Unexpected Customer Increase at AT&T
The US telecommunications group AT&T surprisingly made strong gains in the mobile market in the first quarter of 2025. The company managed to gain approximately 324,000 new mobile customers, far exceeding the 258,300 customers estimated by analysts.
Combined Offers as a Success Factor
A key driver of this growth is AT&T’s strategy of bundling fiber-optic internet connections with mobile plans. Over 40% of fiber customers also opted for mobile tariffs, highlighting the attractiveness of bundled offers.
Revenue Increase and Stock Price Development
During the same period, AT&T was able to report a 2% increase in revenue to $30.6 billion, surpassing analysts’ expectations. This success is also reflected in the stock price, which rose pre-market by about 3 to 4% to around $27.8. Year-on-year, the stock is already up over 18%.
Comparison with Competitors
In contrast, competitor Verizon had to face a decline in mobile customers during the same period. This development indicates a shift in favor of AT&T in the competitive US mobile market.
For investors in Europe and worldwide, such market dynamics are of interest as they provide insights into global trends and the competitiveness of large telecommunications companies.
- AT&T exceeds expectations with +324,000 new customers.
- Combined offers as a growth driver.
- Revenue and stock price rise significantly.
- Verizon simultaneously loses customers.
These developments underline AT&T’s strong competitive position and provide valuable insights for investors.