AT&T Increases Converged Customer Base in Q3 2026
Bundled wireless and fiber service adoption continues to grow as the company integrates newly acquired residential assets.
Updated on Oct. 29, 2026 in Telecommunications
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AT&T increased its converged service accounts in the third quarter of 2026, with nearly 43% of home internet customers now bundling the service with a postpaid wireless plan. The telecommunications provider is actively scaling its network by integrating assets acquired from Lumen in early 2026.
Why it matters
The company is focusing on subscriber convergence to boost market penetration and offset regional pricing pressures in its fiber broadband division. This strategy aims to secure long-term revenue growth by linking wireless mobile accounts to its expanding fixed-line infrastructure.
AT&T added 769,000 total Advanced Connectivity internet subscribers in the third quarter of 2026. While total home internet revenue reached $23.9 billion, fiber average revenue per user (ARPU) decreased 4% compared to the same period in 2025.
The players
AT&T
A major United States telecommunications holding company providing wireless, fiber-optic broadband, and enterprise connectivity services.
Corning
A global leader in materials science specializing in glass and ceramic technologies, including optical fiber infrastructure.
Lumen
A technology and communications company that sold its residential fiber-to-the-home assets to AT&T in early 2026.
The details
AT&T is driving customer migration to bundled plans by utilizing tiered introductory pricing models across both new and existing service territories. Following the February 2026 acquisition of Lumen fiber-to-the-home (FTTH) assets—a technology using fiber-optic cables to deliver broadband directly to residential properties—the company is systematically re-branding these markets to match its internal operational standards. A new multi-year agreement with Corning for fiber components serves as the foundation for its infrastructure expansion strategy.
Timeline
Early February 2026: AT&T finalized the acquisition of Lumen fiber-to-the-home assets.
Q3 2026: The company reported growth in converged wireless and fiber service bundles.
Q4 2026: Management expects a seasonal moderation in net subscriber additions.
2027-2028: Planned annual capital investment is set at $22 billion to $23 billion.
End of 2030: AT&T targets reaching a total of 60 million-plus fiber-enabled locations.
The Tech Race
AT&T is accelerating its deployment alongside the capital-intensive infrastructure expansion managed by its joint venture with Global Infrastructure Partners and CPP Investments. The firm is currently positioning itself to meet an ambitious target of 60 million fiber locations by the end of the decade.
Customers in former Lumen territories may see increased availability of AT&T bundled wireless and fiber plans as the company finalizes its network integration. While pricing remains tiered by region, subscribers should expect continued promotional efforts as the company attempts to increase service penetration.
The takeaway
AT&T is betting that service bundling will stabilize its fiber business despite a 4% decline in average revenue per user. Investors and industry analysts should monitor the $22 billion to $23 billion capital expenditure guidance for 2027 to assess the feasibility of its 60-million-location goal.
Further reading
For broader trends in infrastructure deployment, visit Telecommunications.
Source note: This article includes information reported by Lightwave.
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