CLAIM #55165 · AT&T Inc. (T) · 2024Q1 earnings call · Apr 24, 2024 · due Dec 31, 2024
“I feel good about the fact that we've been able to drive our ARPUs up, keep our margins in check, if not improve them, and continue to do some things that take some price in certain places, where we think we can keep the value equation in check. And I expect we're going to continue to do that, as we move through this year.”
John Stankey · CEO
In context
“viding tremendous amount more value to customers. They're using 30% more of our product, 35% more every year. The performance of these networks is increasingly better. There's choices that are coming in and how they apply the use of the technology for mobile to fix. So one would expect that maybe there's an opportunity to change that value equation and continue to take a little price in places and we're going to continue to do that. Where we think certain products have that kind of staying power, I think we've been pretty consistent over the last couple of years of saying there's opportunities to do that. I think we've tried to stress with you when we do it. We're very mindful of doing it intelligently. I believe our churn numbers reflect that we've executed pretty well on that front. And I feel good about the fact that we've been able to drive our ARPUs up, keep our margins in check, if not improve them, and continue to do some things that take some price in certain places, where we think we can keep the value equation in check. And I expect we're going to continue to do that, as we move through this year. John Hodulik: Great. Thanks, John. Brett Feldman: Hi, operator, we'll take our next question, please. Operator: Peter Supino of Wolfe Research. Please go ahead. Peter Supino: Hi. Good morning, everybody. A question about the mobility side. Obviously, the consolidated or segment results were really good. And looking at the EBIT growth, it's similar to the rate of service revenue growth in a quarter when gross adds and churn were lower, a great thing, less cost. And I'm just wondering why -- what else is happening in the cost structure, so that EBITDA wouldn't outgrow service revenue in a quarter like this? And then a quick one on Internet Air for business. Is your intent to distribute that nationally? Or will that be a more regional strategy in the way that IA has been so far in residentia”
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SEC filings for T ↗ · Claim quote is verbatim from the 2024Q1 earnings call.