The Southern Company(SO)
The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation assets, including renewable energy projects and sells electricity in the wholesale market; and distributes natural gas in Illinois, Georgia, Virginia, and Tennessee, as well as provides gas marketing services, wholesale gas services, and gas pipeline investments operations. In addition, it owns and/or operates 30 hydroelectric generating stations, 24 fossil fuel generating stations, three nuclear generating stations, 13 combined cycle/cogeneration stations, 45 solar facilities, 15 wind facilities, one fuel cell facility, and four battery storage facility; and constructs, operates, and maintains 76,289 miles of natural gas pipelines and 14 storage facilities with total capacity of 157 Bcf to provide natural gas to residential, commercial, and industrial customers. The company serves approximately 8.7 million electric and gas utility customers. Further, the company offers digital wireless communications and fiber optics services. The Southern Company was incorporated in 1945 and is headquartered in Atlanta, Georgia.
Latest News & Analysis
Southern Company (SO): CAPEX, AI Demand & Balance-Sheet Stress
Southern Company faces a $63B+ CAPEX swing to serve AI data centers—strong 2024 earnings and cash-flow recovery meet elevated leverage and execution risk.
Southern Company: $76B CAPEX, Cash-Flow Recovery and Leverage in Focus
Southern Company is executing a **$76B CAPEX** pivot to serve an estimated **8,500 MW** of AI-driven load while FY2024 shows a free-cash-flow swing to **+$0.83B** and **net debt ≈ $65.2B**.
The Southern Company (SO): $76B Capex, AI Load Pipeline and the Financial Tradeoffs
Southern Company's $76B capex push to serve a >50 GW AI load pipeline is reshaping earnings, balance-sheet risk and dividend sustainability at a $102.6B utility.
The Southern Company (SO): Cash Flow Recovery vs. Heavy Capex and Rising Leverage
Southern Company posted **FY2024 revenue of $26.72B (+5.83%)** and a swing to positive free cash flow **$0.83B**, but **net debt rose to $65.21B** as capex stayed near $9B.
The Southern Company: Cash-Flow Turnaround and $76B Capex That Will Define the Next Decade
Southern Company posted FY2024 revenue of $26.72B and a swing to **+$833M FCF** despite **$8.96B** capex; the big question is whether a ~**$76B** modernization plan scales rate-base returns without stressing credit metrics.
The Southern Company $76B Capital Expansion Drives Growth and Dividend Sustainability | Monexa AI
Southern Company's $76B capital plan accelerates grid modernization, renewables, and load growth support, reinforcing dividend sustainability amid rising demand.
The Southern Company Expands $76B Capital Plan to Power AI and Energy Demand Growth | Monexa AI Financial Analysis
Southern Company boosts its five-year capital plan to $76B, driving infrastructure growth amid AI data center demand and rising energy needs, supporting strong earnings outlook.
The Southern Company Q2 2025 Earnings & Georgia Power Expansion: Capital Strategy Analysis
Analyze Southern Company's robust Q2 2025 earnings, Georgia Power's 9,900 MW expansion, and the $76B capital strategy shaping its energy transition and financial sustainability.
Southern Company (SO) Earnings Decline & Renewable Strategy Amid Market Shifts - Monexa AI
Southern Company faces earnings decline in Q2 2025 amid renewable investments, peer competition, leadership changes, and regulatory impacts shaping its future.
Southern Company’s $63B AI Power Expansion & Georgia Energy Demand Analysis - Monexa AI
Southern Company’s $63B investment plan to meet AI-driven energy demand in Georgia highlights strategic growth, capital deployment, and sustainable infrastructure upgrades.
The Southern Company CFO Transition and Financial Outlook Amid Rate Freezes and Capital Plans | Monexa AI
The Southern Company appoints David Poroch as CFO amidst rate freezes, rising interest costs, and a $63B capital plan, shaping dividend sustainability and growth prospects.
The Southern Company (SO) Latest Market and Financial Analysis July 2025
Explore The Southern Company's recent financial performance, strategic moves including the Georgia Power rate freeze, and implications for investors.
The Southern Company (SO) Renewable Natural Gas Strategy and Q2 2025 Earnings Outlook
Detailed analysis of The Southern Company's renewable natural gas expansion, financial health, Q2 2025 earnings preview, and competitive positioning in clean energy.
Southern Company (SO): Hydrogen Test & Financial Strategy Deep Dive
Southern Company's groundbreaking 50% hydrogen blend test at Plant McDonough-Atkinson signals a pivotal shift in utility clean energy strategies.
Southern Company's Hydrogen Leap: Data Centers Fuel Growth Amidst Regulatory Hurdles
Southern Company (SO) advances with groundbreaking hydrogen blending and capitalizes on surging data center demand, navigating regulatory landscapes for future growth.
Southern Company's Strategic Moves: Green Energy & Resilience Drive Growth
Southern Company's strategic pivot towards green data centers and enhanced grid resilience signals a proactive stance in a dynamic energy landscape, influencing its stock performance.
Southern Company's Strategic Pivot: Renewables, Resilience, and Financial Health
An in-depth look at Southern Company's strategic moves in 2025, focusing on renewable expansion, grid resilience, financial health, and market positioning.
Southern Company (SO): Strategic Moves, Financials, and Industry Trends
An in-depth analysis of The Southern Company's recent strategic moves, financial performance, and industry positioning in 2025, focusing on sustainability and digital infrastructure.
Southern Company (SO): Cybersecurity, Debentures, and Customer Satisfaction
Southern Company strategically enhances security, manages debentures, and focuses on customer satisfaction. Investors should consider key risks and regulatory hurdles.
Southern Company (SO): Tech, Grid, and Dividend Analysis
Southern Company's strategic investments in emerging tech, grid modernization, and renewable energy aim to meet rising electricity demand amidst regulatory and financial challenges.
Southern Company (SO): Growth, Dividends, and Market Volatility
The Southern Company (SO) navigates market dynamics with growth opportunities and challenges. Strategic investments in renewables and infrastructure are crucial for sustainability.
Southern Company (SO): Leadership & Energy Storage Update
Discover Southern Company’s strategic leadership change, energy storage investments, dividend stability, and robust financial performance driving its market position.
Southern Company (SO): Q4 2024 Earnings, Leadership Transition
Southern Company faces a mixed financial landscape with solid customer growth countered by earnings declines. A CEO retirement introduces strategic uncertainty. Sustainability efforts boost brand image.
Southern Company (SO) Q4 2024 Earnings Analysis and 2025 Outlook
Southern Company's Q4 2024 earnings present a mixed picture. While EPS missed, electricity sales increased. The 2025 outlook is positive with strategic renewable investments.
Southern Company (SO) Q4 Earnings Miss: Debt, Renewables, and Dividend Analysis
Analysis of Southern Company's (SO) Q4 2024 earnings miss, electricity sales growth, debt management, renewable energy investments, and dividend outlook.
Southern Company (SO) Q4 Earnings Analysis: Navigating Challenges and Opportunities
Southern Company's Q4 earnings missed estimates, but full-year results showed growth. Challenges exist, but renewable energy and electricity demand offer opportunities.
Southern Company's 2024 Earnings: A Deep Dive into Performance and Future Outlook
Southern Company's 2024 earnings reveal a mixed performance with strong full-year growth and Q4 challenges amid interest rate risks.
Southern Company Q4 Earnings Preview: Challenges and Insights
A comprehensive Q4 earnings preview for [SO](/dashboard/companies/SO) outlining cost efficiencies, capex plans, dividend sustainability, and natural gas risks.
Southern Company Q4 2024 Earnings: Strategic Outlook
A comprehensive analysis reveals key financial metrics, strategic initiatives, and market trends shaping Southern Company’s performance in Q4 2024.