Summary
AT&T Inc. (T) has filed an 8-K report detailing its fourth quarter 2025 financial results and announcing a significant shift in its segment reporting structure. The company is evolving its business model to emphasize converged advanced connectivity services, primarily 5G and fiber, for both consumer and business clients. This strategic pivot is reflected in new reporting segments designed to provide greater transparency into the performance of these growth areas and the ongoing transition away from legacy copper-based operations. Beginning with the first quarter of 2026, AT&T will report under three new segments: Advanced Connectivity (domestic 5G and fiber services), Legacy (domestic copper-based voice and data services), and Latin America (wireless business in Mexico). The company is also providing recast historical financial data for 2023, 2024, and 2025 under this new structure to aid investor understanding. Importantly, these reporting changes do not affect consolidated operating income or Adjusted EBITDA, nor do they alter historical Latin America and Corporate and Other results.
Key Highlights
- 1Announcement of Q4 2025 financial results on January 28, 2026.
- 2Introduction of a new segment reporting structure effective Q1 2026 to align with a focus on advanced connectivity services (5G and fiber).
- 3New segments include: Advanced Connectivity, Legacy, and Latin America.
- 4The Advanced Connectivity segment will aggregate domestic 5G and fiber wireless, internet, and other related services, with supplemental consumer and business breakdowns.
- 5The Legacy segment will report results from domestic copper-based voice and data services.
- 6Recast quarterly and annual financial results for 2023, 2024, and 2025 are being provided for investor convenience.
- 7The reporting structure change does not impact consolidated operating income or Adjusted EBITDA.