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CLAIM #55288 · AT&T Inc. (T) · 2024Q4 earnings call · Jan 27, 2025 · due Mar 31, 2025

So you should expect that, that's not going to carry into the first quarter.

John Stankey · CEO

CANNOT_DETERMINE
versus commitment · official band 5 percent
Committed
So you should expect that, that's not going to carry into the first quarter.
Reported
This increase was primarily driven by the normalization of customers reaching the end of their equipment promotional financing periods in the fourth quarter, which is a trend we highlighted on our prior call.

In context

ecided they were going to wait, and we were able to work through that effectively. And I think that's a certain amount of what you're expecting or what we saw in the fourth quarter of turning in that 307,000 number. I don't see anything in our overall trends that suggest anything different moving forward right now. We've given you an indication. There's a variety of things that drive kind of what you should expect in volumes in fiber in a quarter, one of which is the size of the footprint and what we have to sell into. And then, of course, there's a seasonality dynamic goes into that. So as we move into the first quarter, seasonality adjustments tend to be a little bit slower than what we see otherwise. And we still have good footprint to sell into, but that pent-up demand will disappear. So you should expect that, that's not going to carry into the first quarter. Exactly what that number is, I don't know that I can precisely put a number on it, but I don't see anything in the market that suggests to me right now that there's any fundamental trend difference in how we're penetrating the market and what we're doing overall. And the ARPU growth, what I would tell you is, as I just indicated, we continue to manage the base effectively and look for opportunities to either remove customers up in plan to buy higher speeds or work on pricing adjustments where it makes sense to do that. We did get a benefit of a price increase on some portions of our cohort that work through the fourth quarter that I think you're seeing roll through that. But there's also a dynamic of a higher percentage of the base moving into fiber versus copper legacy products that usua

Verify independently

SEC filings for T · Claim quote is verbatim from the 2024Q4 earnings call.