美国电话电报公司(AT&T)今日盘中大涨5.11%,引起了市场的广泛关注。
公司此前公布的2024年第四季度业绩表现喜人,营收和每股收益均超出分析师预期。这主要归功于公司在获取和保留盈利性5G无线和光纤宽带用户方面势头良好。
数据显示,AT&T上季度新增每月付费手机用户48.2万,高于分析师预期的44.2万;同时,公司新增光纤宽带用户30.7万,创下了第四季度光纤用户净增长的最佳纪录。这反映了公司采取捆绑销售5G移动和高速光纤服务的策略取得了积极成效。
AT&T还上调了2025年全年营收和每股收益指引,预计宽带业务收入将实现中两位数增长。在去年12月的投资者日上,该公司描绘了未来三年持续增长的美好前景,其中包括到2027年收益实现两位数增长。
综合来看,AT&T业务发展态势良好,2025年宽带业务增长值得期待。这也是市场今日推升该股上涨的主要原因。
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