Bernstein says AT&T, Best Telco 2026 ! Sure ?
@JC888:
Bernstein, a global financial powerhouse, has identified $AT&T Inc(T)$ as a "Top Pick" within the telecommunications sector. The firm’s optimistic stance is rooted in AT&T’s successful execution of its "convergence strategy"—the bundling of wireless and fiber services. Bernstein highlights that approximately 41% of AT&T’s fiber customers now also subscribe to its wireless services. This synergy is a critical value driver, as bundled customers typically exhibit significantly lower churn rates and higher lifetime value compared to single-product users. The Plus Points. Furthermore, Bernstein points to the company's aggressive fiber expansion, which has already reached over 31 million locations, with a long-term goal of 60 million by 2030. T