AT&T Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
11.1%projected annual EPS growth
Analyst Coverage
23analysts covering
FY Revenue (est.)
$129.3Bnext fiscal year
FY EPS (est.)
$2.34next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 21 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Fiber Net Additions Quarterly367KTarget: Sustained quarterly growth to exceed 40 million locations passed by end of 2026
Advanced Connectivity Convergence Rate Quarterly4,250.0%Target: Targeting 12 million converged subscribers by 2030
Adjusted EBITDA Margin Quarterly3,910.0%Target: Continued expansion driven by legacy copper decommissioning and Open RAN efficiencies
Watch Items
- SpaceX Starlink Retail Mobile Service ThreatTrigger: SpaceX launching direct-to-cell retail mobile plans reframing Starlink as a direct competitorAction: Monitor postpaid phone churn rates and evaluate defensive bundling or pricing adjustments
- Net Debt-to-Adjusted EBITDA LeverageTrigger: Leverage rising to ~3.2x post-EchoStar spectrum acquisitionAction: Track progress toward returning to the 2.5x target range within three years using free cash flow
- Legacy Revenue and EBITDA ErosionTrigger: Legacy operating revenues declining 25.9% YoY and Legacy EBITDA falling 45.5% YoYAction: Accelerate copper network decommissioning to eliminate duplicate infrastructure costs
Research as of 2 Sep 2026