Loading…
Loading…
Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| John Hodulik | UBS | 12 | 0% |
| Peter Supino | Wolfe Research | 11 | 18% |
| Mike Rollins | Citigroup | 11 | 0% |
| Ben Swinburne | Morgan Stanley | 10 | 0% |
| Sebastiano Petti | JPMorgan | 7 | 14% |
| Dave Barden | New Street Research | 6 | 0% |
| Mike Ng | Goldman Sachs | 5 | 0% |
| Jim Schneider | Goldman Sachs | 4 | 0% |
| Kannan Venkateshwar | Barclays | 3 | 0% |
| Bryan Kraft | Deutsche Bank | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| UBS | 1 | 12 | 0% |
| Morgan Stanley | 2 | 11 | 0% |
| Wolfe Research | 1 | 11 | 18% |
| Citigroup | 1 |
| 11 |
| 0% |
| Goldman Sachs | 2 | 9 | 0% |
| JPMorgan | 1 | 7 | 14% |
| New Street Research | 1 | 6 | 0% |
| Deutsche Bank | 1 | 3 | 0% |
Revenue grew 2.9% with adjusted EPS of $0.57, up nearly 12%, while all full-year guidance was maintained including EBITDA growth of 3-4%, FCF of $18 billion+, and adjusted EPS of $2.25-$2.35. Record fiber and fixed wireless broadband growth was achieved with 512,000 advanced home internet net adds as the convergence strategy accelerated with the OneConnect converged product. The Lumen fiber acquisition integration was underway while cost transformation and AI enablement advanced and the business segment reached a stabilization milestone.
Competitive Dynamics | Subscriber Growth | Pricing | Revenue Growth | Capex Investment | Margin | Cost Pressure | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 5 | 3 | 2 | 1 | 2 | 1 | |
| 2025Q1 | 2 | 2 | 2 | 4 | 3 | 2 | 4 | 3 |
| 2025Q2 | 5 | 5 | 1 | 3 | 4 | 1 | 1 | |
| 2025Q3 | 6 | 4 | 1 | 2 | 1 | 1 | 1 | |
| 2025Q4 | 6 | 5 | 3 | 3 | 2 | 3 | 2 | 2 |
| 2026Q1 | 4 | 3 | 3 | 2 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 4 | 2 | 5 | 6 | 6 | 4 |
| Subscriber Growth | 5 | 2 | 5 | 4 | 5 | 3 |
| Pricing | 3 | 2 | 1 | 1 | 3 | 3 |
| Revenue Growth | 2 | 4 | 2 | 3 | 2 | |
| Capex Investment | 1 | 3 | 3 | 1 | 2 | 1 |
| Margin | 2 | 4 | 1 | 3 | 1 | |
| Cost Pressure | 2 | 4 | 1 | 2 | 1 | |
| Macroeconomic | 1 | 3 | 1 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
T AT&T | 6 | +2.9% | |
| CHTR Charter Communications | 4 | -1.0% | |
| CMCSA Comcast | 6 | +5.3% | |
| VZ Verizon Communications Inc. | 6 | +2.9% |