AT&T Downgraded as Satellite LEO Rivalry Threatens Its Broadband Lead
TL;DR Summary
Oppenheimer downgrades AT&T, arguing satellite low‑Earth‑orbit constellations like Starlink could lure customers away from AT&T’s broadband and pressure ARPU, given its massive wireline footprint. The analysis suggests increased subscriber migration to rival services as satellite competition rises, with mixed views from Wall Street vs. quant ratings on AT&T stock.
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