At&T Stock Price, News & Analysis

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.

AT&T's Chief Operating Officer Jeff McElfresh will present at the 53rd Annual J.P. Morgan Global Technology, Media and Communications Conference on May 13, discussing the company's strategic growth initiatives. AT&T reaffirms its 2025 financial guidance and commitment to its growth strategy focused on customer service, network investment, and shareholder returns.

The company maintains its Q2 2025 capital investment forecast of $4.5-5 billion and expects free cash flow of approximately $4 billion. AT&T continues its share repurchase program under the $10 billion authorization, planning to buy back at least $3 billion in common stock by year-end with the remainder in 2026.

The company reports its Mobility business performance aligns with Q1 2025 expectations, while AT&T Fiber continues expanding its footprint as America's fastest internet provider.

AT&T (NYSE: T) has announced that its Chief Operating Officer, Jeff McElfresh, will participate in a fireside chat at the 53rd Annual J.P. Morgan Global Technology, Media and Communications Conference on May 13, 2025. The discussion is scheduled to begin at 8:50 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.

PRIME FiBER has expanded its wholesale fiber partnership with AT&T (T) to include the Sun City area of Maricopa County and the City of Peoria, Arizona. This expansion follows their successful 2024 partnership in Florida markets including Naples, Bonita Springs, Golden Gate, and San Carlos Park.

PRIME FiBER, established in late 2023, operates as the wholesale open-access division of NOVOS FiBER and is backed by InLight Capital. The company aims to expand high-quality fiber infrastructure across communities, while supporting AT&T's converged growth strategy focused on expanding their fiber footprint.