Competitors

Competitors describe AT&T Inc.'s market in their own filings and calls. These verified passages and visual pages show where their strategies meet, using source documents preserved in Sources.

Verizon Communications Inc. (VZ)

AT&T's closest rival across wireless, fiber broadband and fixed wireless; the Frontier acquisition sharpens its convergence push.

Verizon's 10-K names AT&T among its principal national wireless competitors

we compete against other national wireless service providers, including AT&T Inc. and T-Mobile US, Inc., as well as various regional wireless service providers.

p. 8 · Read in context →

Verizon frames the Frontier fiber deal and convergence as the lever to grow wireless share

Anthony Skiadas — Chief Financial Officer: We now have approximately 16.8 million broadband subscribers. We are confident in the long-term success of our broadband strategy. Frontier accelerates our opportunity to grow our broadband subscribers as well as our converged offerings, a key enabler to growing wireless share in underpenetrated Frontier markets.

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CEO on the competitive field and the industry's annual postpaid growth pool

Daniel Schulman — Chief Executive Officer: Both AT&T and T-Mobile are excellent companies. I have a ton of respect for both of them and their companies. But I feel like there's still plenty of room for growth in this industry. And on how you count it, somewhere between 5 million and 8 million new postpaid subs that enter into the industry every year.

p. 9 · Read in context →

T-Mobile US, Inc. (TMUS)

The wireless share leader now attacking AT&T's home-broadband base with fixed wireless and fiber joint ventures.

T-Mobile lists AT&T first among its wireless competitors and ranks itself second by customers

We are the second largest provider of wireless communications services in the U.S. as measured by our total postpaid and prepaid customers. Our wireless communications services competitors include other carriers, such as AT&T Inc. (“AT&T”) and Verizon Communications, Inc. (“Verizon”).

p. 8 · Read in context →

CEO claims T-Mobile's existing customers pay 12–15% less than AT&T and Verizon

Srini Gopalan — Chief Executive Officer: Our existing customers pay between 12-15% lower than AT&T and Verizon's. That is a massive factor in terms of the flexibility it gives us.

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CEO frames strategy as attacking incumbents in fiber and fixed wireless, not buying scale

Srini Gopalan — Chief Executive Officer: We see our strength as attacking incumbents rather than becoming an incumbent. We see a huge opportunity to attack incumbents across fiber and fixed wireless access. That will be our key play.

p. 8 · Read in context →

Comcast Corporation (CMCSA)

Cable incumbent competing with AT&T in broadband (Xfinity) and wireless (Xfinity Mobile), exposed to AT&T's fiber overbuild and fixed wireless.

Comcast's 10-K names AT&T among telcos overbuilding its footprint with fiber

Certain wireline telecommunications companies, such as AT&T, Lumen and Verizon in the United States and BT and Virgin Media O2 in the United Kingdom, have built and are continuing to build fiber-based wireline network infrastructure further into their networks, which enables them to provide data transmission speeds that exceed those that can be provided with traditional copper digital subscriber line (“DSL”) technology

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Co-CEO cites a third-party ranking placing Xfinity ahead of AT&T on network measures

Michael Cavanagh — Co-CEO: Opensignal recently ranked Xfinity the top provider in our footprint, outperforming Verizon, T-Mobile, and AT&T in reliability, download speeds, and streaming.

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Comcast's view of a broadband endgame of two multi-gig providers, with fixed wireless a durable competitor

Michael Cavanagh — Co-CEO: we believe that the vast majority of the broadband market will be comprised of 2 multi-gig symmetrical providers serving most addresses […] we expect most of our footprint will eventually be overbuilt. At the same time, fixed wireless remains a durable competitor, serving price-sensitive segments with moderate performance needs.

p. 1 · Read in context →

Charter Communications, Inc. (CHTR)

Spectrum competes with AT&T in broadband and mobile and quantifies its exposure to AT&T fiber and fixed-wireless overbuild.

Charter names AT&T and Verizon as its primary fiber competitors and sizes the overlap

AT&T Inc. (“AT&T”) and Verizon are our primary FTTH competitors. We face terrestrial broadband Internet (defined by the Federal Communications Commission (“FCC”) as at least 100 Mbps) competition from AT&T and Verizon in approximately 27% and 16% of our operating footprint, respectively.

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Charter says AT&T, Verizon and T-Mobile are pursuing converged connectivity “similar to ours”

AT&T, Verizon and T-Mobile continue to expand 5G mobile services, and consolidations in the telecom industry continue to increase competition as they seek to offer converged connectivity services similar to ours.

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CEO on AT&T's fixed-wireless expansion into Charter's broadband territory

Chris Winfrey — President and CEO: Yes, we see continued footprint expansion from cell-phone Internet where AT&T has filled that gap with a fixed wireless access product that originally they said they didn't think made a lot of sense.

p. 9 · Read in context →

EchoStar Corporation (SATS)

EchoStar's Boost Mobile is the fourth U.S. carrier, competing with AT&T for wireless subscribers while leaning on AT&T's network as a host.

EchoStar's 10-K casts AT&T among the scale-advantaged nationwide carriers it competes against

We compete with a number of national wireless carriers, including Verizon, AT&T and T-Mobile, all of which are significantly larger than us, serve a significant percentage of all wireless subscribers and enjoy scale advantages compared to us as the only nationwide MNOs in the United States.

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EchoStar notes AT&T is both its network supplier and a competitor

We are able to offer wireless services to our customers through our Hybrid MNO, and through our existing agreements with AT&T and T-Mobile, both of whom are competitors of ours.

p. 39 · Read in context →

Lumen Technologies, Inc. (LUMN)

Enterprise and fiber rival to AT&T Business; it is selling its consumer fiber to AT&T and pivoting to AI-era connectivity.

Lumen agrees to sell its 11-state consumer fiber business to AT&T

On May 21, 2025, we entered into a definitive agreement to sell our Mass Markets Fiber-to-the-Home business in 11 states (the “Territory”) to AT&T.

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Lumen's pivot to enterprise, where it collides with AT&T Business

Kathleen Johnson — President and CEO: While we still contend with declining legacy telecom revenue, our growing revenue base now accounts for 50% of North American enterprise revenue, up from 35.5% just three years ago.

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Competitors

Verizon Communications Inc. (VZ)

T-Mobile US, Inc. (TMUS)

Comcast Corporation (CMCSA)

Charter Communications, Inc. (CHTR)

EchoStar Corporation (SATS)

Lumen Technologies, Inc. (LUMN)

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