Earnings summaries and quarterly performance for AT&T.
Executive leadership at AT&T.
John Stankey
Detailed
Chief Executive Officer
CEO
David McAtee
Detailed
Senior Executive Vice President and General Counsel
Jeff McElfresh
Detailed
Chief Operating Officer
Lori Lee
Detailed
Global Marketing Officer and Senior Executive Vice President-HR and International
Pascal Desroches
Detailed
Senior Executive Vice President and Chief Financial Officer
Board of directors at AT&T.
Research analysts who have asked questions during AT&T earnings calls.
Benjamin Swinburne
Morgan Stanley
5 questions for T
Also covers: AMT, BATRA, CCI +23 more
John Hodulik
UBS Group AG
5 questions for T
Also covers: AMCX, CHTR, CMCSA +7 more
Michael Rollins
Citigroup
5 questions for T
Also covers: AMT, ATUS, CCI +16 more
Peter Supino
Wolfe Research
5 questions for T
Also covers: CHTR, DIS, FWONK +12 more
Sebastiano Petti
JPMorgan Chase & Co.
5 questions for T
Also covers: ATUS, BCE, CABO +14 more
David Barden
Bank of America
3 questions for T
Also covers: AMT, BCE, CCI +10 more
Bryan Kraft
Deutsche Bank AG
2 questions for T
Also covers: ASTS, ATUS, CHTR +8 more
James Schneider
Goldman Sachs
2 questions for T
Also covers: ACN, AMAT, AMKR +26 more
Kannan Venkateshwar
Barclays PLC
2 questions for T
Also covers: DIS, NYT, SPOT +5 more
Michael Ng
Goldman Sachs
2 questions for T
Also covers: AAPL, ANET, AXON +20 more
John Hudlick
UBS
1 question for T
Also covers: NFLX
Timothy Horan
Oppenheimer & Co. Inc.
1 question for T
Also covers: AI, ASTS, BKSY +18 more
Recent press releases and 8-K filings for T.
AT&T spin-off Arium Networks appoints incoming CEO
T
Management Change
M&A
- Laurent “LT” Therivel will become incoming CEO of Arium Networks upon closing of EQT Active Core Infrastructure’s acquisition (expected H1 2026).
- Arium Networks will manage approximately 105,000 on-air or under-contract small cells across 43 states, serving the top three U.S. mobile carriers.
- EQT’s acquisition of the business from Crown Castle is valued at $4.25 billion, subject to regulatory review and customary closing conditions.
- Therivel previously served as President & CEO of UScellular, where he more than doubled enterprise value, and held multiple leadership roles at AT&T, including CEO of AT&T Mexico.
2 days ago
Global Telecom Engineering announces 2025 certification milestone
T
- Global Telecom Engineering completed 2025 certification for its TITAN5000, TITAN5100, and TITAN5400 across T-Mobile, Verizon, and UScellular, enabling carrier network activation and sales channels.
- The certifications validate compliance with rigorous network, performance, interoperability, and security standards required by major U.S. carriers.
- This achievement positions the company as a fully carrier-approved fixed wireless access hardware provider, expanding deployment opportunities for partners and integrators.
- As part of its 2025 roadmap, the milestone supports broader adoption in FWA, IoT, and edge connectivity applications.
Dec 11, 2025, 6:56 PM
AT&T-linked Smart Meter and eClinicalWorks double RPM device adoption
T
New Projects/Investments
- 107% year-over-year increase to over 25,000 active Smart Meter devices used by eClinicalWorks providers in 2025, signaling strong RPM uptake.
- Integration delivers cellular RPM capability to 180,000 providers, allowing seamless capture and EHR integration of patient vitals.
- Smart Meter’s RPM platform is SOC 2 Type II and HIPAA certified, leveraging an AT&T private data network and FDA-cleared devices for secure, nationwide coverage.
- Effective January 1, 2026, new CMS CPT codes (99445 for 2–15 days of data transmission; 99470 for first 10 minutes of RPM review) expand reimbursement flexibilities and patient eligibility.
Dec 11, 2025, 4:45 PM
AT&T and Snowflake Ventures invest in RelationalAI’s decision intelligence platform
T
Product Launch
New Projects/Investments
- AT&T Ventures and Snowflake Ventures invested $22.5 million in RelationalAI to scale its GenAI-native decision intelligence system and deepen integration with Snowflake Intelligence.
- RelationalAI's platform delivers 80x algorithmic efficiency, enterprise-grade LLM training, and runs natively on the Snowflake AI Data Cloud for secure, explainable decision-making without data movement.
- The partnership seeks to empower Snowflake customers like AT&T with AI-driven decision intelligence directly on their private data, optimizing automation and business decisions.
- AT&T and RelationalAI recently topped the Spider 2.0 and GSMA Open Telco LLM leaderboards, and plan to expand deployment throughout AT&T to drive operational efficiency with enterprise-grade AI.
Dec 11, 2025, 2:00 PM
AT&T customer Beyond Now backed by Bregal Milestone
T
New Projects/Investments
- Bregal Milestone has announced a majority growth investment in Beyond Now, a cloud-native AI software provider for digital supply chains.
- Beyond Now’s ARR grew by over 40% in the last twelve months, driven by strong customer demand.
- The company supports complex digital supply chains for leading CSPs, including AT&T, Verizon, Deutsche Telekom, and NTT.
Dec 11, 2025, 2:02 AM
AT&T partner Beyond Now secures majority investment from Bregal Milestone
T
M&A
New Projects/Investments
- Bregal Milestone heeft een meerderheidsinvestering gedaan in Beyond Now, een cloud-native leverancier van AI-gedreven digitale handel- en toeleveringsketensoftware.
- Beyond Now realiseerde meer dan 40% groei in ARR over de afgelopen twaalf maanden en blijft winstgevend groeien.
- Het bedrijf ondersteunt toonaangevende CSP’s, waaronder Verizon, AT&T, Deutsche Telekom en NTT, wat de sterke marktaanvaarding aantoont.
- De investering is bedoeld om Beyond Now’s AI-innovatie verder te stimuleren en de wereldwijde uitbreiding te versnellen.
Dec 11, 2025, 2:01 AM
Bregal Milestone announces majority growth investment in Beyond Now
T
New Projects/Investments
M&A
- Bregal Milestone, a leading European software growth private equity firm, announced a majority growth investment in Beyond Now.
- Beyond Now, an AI-powered, network-native supply chain software provider, delivered >40% annual recurring revenue growth in the last 12 months.
- The company supports major telecom operators including Verizon, AT&T, Deutsche Telekom, and NTT in managing complex digital supply chains end-to-end.
- The investment aims to drive AI-led expansion and innovation of Beyond Now’s platform.
Dec 11, 2025, 2:01 AM
AT&T reports strategy execution and fiber convergence at UBS conference
T
Share Buyback
M&A
New Projects/Investments
- AT&T is tracking well against its 2024 Analyst Day targets, maintaining >3% EBITDA growth, reducing adjusted net debt/EBITDA to 2.5x, and completing an accelerated $4 billion share buyback in 2025.
- Management plans to introduce new disclosures that emphasize converged customer service revenue and margins over traditional product-level KPIs as fixed and wireless offerings integrate.
- The fiber-first strategy aims to pass 60 million+ homes, boosting wireless market share by 500 basis points in fiber areas; the upcoming Lumen fiber acquisition will add under-penetrated markets in the U.S. West.
- AT&T is leveraging scale and vendor partnerships to manage fiber build costs while using fixed wireless (AIA) to pre-position for future fiber deployments and target business segments.
Dec 9, 2025, 1:15 PM
AT&T CEO details strategy execution and convergence focus at UBS conference
T
Share Buyback
M&A
New Projects/Investments
- AT&T has exceeded its 3% EBITDA growth target, reduced adjusted net debt/EBITDA to ~2.5x, and completed $4 billion of share buybacks year-to-date, reflecting strong cost control and cash return progress.
- The company maintains a fiber-first broadband strategy, targeting 60 million+ passings over three years to drive convergence; fiber-overlap markets already exhibit 500 bp higher wireless share and ~42% convergence rate.
- Fixed wireless (“Internet Air”) speeds are set to improve >50% with 3.45 GHz spectrum deployment in 60%+ of footprint, complementing fiber where buildouts are pending.
- AT&T plans to exit legacy TDM/POTS services by decade-end—1/3 of central offices are in decommissioning, aiming for $6 billion in cost savings from copper network retirement.
- Peak wireless network investment occurred in 2025, with fiber capex peaking in 2026–27; once buildouts conclude, shifting to mid-teens % capex will free cash for dividends, buybacks, and reinvestment.
Dec 9, 2025, 1:15 PM
AT&T outlines strategy progress and capital return plans
T
Share Buyback
New Projects/Investments
Guidance Update
- AT&T delivered on its operating targets, achieving >3% EBITDA growth, returning $4 billion in share buybacks by year-end, and targeting a 2.5× adjusted net debt/EBITDA ratio.
- The company acquired fiber assets from Lumen and EchoStar to expand its fixed-broadband footprint and strengthen its wireless network, with closings expected in early 2026 and a growth plan to follow.
- Peak capital expenditures for wireless have been reached, with fiber investment peaking in 1–2 years; thereafter, capex is expected to decline to the mid-teens percentage of sales, unlocking incremental free cash flow.
- AT&T is driving convergence by targeting multi-product (wireless + broadband) customers, focusing on value-segment and SMB markets to improve customer lifetime value.
- The company is systematically retiring legacy TDM/POTS infrastructure—with about one-third of central offices in transition—and expects $6 billion in related cost savings, partly offset by copper asset monetization.
Dec 9, 2025, 1:15 PM
Quarterly earnings call transcripts for AT&T.
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