AT&T shares fell 6.4% after earnings, despite strong subscriber additions and growth in service revenue, EBITDA, and EPS. The transcript does not identify a specific miss or guidance cut to explain the selloff; it does show that management’s positive framing was not enough to satisfy investors, and the excerpt provides no updated outlook to assess.
- AT&T added over 1 million fiber, fixed wireless, and postpaid phone subscribers—the second consecutive quarter above that level and its best quarter in more than four years.
- Consolidated service revenue grew 3.8% year over year; adjusted EBITDA rose more than 5% and adjusted EPS more than 20%, for a second consecutive quarter.
- The company added approximately 350,000 converged customer relationships. Nearly 43% of advanced home internet customers also had postpaid wireless service.
- Business Advanced Connectivity service revenue recorded its second consecutive quarter of year-over-year growth.
- AT&T announced a planned sale of its wireless business in Mexico and agreements related to fiber expansion and supply; the provided transcript excerpt does not include updated financial guidance.
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