종목/T
AT&T Inc.
For 2026, AT&T continues to expect: • Service revenue growth in the low-single-digit range, including Advanced Connectivity service revenue growth of 5%+ and a decline in Legacy service revenue of 20%+ • Adjusted EBITDA* growth in the 3% to 4% range, including Advanced Connectivity EBITDA* growth of 6%+ • Adjusted EPS* of $2.25 to $2.35 • Capital investment* in the $23 billion to $24 billion range • Free cash flow* of $18 billion+, including cash taxes of $1.0 billion to $1.5 billion and cash contributions to its employee pension plan of approximately $350 million • Consistent capital returns, including plans to maintain its current annualized common stock dividend of $1.11 per share and share repurchases of approximately $8 billion • Plans to return $45 billion+ to shareholders during 2026-2028 through dividends and share repurchases.
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
AT&T Inc. provides telecommunications and technology services worldwide. It operates through two segments, Communications and Latin America. The Communications segment offers wireless voice and data communications services; and sells handsets, wireless data cards, wireless computing devices, carrying cases/protective covers, and wireless chargers through its own company-owned stores, agents, and third-party retail stores. It also provides AT&T Dedicated Internet, fiber ethernet and broadband, fixed wireless, and hosted and managed professional services; and copper-based voice and data, Virtual Private Networks (VPN), wholesale, outsourcing, and IP, as well as customer premises equipment for multinational corporations, small and mid-sized businesses, governmental, and wholesale customers. In addition, this segment offers broadband services, including fiber connections, legacy telephony voice communication services, and other VoIP services and equipment to residential customers. This segment markets its communications services and products under the AT&T, AT&T Business, Cricket, AT&T PREPAID, AT&T Fiber, and AT&T Internet Air brand names. Its Latin America segment provides postpaid and prepaid wireless services in Mexico under the AT&T and Unefon brand names, as well as sells smartphones through its stores, agents and third-party retail stores. The company was formerly known as SBC Communications Inc. and changed its name to AT&T Inc. in 2005. AT&T Inc. was incorporated in 1983 and is based in Dallas, Texas.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 4월 22일 (수) | 2026 Q1 | $0.56 | $0.57 | +1.6% | $31.51B | — |
| 12월 1일 (월) | 2025 Q4 | $0.47 | $0.52 | +11.6% | — | — |
| TMUS | T-모바일 | 206B | +11.9% | 75% (3/4) |
| VZ | 버라이즌 | 200B | +3.8% | 100% (4/4) |
결과는 Advanced Connectivity의 성장과 고객 컨버전스 개선이 부각되며 투자자에게 긍정적으로 인식될 가능성이 크다. 다만 GAAP 기준 EPS는 전년 대비 하락(0.54 vs. 0.61)했고, 분기 FCF가 감소하며 순부채 규모가 큰 점은 시장의 신중한 반응(중립~부분적 우려)을 유발할 수 있다. 전사 가이던스 재확인과 적극적 자본환원 계획은 전반적 톤을 지지할 요인이다.
| 9월 1일 (월) | 2025 Q3 | $0.54 | $0.54 | +0.4% | — | — |
| 6월 1일 (일) | 2025 Q2 | $0.53 | $0.54 | +1.9% | — | — |