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AT&T delivered mixed results in the quarter with below-par revenues but profitability above expectations. The company continues to maintain consistently low churn rates while seeing an increase in the take rate for its high-value 5G and fiber plans, despite the significant promotional activity observed in some sections of its market. The company's mobility segment is growing its subscriber base and gaining market share. They are also observing strong ARPU. As a result, wireless service revenues
Companies: AT&T (T:NYSE)AT&T Inc. (T:NYS)
Baptista Research
AT&T continues to make progress, expanding its customer base over fiber, and 5G and is working on its infrastructure. This quarter, the company had a noteworthy 813,00 postpaid phone net addition. AT&T launches its first-ever nationwide routing based on location with Intrado for improving the response of public safety for Wireless 9-1-1 calls. In fiber, the company is continuing to invest to build a premium network, deliver stated expectations for accelerated consumer growth and drive great buil
AT&T has delivered another consistent financial result while repositioning its business after the completion of the transaction of WarnerMedia-Discovery. The company now entirely focuses on the connectivity of multi-year secular tailwinds. AT&T has an improved financial structure and asset base and is looking to become the leading broadband provider in the world. The results of the past few years had been a bit fluctuating given the large acquisitions and divestments which is why the company’s f
Companies: AT&T Inc. (0QZ1:LON)AT&T Inc. (T:NYS)
T-Mobile has nearly reached the target price from our previous report after yet another stellar result surpassing Wall Street expectations. The company saw a staggering 75% growth in postpaid revenues with as many as 1.2 million postpaid customer additions during the quarter and its ARPU (average revenue per user) going up 3.3% to $47.3. T-Mobile has consistently maintained its low pricing and its consumer-friendly policies for the past few years and is clearly leading the 5G deployment race ove
Companies: VZ 0QZ1 0R2L 0Q1S T TMUS
Research Tree provides access to ongoing research coverage, media content and regulatory news on AT&T Inc.. We currently have 10 research reports from 5 professional analysts.
Calnex has released a pre-close trading update for the year to March 2024, indicating that revenue would be £16.3m, c£0.7m below our forecast, partly due to the timing of orders at the end of the period. Group trading has been impacted by the well-documented, continuing challenges in the Telecoms sector which have seen delayed project timings leading to corresponding delays in customer spending. Administrative costs are being controlled and are focussed on maintaining R&D. Calnex remains confide
Companies: Calnex Solutions Plc
Cavendish
Filtronic has signed a strategic partnership and commercial agreement with SpaceX which includes a production order worth £15.8m and warrants that could be exercised for up to 10% of existing share capital. Filtronic announced its first orders from SpaceX in January 2023, although the customer was unnamed at that point. Since then, SpaceX has placed orders totalling $43m (including yesterday’s order) for products to support the build out of its Starlink low Earth orbit (LEO) satellite constellat
Companies: Filtronic plc
Edison
11th January 2024 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment obje
Companies: MPAC UKOG CYAN KGH KIBO
Hybridan
Artificial intelligence (AI) is a double-edged sword in cybersecurity. Whilst new AI models, architectures, and innovations are emerging to protect the security posture of organisations, attackers are also benefiting from deepfakes, sophisticated phishing, and automation of malicious codes. To ensure the impact of AI on cybersecurity to be a net-positive, we need to pit good AI against bad AI. Point solutions enhanced with machine learning: Global cybersecurity has been built with point soluti
Companies: EPIC DARK TIDE IGP IOM NCC CHRT CNS CLCO TERN SWG CCS SYS BVC
CyanConnode exceeded FY24 revenue expectations and has high visibility into FY25, supported by strong deliveries and a growing backlog respectively.
Companies: CyanConnode Holdings plc
Zeus Capital
Companies: SWG DUKE LORD CLX
2nd April 2024 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment objecti
Companies: IGP FTC BOIL WINE SAR GMR MWE DSW
Please find below our weekly update covering themes that we feel that are of interest to investors and participants in the small and mid-cap TMT sector as well as commentary on recent newsflow.
Companies: CPX CNC TRAK CLCO TERN MWE
Allenby Capital
Performance of clean energy shares was weak in 2023 other than in storage. 2024 is likely to see storage continue to perform but renewables, bioenergy and hydrogen could also see an improved environment in the year. While elections in the US and the EU could result in weaker support for clean energy, these are to an extent offset by progress at COP28 and the extent to which electorates recognise climate change in the face of almost unavoidable evidence.
Companies: PV1 TLG DRX PHE CYAN NESF AGLX EQT IES CORRE REFL ATOM
Longspur Clean Energy
Companies: PHC SRT DCTA
Companies: FTC IQG HERC BOOM
Just 15 months after winning its first order in the Low Earth Orbit (LEO) satellite communications market, Filtronic has announced a 5-year strategic partnership with SpaceX which includes an initial $19.7m (£15.8m) E-band amplifier production order for delivery in FY25. As a result, we upgrade our FY24/FY25 forecasts and lift our target price to 57.4p (was 37.5p), equivalent to 74% upside. Although this is the first time SpaceX’s Starlink has been named as a Filtronic customer, this is now the
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