Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

AT&T Inc. T has launched a new wireless connectivity solution called Unlimited Day Pass, designed to give eligible U.S. iPad users instant cellular access without requiring a long-term plan or subscription. The offering provides a convenient and flexible way for iPad users to stay connected without committing to a monthly data plan.

AT&T’s Unlimited Day Pass delivers unlimited wireless data for 24 hours at just $3 per day, with no contracts or subscriptions required, and the first day is free for each customer. Users can easily activate the service directly from their iPad through the Settings app by selecting Cellular Data and choosing the AT&T Unlimited Day Pass, with service starting shortly after payment.

With the latest option, AT&T becomes the first major U.S. wireless provider to offer on-demand Internet access for eligible iPads, even allowing rival subscribers to connect if their device supports eSIM technology. This service is useful for travelers, remote workers and users who need reliable Internet when Wi-Fi is unavailable. The company plans to expand it to more 5G devices in the future.

The introduction of this new product is likely to support AT&T’s future growth by attracting more users and generating additional revenues. By expanding its digital offerings and enhancing user experience, the company is further strengthening its position in the wireless market.

How Are Competitors Performing to Improve Connectivity?

AT&T faces stiff competition from Verizon Communications, Inc. VZ and T-Mobile, US, Inc. TMUS. Verizon has been expanding its 5G network to provide faster and more reliable connectivity across the country. The company is investing in network infrastructure to improve coverage in both urban and rural areas. These efforts aim to enhance customer experience and strengthen Verizon’s position in the wireless market.

T-Mobile is strengthening its connectivity through its new satellite-based service, helping users stay connected even in remote areas without traditional network coverage. The company is using advanced spectrum assets to enhance speed and coverage. T-Mobile is working to improve network performance by increasing capacity in high-traffic areas.

T’s Price Performance, Valuation & Estimates

AT&T shares have lost 18.4% over the past year compared with the industry’s decline of 13.5%.Zacks Investment Research

Image Source: Zacks Investment Research

From a valuation standpoint, AT&T trades at a forward price-to-sales ratio of 1.22, below the industry tally of 1.66.Zacks Investment Research

Image Source: Zacks Investment Research

Story Continues

Earnings estimates for 2026 have increased 0.4% to $2.30 over the past 60 days, while the same for 2027 have remained static at $2.52.Zacks Investment Research

Image Source: Zacks Investment Research

AT&T currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

AT&T Inc. (T) : Free Stock Analysis Report

Verizon Communications Inc. (VZ) : Free Stock Analysis Report

T-Mobile US, Inc. (TMUS) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

View Comments

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

This article first appeared on GuruFocus.

Fox Corp.'s (NASDAQ:FOXA) Fox channel could be turning FIFA World Cup hydration breaks into a fresh advertising opportunity, after cutting to commercials during one of the newly added pauses in the tournament for the first time.

During the opening match between Mexico and South Africa, Fox aired four commercials totaling about two minutes around 25 minutes into the game. The break was introduced as sponsored by Powerade, followed by ads from AT&T (NYSE:T), Michelob Ultra, Lowe's (NYSE:LOW), and FanDuel.

Warning! GuruFocus has detected 7 Warning Sign with FOXA. Is FOXA fairly valued? Test your thesis with our free DCF calculator.

If Fox keeps this pace across the tournament, the move could create more than 800 additional ad spots across 104 matches. Comcast (NASDAQ:CMCSA)'s Telemundo, which holds Spanish-language US rights, has said it will not run ads during hydration breaks, choosing instead to stay with the live match while thanking Coca-Cola (NYSE:KO).

View Comments

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

AT&T Inc. (NYSE:T) is one of the top large cap value stocks to buy now. On June 3, AT&T expanded its partnership with Rivian to provide 5G connectivity for the upcoming R2 vehicle platform in the US and Canada. This integration supports a software-defined driving experience by enabling seamless over-the-air updates, improved infotainment, and real-time access to digital services and AI-powered features.

The collaboration builds on an existing relationship established in 2023, positioning AT&T Inc. (NYSE:T) as the primary connectivity provider for Rivian's entire vehicle lineup. By using 5G's speed and low latency, the R2 will be able to evolve its capabilities and performance throughout the vehicle's lifecycle, long after it leaves the factory.Is DoorDash (DASH) the Best Depressed Stock to Buy in 2026?

TunedIn by Westend61/Shutterstock.com

Both companies emphasized that connectivity is central to the future of automotive design and innovation. The initiative allows R2 owners to benefit from a continuously improving machine that supports advanced applications, such as streaming services and the Rivian Assistant, through a more responsive and reliable network infrastructure.

AT&T Inc. (NYSE:T) is a telecom and tech services company that operates through the Communications and Latin America segments. The Communications segment offers wireline telecom, wireless, and broadband services in the US and globally, while the Latin America segment manages services in Mexico.

While we acknowledge the potential of T as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on thebest short-term AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.

Disclosure: None. Follow Insider Monkey on Google News.

View Comments

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Price is applying four decades of award-winning audio direction to professional voice cloning; every voice is licensed from a real actor who is paid each time it is used.

PHILADELPHIA, PA / ACCESS Newswire / June 11, 2026 / Dan Price has spent 40 years making voices sell things. As founder of Oink Ink Radio, he has directed voice performances for Google, IBM, Ford, AT&T, NBC, and Staples, work that has earned nearly a thousand industry awards, including Cannes Lions, Clios, One Show Pencils, Radio Mercury Awards, and London International Awards.

Now he is turning that experience to AI.

BionicVO is a professional voice cloning platform for creative teams that want AI efficiency without giving up the quality of real voice talent. Every voice in the catalog comes from a real, professional voice actor; the platform does not use synthetic stock voices. Each actor was selected by Price for a voice that is distinct, human, and authentic, and each has chosen to license that voice on their own terms. The roster is made up of working professionals with national commercial, network television, and film credits.

Before a user ever touches the platform, Price and his engineering team apply 40 years of audio direction and sound design to the source audio itself, the same production methodology behind Oink Ink's award-winning campaigns. Users browse the actor roster, upload a script, generate a clone, and refine it in a built-in production studio, with tools and best practices built into the platform.

"AI voices aren't bad because the technology is bad. They're bad because no one is directing the performance. We built BionicVO to master these tools, not just use them," said Dan Price, founder of Oink Ink Radio and managing member of BionicVO.

Every time a voice is used, the actor gets paid. BionicVO runs on a royalty model, not a synthetic voice bank. No fake voices. No stolen likenesses.

The global AI voice market is projected to reach $21.75 billion by 2030. BionicVO enters it with a hand-picked roster of professional voices and four decades of performance direction applied to the source audio.

For more information or to schedule an interview with Dan Price ahead of launch, contact Lauren Harris at lauren@reliablepr.net.

About BionicVO

BionicVO is a professional voice cloning platform for creative teams that refuse to compromise on sound. Founded by veteran audio producer Dan Price of Oink Ink Radio, BionicVO combines a hand-picked roster of experienced U.S. voice actors, source audio crafted by professional voice directors and sound designers, and ethical AI practices to deliver performances that sound intentional, human, and production-ready.

Story Continues

Media Contact Lauren Harris | Reliable PR & Marketing | lauren@reliablepr.net | (661) 472-6924

Company Contact Dan Price | Founder & Managing Member | dan@bionicvo.ai | (347) 234-8375

SOURCE: BionicVO

View the original press release on ACCESS Newswire

View Comments

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

T-Mobile, US, Inc. TMUS continues to benefit from healthy demand trends across wireless and broadband services. In the first quarter of 2026, the company added 217,000 postpaid net accounts, up 6% year over year. Total postpaid accounts reached 34.4 million. Superior network quality, compelling value offerings and enhanced customer experience are driving customer addition.

Postpaid Average Revenue Per Account (ARPA) increased 3.9% year over year to $151.93. Successful rate plan optimization, higher fee revenues, increased customer density per account and continued adoption of 5G broadband and T-Mobile for Business services are driving growth.

It continues to expand beyond traditional wireless offerings. The company added more than 0.5 million broadband net additions in the first quarter, supported by accelerating 5G broadband adoption and favorable customer experience metrics. Management highlighted that fixed wireless speeds remain ahead of peers while fiber partnerships and joint ventures are expanding the company’s addressable market in a capital-efficient manner.

Strong momentum prompted T-Mobile to raise guidance for 2026. The company expects postpaid net account addition of 950,000 to 1.05 million, up from prior guidance of 900,000 to 1.0 million. It expects full-year postpaid ARPA growth of 2.5-3%.

How Are Competitors Faring?

T-Mobile faces competition from AT&T, Inc. T and Verizon Communications, Inc. VZ in the U.S. telecom market. AT&T continues to invest in fiber and 5G to expand advanced Internet reach and drive more households to buy wireless and home Internet together. In first-quarter 2026, the company reported 584,000 total fiber and fixed wireless advanced Internet customer net additions, including 512,000 consumer advanced home Internet net adds. Within that, AT&T added 273,000 fiber net adds and 239,000 AT&T Internet Air net adds. Postpaid phone net adds were 294,000, and postpaid phone churn was 0.89%.

In first-quarter 2026, Verizon added 55,000 postpaid phone net additions, the first positive first-quarter total since 2013, and management tied the year-over-year swing of more than 340,000 to a higher mix of new-to-Verizon gross additions and a shift away from relying on heavy promotions. Verizon’s broadband build continues to broaden its addressable market and create more room to sell converged offers over time. In first-quarter 2026, Verizon delivered 341,000 broadband net additions, including 214,000 fixed wireless access net additions and 127,000 fiber broadband net additions, bringing fixed wireless access and fiber broadband connections to about 16.8 million.

Story Continues

TMUS’ Price Performance, Valuation & Estimates

T-Mobile has declined 19.6% over the past year compared with the industry’s decline of 16.5%.Zacks Investment Research

Image Source: Zacks Investment Research

Going by the price/earnings ratio, the company’s shares currently trade at 15.78, higher than the 11.06 for the industry.Zacks Investment Research

Image Source: Zacks Investment Research

TMUS’ earnings estimates for 2026 and 2027 have declined over the past 60 days.Zacks Investment Research

Image Source: Zacks Investment Research

T-Mobile currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

AT&T Inc. (T) : Free Stock Analysis Report

Verizon Communications Inc. (VZ) : Free Stock Analysis Report

T-Mobile US, Inc. (TMUS) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

View Comments

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

As the Q1 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the consumer discretionary - wireless, cable and satellite industry, including Cable One (NYSE:CABO) and its peers.

The Consumer Discretionary sector, by definition, is made up of companies selling non-essential goods and services. When economic conditions deteriorate or tastes shift, consumers can easily cut back or eliminate these purchases. For long-term investors with five-year holding periods, this creates a structural challenge: the sector is inherently hit-driven, with low switching costs and fickle customers. As a result, only a handful of companies can reliably grow demand and compound earnings over long periods, which is why our bar is high and High Quality ratings are rare. Wireless, cable, and satellite companies provide pay-TV, broadband internet, and mobile connectivity through large fixed-infrastructure networks. Tailwinds include growing bandwidth consumption, bundling opportunities across video, internet, and wireless services, and rural broadband subsidies from government programs. However, headwinds are pronounced: cord-cutting continues to erode traditional video subscriber bases, capital expenditure requirements for network upgrades (such as fiber overbuilds and 5G rollouts) are substantial, and aggressive promotional pricing among competitors compresses margins. Regulatory oversight on pricing and net neutrality adds uncertainty, while streaming platforms increasingly bypass traditional distributors, reducing the value of the legacy pay-TV bundle.

The 7 consumer discretionary - wireless, cable and satellite stocks we track reported a mixed Q1. As a group, revenues were in line with analysts’ consensus estimates.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 19.3% since the latest earnings results.

Cable One (NYSE:CABO)

Founded in 1986, Cable One (NYSE:CABO) provides high-speed internet, cable television, and telephone services, primarily in smaller markets across the United States.

Cable One reported revenues of $353 million, down 7.3% year on year. This print fell short of analysts’ expectations by 1.8%. Overall, it was a slower quarter for the company with a miss of analysts’ revenue and adjusted operating income estimates.Cable One Total Revenue

Cable One delivered the weakest performance against analyst estimates and slowest revenue growth of the whole group. The market seems disappointed with the results as the stock is down 52.9% since reporting and currently trades at $43.05.

Story Continues

Read our full report on Cable One here, it’s free.

Best Q1: Comcast (NASDAQ:CMCSA)

Formerly known as American Cable Systems, Comcast (NASDAQ:CMCSA) is a multinational telecommunications company offering a wide range of services.

Comcast reported revenues of $31.46 billion, up 10.9% year on year, outperforming analysts’ expectations by 3.4%. The business had a strong quarter with an impressive beat of analysts’ revenue and adjusted operating income estimates.Comcast Total Revenue

Comcast pulled off the biggest analyst estimate beat and fastest revenue growth among its peers. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 18.3% since reporting. It currently trades at $24.00.

Is now the time to buy Comcast? Access our full analysis of the earnings results here, it’s free.

Weakest Q1: Optimum Communications (NYSE:OPTU)

Based in Long Island City, Optimum Communications (NYSE:OPTU) is a telecommunications company offering cable, internet, telephone, and television services across the United States.

Optimum Communications reported revenues of $2.07 billion, down 4% year on year, in line with analysts’ expectations. It was a softer quarter as it posted a significant miss of analysts’ adjusted operating income and EPS estimates.

As expected, the stock is down 14.3% since the results and currently trades at $1.18.

Read our full analysis of Optimum Communications’s results here.

AT&T (NYSE:T)

Founded by Alexander Graham Bell, AT&T (NYSE:T) is a multinational telecomm conglomerate providing a range of communications and internet services.

AT&T reported revenues of $31.51 billion, up 2.9% year on year. This number topped analysts’ expectations by 0.9%. More broadly, it was a mixed quarter as its performance in some other areas of the business was disappointing.

The stock is down 10.4% since reporting and currently trades at $23.19.

Read our full, actionable report on AT&T here, it’s free.

Charter (NASDAQ:CHTR)

Operating as Spectrum, Charter (NASDAQ:CHTR) is a leading telecommunications company offering cable television, high-speed internet, and voice services across the United States.

Charter reported revenues of $13.6 billion, down 1% year on year. This result met analysts’ expectations. However, it was a slower quarter as it logged a significant miss of analysts’ EPS estimates and a slight miss of analysts’ adjusted operating income estimates.

The stock is down 43.6% since reporting and currently trades at $136.47.

Read our full, actionable report on Charter here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand-wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Growth Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

StockStory’s analyst team — all seasoned professional investors — uses quantitative analysis and automation to deliver market-beating insights faster and with higher quality.

View Comments

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.

Cisco Systems (NasdaqGS:CSCO) has launched Cloud Control, an AI focused platform that unifies management and security across its networking and security products. The company also introduced Live Protect, a real time runtime security offering aimed at protecting applications and workloads as they operate. Cisco expanded its quantum safe security initiatives, outlining a roadmap to bring quantum resistant protections across its core portfolio. New collaborations with NetApp focus on secure AI infrastructure, while work with AT&T centers on next generation connected car entertainment and connectivity.

For investors watching NasdaqGS:CSCO, these moves highlight how Cisco is leaning further into AI driven networking and cybersecurity, along with advanced encryption. The company already has a large footprint in routers, switches, collaboration tools, and security products, so a unified platform approach around Cloud Control and Live Protect directly relates to how enterprises are trying to manage increasingly complex hybrid and multi cloud environments.

These product launches and partnerships also connect to longer term trends, such as the push for AI ready infrastructure, the need for stronger runtime security, and preparation for a potential quantum computing era. For investors and other stakeholders, a central question is how effectively Cisco can translate these initiatives into broader adoption across data center, cloud, and edge use cases over time.

Stay updated on the most important news stories for Cisco Systems by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Cisco Systems.NasdaqGS:CSCO Earnings & Revenue Growth as at Jun 2026

📰 Beyond the headline: 0 risks and 3 things going right for Cisco Systems that every investor should see.

Investor Checklist

Quick Assessment

⚖️ Price vs Analyst Target: At US$118.80 versus a consensus target of about US$126.50, the stock is roughly 6% below where analysts on average see it. ❌ Simply Wall St Valuation: Shares are flagged as trading 26.9% above estimated fair value, which suggests a rich valuation on this model. ✅ Recent Momentum: The stock is up 20.3% over the last 30 days, indicating strong short term momentum around the AI and security news.

There's only one way to know the right time to buy, sell or hold Cisco Systems. Head to Simply Wall St's company report for the latest analysis of Cisco Systems's Fair Value.

Story Continues

Key Considerations

📊 Cloud Control, Live Protect and quantum safe offerings tighten the link between Cisco's networking footprint and AI focused security, which may be central to its long term story. 📊 Watch uptake of the new platforms, progress in the NetApp and AT&T collaborations, and how these developments feed into revenue and earnings over coming reporting periods. ⚠️ With a P/E of about 39.2 versus a Communications industry average of about 32.4 and a DCF flagging it as overvalued, execution risk on these initiatives matters more at this price.

Dig Deeper

For the full picture including more risks and rewards, check out the complete Cisco Systems analysis. Alternatively, you can check out the community page for Cisco Systems to see how other investors believe this latest news will impact the company's narrative.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include CSCO.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

View Comments

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

In early June 2026, LiveOne announced an expanded collaboration with AT&T and Cisco to integrate personalized, bundled in-vehicle entertainment into select AT&T Connected Car-equipped vehicles, while AT&T also simplified its fiber home internet lineup to four speed tiers with bundled wireless savings and added features like free Internet Backup and All-Fi Pro on its top plan. AT&T's recent moves, including a multibillion-dollar ESOP-related shelf registration and deeper partnerships in areas such as connected cars and supply chain Physical AI, highlight how it is using its network scale to embed itself more tightly into enterprise operations and consumer ecosystems. Now we'll examine how AT&T's expanded connected car and fiber offerings may affect its investment narrative and long-term revenue mix.

Capitalize on the AI infrastructure supercycle with our selection of the 48 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow.

AT&T Investment Narrative Recap

To own AT&T, you need to believe its heavy 5G and fiber buildout, plus tighter bundling, can offset pressure from wireless churn, legacy wireline decline, and high debt. The latest connected car and fiber announcements support the core convergence story, but they do not meaningfully change the near term risk that competitive intensity and spending needs could weigh on margins and free cash flow.

The fiber lineup simplification is most relevant here, because it goes directly to AT&T's push for higher value, stickier broadband and wireless relationships. By tightening its plans around four speed tiers and richer bundle features, AT&T is leaning into the convergence catalyst that consensus analysts see as key to stabilizing growth, even as bears question whether ongoing 5G and fiber investment will earn sufficient returns over time.

Yet beneath the appeal of bundled fiber and connected cars, investors should also be aware that...

Read the full narrative on AT&T (it's free!)

AT&T's narrative projects $130.6 billion revenue and $17.0 billion earnings by 2028. This requires 1.7% yearly revenue growth and about a $4.3 billion earnings increase from $12.7 billion today.

Uncover how AT&T's forecasts yield a $29.41 fair value, a 30% upside to its current price.

Exploring Other PerspectivesT 1-Year Stock Price Chart

Pessimistic analysts saw revenue rising only to about US$134,000,000,000 and earnings falling to roughly US$17,100,000,000, so when you read about connected cars and richer fiber bundles, remember that some expect heavy 5G and fiber spend with slower payback, and that these new moves could either soften or reinforce that more cautious view.

Story Continues

Explore 6 other fair value estimates on AT&T - why the stock might be worth over 2x more than the current price!

Decide For Yourself

Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

A great starting point for your AT&T research is our analysis highlighting 3 key rewards and 4 important warning signs that could impact your investment decision. Our free AT&T research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate AT&T's overall financial health at a glance.

Curious About Other Options?

Opportunities like this don't last. These are today's most promising picks. Check them out now:

Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 27 best rare earth metal stocks of the very few that mine this essential strategic resource. The future of work is here. Discover the 33 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. Explore 30 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include T.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

View Comments

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

AT&T Inc. T and T-Mobile US, Inc. TMUS are major U.S. wireless carriers competing aggressively in the 5G market, battling for subscriber growth, network leadership and long-term cash flow strength. Operating as one of the premier wireless service providers in the United States, AT&T provides a vast array of communication and business solutions that include wireless, local exchange, long-distance, data/broadband and Internet, video, managed networking, wholesale and cloud-based services.

T-Mobile offers mobile voice, messaging and data services in the postpaid, prepaid and wholesale markets under the T-Mobile, Metro by T-Mobile and Sprint brands. The company is extensively deploying 5G and 4G LTE (Long-Term Evolution) networks across the country to bridge the digital divide.

Let us delve a little deeper into the companies’ competitive dynamics to understand which of the two is relatively better placed in the broadband and telecom services industry.

The Case for AT&T

With a customer-centric business model, AT&T is witnessing healthy momentum in its postpaid wireless business with a lower churn rate and increased adoption of higher-tier unlimited plans. The company remains focused on improving mobile 5G, fixed wireless and edge computing services to drive growth. AT&T is leveraging Ericsson technology to deploy a commercial-scale open radio access network (Open RAN) across the country to help build a more robust ecosystem of network infrastructure providers and suppliers. It is also collaborating with Nokia to streamline network services, improve automation, speed up deployment times and improve operational efficiency.

In first-quarter 2026, the company reported 584,000 total fiber and fixed wireless advanced Internet customer net additions, including 512,000 consumer advanced home Internet net adds. Within that, AT&T reported 273,000 fiber net adds and 239,000 AT&T Internet Air net adds. Postpaid phone net adds were 294,000, and postpaid phone churn was 0.89%. AT&T also closed the Lumen Mass Markets fiber acquisition in early February 2026, adding 1.1 million fiber customers and more than 4 million fiber locations. Management expects fiber reach to grow by about 8 million locations in 2026, including more than 4 million locations acquired from Lumen, and remains on track to reach over 40 million total fiber locations by the end of 2026 and more than 60 million by the end of 2030.

However, despite its effort to reinforce focus on the customer-centric business model with an aim to maintain its customer base, its wireline division is struggling with persistent losses in access lines as a result of competitive pressure from voice-over-Internet-protocol (VoIP) service providers and aggressive triple-play (voice, data, video) offerings by the cable companies. Its effort to woo customers with healthy discounts, freebies and cash credits further escalates margin pressures. Stiff competition from Verizon Communications VZ is a headwind.

Story Continues

The Case for T-Mobile

T-Mobile’s business model largely depends on its “Un-carrier Value Proposition”, which aims to enhance customer satisfaction by means of providing the latest products at cheaper rates and on uncomplicated terms and conditions. The company continues to boast a leadership position in the 5G market. Its 5G network covers more than 330 million people in the country. The Ultra Capacity 5G delivers superfast speeds, powering 5G smartphones and enabling innovators to deliver transformational 5G experiences. It intends to bring more competition to home broadband, especially in underserved rural markets.

T-Mobile’s acquisition strategy has significantly strengthened its position in the wireless industry over the past few years. The company completed its acquisition of Sprint in 2020. The combined company’s network has 14 times more capacity than on a standalone basis, which enables it to leapfrog the competition in network capability and customer experience. The buyout of US Cellular’s wireless operations helped T-Mobile acquire all of its wireless operations along with 30% of its spectrum assets across several spectrum bands. The transaction enabled TMUS to expand both its fast-growing home broadband offerings and fixed wireless products through the additional capacity and coverage from the combined spectrum and wireless assets. It also enables the Un-carrier to lease space on various US Cellular towers to ensure continued, uninterrupted service for its customers.

T-Mobile continues to deploy 5G with the mid-band 2.5 GHz spectrum from Sprint. The 2.5 GHz 5G delivers superfast speeds and extensive coverage with signals that go through walls and trees, unlike 5G networks that are controlled by the mmWave spectrum. This gives the un-carrier a competitive edge over AT&T and Verizon. In many places, mid-band 5G average download speeds are around 300 Mbps with peak speeds approaching 1 Gbps. It plans to continue growing this 5G spectrum deployment at an aggressive pace. T-Mobile’s business strategy is built on covering 90% of rural America with average 5G speeds of 50 Mbps, up to two times faster than broadband.

However, the U.S. wireless market is highly competitive and saturated. T-Mobile has multiple wireless competitors, some of which have greater resources than it does. Intensifying competition with a relatively fixed pool of customers is putting pressure on pricing. To lure customers from competitors, T-Mobile has launched several low-priced service plans for consumers as well as small business entities. Management’s strategy of introducing several promotional activities such as free music streaming, video offers and price cuts on service plans and adoption of phone leasing plans, where equipment revenues are not booked upfront, creates a margin squeeze for the company.

How Do Zacks Estimates Compare for T & TMUS?

The Zacks Consensus Estimate for AT&T’s 2026 sales and EPS implies year-over-year growth of 3.3% and 8.5%, respectively. The EPS estimate for 2026 has been trending northward 0.4% over the past 60 days.Zacks Investment Research

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for T-Mobile’s 2026 sales and EPS indicates year-over-year growth of 7.1% and 9.6%, respectively. The EPS estimates have been trending southward (down 0.7%) over the past 60 days.Zacks Investment Research

Image Source: Zacks Investment Research

Price Performance & Valuation of T & TMUS

Over the past year, AT&T has declined 19.9% compared with the industry’s decline of 17%. T-Mobile has plummeted 22.2% over the same period.Zacks Investment Research

Image Source: Zacks Investment Research

AT&T looks more attractive than T-Mobile from a valuation standpoint. Going by the price/earnings ratio, AT&T’s shares currently trade at 9.47 forward earnings, lower than 15.27 for T-Mobile.Zacks Investment Research

Image Source: Zacks Investment Research

End Note

Both AT&T and T-Mobile carry a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Both AT&T and T-Mobile expect sales and earnings to increase in 2026. In terms of price performance, T has outperformed TMUS. An uptrend in estimate revisions shows bullish investor sentiment for AT&T. Moreover, AT&T appears to have attractive valuation metrics compared with T-Mobile. With an aggressive growth path (broadband upgrades + bundling + fiber densification), AT&T offers more upside potential and appears to be relatively better placed than T-Mobile and hence, is a better investment option at the moment.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

AT&T Inc. (T) : Free Stock Analysis Report

Verizon Communications Inc. (VZ) : Free Stock Analysis Report

T-Mobile US, Inc. (TMUS) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

View Comments

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.

AST SpaceMobile plans to launch three next generation BlueBird satellites, numbered 8, 9, and 10, on a SpaceX Falcon 9 on June 17. The mission follows the setback of the BlueBird 7 satellite and is intended to advance the company’s direct to smartphone network. The new satellites are designed to nearly double peak data speeds and are backed by partners including AT&T, Verizon, and Google.

For investors watching NasdaqGS:ASTS, this launch comes after a period of sharp share price swings. The stock closed at $88.71, with a 1 year return of 148.4% and a 3 year gain that is very large. Over shorter windows, the share price is up 18.2% over the past 30 days but down 24.9% over the past week.

June 17 now serves as a key test for AST SpaceMobile’s technology and its commercial story with major telecom and tech partners. How effectively these next generation satellites perform in orbit is likely to influence sentiment around the company’s direct to device ambitions and its longer term rollout plans.

Stay updated on the most important news stories for AST SpaceMobile by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on AST SpaceMobile.NasdaqGS:ASTS Earnings & Revenue Growth as at Jun 2026

2 things going right for AST SpaceMobile that this headline doesn't cover.

The BlueBird 8, 9, and 10 launch is important because it directly links AST SpaceMobile’s technology story to its commercial agreements. The company already has partnerships with AT&T, Verizon, Vodafone, Google and nearly 60 mobile network operators, covering more than 3b subscribers. To turn those relationships into meaningful revenue, AST SpaceMobile needs enough satellites in orbit to support voice, data and video services to standard smartphones, with performance that meets carrier expectations. These next generation satellites are designed to nearly double peak data speeds compared with earlier units, which, if achieved, could make the service more attractive for high usage customers and enterprise or government contracts. At the same time, relying on a single primary launch provider in SpaceX introduces supplier concentration risk at a point when access to orbit and launch pricing are front and center for the sector. For you as an investor, this launch is therefore both an opportunity marker for AST SpaceMobile’s direct to smartphone network plan and a reminder that execution, capital intensity and launch dependency remain central parts of the risk and reward trade off.

Story Continues

How This Fits Into The AST SpaceMobile Narrative

The move to deploy three next generation satellites at once aligns with the narrative of scaling from R&D to an operating network that can start addressing contracted commitments with large mobile operators. The continued reliance on SpaceX as the launch provider, especially after the BlueBird 7 setback, reinforces concerns in the narrative about execution risk around launch schedules and capital deployment. The near doubling of peak data speeds and the push into direct to smartphone services may not be fully captured in older narratives that focused more on initial constellation milestones than on performance improvements per satellite.

Knowing what a company is worth starts with understanding its story. Check out one of the top narratives in the Simply Wall St Community for AST SpaceMobile to help decide what it's worth to you.

The Risks and Rewards Investors Should Consider

⚠️ Access to orbit is concentrated, and analyst commentary has pointed to AST SpaceMobile’s dependence on SpaceX as a material risk if launch pricing or availability change. ⚠️ The company is still unprofitable and has been flagged for dilution and insider selling, which could matter more if additional capital is needed to complete the constellation after setbacks like BlueBird 7. 🎁 Revenue is forecast to grow strongly, and the launch supports the company’s plan to build a global direct to smartphone network using satellites it has developed internally. 🎁 The planned improvement in peak data speeds, combined with agreements covering more than 3b mobile subscribers, gives AST SpaceMobile a differentiated position versus satellite connectivity providers such as SpaceX’s Starlink and Iridium.

What To Watch Going Forward

From here, focus on whether BlueBird 8, 9, and 10 reach orbit and operate as designed, including any disclosed data speed or service quality metrics. Track how quickly AST SpaceMobile moves from technical validation to commercial service launches with partners like AT&T, Verizon and Vodafone, and whether additional mobile operators sign firm contracts rather than memorandums of understanding. It is also worth monitoring any updates on future launch plans, particularly diversification beyond SpaceX, and management commentary on capital spending and funding needs as the constellation grows.

To ensure you're always in the loop on how the latest news impacts the investment narrative for AST SpaceMobile, head to the community page for AST SpaceMobile to never miss an update on the top community narratives.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include ASTS.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

View Comments