AT&T (NYSE:T) shares fell by 2.4% after CEO John Stankey presented at the Morgan Stanley Technology, Media & Telecom Conference.

Key Takeaways from AT&T’s CEO Speech

Slower Customer Growth in Early 2025
The CEO acknowledged that January is typically a weak month for net additions, indicating a slow start to the year for customer growth.

Revenue Growth Through ARPU Expansion
AT&T plans to enhance yields from current customers through repricing strategies aimed at increasing Average Revenue Per User (ARPU).

Optimism in the Business Wireline Segment
Stankey expressed confidence in wireline services, hinting at possible revenue growth in this segment.

Market Reaction & Investor Focus

Despite a positive outlook from the CEO, stock shares dropped as investors reacted to concerns about customer growth patterns. Key metrics to watch include customer net additions, ARPU growth, and wireline business performance.

Investor Insights & Financial Data

To monitor AT&T’s future performance, keep an eye on significant financial metrics related to stability and growth across business segments.

Bottom Line: AT&T’s focus on ARPU and wireline growth appears promising, yet investor sentiment leans cautious due to customer acquisition trends.