AT&T's Third-Quarter Results;

[Ellen]

Growth highlighted by robust wireless gains, advances in enterprise services, accelerated TV ramp. : http://www.att.com/gen/press-room?pid=4800&cdvn=news&newsarticleid=24568


AT&T Reports 3Q 07 Earnings: http://www.att.com/gen/landing-pages?pid=5718

[j__1]

Growth highlighted by robust wireless gains, advances in enterprise services, accelerated TV ramp. : http://www.att.com/gen/press-room?pid=4800&cdvn=news&newsarticleid=24568


AT&T Reports 3Q 07 Earnings: http://www.att.com/gen/landing-pages?pid=5718What are you doing? Give us average men a chance at least.... you're so fast on the draw today you are making us all look bad. Seriously, thanks for the news updates. This is better than RSS or del.icio.us. :)

Thanks, Ellen! :)

@mods: Do we have a poll concerning bundling? I'm curious about how all of this plays.... The telecom world is getting very complicated.

[Ellen]

What are you doing? Give us average men a chance at least.... you're so fast on the draw today you are making us all look bad. Seriously, thanks for the news updates. This is better than RSS or del.icio.us. :)

Thanks, Ellen! :)

@mods: Do we have a poll concerning bundling? I'm curious about how all of this plays.... The telecom world is getting very complicated.

Thanks j__ 1 . :) Can you explain what you mean by a poll concerning bundling? :confused:

[j__1]

Thanks j__ 1 . :) Can you explain what you mean by a poll concerning bundling? :confused:How many people are taking advantage of discounts offered by providers offering voice, data, wireless, wireline, etc.? This is a growing problem for carriers like Sprint and T-Mobile.... as they're getting squeezed between the regional players (e.g., cost structure: flat-rate billing) and the big boys (vertically integrated).

Let's not forget Craig McCaw... Anyone keeping track of Clearwire and/or ICO Global Communications? Very interesting stuff....

We live in interesting times.

[kinjutsu11]

A majority of the increase in ATT's profits was due to the iPhone, which is why Apple had a stellar quarter as well, not to mention the biggest increase in Mac sales to date.

[Ellen]

A majority of the increase in ATT's profits was due to the iPhone, which is why Apple had a stellar quarter as well, not to mention the biggest increase in Mac sales to date.

I agree to a certain extent. Once the iPhone sales start to slow down, and the other wireless carriers have a chance to catch up with a few good promos and competing wireless handsets of their own, the results of Quarter 4 should prove to be very interesting.

[j__1]

A majority of the increase in ATT's profits was due to the iPhone, which is why Apple had a stellar quarter as well, not to mention the biggest increase in Mac sales to date.Very true.... which adds to the confusion in the industry.

Apple's long-term strategy... bumps right up against ATT's in any number of ways. ATT is trying to be everything to everyone, and Apple is sniping and playing the niche game. All VERY interesting.

[j__1]

I agree to a certain extent. Once the iPhone sales start to slow down, and the other wireless carriers have a chance to catch up with a few good promos and competing wireless handsets of their own, the results of Quarter 4 should prove to be very interesting.I'd bet anyone that the iPhone will explode in Q4.... and the big carriers are going to take a bath in subsidies (including at&t).

It will be a VERY expensive quarter to compete. Margin at the high-tier will be almost non-existent.. and mid-tier can't compete with the iPhone. Big problem. Apple dropped the price for a reason.... and they certainly still have a few items up their sleeve. They're playing for keeps.

I think it'll be Q2/3 of '08 until we see strong products and services that will take some of the shine off of that Apple....

[kinjutsu11]

I agree to a certain extent. Once the iPhone sales start to slow down, and the other wireless carriers have a chance to catch up with a few good promos and competing wireless handsets of their own, the results of Quarter 4 should prove to be very interesting.

And that's only with 80% of iPhone sales actually being signed onto ATT contracts, as 20% were not, meaning lost revenue for both ATT and Apple. Imagine if ATT had 100% compliance on all the iPhone sales, it would have been a tremendous quarter for them. And Q4 will be interesting this year, the wireless industry has changed dramatically over the past year, and it seems to on a year over year basis.

[j__1]

And that's only with 80% of iPhone sales actually being signed onto ATT contracts, as 20% were not, meaning lost revenue for both ATT and Apple.Apple is still a hardware company at heart, though... ATT is the service provider. Me thinks the lost revenue is just icing for Apple... and they're more than happy with their cake.

Apple is playing their game... the others and their outdated business model be damned.

[kinjutsu11]

Apple is still a hardware company at heart, though... ATT is the service provider. Me thinks the lost revenue is just icing for Apple... and they're more than happy with their cake.

True, they still take a majority of the profit there, but remember, this is revenue earned off one iPhone over the next 24 months. As an Apple investor, this is something that would have had even more of an impact on their earnings this past Monday. I'm curious to see what will happen with Apple revenue in their next quarters earnings, with 2 full quarters of iPhone sales and the revenues gained from ATT.

But I'm straying a bit on the Apple thing. I will post their earnings in the Off-Topic forum and we can continue discussing that there.

EDIT - Link to thread on Apple Earnings - http://www.cellphonesignal.com/showthread.php?t=1994

[Ellen]

I think the next two quarters will be higher still, once the Dobson merger with AT&T is complete.