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AT&T Inc.
TleaderAT&T is a leading US telecommunications company providing wireless, fiber broadband, and enterprise networking services. It serves over 70 million postpaid wireless subscribers.
产品与营收
产品营收占比
营收构成 ($122.4B)
静态数据（加载实时财务…）
Mobility (58%)
Consumer Wireline (11%)
Business Wireline (19%)
Latin America & Other (12%)
业务板块构成与主要客户
产品详情
Wireless (Mobility)55%
Postpaid and prepaid wireless services, 5G network access
Consumer Wireline17%
AT&T Fiber broadband and legacy DSL services for consumers
Business Wireline23%
Enterprise networking, VPN, SD-WAN, and managed IT services
Other / Latin America5%
Vrio (DirecTV Latin America) and other legacy operations
供应链关系
竞争对手
宏观与市场背景
커뮤니케이션 서비스行业新闻
광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기
글로벌 디지털 광고 성장
+11% YoY
Netflix 유료 구독자
3.01억 명
YouTube 광고 수익 YoY
+21%
AI 검색 점유율 (US)
11%
近期催化剂
◆Alphabet·Meta·Netflix Q1 실적 (2026.04~05)◆Google I/O AI Search 업데이트 (2026.05)◆FTC·DOJ Meta·Google 반독점 판결 일정
机构信号
| 机构 | 操作 | 价值 | 季度 | 申报日期 |
|---|---|---|---|---|
| BlackRock | accumulating | $258M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $67M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $108M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $6M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $19M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $251M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $178M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $3.8B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $3.0B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $217M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $257M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $220M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $328M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.0B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $31M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $7M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $58M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $36M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $7M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $149K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $194M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | reducing | $9K | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $323M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $385M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $88M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $984M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $14.7B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $480K | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $8.2B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $83M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $444K | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $169K | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $26M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $905M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $327M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | reducing | $2M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $174M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $11M | 2025.12 | 2026-02-17↑ |
最新新闻
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AI 分析
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企业信息
行业概况 — 커뮤니케이션 서비스
行业新闻광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기
글로벌 디지털 광고 성장
+11% YoY
Netflix 유료 구독자
3.01억 명
YouTube 광고 수익 YoY
+21%
AI 검색 점유율 (US)
11%
核心主题
- •AI 검색(Perplexity·ChatGPT) → Google 검색 점유율 잠식 리스크
- •Meta AI 추천 알고리즘 → Instagram·Threads 광고 단가 급등
- •스트리밍 수익화 — Netflix·Disney+ 광고요금제 MAU 급증
近期催化剂
- ◆Alphabet·Meta·Netflix Q1 실적 (2026.04~05)
- ◆Google I/O AI Search 업데이트 (2026.05)