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T Expands IoT Connectivity Portfolio: Will it Boost Prospects?

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Key Takeaways

  • AT&T launched IoT Network Intelligence to improve enterprise visibility across distributed connected devices.
  • The platform tracks signal strength, throughput and latency to speed troubleshooting and cut downtime.
  • AT&T is expanding its IoT portfolio to capture growth as rivals like Verizon and T-Mobile invest heavily.

AT&T, Inc. (T - Free Report) recently introduced the AT&T IoT Network Intelligence, a leading-edge solution designed to enhance enterprise visibility across its connected devices ecosystem. Businesses across sectors are rapidly incorporating IoT devices to streamline workflow and improve organizational efficiency. However, new problems are arising with these growing digital transformation efforts.

Companies often lack the visibility of how IoT devices are performing on the network. When a device fails to function properly, organizations are often not able to understand the root cause of the issue. This leads to slow and costly troubleshooting and increases downtime, ultimately leading to dissatisfaction from end users.

AT&T IoT Network Intelligence brings leading-edge features to ensure comprehensive visibility into the distributed IoT network of the organization. It efficiently ensures visibility into several critical components such as signal strength, data throughput, and latency. Access to such key performance indicators allow organization to swiftly take action and ensure faster troubleshooting. The solution’s insightful analytics provide greater opportunities for improvement, and also showcase how IoT devices perform in different geographic areas. Such innovative features can effectively bolster IoT visibility, intelligence and security, streamline operations across multiple sectors such as healthcare, transportation, logistics and more.

Per a report from Fortune Business Insights, the global IoT market was valued at $864.32 billion in 2025. It is expected to grow at a compound annual growth rate of 24.3% from 2025 to 2030. AT&T is expanding its portfolio offering to capitalize on this market trend.

How are Competitors Faring?

AT&T faces competition from Verizon Communications, Inc. (VZ - Free Report) and T-Mobile, US, Inc. (TMUS - Free Report) in the IoT connectivity space. T-Mobile offers a comprehensive portfolio of IoT network technologies that include Narrowband IoT, LTE-M, LTE and 5G. The technologies support a wide range of use cases such as smart meters, industrial sensors, fleet management, asset tracking and many other applications. T-Mobile is collaborating with Deutsche Telekom drive advancement in IoT technology.

Verizon has developed a platform like ThingSpace that supports businesses at various stages of IoT development, from prototyping to enterprise-ready. It also offers a wide range of network technologies to support the different requirements of IoT devices. Verizon is also expanding collaboration with various IoT OEMs to ensure their device compatibility with the Verizon network.

T’s Price Performance, Valuation & Estimates

AT&T has gained 8.9% over the past year against the industry’s decline of 0.3%.

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From a valuation standpoint, AT&T trades at a forward price-to-earnings ratio of 10.5, below the industry tally of 11.49.

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Earnings estimates for 2025 have increased 0.49% to $2.06 over the past 60 days, while those for 2026 have remained unchanged.

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AT&T currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.


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