Zacks Investment Research
26 May 2026, 18:45 UTC · 3h ago
Source · https://www.zacks.com/stock/news/2927076/is-at-t-winning-the-retention-battle-through-convergence?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2927076
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AT&T is expanding its fiber infrastructure to target 60 million locations by 2027, up from over 37 million currently. — Aggressive infrastructure expansion creates a foundation for long-term revenue growth and increased market share in the broadband sector.
+0.40AT&T's postpaid phone churn improved sequentially to 0.89% in Q1 2026 from 0.98% in Q4 2025. — Lower churn rates directly correlate to higher customer lifetime value and more stable recurring revenue.
+0.30Approximately 42% of AT&T's advanced home Internet users also subscribe to its wireless services, with management stating this is approaching 45% organically. — Increased service convergence enhances customer stickiness and reduces the likelihood of churn.
+0.20Impact vectors
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The article highlights the success of its convergence strategy, improving customer retention and lowering churn.
Mentioned as a competitor aggressively bundling services to challenge AT&T's market position.
Mentioned as a competitor utilizing its broadband footprint to challenge AT&T.
[mutual] AT&T faces competition from Verizon in the wireless and broadband services market.
[mutual] AT&T faces competition from Comcast regarding its convergence strategy for broadband and wireless.
[mutual] Both companies compete for customers by bundling wireless and broadband services.
