AT&T Overall, Has Not Seen A Material Change In Its Porting Ratios, Including To Cable; Expects Q2 Fiber Net Additions To Be In Mid-200,000 Range; Remains On Track With Its 5G And Fiber Network Expansion Commitments
Portfolio Pulse from Happy Mohamed
AT&T has not experienced a significant change in its porting ratios, including to cable. The company expects Q2 fiber net additions to be in the mid-200,000 range and remains on track with its 5G and fiber network expansion commitments.
June 20, 2023 | 1:33 pm
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NEUTRAL IMPACT
AT&T's porting ratios remain stable, with Q2 fiber net additions expected in the mid-200,000 range. The company is on track with its 5G and fiber network expansion commitments.
AT&T's stable porting ratios and expected Q2 fiber net additions indicate that the company is maintaining its market position. The ongoing 5G and fiber network expansion commitments show that AT&T is investing in its future growth. However, as this news does not present any significant changes or surprises, the short-term impact on the stock price is likely to be neutral.
CONFIDENCE 90
IMPORTANCE 75
RELEVANCE 100