AT&T at UBS Conference Notes

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AT&T’s (T) CEO Randall Stephenson Presents at the UBS Global Media and Communications Brokers Conference Going to be doing more on getting the customer to cloud without touching public internet “you’re going to see us continuing to push the gas … Continued

AT&T 2Q15 Earnings Call Notes

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2.1m new subs, 410k postpaid and 1.4m connected devices “Total net adds came in at 2.1 million subscribers, including 410,000 postpaid subscribers and 1.4 million connected devices. Cricket is really kicking in the gear. Prepaid voice had a strong turnaround … Continued

AT&T 1Q15 Earnings Call Notes

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surge of no-device subsidy plans creates tough comps “About 60% of our postpaid smartphone subscribers already are on no-device subsidy plans. The surge of customers coming to value plans provides for some expected tough comparisons when looking at year-over-year financial … Continued

AT&T 3Q14 Earnings Call Notes

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This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha Wireless packages have shifted … Continued

AT&T 2Q14 Earnings Call Notes

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This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha customers are adopting the … Continued

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