Key Takeaways AT&T's Communications revenues rose to $120.89B in 2025, driven by mobility and wireline growth. T added more than 1.5M postpaid net adds and topped 1M fiber net adds, boosting ARPU and retention.AT&T expanded fiber via Lumen deal and spectrum buys, strengthening 5G and convergence push.AT&T, Inc. (T) is witnessing solid momentum in the Communications segment. During 2025, segment revenues rose to $120.89 billion, up from $117.7 billion in 2024. There are multiple growth drivers in this segmen ...

Gogo (GOGO) came out with a quarterly loss of $0.01 per share versus the Zacks Consensus Estimate of $0.02. This compares to earnings of $0.07 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -166.67%. A quarter ago, it was expected that this in-flight internet provider would post earnings of $0.07 per share when it actually produced earnings of $0.1, delivering a surprise of +42.86%.Over the last four quarters, the company has ...

Company Performance - AT&T closed at $27.46, reflecting a -1.47% change from the previous day, underperforming the S&P 500 which lost 0.54% [1] - Over the past month, AT&T shares have increased by 15.79%, while the Computer and Technology sector has decreased by 0.82% [1] Upcoming Financial Results - AT&T is set to announce its earnings on April 22, 2026, with projected earnings per share (EPS) of $0.55, indicating a 7.84% increase year-over-year [2] - Revenue is anticipated to be $31.13 billion, reflecting a 1.65% increase from the same quarter last year [2] Full Year Projections - For the full year, earnings are projected at $2.29 per share and revenue at $128.04 billion, showing increases of +8.02% and +1.9% respectively from the previous year [3] Analyst Estimates and Stock Performance - Recent adjustments to analyst estimates for AT&T are important as they reflect short-term business trends, with positive revisions indicating a favorable business outlook [3][4] - The Zacks Consensus EPS estimate has increased by 2.82% over the last 30 days, and AT&T currently holds a Zacks Rank of 3 (Hold) [5] Valuation Metrics - AT&T's Forward P/E ratio is 12.18, which is lower than the industry average of 14.39, indicating a valuation discount [6] - The company has a PEG ratio of 1.04, compared to the industry average PEG ratio of 1.74 [6] Industry Context - The Wireless National industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 89, placing it in the top 37% of over 250 industries [7] - Strong industry rankings correlate with better stock performance, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7]

Company Performance - Array Digital Infrastructure (AD) reported quarterly earnings of $0.48 per share, exceeding the Zacks Consensus Estimate of $0.32 per share, and significantly up from $0.05 per share a year ago, indicating strong growth [1] - The earnings surprise for this quarter was +52.38%, and the company had a remarkable surprise of +288% in the previous quarter, showcasing its ability to outperform expectations [2] - The company posted revenues of $60.33 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.52%, although this is a decline from year-ago revenues of $970 million [3] Stock Performance and Outlook - Array Digital shares have declined approximately 6.1% since the beginning of the year, contrasting with the S&P 500's gain of 0.2%, indicating underperformance relative to the broader market [4] - The current consensus EPS estimate for the upcoming quarter is $0.27 on revenues of $58.05 million, and for the current fiscal year, it is $0.70 on revenues of $215.45 million, suggesting cautious optimism for future performance [8] Industry Context - Array Digital operates within the Zacks Wireless National industry, which is currently ranked in the top 38% of over 250 Zacks industries, indicating a favorable industry outlook [9] - The performance of Array Digital's stock may be influenced by the overall industry trends, as empirical research shows a strong correlation between stock movements and earnings estimate revisions [6]

Company Overview - ATN International (ATNI) shares increased by 12.5% to close at $29.11, with trading volume significantly higher than usual, reflecting a strong market interest [1] - The stock has gained 18.7% over the past four weeks, indicating a positive trend [1] Recent Developments - The recent uptrend is primarily driven by the divestment of 214 towers and related operations in the Southwestern U.S. for up to $297 million in cash, which will help ATNI unlock value from its tower portfolio and reduce its debt [2] - This divestment is expected to enhance ATNI's liquidity and financial flexibility, allowing for investments in core operations aimed at sustainable long-term value creation [2] Financial Performance Expectations - ATN International is projected to report quarterly earnings of $0.03 per share, reflecting a significant year-over-year decline of 89.3%, while revenues are expected to reach $183.6 million, a 1.7% increase from the previous year [3] - The consensus EPS estimate for the upcoming quarter has remained unchanged over the last 30 days, suggesting that stock price movements may not sustain without trends in earnings estimate revisions [4] Industry Context - ATN International operates within the Zacks Wireless National industry, where Gogo (GOGO) is another player, having closed 1.8% higher at $3.99, but has seen a -19% return over the past month [4] - Gogo's consensus EPS estimate has decreased by 16% over the past month to $0.02, representing a 71.4% decline from the previous year, and it currently holds a Zacks Rank of 4 (Sell) [5]

Core Insights - The article highlights the performance and outlook of several companies, including Alphabet Inc., Caterpillar Inc., T-Mobile US, Inc., and Onfolio Holdings, Inc., based on recent research reports from Zacks Equity Research [2][4][10][13]. Alphabet Inc. (GOOGL) - Alphabet's shares have outperformed the Zacks Internet - Services industry over the past six months, with a growth of 53.1% compared to the industry's 45.7% [4]. - The company is experiencing accelerated growth in AI infrastructure, Google Cloud, and Search, with Google Cloud reporting a backlog of $240 billion, up 55% sequentially [4][5]. - Alphabet has over 325 million paid subscriptions across its consumer services, with significant adoption of Google One and YouTube Premium [5]. - The launch of personal intelligence in AI Mode and the Gemini app is expected to enhance Alphabet's prospects, although competition in cloud computing remains a concern [6]. Caterpillar Inc. (CAT) - Caterpillar's shares have outperformed the Zacks Manufacturing - Construction and Mining industry, increasing by 88.8% over the past six months [7]. - The company returned to earnings growth in Q4 2025, with a modest increase of 0.4% after five quarters of declines, despite ongoing tariff headwinds projected to impact $2.6 billion in 2026 [8]. - A record backlog of $51.2 billion is expected to support future sales, with growth driven by rising construction activity and steady commodity demand [9]. T-Mobile US, Inc. (TMUS) - T-Mobile's shares have underperformed the Zacks Wireless National industry, declining by 16.2% over the past six months [10]. - The company reported strong Q4 2025 results, exceeding Zacks Consensus Estimates, driven by significant growth in service revenues and postpaid net customer additions [11]. - In Q4, T-Mobile added 2.4 million postpaid net customers, with a bullish outlook for fiscal 2026 supported by efficient capital management [12]. Onfolio Holdings, Inc. (ONFO) - Onfolio's shares have underperformed the Zacks Internet - Commerce industry, with a decline of 52.7% over the past six months [13]. - The company is facing persistent net losses and rising SG&A expenses, with challenges related to heavy amortization from acquisitions and increasing debt [13][14]. - Despite these challenges, Onfolio is experiencing solid revenue and gross margin expansion, driven by a diversified portfolio and growth in recurring service contracts [15].

Industry Overview - The Zacks Wireless National industry is facing challenges such as high capital expenditures for infrastructure upgrades, tariff uncertainty, supply-chain disruptions due to geopolitical tensions, and high customer inventory levels [1][6] - Despite these challenges, the industry is expected to benefit from accelerated 5G deployment and extensive fiber densification in the long run [1] Key Players - Verizon Communications Inc. is likely to gain from increased demand for scalable infrastructure, focusing on 5G mobile networks and fixed wireless broadband [2][14] - AT&T Inc. is benefiting from fiber convergence and increased deployment of mid-band spectrum, with a commitment to closing the digital divide [2][16][17] - Liberty Latin America Ltd. is positioned to leverage its end-to-end communications platform and upgraded infrastructure for enterprise-grade connectivity [2][20] Financial Performance - The Zacks Wireless National industry has underperformed the S&P 500 and the broader Zacks Computer and Technology sector, declining 7.8% over the past year compared to the S&P 500's growth of 15.9% [9] - The industry is currently trading at a trailing 12-month EV/EBITDA of 9.03X, significantly lower than the S&P 500's 17.21X and the sector's 19.40X [12] Market Dynamics - Increased infrastructure spending is eroding short-term profit margins due to aggressive promotional expenses and a decline in linear TV subscribers [4] - The deployment of 5G and fiber networks is expected to enhance customer experience with improved coverage and speed, driven by advancements in technology [5] Investment Outlook - Verizon has a long-term earnings growth expectation of 4.8% and has gained 20.8% in the past year, currently holding a Zacks Rank 3 (Hold) [14] - AT&T has a long-term earnings growth expectation of 11.7% and has gained 12.2% over the past year, also holding a Zacks Rank 3 [17] - Liberty Latin America has gained 11.6% in the past year and holds a Zacks Rank 2 (Buy) [20]

分组1 - Optimum Communications, Inc. reported a quarterly loss of $0.03 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.01, marking an earnings surprise of -200.00% [1] - The company posted revenues of $2.18 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.61%, but down from $2.24 billion in the same quarter last year [2] - The stock has underperformed the market, losing about 1.8% since the beginning of the year compared to the S&P 500's gain of 1.4% [3] 分组2 - The earnings outlook for Optimum Communications, Inc. is uncertain, with current consensus EPS estimates of -$0.07 on $2.08 billion in revenues for the coming quarter and -$0.24 on $8.32 billion in revenues for the current fiscal year [7] - The Zacks Industry Rank indicates that the Wireless National industry is in the bottom 33% of over 250 Zacks industries, suggesting potential underperformance compared to higher-ranked industries [8] - The estimate revisions trend for Optimum Communications, Inc. was unfavorable prior to the earnings release, resulting in a Zacks Rank 5 (Strong Sell) for the stock, indicating expected underperformance in the near future [6]

分组1 - T-Mobile reported quarterly earnings of $2.14 per share, exceeding the Zacks Consensus Estimate of $2.03 per share, but down from $2.57 per share a year ago, representing an earnings surprise of +5.29% [1] - The company achieved revenues of $24.33 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.94% and increasing from $21.87 billion year-over-year [2] - T-Mobile has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] 分组2 - The stock has underperformed the market, losing about 1.8% since the beginning of the year compared to the S&P 500's gain of 1.4% [3] - The current consensus EPS estimate for the upcoming quarter is $2.56 on revenues of $22.54 billion, and for the current fiscal year, it is $11.22 on revenues of $93.36 billion [7] - The Zacks Industry Rank for Wireless National is in the bottom 34% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

Core Viewpoint - The market anticipates Optimum Communications, Inc. (OPTU) to report a year-over-year increase in earnings despite lower revenues for the quarter ending December 2025, with actual results being crucial for stock price movement [1][2]. Company Summary - The expected quarterly loss for Optimum Communications is $0.01 per share, reflecting a significant year-over-year change of +91.7%. Revenues are projected to be $2.15 billion, down 3.9% from the same quarter last year [3]. - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a stable outlook from covering analysts [4]. - The Most Accurate Estimate for Optimum Communications is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -100.00%. The company currently holds a Zacks Rank of 5, suggesting a bearish outlook on its earnings prospects [12]. - Historically, Optimum Communications has not beaten consensus EPS estimates in the last four quarters, with the last reported quarter showing a surprise of -200.00% [13][14]. Industry Context - T-Mobile (TMUS), a competitor in the Zacks Wireless National industry, is expected to report an EPS of $2.11 for the same quarter, indicating a year-over-year decline of -17.9%. Its revenues are expected to rise by 8.1% to $23.64 billion [19]. - T-Mobile's consensus EPS estimate has also remained unchanged over the last 30 days, but it has an Earnings ESP of -3.64% and a Zacks Rank of 4, making it difficult to predict an earnings beat [20].