{ "docId": "019de515-6521-744c-9762-a52463d29a95", "docSlug": "cff3794bcd0eeccd388f95dbf96f402f", "documentTitle": "AT&T | Results Presentation Deck | 11 slides", "authorId": "at-t", "authorName": "AT&T", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2023-04-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 8, "pageCount": 11, "prevPage": 7, "nextPage": 9, "slideType": "kpi_overview", "function": "summarize", "density": "overcrowded", "nDataPoints": 16, "notes": null, "elementsJson": null, "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019de515-6521-744c-9762-a52463d29a95/8", "deckHref": "/decks/019de515-6521-744c-9762-a52463d29a95", "deckJsonHref": "/decks/019de515-6521-744c-9762-a52463d29a95.json", "deckAnchorHref": "/decks/019de515-6521-744c-9762-a52463d29a95#slide-8", "components": [ { "bbox": { "h": 0.22, "w": 0.21, "x": 0.08, "y": 0.28 }, "kind": "chart", "text": "Consumer Wireline\n$3.2\n$3.2\n$0.9\n$1.0\n29.3%\n29.5%\n1Q22\n1Q23", "attrs": { "chart_type": "stacked bar" }, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "15761f6c-3d74-4175-916d-75e5e38122c7", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.22, "w": 0.21, "x": 0.08, "y": 0.57 }, "kind": "chart", "text": "Business Wireline\n$5.6\n$5.3\n$1.9\n$1.7\n34.4%\n32.0%\n1Q22\n1Q23", "attrs": { "chart_type": "stacked bar" }, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "4212aea5-ddf3-408b-926f-a30461eae093", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.05, "x": 0.915, "y": 0.93 }, "kind": "image", "text": "AT&T", "attrs": {}, "subkind": "logo", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "9ce3dd60-96ab-4910-934d-fa6f495439ea", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.21, "x": 0.05, "y": 0.17 }, "kind": "list", "text": "Revenues\nEBITDA †1\nEBITDA Margin †1\n$ amounts in billions", "attrs": {}, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "80041f3d-88d7-4990-9ee0-4d715ddce10f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.65, "x": 0.309, "y": 0.639 }, "kind": "list", "text": "Portfolio rationalization impacted year-over-year comparisons\n1Q23 EBITDA⁺¹ comparability impacted by ~$50M in favorable items in the prior year\nBusiness Solutions⁺⁵ wireless service revenues grew nearly 7%; FirstNet added ~300K connections", "attrs": {}, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "8ce433da-b1b5-43d6-9141-18a91661c49c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.65, "x": 0.309, "y": 0.347 }, "kind": "list", "text": "Broadband revenues grew 7.3% with fiber subscriber growth and mix shift to Fiber\nFiber ARPU of $65.92, up 9.1%, with intake ARPU about $70\nStrong AT&T Fiber growth with 272K net additions, even with significantly lower move activity", "attrs": {}, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a841c36c-3463-4285-a107-65e16f66252c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.01, "w": 0.007, "x": 0.029, "y": 0.96 }, "kind": "other", "text": "8", "attrs": {}, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ac747e29-dbc1-49ef-9c85-e4f20e8ba4d0", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.65, "x": 0.292, "y": 0.594 }, "kind": "paragraph", "text": "Business wireline results impacted by ongoing transition toward core connectivity", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "0cf7903d-57bc-4c66-a014-d8b071f601a3", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.66, "x": 0.292, "y": 0.302 }, "kind": "paragraph", "text": "Revenue and EBITDA⁺¹ growth driven by Fiber adoption, with Fiber revenues up ~31%", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "8941cfab-48ae-40e3-af69-8b5c263cd524", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.01, "w": 0.09, "x": 0.475, "y": 0.96 }, "kind": "source-note", "text": "† See notes slide 10", "attrs": {}, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "27bc219f-0b29-4239-964f-07f3e6257382", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.01, "w": 0.59, "x": 0.05, "y": 0.94 }, "kind": "source-note", "text": "© 2023 AT&T Intellectual Property. AT&T and globe logo are registered trademarks and service marks of AT&T Intellectual Property and/or AT&T affiliated companies.", "attrs": {}, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "cf9329ef-3938-4e43-9a72-77f5ee8f2f33", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.84, "x": 0.047, "y": 0.075 }, "kind": "title", "text": "1Q23 Consumer and Business Wireline Results", "attrs": {}, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "336ade37-f77f-45ee-9813-81e750c9eae6", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [ { "name": "2x2 matrix", "slug": "matrix-2x2", "agent": null, "layer": "slide", "matchId": "933f3cf4-dd5d-4bcb-9a96-07c0fd4763f8", "evidence": "list/bullet: Portfolio rationalization impacted year-over-year comparisons", "confidence": 0.5 }, { "name": "Waterfall chart", "slug": "waterfall-chart", "agent": null, "layer": "slide", "matchId": "190d5b8a-47dc-4c32-8470-7b0b0d76de7e", "evidence": "chart/bar-vertical: Consumer Wireline and Business Wireline", "confidence": 0.7 } ], "frameworks": [], "arcBeats": [ { "to": 8, "from": 4, "beatId": "c87aa7f3-e94e-48c9-823e-fd0abd0bb660", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Satisfaction", "beatSlug": "monroes-sequence-satisfaction", "evidence": "1Q23 Financial Results and KPI overviews", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "loops": [ { "to": 8, "from": 5, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "731f4126-ad7e-49ca-b4a4-f31de574c753", "evidence": "series of KPI overviews showing financial results", "position": 0, "objective": "understand AT&T's 1Q23 financial performance", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 0.6, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }