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AT&T (T) investor relations material

AT&T Goldman Sachs Communicopia + Technology Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Goldman Sachs Communicopia + Technology Conference 2025 summary9 Sep, 2025

Strategic vision and industry trends

  • Emphasis on converged solutions and simplicity for customers, aiming to lead in U.S. service revenues by the end of the decade.

  • Systematic investments in fiber and wireless infrastructure to support operational agility and customer experience.

  • Recent spectrum acquisition secures long-term network capacity and reduces uncertainty about future auctions.

  • Focus on aligning assets to maximize share of telecommunications spend across both fiber and wireless markets.

  • Strategy includes pre-seeding markets with wireless and targeting segments where fiber is not feasible.

Fixed wireless and market approach

  • Fixed wireless access is positioned as a key solution for small and medium businesses and select consumer segments.

  • Nationwide internet offering is marketed agnostically, focusing on solving customer needs rather than technology specifics.

  • Non-fiber solutions are targeted at defined market segments, with bundling and convergence as revenue drivers.

  • Effective fixed wireless execution can justify future fiber expansion and improve long-term business performance.

Competitive landscape and regulatory environment

  • The market remains highly competitive, with ongoing industry investment and rational capital allocation.

  • Regulatory policies and tax reforms are enabling infrastructure modernization and cost reduction.

  • Differentiation is achieved by aligning infrastructure with sustainable customer segments and building brand confidence.

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Next AT&T earnings date

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Q3 2025
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22 Oct, 2025

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Frequently asked questions

One of the major players in the telecommunications industry 

AT&T is a global telecommunications company that offers a variety of services, including wireless and wireline communication, internet, and entertainment services. With over 165 million wireless customers and operations in over 200 countries, AT&T is a major player in the telecommunications industry. 

Wireless Communication and 5G

AT&T's wireless communication segment is the company's primary source of revenue. With millions of customers around the world, AT&T offers a variety of plans and services to meet the needs of different consumer segments. The company has also invested heavily in its 5G network, which is expected to be a major revenue driver in the coming years. Other public companies in the telecommunications industry, such as Verizon and T-Mobile, are also investing heavily in this segment.

Entertainment Services

AT&T's entertainment services, which include DirecTV and AT&T TV, have become a growing revenue stream for the company. With a focus on providing customers with high-quality content, AT&T has been able to attract a large subscriber base. In addition, the company's acquisition of Time Warner in 2018 has allowed it to offer a variety of popular TV shows and movies through its streaming service, HBO Max, competing head-to-head with other streaming giants such as Netflix and Disney.

Wireline Communication

AT&T's wireline communication segment, which includes internet and phone services, provides a strategic revenue generator for the company. With a focus on providing reliable and high-speed internet services, AT&T has attracted customers looking for a seamless online experience. In addition, the company's recent expansion into fiber internet services has allowed it to offer faster internet speeds to customers in select regions.

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