AT&T: Will Its Fiber Infrastructure Expansion Be A Game-Changer Or A Costly Mistake?

AT&T’s latest financial performance in the fourth quarter of 2024 shows a balanced overview of strengths and challenges that shape its investment profile. Positively, the company has demonstrated solid growth in its core operations, particularly in the Mobility and Consumer Wireline segments. Postpaid phone net additions totaled approximately 1.7 million with a service revenue growth of 3.5% for Mobility, contributing to AT&T likely leading the industry in postpaid phone churn for most of the past sixteen quarters. On the Consumer Wireline front, AT&T Fiber continued to perform well, adding more than 1 million subscribers for the seventh consecutive year.