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In the second quarter, net sales were down 0.9% from a year ago. This was nearly two percentage points better than our Q1 performance, led by an even stronger improvement in our store sales trends.…
If you believe in a sustainably softer US dollar, it's good for emerging markets and it's great for Africa.
The first and main difference is the scale. There's just so much more money in the public markets. In proportions that I could not even quantify. But you have access to massive pools of funding going…
Being listed, especially when you're operating in emerging markets, comes with the massive burden... it comes with pretty clear constraints being listed and operating in emerging markets and…
The perceived risk level of African markets is highly exaggerated at this stage. Currency, we're now in a new cycle with much more stable currencies. It's been tough between '21 and '23, '24,…
Everyone knows Jumia raised a bit too much money in the past and spent it a bit too fast, but the past is the past.
I've been in this industry long enough to know that you know it is a high fixed cost industry and there's been an element of wholesale that has played in over time in virtually every piece of…
I don't believe this is a two or three year dynamic. I think this is a what will the industry structure emerge to over the next decade dynamic and that's the play that I'm kind of focusing the…
In the quarter we also announced that we reached an agreement to sell a remaining 70% stake in Direct TV to tpg in a non-contingent transaction subject only to customary closing conditions and…
We've now had more than 200,000 AT&T fibernet ads for 19 consecutive quarters which shows the strong underlying customer demand for fiber. In the quarter consumer Wireline delivered more than 8% eida…
We're growing 5G subscribers in a durable way and delivered 43,000 postpaid phone net ads in the third quarter. We also grew efficiently with lower year-over-year post-paid phone churn and upgrade…
We are not turning the corner. We have turned the corner. Now, you know, I don't know what you know, there's always, you know, statements that can be made and that can change the hearts and minds of…
We are also on track on our perfeating a 20% compound annual growth rate in adjusted earnings per share through 2027 and a ROIC in the high teens.
Fully year adjusted earnings per share is expected to grow double digits and be in the range of $1710 to $17.50. This includes 74 cents per share from fuel headwinds as well as lower income from…
The most notable financial impact from the Middle East conflict has been on fuel costs. While we are approximately 60% hedge for 2026, fuel prices at current spot levels are expected to increase…
Revenue grew 11% year-over-year. Earnings were 11% higher than guidance, and we returned $1.1 billion of capital through dividends and share buybacks.
we are taking the important step to establish a platform to differentiate our brand in the marketplace with the AT&T guarantee AT&T is the first and only telecommunications company to offer a…
this is part of a broader $40 billion plus shareholder return plan that we expect to deliver over the next 3 years which includes more than $20 billion in total dividend payments and an overall…
we anticipate capital investment in the $22 billion range again this year as we invest in modernizing our wireless network expanding where we're able to offer fiber we also expect to achieve our…
we established a new 3 billion plus run rate cost savings Target that runs through the end of 2027 in 2025 we'll make progress on this goal by further integrating AI throughout our operations
if the new Trump Administration is successful in extending expiring tax incentives this year we feel there's ample opportunity for even more investment in US Communications infrastructure
We have all the assets in front of us and we've run the plays that we need to run to be successful over the next 5 years. And everything that's going on outside of our business right now is external…
I would describe what's going on in ARPO more as a feature, not a bug. When we talk to you about the fact that we're underpenetrated in certain segments and we know that we can do better in certain…
Our planned acquisitions of Spectrum licenses from Echoar and fiber assets from Lumen significantly enhance and expand our advanced connectivity portfolio. This aligns with our vision to build the…
We achieved our highest total broadband net ads in eight years. This includes a major milestone by reaching over 10 million premium AT&T fiber subscribers, more than doubling our fiber customer base…
Look, for our company coming out of the financial crisis, we had one in five mortgages in America. Therefore, we had one in five foreclosures. There's nothing that could come can come out of a…
Now, we look at AI overall, we spend $4 billion plus on technology initiatives. We spend $13 billion on technology. And of that, we spent about a quarter billion dollars this year on just new…
Yeah, our team has the US growing at 2% 2.1% for '26, a little faster in '27. They have the world growing about 3%. That's aligned with a lot of people, but the interesting thing is last year at this…
The So, if you think about we have Bank of America research, Candace Browning Platt and the team, it's top research firm. And we publish for the institute a lot of this data that we decided to do…
We're heads down working on integrating and maximizing the potential of all the acquisitions we've made over the last couple of years and there's been a bunch of them. So, I think Alex, this is a…