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AT&T to Buy Lumen’s Fiber Business for $5.75 Billion - Barron's

1. AT&T to acquire Lumen’s fiber network for $5.75 billion. 2. Deal increases AT&T's fiber customers, expecting growth from 25% to 40%. 3. Transaction anticipated to close in the first half of 2026. 4. AT&T reaffirms $10 billion share repurchase plan, $3 billion by year-end. 5. AT&T's stock is up 20.5% this year, outperforming the S&P 500.

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FAQ

Why Bullish?

The acquisition enhances AT&T's market position in fiber, similar to past strategic deals that bolstered stock values.

How important is it?

This significant acquisition indicates strong future growth, improving AT&T’s market competitiveness.

Why Long Term?

The full benefits from customer integration and infrastructure upgrades will manifest over several years.

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