T · Earnings call · 2026Q3T · Full report

Revenue Performance and Mix

AT&T INC. · 2026-10-21 · Importance 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% growth in postpaid phone ARPU. Advanced home internet service revenue grew more than 23%, while Legacy service revenue declined approximately 25% and Legacy EBITDA declined about 27%. Business Advanced Connectivity service revenue grew 2.5%, with fiber and advanced connectivity service revenues growing nearly 9%.

Key facts

• AT&T's Q3 2026 adjusted EPS was $0.65, up 20% from $0.54 in Q3 2025, driven primarily by adjusted EBITDA growth and lower depreciation expense.
• AT&T's advanced home internet service revenues grew more than 23% year over year in Q3 2026.
• AT&T said it raised prices in December 2025 across much of its fiber base.
• AT&T's consolidated service revenue grew 3.8% year over year in Q3 2026, its best performance in more than four years.
• AT&T achieved adjusted EBITDA growth above 5% and adjusted EPS growth above 20% for the second consecutive quarter in Q3 2026.
• AT&T's Q3 2026 total revenues increased 5.3% year over year, while service revenues grew 3.8%.
• AT&T's Advanced Connectivity service revenues grew 6.1% year over year and EBITDA increased 7.3% in Q3 2026.
• AT&T's wireless service revenues grew 5% year over year in Q3 2026, driven primarily by subscriber-base growth and 4% growth in postpaid phone ARPU.