Thread regarding AT&T layoffs

At some point we have to say the quiet part out loud. This leadership has a proven track record of destroying value.

Under Stankey’s watch, AT&T lit tens of billions of dollars on fire. DirecTV was acquired for roughly $49B and later dumped at a fraction of that value. Time Warner was bought for about $85B, then spun off just a few years later after massive write downs, leaving shareholders with years of dead money and zero strategic payoff. Even the failed T-Mobile saga cost AT&T billions in breakup fees and spectrum giveaways.

Fast forward to today.
$20B in stock buybacks executed while the stock falls and analysts downgrade it to sell.
Operating costs rising due to five day RTO.
Bonuses at risk.
And now a brand new office campus being built from the ground up for no measurable business benefit.

This is a pattern, not bad luck. Buy high. Sell low. Spend big. Then double down instead of course correcting.

Employees see it. Wall Street sees it. The market has priced it in. Continuing to trust the same leadership to make yet another massive capital decision is reckless.

How many more billions need to be burned before accountability finally shows up?


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| 1081 views | | 11 replies (last January 9) | Reply
Post ID: @OP+1ked867z4

11 replies (most recent on top)

At some point we have to say the quiet part out loud.

Look at the stock price. The quiet part isn't very quiet my bro.

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Post ID: @j8+1ked867z4

He knows we have him on the run. Keep up the pressure on him.

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Post ID: @ec+1ked867z4

@dh even if he left tomorrow it wouldn’t matter. McSelfish and the BOD are complicit in his destruction of a once great American company. Stankey has whatever the opposite of the Midas touch is.

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Post ID: @ds+1ked867z4

I don’t think anyone is being quiet about it.

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Post ID: @d3+1ked867z4

"New Plano complex will not cost T a dime"

BS - even if T is leasing, no real estate leasing company is going to invest that kind of money without some type of minimum guaranteed spend. As well, T will incur move costs and shut down costs from each of the other locations being consolidated. Nothing is free.

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Post ID: @cz+1ked867z4

Just when you think it couldn’t get worse….

Wait for it….

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Post ID: @an+1ked867z4

Ma Bell made her money with long distance calls and home phones (landlines). But they are still poking around unlike Sears that should have been the Amazon of today pioneering the way to allow you to order from a catalog and get shipped to wherever you are.
T has adjusted all these years but AI will make T the next Sears in due time

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Post ID: @ae+1ked867z4

@a2 The Stink is pleased.

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Post ID: @a3+1ked867z4

Buybacks only create value when the stock rises. Ours didn’t. The stock is now sitting around $24, down meaningfully from where much of that buyback activity occurred. Analysts have since downgraded the stock to “sell.” That means billions were spent repurchasing shares at higher prices than today, permanently destroying shareholder value.

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Post ID: @a2+1ked867z4

All these decisions are “market-based”, right?… RIGHT???

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Post ID: @a1+1ked867z4

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