Stock Pulse
AT&T is focusing on its core telecom business, expanding its 5G and fiber networks, and leveraging AI for growth and cost savings [1], [2]. The company added 1 million fiber customers and 1.7 million postpaid phone customers in 2024, leading to a significant stock rally and a $10 billion share buyback program [2]. However, the stock's valuation is considered high compared to Verizon, which offers a higher dividend yield and a more defined AI strategy [1], [3]. While market sentiment has recently rebounded [3], concerns remain about increased competition, pricing pressures, and longer device upgrade cycles [3], [8]. Partnerships like the one with Samsara for public safety solutions demonstrate AT&T's commitment to innovation [4]. Upcoming Q1 2025 earnings will be a key indicator of the company's performance and future outlook [6], [7].