At&T Stock Price, News & Analysis

AT&T (NYSE:T) has reached a significant milestone by passing 30 million consumer and business locations with its fiber broadband network ahead of schedule, reinforcing its position as America's largest fiber internet provider. The company aims to reach approximately 60 million fiber locations by 2030, supported by its planned acquisition of Lumen's Mass Markets fiber business. From 2020-2024, AT&T invested over $145 billion in wireless and wireline networks, adding 5.7 million fiber customers since 2020. The expansion includes organic growth, the Gigapower joint venture, commercial open-access agreements, and public-private partnerships. AT&T's fiber service offers multi-gig speeds with built-in security and is backed by the AT&T Guarantee, making it the first carrier to offer such guarantees for both wireless and fiber networks.

AT&T's CFO Pascal Desroches will present at the 2025 Mizuho Technology Conference on June 10 to discuss the company's strategic growth initiatives. AT&T reaffirms its 2025 financial guidance and progress on its multi-year growth plan, which focuses on customer-first approach, network investment, and increased shareholder returns. The company recently announced the acquisition of Lumen's Mass Markets fiber business, aiming to expand its fiber network to 60 million locations by 2030. AT&T reports solid Q2 2025 performance, expecting capital investment of $4.5-5 billion and free cash flow of $4 billion. The company remains committed to its $10 billion share repurchase program, planning to buy back at least $3 billion in shares by year-end 2025.

AT&T (NYSE:T) has announced that its Chief Financial Officer Pascal Desroches will participate in a fireside chat at the 2025 Mizuho Technology Conference. The event is scheduled for Tuesday, June 10, 2025, starting at 8:15 a.m. ET. Investors and interested parties can access the live webcast and replay through AT&T's Investor Relations website. The company recommends viewers to start the webcast a few minutes before the scheduled time to account for potential schedule changes. This conference appearance represents an opportunity for investors to gain insights into AT&T's financial strategy and outlook from its CFO.

AT&T (NYSE:T) has announced it will release its second-quarter 2025 financial results on Wednesday, July 23, 2025, before the New York Stock Exchange opens. The telecommunications giant will host a conference call at 8:30 a.m. ET on the same day to discuss the quarterly performance. The earnings release and related materials will be accessible on AT&T's Investor Relations website, where investors can also access the live webcast of the conference call. Following the call, both the webcast replay and transcript will be made available for review.

Lumen Technologies (NYSE: LUMN) has announced the sale of its Mass Markets fiber-to-the-home business, including Quantum Fiber, to AT&T (NYSE: T) for $5.75 billion in cash. The deal includes approximately 95% of Quantum Fiber, covering ~4 million enablements and nearly 1 million subscribers generating over $750 million in annualized revenue. Lumen will retain its core infrastructure, including national, regional, state, and metro fiber backbone networks, to focus on enterprise customers. The company plans to use $4.2 billion in net proceeds to reduce debt, cutting annual interest expenses by $300 million. The transaction will reduce Lumen's net debt to aEBITDA ratio from 4.9x to 3.9x and decrease fiber-related capital expenditures by $1 billion annually. The deal is expected to close in the first half of 2026.

AT&T (NYSE: T) has agreed to acquire Lumen's Mass Markets fiber business for $5.75 billion in an all-cash transaction, expected to close in H1 2026. The deal includes 1 million fiber subscribers and over 4 million fiber locations across 11 U.S. states. This acquisition will expand AT&T's presence in major metro areas including Denver, Las Vegas, Minneapolis-St. Paul, and Seattle. AT&T aims to reach approximately 60 million total fiber locations by 2030, roughly doubling its current coverage. Post-closing, AT&T plans to sell partial ownership of NetworkCo to an equity partner within 6-12 months. The company maintains its 2025 guidance and commitment to its $10 billion share repurchase program, with plans to repurchase at least $3 billion by year-end.

AT&T has issued a warning to shareholders regarding an unsolicited "mini-tender" offer from TRC Capital Investment Corporation. TRC is offering to purchase up to 4 million shares of AT&T common stock at $26.38 per share, with the offer set to expire on June 3, 2025. AT&T strongly recommends shareholders reject this offer, highlighting that the proposed price is below current market value. The company emphasizes that mini-tender offers, which target less than 5% of outstanding shares, allow companies to bypass many SEC disclosure requirements. AT&T advises shareholders to exercise caution, obtain current market quotes, and consult financial advisors before considering TRC's offer.

AT&T (NYSE: T) held its annual stockholder meeting virtually in Dallas on May 15, 2025, announcing preliminary voting results. All 10 nominees to the company's board of directors were successfully re-elected for one-year terms. Stockholders approved two key measures: the ratification of Ernst & Young as independent auditors with 93.7% approval, and an advisory vote on executive compensation as outlined in the 2025 proxy statement with 90.7% support. The final detailed voting results will be filed with the SEC and made available on AT&T's Investor Relations and proxy websites.

Clerk Chat has launched the first multi-carrier Rich Communication Services (RCS) messaging deployment in North America, partnering with Google, Verizon, T-Mobile, and AT&T. This groundbreaking implementation transforms traditional SMS into interactive, AI-powered conversations where consumers can browse events, make purchases, and engage with concierge services directly within their native messaging apps.

The platform leverages Apple's RCS protocol adoption and Google's verified business messaging platform, creating a seamless experience across Android and iOS devices. Internal testing shows RCS messaging delivers higher engagement rates than traditional SMS. Clerk Chat's platform currently processes millions of AI-powered messages monthly and serves nearly 2,000 businesses across various industries.