenues and adjusted EBITDA, alongside a 6% growth in adjusted EPS, which reached $0.54.Free cash flow for the quarter stood at $4.4 billion.

AT&T Targets 60 Million Homes with Fiber—But Can It Achieve Its Goals Amidst The Hostile Competitive Landscape?

<ul><li>AT&T’s $5.75 billion acquisition of Lumen Technologies’ Mass Markets fiber business is poised to be one of the most significant telecom deals in recent years.</li><li>Expected to close in the first half of 2026, the transaction will transfer approximately 1 million subscribers and 4 million fiber-enabled locations across 11 key states—including markets such as Denver, Seattle, Salt Lake City, Phoenix, and Minneapolis—into AT&T’s growing fiber footprint.</li><li>The move is part of a broader strategy by AT&T to double its fiber coverage to 60 million locations by 2030.</li></ul>

AT&T’s $5.75 billion acquisition of Lumen Technologies’ Mass Markets fiber business is poised to be one of the most significant telecom deals in recent years.Expected to close in the first half of 2026, the transaction will transfer approximately 1 million subscribers and 4 million fiber-enabled locations across 11 key states—including markets such as Denver, Seattle, Salt Lake City, Phoenix, and Minneapolis—into AT&T’s growing fiber footprint.The move is part of a broader strategy by AT&T to double its fiber coverage to 60 million locations by 2030.

AT&T Just Snatched the Deal of the Decade—Here’s Why The $5.75B Lumen Acquisition Could Reshape U.S. Fiber Access!

<ul><li>AT&T's performance in the first quarter of 2025 showcases its continued momentum following a strong 2024.</li><li>The company reported growth in consolidated service revenue and adjusted EBITDA, underpinned by robust gains in postpaid phone and fiber net additions.</li><li>Despite an early slowdown in the quarter, AT&T fine-tuned its promotional strategies to remain competitive in a maturing market, particularly in its fiber footprint, which is seeing substantial growth.</li></ul>

AT&T's performance in the first quarter of 2025 showcases its continued momentum following a strong 2024.The company reported growth in consolidated service revenue and adjusted EBITDA, underpinned by robust gains in postpaid phone and fiber net additions.Despite an early slowdown in the quarter, AT&T fine-tuned its promotional strategies to remain competitive in a maturing market, particularly in its fiber footprint, which is seeing substantial growth.

AT&T: 5G Network Expansion & Modernization to Strengthen Its Footprint & Revenue Streams!

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.

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AT&T (T US)

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

AT&T Targets 60 Million Homes with Fiber—But Can It Achieve Its Goals Amidst The Hostile Competitive Landscape?

In the second quarter of 2025, AT&T disclosed a consistent operational trend and a commitment to its growth strategy, with efforts deeply...

Baptista Research

AT&T Just Snatched the Deal of the Decade—Here’s Why The $5.75B Lumen Acquisition Could Reshape U.S. Fiber Access!

AT&T’s $5.75 billion acquisition of Lumen Technologies’ Mass Markets fiber business is poised to be one of the most significant telecom deals...

Baptista Research

AT&T: 5G Network Expansion & Modernization to Strengthen Its Footprint & Revenue Streams!

AT&T's performance in the first quarter of 2025 showcases its continued momentum following a strong 2024. The company reported growth in...

Baptista Research

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