Shares of AT&T (NYSE:T) dropped 2.4% following CEO John Stankey’s presentation at the Morgan Stanley Technology, Media & Telecom Conference on Tuesday.
Key Takeaways from AT&T’s CEO Speech
? Slower Customer Growth in Early 2025
The CEO acknowledged January is seasonally weak for net additions, signaling a slow start to the year.
? Revenue Growth Through ARPU Expansion
AT&T aims to increase yields from existing customers via repricing strategies to drive higher ARPU (Average Revenue Per User).
? Optimism in Business Wireline Segment
The CEO expressed confidence in wireline services, hinting at potential revenue growth in this area.
Market Reaction & Investor Focus
? Stock Decline: Despite the CEO’s positive outlook, shares fell as investors reacted to concerns over customer growth trends.? Key Metrics to Watch:
Customer Net Additions ?
ARPU Growth ?
Wireline Business Performance ?
Investor Insights & Financial Data
To track AT&T’s future performance, explore:
Balance Sheet API – Analyze AT&T’s financial stability.
Revenue Product Segmentation API – Understand growth across business segments.
Bottom Line: While AT&T’s strategic focus on ARPU and wireline growth is promising, investors remain cautious about customer acquisition trends in early 2025.
