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AT&T (NYSE: T) unveils new reporting segments after Q4 2025 results

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

AT&T Inc. announced its results of operations for the fourth quarter of 2025 and disclosed a major change in how it will report its business segments starting with the quarter ending March 31, 2026.

The company will introduce three segments: Advanced Connectivity, covering domestic 5G and fiber-based wireless, internet and other advanced connectivity services; Legacy, covering copper-based domestic voice and data services; and Latin America, covering its wireless business in Mexico. AT&T is also providing recast quarterly and annual results for 2023, 2024 and 2025 under this new structure, with no impact to consolidated operating income or Adjusted EBITDA.

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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549

______________________________________________________
FORM 8-K
______________________________________________________
CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
Date of report (Date of earliest event reported) January 28, 2026
______________________________________________________
AT&T INC.
(Exact Name of Registrant as Specified in Charter)
______________________________________________________
Delaware001-0861043-1301883
(State or Other Jurisdiction
of Incorporation)
(Commission
File Number)
(IRS Employer
Identification No.)
  
208 S. Akard St., Dallas, Texas
(Address of Principal Executive Offices)
75202
(Zip Code)
Registrant’s telephone number, including area code (210) 821-4105
(Former Name or Former Address, if Changed Since Last Report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240-14d-2(b))
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities Registered Pursuant to Section 12(b) of the Act
Title of each classTrading
Symbol(s)
Name of each exchange
on which registered
Common Shares (Par Value $1.00 Per Share)TNew York Stock Exchange
NYSE Texas
Depositary Shares, each representing a 1/1000th interest in a share of 5.000% Perpetual Preferred Stock, Series AT PRANew York Stock Exchange
Depositary Shares, each representing a 1/1000th interest in a share of 4.750% Perpetual Preferred Stock, Series CT PRCNew York Stock Exchange
AT&T Inc. 3.550% Global Notes due November 18, 2025T 25BNew York Stock Exchange
AT&T Inc. 3.500% Global Notes due December 17, 2025T 25New York Stock Exchange
AT&T Inc. 0.250% Global Notes due March 4, 2026T 26ENew York Stock Exchange
AT&T Inc. 1.800% Global Notes due September 5, 2026T 26DNew York Stock Exchange
AT&T Inc. 2.900% Global Notes due December 4, 2026T 26ANew York Stock Exchange
AT&T Inc. Floating Rate Global Notes due September 16, 2027T 27CNew York Stock Exchange
AT&T Inc. 1.600% Global Notes due May 19, 2028T 28CNew York Stock Exchange
AT&T Inc. 2.350% Global Notes due September 5, 2029T 29DNew York Stock Exchange
AT&T Inc. 4.375% Global Notes due September 14, 2029T 29BNew York Stock Exchange



Title of each class
 
Trading
Symbol(s)
 
Name of each exchange
on which registered
AT&T Inc. 2.600% Global Notes due December 17, 2029T 29ANew York Stock Exchange
AT&T Inc. 0.800% Global Notes due March 4, 2030T 30BNew York Stock Exchange
AT&T Inc. 3.150% Global Notes due June 1, 2030T 30CNew York Stock Exchange
AT&T Inc. 3.950% Global Notes due April 30, 2031T 31FNew York Stock Exchange
AT&T Inc. 2.050% Global Notes due May 19, 2032T 32ANew York Stock Exchange
AT&T Inc. 3.550% Global Notes due December 17, 2032T 32New York Stock Exchange
AT&T Inc. 3.600% Global Notes due June 1, 2033T 33ANew York Stock Exchange
AT&T Inc. 5.200% Global Notes due November 18, 2033T 33New York Stock Exchange
AT&T Inc. 3.375% Global Notes due March 15, 2034T 34New York Stock Exchange
AT&T Inc. 4.300% Global Notes due November 18, 2034T 34CNew York Stock Exchange
AT&T Inc. 2.450% Global Notes due March 15, 2035T 35New York Stock Exchange
AT&T Inc. 3.150% Global Notes due September 4, 2036T 36ANew York Stock Exchange
AT&T Inc. 4.050% Global Notes due June 1, 2037T 37BNew York Stock Exchange
AT&T Inc. 2.600% Global Notes due May 19, 2038T 38CNew York Stock Exchange
AT&T Inc. 1.800% Global Notes due September 14, 2039T 39BNew York Stock Exchange
AT&T Inc. 7.000% Global Notes due April 30, 2040T 40New York Stock Exchange
AT&T Inc. 4.250% Global Notes due June 1, 2043T 43New York Stock Exchange
AT&T Inc. 4.875% Global Notes due June 1, 2044T 44New York Stock Exchange
AT&T Inc. 4.000% Global Notes due June 1, 2049T 49ANew York Stock Exchange
AT&T Inc. 4.250% Global Notes due March 1, 2050T 50New York Stock Exchange
AT&T Inc. 3.750% Global Notes due September 1, 2050T 50ANew York Stock Exchange
AT&T Inc. 5.350% Global Notes due November 1, 2066TBBNew York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company 
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ☐




Item 2.02 Results of Operations and Financial Condition.

The registrant announced on January 28, 2026, its results of operations for the fourth quarter of 2025. The text of the press release and accompanying financial information are attached as exhibits and incorporated herein by reference.

Effective for the quarter ended March 31, 2026, AT&T Inc. intends to modify its internal and segment reporting to reflect the evolution of its business model to focus on delivering converged advanced connectivity services across 5G and fiber to consumer and business customers. This new segment reporting structure will also provide better visibility into the progress of exiting our copper-based Legacy operations. Accordingly, the Company’s planned new segments are:
Advanced Connectivity, which represents results primarily from the Company’s domestic 5G and fiber based wireless, internet and other advanced connectivity services. Results for this segment will be provided in aggregate with supplemental disclosures for performance of the Company’s consumer and business relationships.
Legacy, which represents results primarily from the Company’s domestic legacy voice and data services provided over its copper-based network to consumer and business customers. These results include revenues derived from copper-based services and direct operating costs.
Latin America, which will continue to represent results for the Company’s wireless business in Mexico.

As a convenience to investors, the Company is providing recast quarterly and annual results for 2023, 2024 and 2025. This update does not change the historical Latin America and Corporate and Other results. There is no impact to consolidated operating income and Adjusted EBITDA.

The information in this Item 2.02, including the exhibit attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall it be deemed incorporated by reference in any filing by AT&T under the Securities Act of 1933 or the Securities Exchange Act of 1934, except as shall be expressly set forth by specific reference in such filing.

Item 9.01 Financial Statements and Exhibits.
The following exhibits are furnished as part of this report:
(d)
Exhibits
99.1
Press release dated January 28, 2026 reporting financial results for the fourth quarter ended December 31, 2025.
  
99.2
AT&T Inc. selected financial statements and operating data.
  
99.3
Discussion and reconciliation of non-GAAP measures.
99.4
Supplemental quarterly financial information for the quarters and years ended 2023, 2024 and 2025.
104Cover Page Interactive Data File (formatted as Inline XBRL and contained in Exhibit 101)




Signature

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
 AT&T INC.
  
  
  
Date: January 28, 2026
By: /s/ Sabrina Sanders                 .
       Sabrina Sanders
Senior Vice President - Chief Accounting Officer
    and Controller

FAQ

What did AT&T (T) disclose in its latest 8-K filing?

AT&T disclosed that it announced results of operations for the fourth quarter of 2025 and will change its internal and segment reporting structure starting with the quarter ending March 31, 2026, to better reflect its focus on advanced connectivity services.

How is AT&T (T) changing its business segment reporting?

AT&T will report three segments: Advanced Connectivity, Legacy, and Latin America. Advanced Connectivity covers domestic 5G and fiber-based services, Legacy covers copper-based voice and data, and Latin America covers its wireless business in Mexico, aligning reporting with its evolving business model.

When will AT&T’s new segment structure take effect?

The new segment structure will take effect for the quarter ended March 31, 2026. From that period onward, AT&T plans to report results under Advanced Connectivity, Legacy, and Latin America, reflecting its shift toward converged 5G and fiber connectivity services.

Will AT&T’s new segment reporting affect historical financial results?

AT&T is providing recast quarterly and annual results for 2023, 2024 and 2025 under the new segments. The company states there is no impact to consolidated operating income or Adjusted EBITDA, so overall historical profitability measures remain unchanged.

What is included in AT&T’s new Advanced Connectivity segment?

The Advanced Connectivity segment primarily includes domestic 5G and fiber-based wireless, internet and other advanced connectivity services. AT&T plans to provide aggregate results along with supplemental disclosures for the performance of its consumer and business customer relationships within this segment.

How does AT&T define its Legacy segment under the new structure?

The Legacy segment will primarily include domestic legacy voice and data services delivered over AT&T’s copper-based network to consumer and business customers. It will include revenues from copper-based services and related direct operating costs, highlighting progress on exiting these operations.

Does the 8-K change how AT&T’s Latin America results are reported?

Latin America will continue to represent results from AT&T’s wireless business in Mexico. The company notes this update does not change historical Latin America or Corporate and Other results and does not affect consolidated operating income or Adjusted EBITDA figures.
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