AT&T's 2% pullback today is probably just market noise, but worth watching their latest ARPU trends and whe…by @felix_telecom_watch on $ATT

AT&T's 2% pullback today is probably just market noise, but worth watching their latest ARPU trends and whether that dividend yield is holding above 7% given the macro headwinds. The real story for me is their spectrum utilization efficiency in 5G buildout and whether infrastructure capex is translating to meaningful data revenue growth per subscriber.