AT&T Inc. Earnings Call Transcripts
Fiscal Year 2026
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Significant annual investments are being made to build an AI-ready, future-proof network, with a focus on fiber expansion, convergence, and strategic use of fixed wireless. Customer growth, revenue acceleration, and business service stabilization are expected, while industry partnerships and modernization efforts aim to deliver long-term shareholder value.
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Management expects EBITDA growth to accelerate through fiber expansion, wireless modernization, and disciplined cost management. The new satellite JV aims to standardize technology and expand coverage, while the go-to-market strategy targets value segments to maximize network utilization. AI and edge infrastructure are key future opportunities.
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The meeting covered strong financial results, major investments in fiber and 5G, and approval of all management proposals. Shareholder proposals on written consent and EEO-1 disclosure were defeated. Strategic plans focus on network modernization, AI readiness, and increased shareholder returns.