Dab tsi yuav txav T Tshuag nce lossis nqis thaum AT&T cov nyiaj tau los rau lub Kaum Ob Hlis Lub Peb Hlis tau tshaj tawm hnub Wednesday? Muaj kev pom zoo dav dav ntawm Wall Street nws yuav yog AT & T's (T) 2023 nyiaj ntsuab flow outlook.
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"FCF yog qhov teeb meem tseem ceeb," SVB MoffettNathanson tus kws tshuaj ntsuam Craig Moffett hais rau Investor's Business Daily ntawm email. "Thiab yog, qhov kev pom zoo twb xav tias yuav tsis nco me ntsis rau 2022."
AT&T txoj kev loj hlob nyiaj ntsuab pub dawb txhawb nqa nws cov nyiaj faib. T Tshuag muab cov tswv lag luam nrog 5.8% cov nyiaj faib tawm.
Tsis tas li ntawd, AT&T tau kwv yees $ 14 nphom hauv cov nyiaj pub dawb hauv xyoo 2022, nqis 47% los ntawm ib xyoo dhau los. Qhov poob yog khi rau lub Plaub Hlis 2022 spinoff ntawm WarnerMedia, thiab DirecTV divestiture hauv 2021.
AT&T: 'Bridge The Chasm'?
T cov kws tshuaj ntsuam xyuas los ntawm FactSet tam sim no kwv yees tag nrho lub xyoo 2022 cov nyiaj pub dawb ntawm $ 13.78 billion, qis dua AT&T cov lus qhia. AT&T cov nyiaj tau los yuav tsum tau them ua ntej kev lag luam qhib rau hnub Wednesday.
Tab sis nws yog AT&T's 2023 kev pom zoo rau cov nyiaj pub dawb uas tseem ceeb tshaj plaws rau Wall Street. Cov kws tshuaj ntsuam kwv yees nyiaj pub dawb ntawm $ 16.2 nphom, raws li FactSet.
"Peb xav tias AT&T yuav tsum tau txuas lub chasm ntawm nws cov kev khiav hauj lwm kev ua tau zoo thiab kev cia siab nyiaj txiag dawb," Bank of America tus kws tshuaj ntsuam David Barden tau hais hauv tsab ntawv rau cov neeg siv khoom. "Tus qub tab tom txhim kho thiab nkag siab los ntawm cov tub ua lag luam, thaum tom kawg tau txo qis thiab tus choj rau 2023 FCF kev cia siab tau raug kaw hauv qhov tsis paub."
Moffett muaj qhov zoo sib xws.
"Qhov teeb meem ntawm no yog tias AT&T qhov kev suav ntawm FCF ciam teb ntawm qhov tsis paub, nrog kev tso thiab yuav luag yuav luag ntxiv thiab tsis suav nrog, yog li tsis muaj leej twg paub tias lawv yuav ua dab tsi thiab yuav tsis suav nrog hauv lawv cov lus qhia rau cov nyiaj pub dawb rau xyoo 2023," Moffett tau hais hauv email.
T Tshuag: Outlook Surprise tuaj?
Ntawm Wells Fargo, tus kws tshuaj ntsuam Eric Luebchow tau hloov kho T Tshuag kom ua tau zoo tshaj thaum Lub Ib Hlis. Nws hais tias AT&T tuaj yeem xav tsis thoob nrog 2023 FCF cov lus qhia saum toj qhov kev cia siab.
"Qhov kev sib cav loj tshaj plaws yog nyob ib puag ncig AT&T FCF qhov kev pom zoo rau xyoo 2023, qhov twg $ 16 billion-ntxiv zoo li yog bogey," Luebchow tau hais hauv tsab ntawv. Nws hais ntxiv tias qee tus kws tshuaj ntsuam Wall Street xav tias AT&T cov neeg siv wireless loj hlob qeeb hauv 2023 tom qab ob xyoos ntawm kev ua lag luam tau nce.
Nyob rau lub Kaum Ob Hlis peb hlis ntuj, AT&T yuav ntxiv 620,000 tus neeg siv xov tooj wireless them nyiaj rov qab rau 884,000 ib xyoo dhau los, cov kws tshuaj ntsuam xyuas los ntawm FactSet kwv yees.
Hauv AT&T daim ntawv tshaj tawm nyiaj tau los, cov kws tshuaj ntsuam kwv yees cov txiaj ntsig ntawm 57 xees, nqis 3% los ntawm xyoo dhau los. Cov nyiaj tau los yuav tsum poob 23% mus rau $ 31.4 nphom thaum lub sij hawm disvestiture ntawm WarnerMedia, uas merged nrog Discovery.
Wireless Kev Loj Hlob Lub Ntsiab Rau Cov Nyiaj Ntsuab Dawb
Lub caij no, Goldman Sachs nyob rau lub Ib Hlis thaum ntxov hu ua AT&T "tus nqi khoom nyiam" ntawm cov tuam txhab xov tooj. Goldman Sachs kwv yees AT&T's 2023 FCF kev loj hlob ntawm 20%, zoo tshaj qhov kev pom zoo.
Nyob rau lub Cuaj Hlis lub quarter, AT&T tau ntxiv 708,000 tus neeg siv xov tooj them nyiaj wireless tom qab them nyiaj rov qab los ntawm kev kwv yees rau 552,000 nce. Cov nyiaj tau los ntawm kev pabcuam wireless tau nce 5.4% rau $ 15.3 billion, nce los ntawm kev kwv yees ntawm $ 15.2 billion.
Moffett tseem hais tias kev loj hlob wireless yog qhov tseem ceeb rau kev sib cav txog T Tshuag.
"AT&T's free-nyiaj-flow trajectory yeej los rau ib qho kev pom ntawm AT&T txoj kev sib tw hauv wireless," nws hais. "Lawv tau tswj hwm kev loj hlob ntawm cov neeg siv khoom zoo, tab sis tsuas yog los ntawm kev nruj heev nrog kev txhawb nqa kim. Qhov ntawd tsuas yog ua haujlwm kom txog thaum nws tsis ua, lossis txog thaum cov neeg sib tw phim cov kev txhawb nqa, raws li lawv tab tom pib ua tam sim no. "
Ua raws li Reinhardt Krause hauv Twitter @reinhardtk_tech rau cov kev hloov tshiab ntawm 5G wireless, kev txawj ntse tsim, cybersecurity thiab huab xam.
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Tau qhov twg los: https://www.investors.com/news/technology/t-stock-why-2023-free-cash-flow-guidance-will-move-shares/?src=A00220&yptr=yahoo