AT&T has integrated mid-band (3.45 GHz) spectrum from EchoStar into approximately 23,000 cell sites, accelerating its 5G rollout nationwide.
Customers may see up to 80% faster download speeds on mobility services and 55% faster for AT&T Internet Air as a result of the upgrade.
The new spectrum extends enhanced capacity and speeds to more than 5,300 cities across 48 states, supporting growth in converged wireless and home internet subscribers.
First responders on FirstNet gain always-on priority and preemption across all AT&T spectrum bands, improving public safety communications.

2 days ago

Press Release

AT&T activates EchoStar spectrum boosting 5G speeds

Product Launch

New Projects/Investments

AT&T deployed 3.45 GHz mid-band spectrum acquired from EchoStar across 23,000 cell sites in over 5,300 cities and towns in 48 states, enhancing 5G network capacity and download speeds by up to 80%.
Customers saw download speed improvements of up to 80% for mobile service and 55% for AT&T Internet Air, with no price increases to date.
The spectrum expansion reduces the need for costly new cell tower construction, driving long-term operating efficiencies, supporting converged subscriber growth, and strengthening AT&T’s FirstNet priority communications for first responders.
In Hingham, Massachusetts, network reliability reached approximately 96% following the installation of a new 5G cell site in a church steeple near Hingham High School.

3 days ago

Morningstar

AT&T upgraded to Overweight by KeyBanc

KeyBanc upgraded AT&T to Overweight with a $30 price target, implying a ~19% upside.
The firm highlights AT&T’s focus on mobile and broadband convergence, targeting 60 million fiber homes by 2030 and 6.2 million converged customers by end-2025, rising to 12 million by 2030.
AT&T’s wireless segment comprises ~70% of revenue, supported by broadband and fixed-line services.
Adjusted EBITDA is forecast to grow 3% in 2025, accelerating to ~5% by 2027 and 2028.
The stock has gained 10–11% year-to-date, with recent pullbacks viewed as buying opportunities.

8 days ago

CNBC

TELUS reports Q3 2025 results

Earnings

Dividends

Delivered 288,000 net mobile and fixed customer additions, including 82,000 mobile phone and 40,000 internet net adds, with postpaid mobile churn at 0.91%.
Consolidated operating revenues and other income flat at C$5.1 billion, with service revenue up 2%; reported EBITDA of C$1.8 billion and Adjusted EBITDA of C$1.862 billion.
TELUS Health Operating Revenue grew 18% and Adjusted EBITDA grew 24%, covering 160.6 million lives worldwide.
Generated free cash flow of C$611 million (+8%) and increased the quarterly dividend to $0.4184, up 4% year-over-year.

Nov 7, 2025, 11:45 AM

Press Release

NCR Atleos reports Q3 2025 results

Earnings

Guidance Update

Share Buyback

Total revenue of $1.12 billion, up 4% y/y, with 70% from recurring streams and Core Revenue (ex-Voyix) of $1.11 billion, up 6% y/y
Net income of $26 million, up 24% y/y; Adjusted EBITDA of $219 million, up 7% y/y; and Diluted EPS of $0.34, up 21% y/y
ATMaaS revenue grew 37% y/y (with >40% growth expected in Q4) and ATM hardware revenue rose 24% y/y, driving mix improvement
Full-year 2025 guidance ranges reaffirmed; expects to begin share repurchases this quarter and close the year at 2.8× net leverage

Nov 5, 2025, 9:05 PM

Press Release

AT&T enters into $29.5B credit facilities

Debt Issuance

On November 3, 2025, AT&T entered into a $12.0 billion Second Amended and Restated Credit Agreement (revolver) and a $17.5 billion Delayed Draw Term Loan Credit Agreement for general corporate purposes.
The revolver bears interest at Term SOFR plus an Applicable Margin of 0.920% or Citibank’s base rate plus margin, carries a facility fee of 0.080%, and matures November 3, 2030, with up to two one-year extension options.
Key covenants include a net debt-to-EBITDA cap of 3.75×, a limitation on liens, and a maximum revolver commitment of $14.0 billion.
The $17.5 billion term loan is split into $6.0 billion 364-day and $11.5 billion two-year tranches provided by a syndicate of global banks.

Nov 3, 2025, 9:03 PM

8-K

Telus completes privatization of Telus Digital

M&A

Delisting/Listing Issues

TELUS completed the acquisition of all outstanding TELUS Digital shares at US$4.50 per share, for an aggregate consideration of approximately US$539 million on October 31, 2025
Following closing, TELUS owns 100% of TELUS Digital and expects to generate US$150 million in annual synergies through operational efficiencies
Shareholder elections resulted in 106,755,480 shares for cash, 448,976 for share consideration and 12,697,517 for combination; TELUS issued 1,849,374 shares and paid US$508,970,041.54 in cash
TELUS Digital subordinate voting shares will be delisted from the TSX and NYSE and deregistered under applicable securities laws

Oct 31, 2025, 10:45 AM

Press Release

AT&T launches new enterprise IoT eSIM solution with Thales

Product Launch

New Projects/Investments

AT&T partners with Thales to introduce a new generation eSIM management platform compliant with GSMA SGP.32 for enterprise IoT deployments.
The Thales Adaptive Connect (TAC) solution embeds core eSIM functionality into AT&T’s global IoT connectivity platform, enabling remote provisioning, activation and security management to simplify operations and reduce costs.
It automates large-scale device subscription ordering, grouping, updates and OTA configuration, accelerating time-to-market for IoT products and services.
The service is now commercially available worldwide for enterprise customers across automotive, smart cities, healthcare and public sector applications.

Oct 31, 2025, 2:00 AM

Press Release

AT&T and Thales launch next-generation eSIM solution

Product Launch

New Projects/Investments

AT&T and Thales unveil a next-generation eSIM solution based on the GSMA SGP.32 IoT specification, enabling secure, remote management of IoT subscriptions over a consolidated platform.
The platform, built on Thales Adaptive Connect and integrated into AT&T Virtual Profile Management for IoT, offers advanced automation to simplify large-scale device deployments and reduce operational costs.
Optimized for industries such as automotive, smart cities, healthcare, and utilities, the solution ensures high security and device integrity while supporting global logistics with a single pre-integrated eSIM.
The service is now commercially available worldwide, providing customers with streamlined subscription changes, diagnostics, and policy management via a single certified interface.

Oct 30, 2025, 12:32 PM

Press Release

Constellium reports Q3 2025 results

Earnings

Guidance Update

Management Change

Constellium delivered 373 kt shipments (+6% YoY), $2.2 B revenue (+20% YoY), $88 M net income vs. $8 M last year and $235 M Adjusted EBITDA in Q3 2025.
Repurchased 1.7 M shares for $25 M in Q3 and 6.5 M shares for $75 M YTD 9M 2025.
Raised 2025 guidance to $670–690 M Adjusted EBITDA (ex-metal price lag) and > $120 M Free Cash Flow; targeting $900 M EBITDA and $300 M FCF in 2028.
Appointed Ingrid Joerg as CEO effective January 1, 2026; Jean-Marc Germain to retire December 31, 2025.

Oct 29, 2025, 10:15 AM

Press Release

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