CLAIM #55327 · AT&T Inc. (T) · 2025Q2 earnings call · Jul 23, 2025 · due Dec 31, 2025
“We expect this will result in higher growth-related spending in the near term, and we now expect that Mobility EBITDA growth will be approximately 3% this year versus our initial outlook for growth in the high end of the 3% to 4% range.”
Pascal Desroches · CFO
In context
“t year. A key driver of this trend was the portion of our base reaching the end of device financing periods as well as the increased activity in the marketplace. Based on this operating environment, we're planning for postpaid phone churn to follow seasonal patterns in the back half of the year, which typically sees more switching during new device launches and the holiday period. While the cost of acquiring and retaining subscribers has increased, our success at adding high-value customer relationships points to the attractive returns we're driving through our offers. As a result of the tailwinds in our Mobility business, we are increasing our full year guidance for Mobility service revenue growth to 3% or better from our previous outlook for growth in the high end of the 2% to 3% range. We expect this will result in higher growth-related spending in the near term, and we now expect that Mobility EBITDA growth will be approximately 3% this year versus our initial outlook for growth in the high end of the 3% to 4% range. As a reminder, our third quarter Mobility results last year included a $90 million noncash benefit to service revenue and EBITDA related to certain administrative fees. It's also worth noting that higher mobility equipment costs related to higher volumes and spending on the launch of AT&T Guarantee were the primary drivers of higher cash operating expenses in our Communications segment during the first half of the year. In the aggregate, all other cash operating expenses across Mobility and Wireline business units declined year-over-year. This was a result of our cost initiatives, and we expect this trend to continue during the second half of the year. This is allowing us to partially reinvest these savings into high-value customer growth, which we expect to improve our growth profile ove”
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SEC filings for T ↗ · Claim quote is verbatim from the 2025Q2 earnings call.