Thread regarding AT&T layoffs

Stephen's investor call did not go well

Takeaways:

AT&T experiencing limited VISIBILITY in the Covid-19's Impact on it's finances.
Means : we are in deep sh–

AT&T 5G the best deployed service in US.
Means: T Mobile 5G Is the best in size and availabity

Dividend payout ratio increasing to 60%
Means: TMobile does not pay dividends, therefore they can funnel Billions into company Growth.

AT&T "the company’s customer base continues to grow"
AT&t is slowly fading and Verizon T-mobile are way ahead.

AT&T has reduced debt by almost $30 billion.
Means: Total Debt has increased to 191B, by factor 1.09.
debt and competition. If you want a single data point for the stock’s rotten performance over the years, it is the stupendous debt position.

AT&T stock has lost 24.7% in the past year compared with 2% decline of the industry..
Means:Today’s $29 price, and $2 dividend payout over three years has not netted any real gain from the middle of 2017.

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| 1894 views | | 5 replies (last September 14, 2020) | Reply
Post ID: @OP+16TMCBxi

5 replies (most recent on top)

Aside from the gunshot, Mrs. Lincoln; how did you like the Play? LOL

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Post ID: @3bjv+16TMCBxi
If they bet on new movies and TV shows to save this outfit, they are sorely mistaken, again.

Bonus: Stankey said at the beginning of the year in a town hall that most of the new content is going to be targeting the 'woke' demographic, which is automatically going to turn off half of any potential demographic out of the gate.

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Post ID: @2hqg+16TMCBxi

Whoa.. If they bet on new movies and TV shows to save this outfit, they are sorely mistaken, again. Only half the movies make any profit at all, the other half loses money. And how long does it take to even crank out a new show? A year? What to go sinking good money into loosing propositions.. They will never learn.

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Post ID: @1cmm+16TMCBxi

"We'll see production ramp up ” he said. "I can't give you a specific prediction about when we'll be at a 80 percent or 100 percent because there's still some uncertainty.”

Revenue decline by about $2 billion in the second quarter. Theatrical delays, along with advertising declines on television, didn't help assure investors.

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Post ID: @yww+16TMCBxi

Yeah, Ratty and Stinky deserve a huge compensation increase!

Ratty must go!
Stinky must go!
The Board of MisDirectors must go!
Zucher must go!

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Post ID: @wgg+16TMCBxi

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