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CLAIM #55425 · AT&T Inc. (T) · 2025Q4 earnings call · Jan 28, 2026 · due Dec 31, 2028

we've got plans in place that we're going to drive that to 50%, feel very comfortable with that.

John Stankey · CEO

PENDING
graded after results covering Dec 31, 2028 are reported

How to check this claim

Look at: Convergence rate (percentage of eligible customers bundling wireless and wireline/fiber services)

It came true if: Convergence rate >= 50%

Where: Company-disclosed convergence/bundling metrics (investor conference materials, quarterly earnings call commentary)

In context

get to over time, maybe over the course of the decade? And do you expect the sort of rate of penetration to continue to improve from here? And then follow-up to that, do you think you can play catch up in the Lumen territory and get to those numbers? And then second, consumer wireline revenue growth looks like it slowed in the quarter. Could you just talk about some of the drivers of that slowdown? I think, Pascal, you mentioned some of the discounting going on, on that side and just how you expect that to progress as we look through '26? Thanks. Good morning, John. So first of all, I do expect the convergence rate to continue to improve. And we've, I think, shared that we have an objective when we were talking to you in our investor call or our investor conference December that right now we've got plans in place that we're going to drive that to 50%, feel very comfortable with that. I don't expect it to stop there. You've heard me say many times that I think we're in a structural realignment of the industry and ultimately this is going to be an industry of converged providers that operate assets that allow for consolidated services to businesses and if I think back looking at the rearview mirror on history and you look at what bundled rates were when there were other compelling bundles in the market, We approach periods of time where 80% of consumers were bundling and certainly I would expect that at some point in time over the long haul, you might see some similar to that occur, whether it's 75% or 80% or 70%, I don't know where it settles in. improvement in that rate But our expectation is that you're going to continue to see ratably over time. In fact, that's the

Verify independently

SEC filings for T · Claim quote is verbatim from the 2025Q4 earnings call.