How Is AT&T’s Revenue Mix Expected To Change Over The Next 5 Years?
- We expect AT&T’s Business Solutions division to grow, driven by higher wireless ARPU and moderate wireless subscriber growth. However, we expect the Voice, Data and Strategic Services revenues to decline amid attrition of legacy fixed line customers.
- We expect Entertainment to account for a smaller portion of revenue going forward, on account of saturation in the U.S. pay TV market and lower residential fixed line and DSL revenues.
- The Consumer Mobility division should improve its revenue contribution, driven by higher data consumption and a lower mix of low-value feature phone customers.
- International business should expand, driven by Mexican wireless operations, which should benefit from regulatory tailwinds and AT&T’s increasing investments in expanding its high-speed data network across the country.
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