AT&T Inc. (T) - NYSE
  • Oct. 2, 2012, 12:45 PM
    Midday top 10 gainers: DAEG +18%. PCS +18%. ULTR +16%. KFS +16%. CTIC +16%. UQM +13%. LEAP +13%. DYSL +13%. IMH +13%. SANW +10%.
    Top 10 Losers: PBM -66%. ARQL -54%. MSCI -29%. EXPR -21%. AMCF -18%. CLB -16%. CHC -14%. SKX -11%. CUR -10%. DSTI -10%.
    | Oct. 2, 2012, 12:45 PM
  • Oct. 2, 2012, 10:04 AM

    MetroPCS (PCS +15.3%) and Leap Wireless (LEAP +15.1%) shoot higher after Bloomberg reports Deutsche Telekom (DTEGY.PK), parent of T-Mobile USA, is close to a deal for MetroPCS, long the subject of M&A speculation. Sprint (S -6.9%) and Clearwire (CLWR -4.1%) are selling off.

    | Oct. 2, 2012, 10:04 AM | 1 Comment
  • Sep. 28, 2012, 4:53 PM

    The FCC has proposed rules for the 2014 auctioning of TV spectrum the mobile industry badly covets, as mobile data consumption continues soaring. One issue that bears close watching is how much spectrum the agency allows AT&T (T) and Verizon Wireless (VZ, VOD) to purchase. The carriers aren't happy with FCC plans to consider caps on the amount of spectrum a single carrier can own, but smaller rivals are all for it.

    | Sep. 28, 2012, 4:53 PM | 3 Comments
  • Sep. 28, 2012, 1:50 PM
    Sharp (SHCAY.PK) says it's now making "adequate volumes" of in-cell touch panels, many of which (if not all of them) are going to Apple (AAPL) for use in the iPhone 5. A shortage of in-cell panels, also supplied by LG Display (LPL) and Japan Display, is believed to be responsible for early iPhone 5 supply shortages. Meanwhile, iPhone 5 sales are commencing in 22 additional countries today, as well as with smaller U.S. carriers such as Leap Wireless (LEAP).
    | Sep. 28, 2012, 1:50 PM | 5 Comments
  • Sep. 28, 2012, 1:48 PM
    AT&T (T) declares $0.44/share quarterly dividend, in line with previous. Forward yield 4.64%. For shareholders of record Oct 10. Payable Nov 01. Ex-div date Oct 08. (PR)
    | Sep. 28, 2012, 1:48 PM | 4 Comments
  • Sep. 28, 2012, 11:58 AM

    MetroPCS (PCS -1.6%) is "holding conversations with a number of strategic suitors," a source tells the FT, while cautioning the talks shouldn't be viewed as negotiations at this point. Shares are nonetheless trading lower, likely because M&A rumors (I, II) surrounding MetroPCS and fellow discount carrier Leap Wireless (LEAP -0.7%) are nothing new. Sprint (S), which reportedly came close to buying MetroPCS earlier this year, is said to be "not fully engaged" in conversations.

    | Sep. 28, 2012, 11:58 AM | 2 Comments
  • Sep. 27, 2012, 9:24 AM
    The FCC just granted AT&T (T) a big request by allowing the spectrum-obsessed carrier to use 20 MHz. of nationwide spectrum in the 2.3 GHz. (WCS) band to deploy 4G services. AT&T, which has acquired WCS spectrum from NextWave Wireless and others, paved the way for the FCC's ruling by addressing concerns from Sirius XM (SIRI), which owns spectrum in an adjacent band, about potential interference.
    | Sep. 27, 2012, 9:24 AM | 5 Comments
  • Sep. 26, 2012, 7:05 PM

    Dish Network (DISH) is planning to launch a U.S. satellite broadband service on Monday with relatively aggressive pricing. The service, which will be available nationwide but aimed at rural areas with poor broadband availability, will cost TV subscribers between $40-$70/month and deliver speeds of 5-10 Mbps, but will come with data caps. Dish currently offers costlier services in partnership with ViaSat (VSAT). Rival DirecTV (DTV) says it plans to offer nationwide broadband in Q1.

    | Sep. 26, 2012, 7:05 PM | 7 Comments
  • Sep. 26, 2012, 8:13 AM

    Oppenheimer raises price targets on AT&T (T), to $42, and Verizon (VZ), to $52, due to lower iPhone subsidies. VZ -0.1% premarket. (MW)

    | Sep. 26, 2012, 8:13 AM | 3 Comments
  • Sep. 26, 2012, 7:36 AM

    With Sprint (S) showing signs of improvement, analysts think the company could expand its customer base by acquiring a smaller rival such as T-Mobile (DTEGY.PK), MetroPCS (PCS) or Leap Wireless (LEAP) to create a strong no. 3 carrier to challenge AT&T (T) and Verizon Wireless (VZ). The stock's 136% YTD gain bolsters its currency for a deal.

    | Sep. 26, 2012, 7:36 AM | 3 Comments
  • Sep. 25, 2012, 3:53 AM

    AT&T (T), Verizon (VZ), Comcast (CMCSA) and Time Warner Cable (TWC) are looking to provide heavy duty video games - such as those from EA - to TVs over their cable infrastructure, Bloomberg reports. The move would provide another major threat to console makers such as Sony (SNE) and Microsoft (MSFT), adding to that from smartphone games. However, operators still need to get the technology right.

    | Sep. 25, 2012, 3:53 AM | 9 Comments
  • Sep. 21, 2012, 4:15 PM

    AT&T (T) accounted for 68% of U.S. iPhone 5 pre-orders from Sep. 14-16, estimates comScore. Verizon Wireless (VZ, VOD) is believed to account for 24%, and Sprint (S), whose stores are apparently selling out of iPhones, just 8%. AT&T benefits from having a much larger iPhone base, and comScore cautions Verizon grew its share of iPhone 4S orders over time. But the numbers are still encouraging for Ma Bell, given fears Verizon's superior LTE coverage would help it take share.

    | Sep. 21, 2012, 4:15 PM | 6 Comments
  • Sep. 21, 2012, 9:15 AM

    DirecTV (DTV) CEO Michael White has the floor at the Goldman Sachs Communacopia Conference as he cautiously notes the delicate balance the company faces with pricing and promotion in a "tough" consumer environment. He says DirecTV expects a slightly elevated churn in Q3, but will still see a net add of subscribers. A rigorous approach to content costs and digital rights looks like it will be the norm, which reading between the lines could lead to stalemates with networks. (webcast)

    | Sep. 21, 2012, 9:15 AM
  • Sep. 20, 2012, 7:43 AM
    The most over-owned stocks at the top 50 mutual funds are GOOG, MSFT, T, AMZN, and HD, according to a Citigroup report. The most under-owned: CSCO and WMT. (h/t tradefast)
    | Sep. 20, 2012, 7:43 AM | 10 Comments
  • Sep. 19, 2012, 5:08 PM

    Some of Wells Fargo's notes on Sprint (S +7.1%) CEO Dan Hesse's remarks: 1) Sprint expects to take part in industry consolidation because it "views itself as sub-scale" (compared with AT&T/Verizon, no doubt). 2) Hesse thinks it doesn't make sense for Sprint to raise prices while it has an LTE coverage disadvantage. 3) The recent jump in Sprint's Nextel retention rate is unlikely to last. 4) Smartphone sales are expected to continue lifting ARPU. CLWR +13%. PCS +5.2%. LEAP +1.7%.

    | Sep. 19, 2012, 5:08 PM | 2 Comments
  • Sep. 19, 2012, 2:45 PM

    Sprint (S +7%) and Clearwire (CLWR +8.3%) jump after the Street takes kindly to Sprint CEO Dan Hesse's Goldman conference remarks. Hesse forecasts "significant consolidation" will hit the U.S. mobile industry (previous); claims the carrier has doubled its retention rate for defecting Nextel subs as it prepares to shut down Nextel's network; and suggests Sprint is open to making spectrum purchases. M&A targets Leap Wireless (LEAP +2.5%) and MetroPCS (PCS +3.9%) are also higher.

    | Sep. 19, 2012, 2:45 PM | 1 Comment
Company Description
AT&T, Inc. provides telecommunication services and products, including wireless communications, local exchange services, long-distance services, data/broadband and Internet services, video services, telecommunications equipment, managed networking and wholesale services. It operates business... More
Sector: Technology
Industry: Telecom Services - Domestic
Country: United States