Author argues AT&T's dividend is unsustainable due to declining subscribers, rising debt, and aggressive buybacks.
T — SHORT The author argues AT&T's dividend is at risk over the next 12-24 months because the current trajectory is unsustainable. Postpaid phone additions have declined three years running, prepaid lost over 500k customers, and long-term debt plus debt maturing in one year exceeds $136B (up $12B from 2024). Management is aggressively doing share repurchases and announced returning $45B+ to shareholders during 2026-2028, which the author questions given the balance sheet.
Most definitely, the current trajectory is not sustainable.
This Reddit post, published February 20, 2026, features u/thelegendstable discussing T. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/thelegendstable · Tickers: T