CLAIM #55036 · AT&T Inc. (T) · 2023Q2 earnings call · Jul 26, 2023 · due Oct 31, 2023
“I don't see anything that gives me near term concern about demand.”
John Stankey · CEO
In context
“hanges in people's offers. In the second quarter they came roughly at about the same time. When new messaging gets put into the market, we saw what we typically saw, which is a little bit of a freezing that occurs as consumers process what new offers are out there. And of course, like you, we sat and watched and wanted to know what the ultimate reaction was going to be. And I would tell you, we've kind of moved through that freezing period and I see a situation where we exited the quarter in a very, very good place. A place that's consistent with what we would have expected given the value propositions and offers we've had in the markets over the past of years. So I feel fine about where things are going. I think that consumer continues to show signs that they're pretty healthy right now. I don't see anything that gives me near term concern about demand. I don't know what happens down the road. It's anybody's guess what the economy does. I've had a fairly conservative bent on that. I think it served us well. I'll keep that conservative bent as we manage the business going through the balance of the year, but the market is certainly supporting, I think, healthy growth and the industry is, I think, even better news, responding well to that growth. I see players investing and I see them making moves to make sure that they can recover returns on those investments. And that's good for all of us. I think it's good for the industry overall and it's good for consumers and the services that they're getting. Brett Feldman: Thank you. Operator: Our next question will come from the line of John Hodulik of UBS. Please go ahead. John Hodulik: Great. Th”
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SEC filings for T ↗ · Claim quote is verbatim from the 2023Q2 earnings call.