AT&T (#T), one of the US telecommunications giantswill share its balance sheets for the second quarter of 2025 with investors today. Expectations of the company Revenue of $30.49 billion and $0.52 earnings per share (EPS) in the direction that he will explain. The company's earnings announcement will be detailed with an investor call to be held at 3:30pm Turkey time.

AT&T's market capitalization stands at $197.3 billion. The company's P/E (Price/Earnings) ratio is 12.4 and the P/S (Price/Sales) ratio is 1.6. These valuations still offer reasonable multipliers for investors in the telecom sector, while the share price has recently been trading at $27.42, down 0.69%.

📊 What Does The Balance Sheet History Say?

AT&T, which has exceeded expectations 12 times in the last 17 quarters, is known for its ability to generate strong and sustainable cash flow. Company First quarter revenues of 2025 $30.63 billion while exceeding forecasts, EPS $0.51 It was a 4.08% positive surprise.

But the last few years seem to have seen a remarkable decline in revenues. The company reported revenue in the $45-48 billion range in early 2021, while during 2023 and 2024, this figure has declined to a range of $30-32 billion. In this decline, structural factors such as the separation of WarnerMedia, high capital expenditures brought by 5G infrastructure investments and increased competition are thought to have played a role.

📞 5G and Fiber Investments in Focus

AT&T's strategic focus is Expanding 5G coverage and Disseminate fiber infrastructure stands out as. The company continues to accelerate its investments in 5G private networks and fiber optic infrastructure throughout 2025. These investments can depress profitability in the short term, but in the long run, they are expected to support share value by increasing customer loyalty and operational efficiency.

💰 Dividend Policy and Investor Expectation

AT&T has stood out for years as one of the companies offering high dividend yields. The company's current dividend yield is 6-7%. While this is attractive for defensive portfolios, for investors cash preservation and regular return means.

However, the balance sheet data, narrowing profit margins and weak growth rates in revenues It contains signals such as. Analysts will pay particular attention to the following headlines in today's statements:

• Subscriber growth trends and increase in ARPU (revenue per user)
• Fiber internet and 5G revenue share
• Free Cash Flow and Debt Repayment Status
• Dividend sustainability and share buyback plans

📉 DXY and Wind in the Bond Market

The weakening of the US dollar on a global level can put indirect pressure on the profitability of companies that will release dollar-based balance sheets. But firms focused on the domestic market, such as AT&T, are less likely to feel that pressure. On the other hand, Low course of Treasury bond yieldscan keep interest in stocks that offer high dividend yields alive.

⏳ Critical Threshold

Second-quarter data to be released today is seen as an important threshold for AT&T to regain investor confidence. Upward momentum can build on the stock if the company exceeds both revenue and EPS expectations. Otherwise, concerns about still not being able to generate growth despite long-term investments can put pressure on stocks.