CLAIM #55328 · AT&T Inc. (T) · 2025Q2 earnings call · Jul 23, 2025 · due Dec 31, 2025
“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.”
Pascal Desroches · CFO
In context
“r 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 over the long term. Also, improved cost trends are among the reasons we are increasing our full year EBITDA guidance for both Wireline business units. I'll discuss why in a few moments, but the key point is that our cost initiatives and Wireline outperformance are helping offset higher near-term growth-related investment in Mobility. Accordingly, we continue to expect consolidated adjusted EBITDA growth of 3% or better. Consumer Wireline reported another quarter of strong financial performance. Total revenue grew 5.8% year-over-year, driven by approximately 19% growth in fiber revenue. We added 243,000 fiber customers in the second quarter, up slightly ver”
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SEC filings for T ↗ · Claim quote is verbatim from the 2025Q2 earnings call.