AT&T (T) Mobility: Post-Paid Churn

Tracks turnover among mobility postpaid customers and highlights retention issues tied to network quality, pricing, or competitors’ promotions—critical for forecasting subscriber trends and long-term revenue.

Postpaid churn worsened through 2025—likely reflecting integration- and mix-related pressure (lower‑ARPU Lumen adds and legacy transitions)—but then dropped sharply in early‑2026. That reversal tracks management’s reported record postpaid phone net adds and stronger convergence, signaling improving retention that supports service‑revenue and EBITDA momentum; the key risk is whether AT&T can preserve ARPU and execution quality as Lumen subscribers, pricing strategies, and the large fiber build scale up.