| T |
Report |
Free cash flow |
IN-LINE |
pred ~$4.46B vs. cons $4.426B |
MEDIUM |
| T |
Report |
Postpaid phone net adds |
IN-LINE |
pred ~345K vs. cons 343K |
LOW |
| T |
Report |
AT&T Fiber net adds |
BEAT |
pred ~293K vs. cons 288K |
LOW |
| T |
Guide |
FY26 adjusted EPS |
UNCHANGED |
guide ~$2.30 midpoint vs. cons $2.322 |
MEDIUM |
| T |
Guide |
FY26 consolidated EBITDA growth |
LOWER |
guide ~3%-4% vs. cons ~4.1% growth |
MEDIUM |
| T |
Guide |
FY26 FCF |
UNKNOWN |
guide ~$18B+ vs. cons $18.242B |
MEDIUM |
| T |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.7% |
— |
LOW |
| T |
Return |
5-day cumulative residual |
+1.2% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — modest fiber/FCF validation offsets an implicit H2 reset |
LOW |