Observed Signal · Jul 22, 2026 · Earnings Report · Source: Cord Cutters News · Impact: 4/5 · Sentiment: Positive
AT&T Adds 646,000 Internet Customers in Q2 2026
AT&T reported strong second-quarter 2026 results driven by home internet growth, adding 367,000 fiber customers and 279,000 5G Home Internet (AT&T Internet Air) subscribers for a total of 646,000 net additions across consumer and business advanced connectivity services. Advanced connectivity revenue rose to $23.5 billion (up 5.1% YoY) with operating income of $7.3 billion and EBITDA of $12.0 billion. AT&T passed an additional 1 million fiber locations during the quarter, bringing its total fiber passings to 38.6 million and targeting more than 40 million by the end of 2026 and 60 million by 2030. The company also added 432,000 postpaid phone subscribers; consolidated revenue was $31.6 billion, adjusted EPS $0.65, and free cash flow $4.7 billion. The company reiterated full-year 2026 guidance and plans for accelerated share repurchases.
AT&T is a major infrastructure provider; its accelerated fiber and 5G home internet expansion plus strong advanced connectivity financials materially affect broadband reach, streaming audience distribution, and the addressable market for digital media and advertising.
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Key Takeaways & Evidence Grounding
- AT&T added 367,000 net fiber internet subscribers in Q2 2026.
- AT&T added 279,000 net subscribers to its 5G Home Internet product (AT&T Internet Air) in Q2 2026.
- Total net additions across consumer and business advanced connectivity services were 646,000 in Q2 2026.
- Advanced connectivity revenue reached $23.5 billion (up 5.1% year over year); operating income for the segment was $7.3 billion and EBITDA was $12.0 billion.
- AT&T passed an additional 1 million fiber locations in the quarter, reaching 38.6 million total passings and targeting over 40 million by end of 2026 and more than 60 million by 2030.
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T-Mobile Adds 500k+ 5G Home Internet Customers in Q1 2026
T-Mobile reported strong Q1 2026 results, adding more than 500,000 net broadband customers driven by growth in its 5G Home Internet and fiber services. The carrier recorded 217,000 postpaid net account additions, service revenues of $18.8 billion and core adjusted EBITDA of $9.24 billion for the quarter; postpaid ARPA rose to $151.93. Management raised full-year guidance for postpaid net additions, core adjusted EBITDA and free cash flow. T-Mobile said its 5G Home Internet performance—backed by network enhancements, competitive pricing and straightforward setup—helped capture share from legacy cable providers while targeting roughly 15 million 5G broadband customers by 2030 and expanding fiber through joint ventures. Comcast and Charter’s Spectrum were reported to have lost internet customers during the same period.
5G and Fiber Add 1M+ Broadband Customers in Q1 2026
In Q1 2026 U.S. broadband shifted toward 5G fixed wireless and fiber as providers using those technologies added over one million net customers while major cable operators lost subscribers. T-Mobile added more than 500,000 broadband customers across 5G home and fiber; AT&T recorded about 584,000 net additions (roughly 292,000 5G home and 292,000 fiber) and said its fiber passed more than 37 million locations; Verizon added 341,000 internet customers driven by fiber and fixed wireless. Comcast and Charter (Spectrum) together lost nearly 185,000 internet customers in the quarter (Comcast –65,000; Spectrum –120,000). The article frames this as a renewed wave of cord-cutting—“Cord Cutting 2.0”—with consumers prioritizing standalone internet (5G/fiber) over legacy cable bundles.
Verizon Adds 341K Broadband Customers as Cable Loses Ground
Verizon Communications reported strong Q1 2026 broadband growth, adding 341,000 internet customers driven by fiber expansions and fixed wireless (5G) offerings, while major cable operators shed subscribers. Comcast lost 65,000 broadband customers and Charter Communications (Spectrum) lost 120,000 in the same quarter. Verizon posted approximately $34.4 billion in revenue for the quarter, a 2.9% year-over-year increase, and raised its full-year 2026 earnings guidance. The results highlight a competitive shift in U.S. home connectivity toward fiber and 5G-based fixed wireless access, pressuring legacy cable providers to accelerate fiber builds or pursue new converged strategies. The story was published by Cord Cutters News on 2026-04-27.
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