실적 서프라이즈 이력은 강하지만, 치열한 경쟁과 기존 사업 부진, 과중한 부채가 부담으로 작용
첫날 -0.4%
기업
AT&T·T-Mobile·버라이즌, 위성 합작법인 임시 CEO 선임
합작사가 위성 기반 모바일 커버리지 확대 예정, AT&T는 업종 협력에 참여
첫날 -0.4%
이전 이벤트 24건›
기업호재
AT&T와 Corning, 30억 달러 규모 광섬유 공급 계약 체결영어 원문
Multi-source confirmed, supports 60M fiber goal, bullish for network expansion
첫날 -1.7% · 현재까지 -0.7%
애널리스트
AT&T, 18개 증권사가 '중립적 매수' 등급 부여
18개 기관의 평균 권고가 해당 종목에 대한 컨센서스 시각을 보여준다
첫날 -0.3% · 현재까지 -4.3%
애널리스트
BNP Paribas: 투자의견 상향 → Outperform
첫날 +0.2% · 5일 후 -2.2%
애널리스트호재
AT&T Gets BNP Analyst Endorsement, Wireless Business Solid영어 원문
Analyst sees little to quibble with on mobile side, positive signal
첫날 +0.2% · 5일 후 -2.2%
기업
AT&T Stock Dips 3.22% Daily but Up 7.31% Monthly; Q3 Earnings Due영어 원문
Decline exceeds market, but monthly gain strong; focus on October earnings
첫날 +1.6% · 5일 후 -0.6%
›전개 과정 2회
2026-09-10Executives at BofA, Citi conferences highlight fiber expansion, spectrum investments and AI opportunities for growth and shareholder returns.
2026-09-17Decline exceeds market, but monthly gain strong; focus on October earnings
기업
AT&T Partners with LifeMD for Free Virtual Healthcare영어 원문
Covers 29M wireless/fiber customers, waives monthly fee, expands service ecosystem
첫날 -3.2% · 5일 후 -2.2%
기업
AT&T CEO Details Fiber, Wireless and AI Growth Strategy at Goldman Sachs Conference영어 원문
CEO reiterates strategy at Goldman conference, focusing on fiber expansion and wireless synergy to drive customer growth.
첫날 -0.3% · 5일 후 +4.4%
›전개 과정 2회
2026-09-08Chairman & CEO to discuss multi-year growth strategy progress and fiber/5G structural advantages in fireside chat
2026-09-09CEO reiterates strategy at Goldman conference, focusing on fiber expansion and wireless synergy to drive customer growth.
규제악재
VoIP-Pal Amends Antitrust Suit Against AT&T, Verizon, T-Mobile영어 원문
Third amended complaint filed, expanding legal exposure for carriers
첫날 -1.8% · 5일 후 +2.8%
›전개 과정 2회
2026-09-09Third Amended Complaint alleges Sherman Act violations over Wi-Fi calling conditions against T and peers
2026-09-09Third amended complaint filed, expanding legal exposure for carriers
기업
AT&T Elects Fazal F. Merchant to Board of Directors영어 원문
Company announcement confirms new board member, governance change may influence long-term strategy
첫날 -1.8% · 5일 후 +2.8%
실적호재
AT&T Q2 Operating Income Up 8.3% on Margin Expansion영어 원문
AT&T Partners with Hark on AI Devices, Invests영어 원문
Partnership to bring AI-native consumer devices; AT&T invests
첫날 +0.1% · 5일 후 +1.1%
기업악재
SpaceX targets 2027 Starlink mobile launch with 65 MHz spectrum영어 원문
The company is pitching a satellite-plus-mini-cell network against AT&T, Verizon and T-Mobile, but analysts say urban capacity will still be the key hurdle.
2026-07-24CEO Stankey says AT&T has what it needs to launch a leading direct-to-device satellite service, competing today without relying on next-gen chips, countering Starlink threat.
2026-08-05SpaceX president and Starlink Mobile plan both signal direct competition, reinforcing existing threat narrative
실적
AT&T to Report Q2 Earnings Next Week, Growth Prospects in Focus영어 원문
Strong Q2 results drive stock, with last week's outperformance of 11pp vs S&P 500, largest weekly gap in 25 years.
첫날 +0.6% · 5일 후 +11.3%
›전개 과정 9회
2026-07-18Multiple sources flag AT&T's upcoming Q2 earnings, with analysis on fiber expansion and competitive pressures.
2026-07-18M3 lists AT&T earnings date, consistent with prior event, adding specific timing.
2026-07-20Multiple sources flag AT&T in this week's earnings watch, ahead of its report
2026-07-21Multiple institutions adjusted T holdings ahead of earnings, market watches results
2026-07-22Earnings beat on profit and revenue growth, wireless net adds top expectations, company reiterates full-year guidance.
2026-07-23Earnings beat lifts stock; analysts upgrade, but fiber growth and wireless risks remain.
2026-07-26Adjusted EPS rose to $0.65 from $0.54, buyback raised to ~$10B from $8B.
2026-07-27Strong Q2 results drive stock, with last week's outperformance of 11pp vs S&P 500, largest weekly gap in 25 years.
기업호재
AT&T Expands Quantum Computing Partnership with D-Wave영어 원문
AT&T expands use of D-Wave's quantum tech for network optimization, cutting processing time drastically, with plans for outage response and more.
첫날 +1.2% · 5일 후 -3.4%
애널리스트호재
Wolfe Research: 투자의견 상향 → Outperform
첫날 -0.3% · 5일 후 +1.1%
실적
실적 발표영어 원문
AT&T gained more than 1 million Advanced Connectivity subscribers from fiber, fixed wireless, and postpaid phones in Q2, with all three categories posting higher net additions year-over-year.
첫날 +3.5% · 5일 후 +3.9%
제품호재
AT&T Named Fastest Connectivity Provider by Ookla영어 원문
Ookla Speedtest data shows AT&T leads in wireless and fiber speeds, a product competitiveness fact
첫날 +0.7% · 5일 후 +7.5%
①
강세 vs 약세
방향별 정리 · 원문 링크
호재 요인0
아직 항목이 없어요
리스크 요인0
아직 항목이 없어요
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
⑩
토론
첫 댓글을 남겨 보세요
서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
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사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.
이벤트 흐름
주요 이벤트 · 시간순
26건
애널리스트
AT&T, 또 한 번 시장 기대치 상회 전망, 그러나 경쟁과 부채 부담
실적 서프라이즈 이력은 강하지만, 치열한 경쟁과 기존 사업 부진, 과중한 부채가 부담으로 작용
첫날 -0.4%
기업
AT&T·T-Mobile·버라이즌, 위성 합작법인 임시 CEO 선임
합작사가 위성 기반 모바일 커버리지 확대 예정, AT&T는 업종 협력에 참여
첫날 -0.4%
기업호재
AT&T와 Corning, 30억 달러 규모 광섬유 공급 계약 체결영어 원문
Multi-source confirmed, supports 60M fiber goal, bullish for network expansion
첫날 -1.7% · 현재까지 -0.7%
애널리스트
AT&T, 18개 증권사가 '중립적 매수' 등급 부여
18개 기관의 평균 권고가 해당 종목에 대한 컨센서스 시각을 보여준다
첫날 -0.3% · 현재까지 -4.3%
애널리스트
BNP Paribas: 투자의견 상향 → Outperform
첫날 +0.2% · 5일 후 -2.2%
이전 이벤트 21건›
애널리스트호재
AT&T Gets BNP Analyst Endorsement, Wireless Business Solid영어 원문
Analyst sees little to quibble with on mobile side, positive signal
첫날 +0.2% · 5일 후 -2.2%
기업
AT&T Stock Dips 3.22% Daily but Up 7.31% Monthly; Q3 Earnings Due영어 원문
Decline exceeds market, but monthly gain strong; focus on October earnings
첫날 +1.6% · 5일 후 -0.6%
›전개 과정 2회
2026-09-10Executives at BofA, Citi conferences highlight fiber expansion, spectrum investments and AI opportunities for growth and shareholder returns.
2026-09-17Decline exceeds market, but monthly gain strong; focus on October earnings
기업
AT&T Partners with LifeMD for Free Virtual Healthcare영어 원문
Covers 29M wireless/fiber customers, waives monthly fee, expands service ecosystem
첫날 -3.2% · 5일 후 -2.2%
기업
AT&T CEO Details Fiber, Wireless and AI Growth Strategy at Goldman Sachs Conference영어 원문
CEO reiterates strategy at Goldman conference, focusing on fiber expansion and wireless synergy to drive customer growth.
첫날 -0.3% · 5일 후 +4.4%
›전개 과정 2회
2026-09-08Chairman & CEO to discuss multi-year growth strategy progress and fiber/5G structural advantages in fireside chat
2026-09-09CEO reiterates strategy at Goldman conference, focusing on fiber expansion and wireless synergy to drive customer growth.
규제악재
VoIP-Pal Amends Antitrust Suit Against AT&T, Verizon, T-Mobile영어 원문
Third amended complaint filed, expanding legal exposure for carriers
첫날 -1.8% · 5일 후 +2.8%
›전개 과정 2회
2026-09-09Third Amended Complaint alleges Sherman Act violations over Wi-Fi calling conditions against T and peers
2026-09-09Third amended complaint filed, expanding legal exposure for carriers
기업
AT&T Elects Fazal F. Merchant to Board of Directors영어 원문
Company announcement confirms new board member, governance change may influence long-term strategy
첫날 -1.8% · 5일 후 +2.8%
실적호재
AT&T Q2 Operating Income Up 8.3% on Margin Expansion영어 원문
AT&T Partners with Hark on AI Devices, Invests영어 원문
Partnership to bring AI-native consumer devices; AT&T invests
첫날 +0.1% · 5일 후 +1.1%
기업악재
SpaceX targets 2027 Starlink mobile launch with 65 MHz spectrum영어 원문
The company is pitching a satellite-plus-mini-cell network against AT&T, Verizon and T-Mobile, but analysts say urban capacity will still be the key hurdle.
2026-07-24CEO Stankey says AT&T has what it needs to launch a leading direct-to-device satellite service, competing today without relying on next-gen chips, countering Starlink threat.
2026-08-05SpaceX president and Starlink Mobile plan both signal direct competition, reinforcing existing threat narrative
실적
AT&T to Report Q2 Earnings Next Week, Growth Prospects in Focus영어 원문
Strong Q2 results drive stock, with last week's outperformance of 11pp vs S&P 500, largest weekly gap in 25 years.
첫날 +0.6% · 5일 후 +11.3%
›전개 과정 9회
2026-07-18Multiple sources flag AT&T's upcoming Q2 earnings, with analysis on fiber expansion and competitive pressures.
2026-07-18M3 lists AT&T earnings date, consistent with prior event, adding specific timing.
2026-07-20Multiple sources flag AT&T in this week's earnings watch, ahead of its report
2026-07-21Multiple institutions adjusted T holdings ahead of earnings, market watches results
2026-07-22Earnings beat on profit and revenue growth, wireless net adds top expectations, company reiterates full-year guidance.
2026-07-23Earnings beat lifts stock; analysts upgrade, but fiber growth and wireless risks remain.
2026-07-26Adjusted EPS rose to $0.65 from $0.54, buyback raised to ~$10B from $8B.
2026-07-27Strong Q2 results drive stock, with last week's outperformance of 11pp vs S&P 500, largest weekly gap in 25 years.
기업호재
AT&T Expands Quantum Computing Partnership with D-Wave영어 원문
AT&T expands use of D-Wave's quantum tech for network optimization, cutting processing time drastically, with plans for outage response and more.
첫날 +1.2% · 5일 후 -3.4%
애널리스트호재
Wolfe Research: 투자의견 상향 → Outperform
첫날 -0.3% · 5일 후 +1.1%
실적
실적 발표영어 원문
AT&T gained more than 1 million Advanced Connectivity subscribers from fiber, fixed wireless, and postpaid phones in Q2, with all three categories posting higher net additions year-over-year.
첫날 +3.5% · 5일 후 +3.9%
제품호재
AT&T Named Fastest Connectivity Provider by Ookla영어 원문
Ookla Speedtest data shows AT&T leads in wireless and fiber speeds, a product competitiveness fact
