AT&T Inc. (T) Earnings Call Transcripts

AT&T Inc.'s Latest Earnings Call - September 10, 2026

In the second quarter of fiscal year 2026, AT&T Inc. (T:US) reported stronger-than-expected growth in service revenue, adjusted EBITDA, and adjusted EPS, signaling a positive momentum shift in its business strategy. The company achieved service revenue growth of 1.8% and added 432,000 postpaid phone net adds, indicating improved customer retention and acquisition. Management reiterated its commitment to returning $18 billion to shareholders through dividends and buybacks this year, with a long-term outlook of double-digit EPS growth and accelerated EBITDA growth over the next three years.

Reported metrics

Guidance from management

Management maintained its guidance for double-digit EPS growth over the next three years and reiterated plans to return $45 billion to shareholders through dividends and buybacks.

What management said

Yes, indeed. Can we pull our safe harbor? Some of the comments today will be forward-looking and are subject to risks and uncertainties. Please refer to our website for more information.

Customers are saying and showing us with that growth that the guarantee value proposition makes sense. Staying consistent with leaning into choice, staying consistent with showing them that our network assets and the fact that we're willing to back up our network assets and our service with the AT&T guarantee is building trust.

What analysts pressed on

Analysts expressed concerns regarding the competitive landscape, particularly around pricing strategies and potential churn increases in the upcoming quarters. There were questions about how AT&T plans to manage device subsidies amid rising device prices.

Main topics on the call

• Service Revenue Growth — AT&T reported a service revenue growth of 1.8% in the second quarter, which management attributed to successful execution of their converged strategy and improved customer retention. Pascal Desroches stated, "We are guid...
• Customer Acquisition and Retention — The company added 432,000 postpaid phone net adds, with lower churn rates and higher average revenue per user (ARPU). Jenifer Robertson noted, "We actually had the highest account growth in the second quarter than we've ...
• Convergence Strategy — Management emphasized the success of their converged offerings, with 42.5% of Internet customers also having postpaid wireless. Desroches remarked, "We believe that is a critical advantage," highlighting the potential fo...
• Lumen Integration Progress — The integration of Lumen assets is progressing, with management optimistic about increasing penetration in previously underpenetrated markets. Desroches mentioned, "We view that as a significant opportunity to increase p...

Read the full AT&T Inc. transcript (September 10, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 158 AT&T Inc. earnings call transcripts on record, spanning January 8, 2020 to September 10, 2026. Based on this history, AT&T Inc. reports quarterly. The most recent call on file is dated September 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

T

Exchange

NYSE

Country

US

Sector

Communication Services

Industry

Diversified Telecommunication Services

Calls on record

158

First call

January 8, 2020

Most recent

September 10, 2026

Reporting cadence

quarterly