T · Other

AT&T INC.

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window

News · 2026-11-07

• Revenue Performance and MixImportance 30 · Surprise 14
  AT&T reported quarterly revenue of $32.32 billion, up 5.2% year over year. Applying the reported growth rate to the reported revenue implies an increase of approximately $1.6 billion year over year, above the $970…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  AT&T announced a quarterly dividend of $0.2775 per share. The reported annualized dividend is $1.11 per share, equivalent to four quarterly payments of $0.2775. The dividend was reported to yield 5.1%.

News · 2026-11-06

• Direct-to-Device Satellite VentureImportance 31 · Surprise 42
  AT&T and AST SpaceMobile completed what AT&T called the first successful handoff between a terrestrial cellular network and a direct-to-device satellite connection. The test used standard smartphones, demonstrating a…
• Wholesale Customer Contract ChangeImportance 26 · Surprise 24
  AT&T and T-Mobile reportedly may terminate Boost Mobile’s access to their network capacity if SpaceX acquires the prepaid carrier. Boost Mobile, owned by EchoStar, currently leases capacity from both carriers, and its…
• Competition and New EntrantsImportance 17 · Surprise 24
  Third-party reports said SpaceX was considering acquiring EchoStar-owned Boost Mobile, which leases network capacity from AT&T and T-Mobile. The reports said the carriers could cut off Boost’s network access if…

News · 2026-11-05

• Product Launch and TransitionImportance 34 · Surprise 42
  NETGEAR launched its Nighthawk 5G M8 Pro Wi-Fi 7 mobile hotspot for AT&T Business customers in North America, pairing the device with AT&T’s 5G network. The hotspot supports up to 64 connected devices and speeds of up…
• Competition and New EntrantsImportance 34 · Surprise 42
  SpaceX partnered with Qualcomm to develop a U.S. nationwide terrestrial 5G network, positioning the effort to challenge AT&T, Verizon and T-Mobile. Deployment is expected to begin in 2027 using Qualcomm’s Dragonwing…
• Satellite Dead-Zone Joint VentureImportance 31 · Surprise 42
  AT&T reported what it called the industry’s first successful handoff between its ground wireless network and AST SpaceMobile’s direct-to-device satellite service. A separate report said the October 2026 trial used…
• Direct-to-Device Satellite VentureImportance 31 · Surprise 42
  AT&T completed what it described as the industry’s first handoff between its ground wireless network and AST SpaceMobile’s direct-to-device satellite service in October 2026. The trial used technology support from…
• Revenue Performance and MixImportance 30 · Surprise 14
  AT&T reported quarterly revenue of $32.32 billion, up 5.2% year over year, an increase of approximately $1.6 billion. The reported revenue exceeded quarterly forecasts, alongside EPS of $0.65. The report provided no…

News · 2026-11-04

• Acquisitions and PartnershipsImportance 48 · Surprise 42
  AT&T entered an eight-year aOS deal with Amdocs, as reported in coverage of Amdocs’ fiscal 2026 results. The digest does not disclose the deal’s financial value or specific financial contribution to AT&T. Amdocs…
• Direct-to-Device Satellite VentureImportance 48 · Surprise 42
  AT&T collaborated with AST SpaceMobile on a successful demonstration handing off connectivity between a terrestrial cellular network and a satellite-based mobile network. The test showed smartphones could switch…
• Enterprise Connectivity PartnershipImportance 48 · Surprise 42
  Amdocs highlighted an eight-year AT&T aOS deal as part of its efforts to reshape its business mix. The report also referenced new telecom modernization agreements, but provided no contract value, deployment details or…
• Competition and New EntrantsImportance 40 · Surprise 42
  SpaceX selected Qualcomm’s Dragonwing Cellular Infrastructure platforms for Starlink Mobile’s planned nationwide terrestrial 5G network, positioning it to compete with AT&T, Verizon and T-Mobile. The terrestrial…
• Headcount / RestructuringImportance 40 · Surprise 42
  AT&T plans to move all home internet, phone, and postpaid wireless customer-care staff to the United States by the end of 2027. The report says proposed FCC regulations and investments in new tools influenced the…
• Connected Life Product ExpansionImportance 31 · Surprise 42
  AT&T’s Connected Life smart home security system now integrates with Gemini for Home, powered by Google Home Premium. Features include AI-generated security-camera event summaries, natural-language video search and…

News · 2026-11-03

• AI Operations PartnershipImportance 40 · Surprise 42
  AT&T and Amdocs signed an eight-year agreement to modernize AT&T’s business and customer operations using Amdocs aOS and AT&T’s AI-enabled delivery framework. The companies plan to work as one AI-enabled delivery team…
• Acquisitions and PartnershipsImportance 40 · Surprise 42
  AT&T and Amdocs expanded their longstanding collaboration through an eight-year agreement to modernize AT&T’s business and customer operations. The arrangement combines Amdocs aOS with AT&T’s AI-enabled delivery…
• Direct-to-Device Satellite VentureImportance 31 · Surprise 42
  AT&T and AST SpaceMobile completed a live test transferring an active voice call from a ground cellular network to AST SpaceMobile’s direct-to-device satellite connection and back. The test demonstrated a…

News · 2026-11-02

• Mexico DivestitureImportance 58 · Surprise 42
  Grupo Televisa confirmed that its $2 billion AT&T Mexico transaction is expected to close in the first quarter of 2027. The transaction remains subject to regulatory approvals. The reported amount exceeds the $970…
• Direct-to-Device Satellite VentureImportance 31 · Surprise 42
  AT&T and AST SpaceMobile reportedly completed what they described as an industry-first handoff between a ground-based cellular network and a direct-to-device satellite network. The test used ground-based radio, network…
• Litigation and Legal RiskImportance 28 · Surprise 42
  AT&T agreed to a $177 million class-action settlement over two data breaches in 2024, an amount above the $970 million materiality threshold?
• Competition and New EntrantsImportance 26 · Surprise 24
  SpaceX is reportedly in talks with EchoStar to acquire Boost Mobile or obtain access to its network as it develops Starlink Mobile, a hybrid satellite-and-terrestrial wireless service that could compete with AT&T,…

News · 2026-11-01

• Competition and New EntrantsImportance 8 · Surprise 24
  Telecommunications expert William Webb estimates SpaceX would need an additional $120–130 billion to build a U.S. mobile network capable of competing with AT&T, T-Mobile, and Verizon. The estimated cost is primarily…

News · 2026-10-31

• Virtual Healthcare Product ExpansionImportance 31 · Surprise 42
  AT&T and Smart Meter expanded their collaboration to support remote patient monitoring using AT&T’s Global SIM Advanced technology. The connectivity is intended to improve the reliability of healthcare-device data…

News · 2026-10-30

• Litigation and Legal RiskImportance 17 · Surprise 24
  A 24-year AT&T employee filed a federal lawsuit alleging she was demoted two days after reporting discrimination to HR. The complaint alleges discrimination based on disability, gender, national origin, and religion,…

News · 2026-10-22

• Capital Expenditure ProgramImportance 73 · Surprise 50
  AT&T projected annual capital investment of $22 billion to $23 billion for 2027 and 2028. The outlook is approximately $1 billion below the prior plan, reflecting construction efficiencies and the elimination of $300…
• Operating Margin DriversImportance 64 · Surprise 56
  AT&T’s third-quarter 2026 operating margin was 12.7%, down from 19.9% in the year-earlier quarter. The reported margin decline occurred despite revenue growth of 5.3% to $32.32 billion. Promotional spending and…
• Revenue Performance and MixImportance 36 · Surprise 14
  AT&T reported third-quarter 2026 revenue of $32.32 billion, up 5.3% year over year and $650 million above the $31.67 billion analyst estimate. Advanced Connectivity customer additions exceeded 1 million, including…
• Fiber ExpansionImportance 34 · Surprise 42
  AT&T added more than 1 million Advanced Connectivity customers in the third quarter, including 769,000 Internet net additions across consumer and business accounts. Fiber additions totaled 442,000, while fixed wireless…
• Competition and New EntrantsImportance 31 · Surprise 42
  SpaceX reportedly is seeking at least 80,000 cell sites, raising potential competitive concerns for U.S. wireless operators including AT&T. Morgan Stanley specifically flagged possible disruption from Starlink (SPCX)…
• Competition and Pricing PressureImportance 26 · Surprise 24
  Analysts cited slightly weaker phone net additions and a decrease in Fiber ARPU as factors weighing on AT&T’s outlook. AT&T defended introductory broadband pricing as a way to build converged relationships, while…
• Wireless Customer GrowthImportance 20 · Surprise 24
  AT&T added more than 1 million Advanced Connectivity customers in the third quarter of 2026. Internet net additions totaled 769,000 across consumer and business accounts, including 442,000 fiber additions and 327,000…

Earnings call · 2026-10-21

• Income Tax Rate ChangesImportance 66 · Surprise 74
  AT&T lowered its expected 2026 cash taxes to approximately $750 million from its prior outlook of $1 billion to $1.5 billion. Management attributed the reduction to continued benefits from provisions in the prior…
• Guidance and OutlookImportance 66 · Surprise 50
  For full-year 2026, AT&T expects consolidated service revenue growth in the low single digits and adjusted EBITDA growth in the upper part of the 3%–4% range; adjusted EPS is now expected to be around $2.40. The…
• Capital Expenditure ProgramImportance 65 · Surprise 32
  Third-quarter capital investment was $5.6 billion, approximately $300 million higher year over year. AT&T expects $23 billion to $24 billion of capital investment for full-year 2026. Improved fiber deployment…
• Free Cash Flow and LiquidityImportance 60 · Surprise 24
  Third-quarter free cash flow was approximately $5 billion, essentially unchanged from the third quarter of 2025; fourth-quarter free cash flow is expected to be approximately $6 billion versus $4.2 billion a year…
• Mexico DivestitureImportance 58 · Surprise 42
  AT&T recorded a $2.6 billion non-cash impairment charge in the third quarter related to its agreement to sell AT&T Mexico. Management said the sale will be excluded from continuing-operations long-term outlook…
• Capital Return ProgramImportance 56 · Surprise 24
  AT&T returned $4.8 billion to shareholders in the third quarter of 2026. That total included $2.8 billion of share repurchases. Through the end of the quarter, the company had repurchased more than $7 billion of stock…
• Revenue Performance and MixImportance 43 · Surprise 32
  Third-quarter 2026 total revenue grew 5.3% year over year, while service revenue grew 3.8%. Advanced Connectivity service revenue increased 6.1% and EBITDA rose 7.3%; wireless service revenue grew 5%, supported by 4%…
• Copper Network TransitionImportance 40 · Surprise 42
  AT&T is accelerating its exit from legacy copper-based services and migrating customers to AT&T Phone – Advanced, AT&T Fiber, and Internet Air. It is on track to discontinue copper-based services in 50% of wire centers…
• Supply Chain CommitmentsImportance 40 · Surprise 42
  AT&T reached a multi-year agreement with Corning to supply fiber needed to support its deployment objective of reaching more than 60 million fiber locations by the end of the decade. The agreement was presented as part…
• Advanced Connectivity Demand TrendsImportance 38 · Surprise 24
  AT&T added more than one million subscribers across fiber, fixed wireless and postpaid phone in the third quarter, its strongest quarter in more than four years and a second consecutive quarter above one million net…
• Operating Margin DriversImportance 37 · Surprise 32
  Third-quarter adjusted EBITDA grew 5.4% year over year and adjusted EBITDA margin reached 38.7%, the highest third-quarter margin since AT&T refocused on advanced connectivity. Equipment revenue grew 12%, which diluted…
• Satellite Dead-Zone Joint VentureImportance 31 · Surprise 42
  AT&T announced the launch of a joint venture intended to help close coverage gaps by making satellite-enabled connectivity easier to deliver where traditional service is limited. Management presented the venture as…
• Fiber ExpansionImportance 26 · Surprise 24
  AT&T said its fiber reach is at a record level and is using introductory pricing to build penetration and establish a home relationship, with opportunities to add wireless and other services over time. Management said…
• AI-Ready Network ExpansionImportance 26 · Surprise 24
  AT&T said more than 90% of mapped U.S. data centers are within 10 miles of its fiber, and more than 80% are within one mile. AWS is using AT&T high-capacity fiber to connect locations, and AT&T is working with…
• Competition and New EntrantsImportance 10 · Surprise 6
  Management argued that a scaled converged fiber-and-wireless network is difficult for new entrants to replicate, citing the years of investment needed for coverage, indoor capacity and performance. AT&T sees fixed…
• Wholesale ArrangementsImportance 10 · Surprise 6
  AT&T said wholesale does not require opening its network to all providers and could be limited to strategically selected partners. Potential arrangements include an exclusive MVNO relationship or access to a paired…

8-K · 2026-10-21

• Balance Sheet and LiquidityImportance 64 · Surprise 42
  Total debt was $159.6 billion at September 30, 2026, while net debt was $149.8 billion. The sequential increase in debt reflected the closing of the EchoStar spectrum transaction. Net debt included $1.2 billion of debt…
• Copper Network TransitionImportance 55 · Surprise 66
  AT&T expects Legacy service revenue to decline by more than 20% in 2026 and become immaterial by the end of 2029 as it decommissions its copper-based network. Legacy EBITDA is expected to turn negative after 2027 until…
• Revenue Performance and MixImportance 42 · Surprise 14
  Third-quarter revenue was $32.3 billion, up 5.3% year over year from $30.7 billion, driven by Advanced Connectivity wireless service and equipment revenue, fiber revenue and higher Latin America revenue. Advanced…
• FX / Currency ImpactImportance 42 · Surprise 22
  Latin America operating revenues increased 13.2% year over year to $1.24 billion, with favorable foreign-exchange rates contributing to the increase alongside postpaid wireless subscriber growth. Latin America service…
• Operating Expense TrendsImportance 41 · Surprise 22
  Consolidated operating expenses increased to $28.2 billion from $24.6 billion, primarily because of the $2.6 billion Mexico impairment, employee separation charges, higher wireless equipment costs, advertising, bad…
• Market Demand TrendsImportance 41 · Surprise 48
  AT&T recorded 769,000 Advanced Connectivity internet net adds in the third quarter, including a record 442,000 fiber additions and 327,000 fixed wireless additions. The company also added 379,000 postpaid phone…
• Geographic Market CommentaryImportance 33 · Surprise 22
  Latin America operating revenue increased 13.2% year over year, with service revenue up 14.7% and equipment revenue up 10.8%. Growth was primarily driven by favorable foreign exchange rates and postpaid wireless…
• Headcount / RestructuringImportance 28 · Surprise 42
  Employee separation charges were recorded in the third quarter and reduced reported earnings relative to adjusted results. The charges contributed to the $3.6 billion year-over-year increase in consolidated operating…
• Competition and Pricing PressureImportance 26 · Surprise 24
  AT&T implemented pricing actions in wireless service during the quarter, but promotional discounts on wireless subscriber additions partially offset their effect. The company described its fiber and 5G portfolio as…
• Fiber ExpansionImportance 23 · Surprise 24
  AT&T reached more than 39 million consumer and business locations with fiber during the quarter. It remains on track to exceed 40 million total fiber locations by the end of 2026 and reach more than 60 million by the…
• Customer DynamicsImportance 17 · Surprise 24
  AT&T grew its base of high-value converged relationships by approximately 350,000 during the quarter. Advanced home internet connections paired with AT&T wireless represented 42.8% of advanced home internet…