Vertailu Verizonelle, AT&T:n tulos. Hiukan AT&T vaikuttaisi olevan puun ja kuoren välissä. Investointeja tulisi tehdä, mutta samaan aikaan kustannuksia tulisi leikata. OK tulos, ja hiljakseltaan vaikuttaisi investoinnit kasvavan, mutta hitaammalta vaikuttaa kuin Verizonen tapauksessa. Tähän asiakkuuteen olisi helppoa liittää Nokian mainitsema hintaeroosio.
AT&T Reports Third-Quarter Results
Consolidated revenues of $39.9 billion
Diluted EPS of $0.82 compared to $0.39 in the year-ago quarter
Adjusted EPS of $0.87 compared to $0.76 in the year-ago quarter
Cash from operations of $9.9 billion
Capital expenditures of $4.7 billion; gross capital investment1 of $5.7 billion and cash content spend of $4.8 billion
Free cash flow2 of $5.2 billion
“We continue to execute well in growing customer relationships, and we’re on track to meet our guidance for the year,” said John Stankey, AT&T CEO. “We had our best postpaid phone net add quarter in more than 10 years, our fiber broadband net adds increased sequentially, and HBO Max global subscribers neared 70 million. We also have clear line of sight on reaching the halfway mark by the end of the year of our $6 billion cost-savings goal.”
Operating expenses were $32.8 billion versus $36.2 billion in the year-ago quarter. Expenses declined due to only one month of U.S. Video results in the third quarter and the impact of other divested businesses, and lower sports-related programming costs from timing comparisons with the prior-year quarter. These declines were partially offset by higher domestic wireless equipment costs, including 3G network shutdown costs, and higher WarnerMedia non-sports programming, marketing and selling costs.
Mobility:
Operating expenses were $13.2 billion, up 8.0% year over year due to higher equipment costs, including 3G network shutdown costs of nearly $200 million, higher costs due to the iPhone launch returning to the third quarter and HBO Max bundling, partially offset by lower costs for sales and support.
Consumer Wireline:
Revenues were $3.1 billion, up 3.4% year over year due to gains in broadband more than offsetting declines in legacy voice and data services and other services. Broadband revenues increased 7.6%, which reflects fiber subscriber growth and higher ARPU resulting from increases in fiber customers and pricing.
Operating expenses were $3.0 billion, up 3.8% year over year largely driven by higher technology and depreciation, partially offset by lower amortization of deferred customer acquisition costs.
650m on samaa prosenttiluokkaa kuin tämän vuoden 450m tuosta 2021 guidancen puolvälistä
682m on siis 12,8% tuosta 5313sta jonka Nokia ilmoittaa oper marginiksi
