AT&T Inc.
 (T)

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  • May 15, 2012, 4:58 PM

    Bernstein's Craig Moffett issues a downbeat note on the U.S. wireless industry: like others, he believes the industry saw a small Q1 net decline in postpaid subs (35K), and notes the decline is much larger (635K) if one just focuses on handset subs. Moreover, Moffett thinks ARPUs, which have been propped up by smartphone adoption, will be pressured now that sales growth is slowing, and sees more pain for struggling prepaid carriers LEAP and PCS.

    | May 15, 2012, 4:58 PM | 1 Comment
  • May 15, 2012, 2:21 PM
    Jana Partners discloses in a SEC filing that it holds 158K shares in DirecTV (DTV +0.1%) - making it the third largest holding for the hedge fund company. While Jana is known for taking an activist role in the companies in which it invests, the stake in DTV is too small to give it a great deal of clout.
    | May 15, 2012, 2:21 PM
  • May 15, 2012, 1:32 PM

    AT&T's (T) wireless customer satisfaction score rose 5 points to 69 in the ACSI's annual survey. That puts it nearly on par with Verizon Wireless (VZ, VOD), whose score of 70 represents a 3-point drop, and Sprint (S), which dropped a point to 71. Apple (AAPL) posted the highest score among cell phone vendors at 83, while Research In Motion (RIMM) had the lowest at 69.

    | May 15, 2012, 1:32 PM | 3 Comments
  • May 14, 2012, 12:58 PM

    With the U.S. mobile industry nearing saturation, wireless carriers appear to have seen a net decline in postpaid subscribers in seasonally weak Q1, as gains for AT&T (T) and Verizon (VZ, VOD) were offset by losses for Sprint (S), T-Mobile (DTEGY.PK), and others. Slowing smartphone sales were a major culprit.

    | May 14, 2012, 12:58 PM | 2 Comments
  • May 11, 2012, 7:53 AM

    Leap Wireless (LEAP) +9.3% premarket following news AT&T was (and might still be) interested in acquiring it.

    | May 11, 2012, 7:53 AM
  • May 11, 2012, 7:49 AM

    Verizon and AT&T get upgrades to Outperform from Neutral at Credit Suisse, which also bumps VZ's price target to $45 from $38, and T to $36.50 from 30. Verizon +0.6% premarket.

    | May 11, 2012, 7:49 AM | 3 Comments
  • May 11, 2012, 5:02 AM
    AT&T (T) recently held talks to buy smaller rival Leap Wireless (LEAP), sources say, as U.S. carriers try to buy growth through acquisitions in an already-mature market. The talks were apparently quite serious, though it's unclear whether negotiations are still underway.
    | May 11, 2012, 5:02 AM | 2 Comments
  • May 9, 2012, 6:34 PM

    If T-Mobile USA (DTEGY.PK) wants to buy MetroPCS (PCS +14.3%), it also needs to buy Leap Wireless (LEAP +12.1%), says UBS' John Hodulik. His reason: each carrier possesses only half the spectrum coverage T-Mobile needs. However, Hodulik cautions the fact MetroPCS and T-Mobile run incompatible 3G networks provides some execution risk (ed: their common use of LTE for 4G could make things a little easier).

    | May 9, 2012, 6:34 PM | 2 Comments
  • May 9, 2012, 2:24 PM

    AT&T (T) follows Verizon's (VZ, VOD) lead in promising it will introduce shared data plans that encompass multiple devices, though no details are provided. The moves might finally kick-start sales of 3G/4G tablets (a positive for QCOM and other mobile baseband/radio chipmakers), which have remained weak as consumers balk at paying for multiple data plans.

    | May 9, 2012, 2:24 PM
  • May 9, 2012, 12:52 PM

    MetroPCS (PCS +19.7%) and Leap Wireless (LEAP +17.4%) soar on a Bloomberg report that Deutsche Telekom (DTEGY.PK) is discussing a merger between MetroPCS and T-Mobile USA. The merger would involve a stock swap, and the combined company would be publicly listed. In addition, it's claimed Deutsche is weighing an IPO or outright sale for T-Mobile USA. All three carriers have been struggling (I, II) lately, thanks to prepaid weakness and a lack of iPhone sales.

    | May 9, 2012, 12:52 PM | 4 Comments
  • May 8, 2012, 2:02 PM

    Though Nielsen recently argued cord-cutting is for real, using 2011 subscriber losses as proof, Bernstein's Craig Moffett points to Q1 data as evidence the phenomenon is no big deal. Major U.S. pay-TV providers added 422K subs in Q1, Moffett notes, as gains of 375K and 185K for telco and satellite providers, respectively, more than offset a 137K drop in cable subs. Also, cable's decline was smaller than Q4's 316K.

    | May 8, 2012, 2:02 PM
  • May 8, 2012, 10:02 AM

    It looks as if AT&T's (T) smartphone slowdown (likely affected by subsidy tightening and a cooling U.S. market) is hurting activation/provisioning software firm Synchronoss (SNCR -24.4%), which is crashing post-earnings. Synchronoss, which gets about half its revenue from AT&T, says it expects Q2 revenue of $65M-$68M, below a $68.6M consensus. It expects only 5%-10% growth in AT&T sales this year, below prior estimates.

    | May 8, 2012, 10:02 AM
  • May 8, 2012, 7:58 AM

    More on DirecTV Group's (DTV) Q1: Adds 81K new subscribers. Churn rate drops 6 bp to 1.44%. DirecTV Latin America revenue +33.3% Y/Y to $1.485B. Operating profit margin increased 3 bps to 18.6%. (PR)

    | May 8, 2012, 7:58 AM
  • May 8, 2012, 7:42 AM
    DirecTV Group (DTV): Q1 EPS of $1.07 beats by $0.01. Revenue of $7.05B (+11.6% Y/Y) in-line. (PR)
    | May 8, 2012, 7:42 AM
  • May 8, 2012, 12:05 AM

    Notable earnings before Tuesday's open: AKRX, ARCC, CHTR, DISCA, DTV, FOSL, HCN, HL, HSIC, IFF, NVE, PRGO, SMG, STWD, TAP, TDG, THC, WEN

    | May 8, 2012, 12:05 AM
  • May 7, 2012, 5:30 PM

    Notable earnings before Tuesday's open: AKRX, ARCC, CHTR, DISCA, DTV, FOSL, HCN, HL, HSIC, IFF, NVE, PRGO, SMG, STWD, TAP, TDG, THC, WEN

    | May 7, 2012, 5:30 PM
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.