AT&T Inc. (T) Q2 FY2026 8-K Filings and Company Events

Filings that contain financial statements

• 8-K, accession 0000732717-26-000294 (filed July 22, 2026, event date July 22, 2026). Second-quarter 2026 results (period ended June 30, 2026). Exhibit 99.1 is the press release with consolidated and segment income-statement data; Exhibit 99.2 carries AT&T's selected financial statements and operating data; Exhibit 99.3 has the non-GAAP reconciliations.
• 8-K, accession 0000732717-26-000201 (filed April 22, 2026, event date April 22, 2026). First-quarter 2026 results (period ended March 31, 2026), furnished directly in the body of the filing under Item 8.01 with segment detail; a companion same-day 8-K, accession 0000732717-26-000203, furnishes the same results with Exhibit 99.1 press release, Exhibit 99.2 selected financial statements, and Exhibit 99.3 non-GAAP reconciliations.
• 8-K, accession 0000732717-26-000046 (filed January 28, 2026, event date January 28, 2026). Fourth-quarter and full-year 2025 results, with Exhibit 99.1 selected financial statements and operating data; a companion same-day 8-K, accession 0000732717-26-000047, furnishes the results release (Exhibit 99.1 press release, 99.2 selected financial statements, 99.3 non-GAAP reconciliation, 99.4 supplemental quarterly recast data for 2023-2025 reflecting the new segment structure).

Corporate and capital-markets events

Second-quarter 2026 earnings (July 22, 2026). AT&T reported revenue of $31.6 billion, up 2.3% year over year, diluted EPS from continuing operations of $0.66 (adjusted EPS $0.65 versus $0.54 a year earlier), operating income of $7.0 billion, and adjusted EBITDA of $12.3 billion, up 5.2%. The company added over 1 million Advanced Connectivity customers, including 367,000 fiber and 279,000 fixed-wireless net adds and 432,000 postpaid phone net adds. Total debt was $144.0 billion and net debt $126.4 billion at quarter end. AT&T reiterated its full-year 2026 and multi-year 2026-2028 guidance and said it is accelerating 2026 share repurchases to approximately $10 billion. (Accession 0000732717-26-000294.)

EchoStar spectrum acquisition closed (July 28, 2026). AT&T Mobility II LLC completed the previously disclosed acquisition of wireless spectrum licenses in the 600 MHz and 3.45 GHz bands from EchoStar Corporation for approximately $23 billion in cash, adding roughly 50 MHz of nationwide low- and mid-band spectrum. To help fund the purchase, AT&T drew $11.5 billion on its two-year term loan facility and $3.0 billion on its 364-day term loan facility under its $17.5 billion Delayed Draw Term Loan Credit Agreement. (Accession 0001193125-26-321053; term loan facility originally disclosed November 3, 2025, accession 0001193125-25-262515.)

Lumen mass-markets fiber acquisition closed (February 2, 2026). AT&T closed its acquisition of substantially all of Lumen Technologies' mass markets fiber business, retaining the customer relationships within its results and placing the acquired fiber network assets into a wholly owned subsidiary, Forged Fiber 37 Services, LLC, which AT&T intends to sell a controlling interest in to a co-investing equity partner; the subsidiary is classified as held-for-sale and reported as discontinued operations. (Disclosed in the first-quarter 2026 results filing, accession 0000732717-26-000201.)

First-quarter 2026 earnings (April 22, 2026). Income from continuing operations was $4.2 billion, or $0.54 per diluted share, versus $4.7 billion, or $0.61 per share, a year earlier. Revenue was $31.5 billion, up 2.9%. Operating income was $6.7 billion, with a 21.1% operating margin. The company repurchased $2.3 billion of common stock in the quarter; the board had approved an additional $10.0 billion buyback authorization (the "2026 Authorization") on January 27, 2026, leaving $13.5 billion of authorized capacity at quarter end. (Accessions 0000732717-26-000201 and 0000732717-26-000203.)

Fourth-quarter and full-year 2025 earnings (January 28, 2026). Fourth-quarter net income attributable to common stock was $3.8 billion ($0.53 per diluted share); full-year 2025 net income attributable to common stock was $21.9 billion ($3.04 per diluted share) versus $10.7 billion ($1.49 per share) in 2024, aided by a $5.6 billion gain on the sale of AT&T's remaining interest in DIRECTV. Full-year revenue was $125.6 billion, up 2.7%, and full-year operating income was $24.2 billion versus $19.0 billion in 2024. Full-year 2025 capital investment was $22.0 billion. The company disclosed a new segment structure, Advanced Connectivity, Legacy, and Latin America, effective for first-quarter 2026 reporting, replacing the prior Communications/Latin America structure, with recast historical data provided. (Accessions 0000732717-26-000046 and 0000732717-26-000047.)

Debt issuances. AT&T completed several senior notes offerings during the period, all under its existing shelf registration and indenture:

• February 5, 2026: closed $6.5 billion of U.S. dollar notes across five tranches maturing 2031-2056 (accession 0001193125-26-039407).
• March 12, 2026: closed CAD$2.25 billion of notes maturing 2036 and 2056 (accession 0001193125-26-104098).
• April 30, 2026: closed $6.0 billion of U.S. dollar notes across five tranches maturing 2033-2066 (accession 0001193125-26-197776).
• August 3, 2026: closed a multi-currency offering (euro and sterling) totaling roughly €4.1 billion and £550 million equivalent across notes maturing 2030-2052 (accession 0001193125-26-332110).
• August 17, 2026: closed €1.2 billion and $1.1 billion of floating-rate notes due 2028 (accession 0001193125-26-354091).

Credit facilities (November 3, 2025). AT&T entered into a $12.0 billion Second Amended and Restated Revolving Credit Agreement and a new $17.5 billion Delayed Draw Term Loan Credit Agreement (comprising a $6.0 billion 364-day facility and an $11.5 billion two-year facility), the latter intended to help fund spectrum acquisitions; both carry a maximum net debt-to-EBITDA covenant of 3.75x. (Accession 0001193125-25-262515.)

Management and governance

CFO succession (June 11-15, 2026). Pascal Desroches announced his retirement as Senior Executive Vice President and CFO effective December 31, 2026. Jennifer Biry, a former WarnerMedia CFO/AT&T finance veteran and most recently CFO/COO of McAfee, was appointed Deputy CFO effective July 6, 2026, and is set to become CFO effective January 1, 2027. (Accession 0001193125-26-272580.)

Board addition (September 7, 2026). The board of directors increased its size from 10 to 11 members and elected Fazal F. Merchant as an independent director, effective September 8, 2026, appointing him to the Audit and Corporate Development and Finance committees. (Accession 0001193125-26-386534.)

2026 Annual Meeting (May 14, 2026). Stockholders elected all ten director nominees, ratified the auditor appointment, approved the 2026 Incentive Plan and an amended Stock Purchase and Deferral Plan, and approved a charter amendment to exculpate certain officers from personal liability for breach of fiduciary duty. Two shareholder proposals, a right to act by written consent and an EEO-1 report disclosure policy, were voted down. Separately, the company eliminated its Series B preferred stock designation and filed a Restated Certificate of Incorporation on May 15, 2026. (Accession 0001193125-26-232817.)

Not reflected in filings to date

No 8-K in the period discloses a definitive agreement, closing, or update regarding further spectrum M&A beyond the EchoStar transaction, nor any dividend-rate change (the $1.11 annualized common dividend was reaffirmed, not changed, in the second-quarter earnings release).