{ "docId": "019de516-dc04-71bf-a945-c2f8db03b9ea", "docSlug": "87958269fab8c7e591c46c28acb9b1d5", "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": "2023-10-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 8, "pageCount": 11, "prevPage": 7, "nextPage": 9, "slideType": "kpi_overview", "function": "summarize", "density": "overcrowded", "nDataPoints": 17, "notes": null, "elementsJson": null, "metadataConfidence": 0.9, "imagePath": null, "slideHref": "/slides/019de516-dc04-71bf-a945-c2f8db03b9ea/8", "deckHref": "/decks/019de516-dc04-71bf-a945-c2f8db03b9ea", "deckJsonHref": "/decks/019de516-dc04-71bf-a945-c2f8db03b9ea.json", "deckAnchorHref": "/decks/019de516-dc04-71bf-a945-c2f8db03b9ea#slide-8", "components": [ { "bbox": { "h": 0.18, "w": 0.16, "x": 0.079, "y": 0.62 }, "kind": "chart", "text": "$5.7\n$2.0\n34.6%\n3Q22\n$5.2\n$1.7\n32.5%\n3Q23", "attrs": {}, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "23b370af-840b-4fed-9ca1-8a2663261778", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.18, "w": 0.16, "x": 0.079, "y": 0.32 }, "kind": "chart", "text": "$3.2\n$0.9\n29.6%\n3Q22\n$3.3\n$1.0\n31.0%\n3Q23", "attrs": {}, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2d091c2f-9b7a-41a4-8462-2da6a5afd5de", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.11, "w": 0.68, "x": 0.27, "y": 0.64 }, "kind": "list", "text": "Portfolio rationalization continuing to impact year-over-year comparisons\nContinued fiber expansion supports connectivity gain opportunities in small/medium businesses\nBusiness Solutions†5 wireless service revenues grew 7.0%; FirstNet added ~275K connections", "attrs": {}, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "3d593025-2f31-4a4a-94ac-d1334dd9681c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.07, "w": 0.22, "x": 0.049, "y": 0.18 }, "kind": "list", "text": "Revenues\nEBITDA 11 EBITDA Margin +1\n$ amounts in billions", "attrs": {}, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "6415f4eb-56e0-4106-aac1-e237dcb26d2a", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.14, "w": 0.68, "x": 0.27, "y": 0.34 }, "kind": "list", "text": "Broadband revenues grew 9.8%, driven by Fiber subscriber and ARPU growth from mix shift to Fiber\nFiber ARPU of $68.21, up 8.9%, with intake ARPU $70+\nAT&T Fiber net additions of 296K, reflecting resilient demand and product superiority\nIntroduced AT&T Internet Air fixed wireless access service in 20 locations", "attrs": {}, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "96c92f2b-9a2d-4cdf-8874-a02ad4dc2dab", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.07, "y": 0.28 }, "kind": "paragraph", "text": "Consumer Wireline", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "0cf7973c-960f-4f8a-bba8-772723e407af", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.64, "x": 0.27, "y": 0.59 }, "kind": "paragraph", "text": "Business Wireline results impacted by ongoing transition toward core connectivity", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "1d55a07e-0fcf-4e9a-928f-f077eda7047c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.68, "x": 0.27, "y": 0.3 }, "kind": "paragraph", "text": "Revenue and EBITDA¹¹ growth driven by Fiber adoption, with Fiber revenues up ~27%", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "3ffda5d9-96bf-4d64-9125-c8024a8257bf", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.07, "y": 0.58 }, "kind": "paragraph", "text": "Business Wireline", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "9ecb6cde-0f18-470c-88b0-bb79e4ae1e6d", "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": "567e2e24-f12e-4cdd-9bc7-70fd8625ca45", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.01, "w": 0.68, "x": 0.049, "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": "7cd3d638-2e2b-4309-9163-79a9c73b874c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.79, "x": 0.049, "y": 0.08 }, "kind": "title", "text": "3Q23 Consumer and Business Wireline Results", "attrs": {}, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "4c9fbcd5-5a10-4395-81ab-bfbdb860f33d", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 8, "from": 4, "beatId": "31eb3f3d-5bfd-44f8-b8e4-a6771c4636c6", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Financials", "beatSlug": "sequoia-pitch-financials", "evidence": "The financial results slides provide detailed information on AT&T's performance.", "position": 1, "confidence": 0.7, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "loops": [ { "to": 8, "from": 4, "name": "So What Cascade", "slug": "41-so-what-cascade", "bestFor": "Data presentations, executive summaries, driving to recommendations", "matchId": "597883eb-7cb1-4cdd-977e-75053d3a4083", "evidence": "The detailed financial results and analysis provide a clear understanding of the impact on business priorities.", "position": 1, "objective": "How do the financial results impact the business priorities?", "structure": "The Data -> So What? 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