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AT&T’s Bundling Bet Fuels Surprise Subscriber Surge Amid Telecom Price Wars
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AT&T’s Bundling Bet Fuels Surprise Subscriber Surge Amid Telecom Price Wars

WebProNews·Victoria Mossi·about 1 month ago
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  AT&T beat expectations on wireless subscriber adds in the first quarter of 2026. The company reported 294,000 net monthly bill-paying wireless phone subscribers. Analysts polled by FactSet had penciled in just 272,000. Total revenue climbed 3% to $31.5 billion, topping estimates of $31.25 billion according to LSEG data, as detailed in a Yahoo Finance report. Bundling worked. About 42% of AT&T households with home internet also signed up for wireless plans. Excluding the Lumen fiber acquisition from February, that penetration hit nearly 45%, up more than 3 points year over year. The fastest organic growth yet. AT&T added 584,000 total internet net subscribers—292,000 fiber, 292,000 fixed wireless. Advanced connectivity revenue, covering 5G and fiber, rose 5%, per the earnings release linked in a Yahoo Finance article. Competition rages. Carriers extended iPhone subsidies. T-Mobile matched AT&T's aggressive promotions. Verizon pours billions into fiber alongside AT&T.…

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