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← The wire · Wednesday, October 21 AT&T Q3 revenue beat driven by converged accounts, higher prices; stock falls premarket AT&T reported Q3 wireless service revenue growth driven by retail subscriber gains in underpenetrated categories and converged accounts. Higher prices, partially offset by discounts, contributed to a 5.3% revenue increase to $32.3 billion, above Wall Street estimates. Shares fell 3.5% in premarket trading.
Sentiment neutral 50
Neutral · 50 of 100 Impact 60
medium · sector-wide Confidence 90%
high confidence · single wire Event developing
v1 · alerted to followers WHAT WE KNOW Q3 revenue $32.3B, +5.3% YoY, topped estimates News Calendar Reports Stocks Sign in NFLX +0.17% $65.15 SPCX −0.04% $159.25 META +3.44% $721.50 MSFT −0.10% $532.44 TSLA +0.26% $387.49 SLG +0.81% $47.10 IBM +2.53% $257.42 NDAQ 0.00% $96.12 RCUS −5.16% $18.10 NOC 0.00% $539.31 PNFP −1.28% $97.01 NVDA +0.22% $222.45 LUV +0.58% $40.12 GIL +0.52% $40.51 T +0.37% $21.99 POM Last update −9.75% $2.00 Oct 21, 15:30 ET URI +0.07% $1,071.36 GM +0.19% $76.24 CACI +0.50% $626.13 GGG −7.26% $75.88 CSX +4.03% $50.35 UAL +0.13% $101.80 GE +0.10% $296.15 FLNC +0.50% $6.03 MTB Last update +0.23% $220.03 Oct 21, 16:35 ET ISRG −0.03% $428.00 WDS Last update −0.02% $23.62 Oct 21, 16:27 ET SMBC Last update 0.00% $70.46 Oct 21, 16:10 ET AAPL −0.09% $343.67 MAMA Last update 0.00% $12.88 Oct 21, 16:23 ET NFLX +0.17% $65.15 SPCX −0.04% $159.25 META +3.44% $721.50 MSFT −0.10% $532.44 TSLA +0.26% $387.49 SLG +0.81% $47.10 IBM +2.53% $257.42 NDAQ 0.00% $96.12 RCUS −5.16% $18.10 NOC 0.00% $539.31 PNFP −1.28% $97.01 NVDA +0.22% $222.45 LUV +0.58% $40.12 GIL +0.52% $40.51 T +0.37% $21.99 POM Last update −9.75% $2.00 Oct 21, 15:30 ET URI +0.07% $1,071.36 GM +0.19% $76.24 CACI +0.50% $626.13 GGG −7.26% $75.88 CSX +4.03% $50.35 UAL +0.13% $101.80 GE +0.10% $296.15 FLNC +0.50% $6.03 MTB Last update +0.23% $220.03 Oct 21, 16:35 ET ISRG −0.03% $428.00 WDS Last update −0.02% $23.62 Oct 21, 16:27 ET SMBC Last update 0.00% $70.46 Oct 21, 16:10 ET AAPL −0.09% $343.67 MAMA Last update 0.00% $12.88 Oct 21, 16:23 ET
Wireless service revenue growth from retail subscriber adds and converged accounts
Higher prices partially offset by promotional discounts
AT&T shares down 3.5% premarket
AT&T reported Q3 revenue of $32.3 billion, up 5.3% year over year and above Wall Street estimates, driven by growth in wireless subscribers in underpenetrated categories and converged accounts. Higher prices, partially offset by promotional discounts, also contributed. Despite the beat, shares fell 3.5% in premarket trading. FREE ACCOUNT · NO CARD The headline and the read are open. The reasons are one free account away, on every story. One free account opens every story complete, the live board, the 30-day calendar, a watchlist and breaking alerts on your phone. No card. The wire stays free to read.
WHY IT MATTERS •••••••••• Market transmission and exposed assets BULL / BEAR CASE •••• / •••• Competing evidence, edited together NEWS ON PRICE ••.•% reaction Confirmation versus SPY and sector WHAT TO WATCH •• catalysts The facts that can change the read $T on BORSA AT&T
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9:07 AM AT&T CEO confident in fiber and wireless assets as Starlink emerges bullish 65 · impact 30
9:00 AM AT&T targeting 100% fiber penetration rate, CEO: it could take time bullish 65 · impact 40
8:55 AM AT&T CEO: competitors cannot match its network performance, converge value proposition bullish 65 · impact 40
8:40 AM AT&T CEO: fiber Reach Is Strongest Yet neutral 50 · impact 30
7:23 AM AT&T stock falls 4% premarket after Q3 beat, raised outlook bearish 30 · impact 60
7:21 AM AT&T Q3 earnings beat, outlook raised; stock falls on wireless subscriber growth bearish 30 · impact 60
7:20 AM AT&T CEO: fiber portfolio gives AI-era edge, targets 60 million locations by 2030 neutral 50 · impact 20
7:00 AM AT&T Q3 revenue beat driven by converged accounts, higher prices; stock falls premarket neutral 50 · impact 60 · this page
6:51 AM AT&T trims long-term capex outlook to $22-23B, expands fiber footprint neutral 50 · impact 30
6:51 AM AT&T: 42.8% of advanced internet subs bundle wireless, converged relationships up 350,000 in Q3 bullish 70 · impact 40
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6:45 AM AT&T lifts profit outlook after Q3 earnings beat bullish 80 · impact 60
6:35 AM AT&T Q3 GAAP EPS $0.13, correcting earlier adjusted figure bearish 40 · impact 20
6:33 AM AT&T beats Q3 estimates, raises 2026 EPS outlook to $2.40 bullish 70 · impact 60
6:32 AM AT&T third-quarter adjusted EPS $0.65, revenue $32.3 billion, raises outlook bullish 75 · impact 75
6:31 AM AT&T Q3 adjusted EPS $0.65 beats $0.60 estimate, revenue $32.3B tops $31.7B bullish 80 · impact 60
6:30 AM AT&T Q3 revenue up 5.3%, adjusted EPS $0.65, adds 1M advanced connectivity customers bullish 80 · impact 80
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