AT&T Inc.
 (T)

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  • Jul. 19, 2012, 9:53 AM

    Verizon (VZ -2.1%) slips following its Q2 report. Big Red says it sold 2.7M iPhones (AAPL) in the quarter, down from Q1's 3.2M and Q4's 4.3M, albeit while adding 25% of sales are to new customers. Android sales came in at 2.9M. Deutsche is disappointed by Verizon's FiOS net adds, but is pleased with ARPUs and wireless margins. Moreover, 2012 capex is now expected to be "flat to down," - good for VZ's cash flow, but not for struggling telecom equipment firms. T -1.4%. S +1.4%.

    | Jul. 19, 2012, 9:53 AM | 1 Comment
  • Jul. 18, 2012, 6:48 PM

    Verizon Wireless (VZ, VOD) has added 4G LTE coverage for 33 new markets, and has expanded coverage for 32 existing markets, including some big ones. Verizon says it's on track to provide LTE to 400 markets by year's end, up from a current 337. By contrast, AT&T (T) currently offers LTE in just 47 markets. Sprint (S), which until now has been relying on Clearwire's WiMAX 4G network, just began providing LTE in 15 metro areas.

    | Jul. 18, 2012, 6:48 PM | 3 Comments
  • Jul. 18, 2012, 5:51 PM

    Shortly after DirecTV (DTV) expresses optimism it can reach a deal with Viacom (VIA), Viacom posts a statement accusing DirecTV of "moving backwards significantly" on negotiations. While customers fume, Disney (DIS) reaps the benefits. At what point do consumers start responding to these "showdowns" by demanding a la carte programming, which could let them decide on their own whether a 30% fee hike for a particular channel is "fair?" Apple sure wouldn't mind.

    | Jul. 18, 2012, 5:51 PM
  • Jul. 18, 2012, 9:27 AM

    To no one's surprise, AT&T (T) is following Verizon Wireless' (VZ, VOD) lead in rolling out shared data plans featuring unlimited voice and text. The plans are nearly as costly as Verizon's - 1GB shared between a smartphone and a tablet costs $95/month, and 4GB costs $120/month. However, unlike Verizon's plans, Ma Bell's won't be required for upgrading users. Sprint (S), trying to maintain its cost edge, has said it won't follow suit. (PR) (T/VZ "duopoly") (price signaling)

    | Jul. 18, 2012, 9:27 AM | 8 Comments
  • Jul. 18, 2012, 7:40 AM

    DirecTV (DTV) says it's closer to working out a deal that will see 26 Viacom (VIA) channels return back to its list of programming. In a blog post yesterday, Viacom walked the fine line between giving customers full access to shows online and alienating fans by keeping new episodes in limbo.

    | Jul. 18, 2012, 7:40 AM
  • Jul. 16, 2012, 2:50 PM

    Leap Wireless (LEAP -2.3%) trims its losses after falling sharply on news of COO Raymond Roman's departure. Pivotal Research (Buy) thinks Roman "was pushed out as part of a house cleaning," and notes Leap recently made a CFO transition it views favorably. The firm argues Leap, whose shares crashed in April on a weak Q1 report, is undervalued relative to its growth potential, and that expectations for Q2 and Q3 are "already quite low."

    | Jul. 16, 2012, 2:50 PM
  • Jul. 16, 2012, 8:02 AM
    Leap Wireless (LEAP) COO Raymond Roman is leaving the company after just a year and a half, and will walk away with $495K for the termination of his employment. However, Roman will have a consulting role with Leap.
    | Jul. 16, 2012, 8:02 AM
  • Jul. 15, 2012, 2:37 PM

    Nokia (NOK) slashes the price of its flagship Lumia 900 phone by half in the U.S., barely a quarter after its introduction - though it's not clear whether Nokia or partner AT&T (T) will take the bigger hit. Quick price drops aren't unprecedented, but NOK (with market cap now down more than 95% from its tech-boom peak) is under scrutiny after a lackluster Lumia rollout.

    | Jul. 15, 2012, 2:37 PM | 50 Comments
  • Jul. 13, 2012, 1:26 PM

    DirecTV (DTV +1.6%) says it worked out an agreement with Disney (DIS +1.4%) to add Disney Junior to its programming lineup starting tomorrow. It's interesting timing for the deal, with about 20M DirecTV subscribers currently losing out on kid show characters such as SpongeBob SquarePants due to a squabble with Viacom.

    | Jul. 13, 2012, 1:26 PM
  • Jul. 12, 2012, 1:06 PM

    Is Viacom (VIA -1.5%) fiddling while the traditional TV landscape is burning? After average cable rates rose 7.2% over the last year, the company is asking DirecTV (DTV -0.9%) for a "fair" 30% increase to air its networks at the same time it allows many of its shows to be carried on outlets such as Amazon and Netflix. DirecTV is losing the PR battle so far (which Viacom is probably counting on) as customers blame the company for pulling the plug on networks in the stalemate, but appears to be using this particular dispute to draw a line in the sand.

    | Jul. 12, 2012, 1:06 PM | 4 Comments
  • Jul. 11, 2012, 2:13 PM

    DirecTV (DTV -0.4%) and Viacom (VIA -0.5%) engage in an elevated war of words that doesn't do much productively for either company as Dora, SpongeBob, and Jon Stewart stay in limbo for 20M. One of the issues in play according to DirecTV CEO Mike White is that Viacom content on Netflix makes it hard for the company to pass on any price hikes, while Viacom accuses DirecTV of using customers as pawns. Previous: (Hulu and NFLX benefit from cable/satellite/network bickering)

    | Jul. 11, 2012, 2:13 PM | 1 Comment
  • Jul. 11, 2012, 5:32 AM
    DirecTV's (DTV) almost 20M subscribers last night lost access to 17 Viacom (VIA) networks, including Nickelodeon, MTV and Comedy Central, after the satellite broadcaster dropped the channels because of a failure of the two companies to forge a new deal over carriage fees. The dispute follows a fight between Dish and AMC Networks in June.
    | Jul. 11, 2012, 5:32 AM | 3 Comments
  • Jul. 10, 2012, 8:14 AM
    A showdown between DirecTV (DTV) and Viacom (VIA) over carriage fees reaches an impasse after the companies can't work out a last-minute deal. Though Viacom has publicly stated that DirecTV might drop all of its channels as of midnight tonight, DirecTV says (tweet) it has no intention of taking the dramatic action.
    | Jul. 10, 2012, 8:14 AM
  • Jul. 9, 2012, 2:48 PM

    That Verizon Wireless (VZ, VOD) and AT&T (T) are engaging in price signaling - a situation where rivals quickly match each others' price changes - now seems to be admitted even by company execs. AT&T's axing of unlimited data was followed by Verizon doing the same, and all signs point to AT&T following Verizon's lead in migrating to costly shared data plans. With Sprint (S) and T-Mobile (DTEGY.PK) offering weak competition, this situation could continue for a while.

    | Jul. 9, 2012, 2:48 PM | 6 Comments
  • Jul. 6, 2012, 3:03 PM

    DirecTV (DTV -0.3%) could be a good bet now that prevailing pessimism has helped to beat down shares to reasonable valuations, according to the WSJ. On the positive side of the ledger, the company generates over $2B in free cash flow and is seeing surging growth in Latin America. And while margin pressure is a very real concern, DirecTV has been discounting less and targeting customers that provide better potential for profits.

    | Jul. 6, 2012, 3:03 PM | 1 Comment
  • Jul. 4, 2012, 9:10 AM

    RIM (RIMM) is under pressure from mobile phone companies, including AT&T (T) and Verizon Wireless (VZ, VOD), to cut carrier fees. It's a real pain point for RIM, as the fees generate $4.1B annually and account for more than a third of the BlackBerry maker's revenue. Analysts say that figure could drop to $2.8B in FY'14.

    | Jul. 4, 2012, 9:10 AM | 28 Comments
Company Description
AT&T Inc, through its subsidiaries and affiliates, provides wireless and wireline telecommunications services in the United States and internationally. The Company has three reportable segments: Wireless, Wireline, and Other.