AT&T Inc. Earnings Recaps
Q2 2026
Jul 24, 2026
AT&T's stock rallied 3.1% post-earnings, driven by better-than-expected subscriber growth and margin expansion amid ongoing fiber and 5G investments.
Key takeaways
- Added over 1 million Advanced Connectivity subscribers, with fiber, fixed wireless, and postpaid phones all showing year-over-year net additions.
- Achieved the best-ever second quarter for AT&T Fiber net adds, including record combined fiber and fixed wireless growth.
- Consolidated adjusted EBITDA margin hit its highest level since refocusing on Advanced Connectivity, reflecting improved operating leverage and cost initiatives.
- Advanced Connectivity business service revenues grew year-over-year, supported by fiber and 5G repositioning and a balanced distribution model.
- Integration of the Lumen footprint accelerated fiber rollout and converged customer growth, with June gross adds in those areas up 45% since February.
Q1 2026
Apr 22, 2026
AT&T delivered a strong first quarter, driven by record fiber and fixed wireless customer additions, strategic asset integration, and continued investments in converged connectivity and network leadership.
Key takeaways
- Achieved a record 584,000 net additions in fiber and fixed wireless advanced Internet, marking six consecutive quarters over 0.5 million new customers.
- Closed early on the Lumin transaction, adding 1.1 million fiber customers and expanding coverage to over 4 million locations.
- Convergence rate increased to nearly 45% organically, enhancing customer loyalty, reducing churn, and driving higher lifetime value.
- Reached over 90 million customer locations with advanced internet services, aiming for 60 million+ fiber locations by 2030.
- Stabilized Advanced Connectivity business service revenues, with improved growth in fiber and 5G offsetting declines in transitional services.
Q3 2025
Oct 22, 2025
AT&T Inc. delivered a solid third quarter in 2025, with continued customer growth and a strong performance across its broadband and wireless segments, positioning the company favorably for future expansion.
Key takeaways
- Net adds of over 400,000 postpaid phone customers highlight strong demand for AT&T's mobility services.
- AT&T Fiber and Internet Air achieved their highest total broadband net adds in over eight years, reaching over 10 million premium fiber subscribers.
- Total revenues increased by 1.6% year over year, with adjusted EBITDA growing by 2.4% and margins expanding by 30 basis points.
- AT&T is on track to expand fiber availability to over 60 million locations by 2030, enhancing its competitive advantage in the market.
- Strategic acquisitions of spectrum and fiber assets are expected to bolster connectivity offerings and drive future revenue growth.