Compared to Estimates, AT&T (T) Q4 Earnings: A Look at Key Metrics

AT&T (T) reported $33.47 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 3.6%. EPS of $0.52 for the same period compares to $0.54 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $32.73 billion, representing a surprise of +2.24%. The company delivered an EPS surprise of +13.04%, with the consensus EPS estimate being $0.46.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how AT&T performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Consumer Wireline - Broadband Connections - Fiber Broadband Connections: 10.41 million compared to the 10.41 million average estimate based on four analysts.
  • Mobility Subscribers - Postpaid phone: 74.21 million versus the four-analyst average estimate of 74.24 million.
  • Mobility - Postpaid Phone-Only Churn: 1% compared to the 0.9% average estimate based on four analysts.
  • Consumer Wireline - Broadband Connections - Non Fiber Broadband Connections: 4.3 million compared to the 4.24 million average estimate based on four analysts.
  • Revenues- Communications- Consumer Wireline: $3.57 billion compared to the $3.65 billion average estimate based on six analysts. The reported number represents a change of +2.9% year over year.
  • Revenues- Communications- Business Wireline: $4.2 billion versus the six-analyst average estimate of $4.22 billion. The reported number represents a year-over-year change of -7.6%.
  • Revenues- Corporate and Other: $86 million versus the six-analyst average estimate of $-34.76 million. The reported number represents a year-over-year change of -25.2%.
  • Revenues- Latin America: $1.26 billion versus $1.1 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +20.6% change.
  • Revenues- Communications- Mobility: $24.35 billion versus the six-analyst average estimate of $23.75 billion. The reported number represents a year-over-year change of +5.3%.
  • Revenues- Total Communications: $32.12 billion versus the five-analyst average estimate of $31.7 billion. The reported number represents a year-over-year change of +3.2%.
  • Revenues- Communications- Mobility- Service: $16.95 billion compared to the $17.03 billion average estimate based on four analysts. The reported number represents a change of +2.4% year over year.
  • Revenues- Communications- Mobility- Equipment: $7.4 billion versus $6.85 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +12.7% change.

View all Key Company Metrics for AT&T here>>>

Shares of AT&T have returned -7.3% over the past month versus the Zacks S&P 500 composite's +0.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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