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AT&T Inc. T has launched a new wireless connectivity solution called Unlimited Day Pass, designed to give eligible U.S. iPad users instant cellular access without requiring a long-term plan or subscription. The offering provides a convenient and flexible way for iPad users to stay connected without committing to a monthly data plan.

AT&T’s Unlimited Day Pass delivers unlimited wireless data for 24 hours at just $3 per day, with no contracts or subscriptions required, and the first day is free for each customer. Users can easily activate the service directly from their iPad through the Settings app by selecting Cellular Data and choosing the AT&T Unlimited Day Pass, with service starting shortly after payment.

With the latest option, AT&T becomes the first major U.S. wireless provider to offer on-demand Internet access for eligible iPads, even allowing rival subscribers to connect if their device supports eSIM technology. This service is useful for travelers, remote workers and users who need reliable Internet when Wi-Fi is unavailable. The company plans to expand it to more 5G devices in the future.

The introduction of this new product is likely to support AT&T’s future growth by attracting more users and generating additional revenues. By expanding its digital offerings and enhancing user experience, the company is further strengthening its position in the wireless market.

How Are Competitors Performing to Improve Connectivity?

AT&T faces stiff competition from Verizon Communications, Inc. VZ and T-Mobile, US, Inc. TMUS. Verizon has been expanding its 5G network to provide faster and more reliable connectivity across the country. The company is investing in network infrastructure to improve coverage in both urban and rural areas. These efforts aim to enhance customer experience and strengthen Verizon’s position in the wireless market.

T-Mobile is strengthening its connectivity through its new satellite-based service, helping users stay connected even in remote areas without traditional network coverage. The company is using advanced spectrum assets to enhance speed and coverage. T-Mobile is working to improve network performance by increasing capacity in high-traffic areas.

T’s Price Performance, Valuation & Estimates

AT&T shares have lost 18.4% over the past year compared with the industry’s decline of 13.5%.Zacks Investment Research

Image Source: Zacks Investment Research

From a valuation standpoint, AT&T trades at a forward price-to-sales ratio of 1.22, below the industry tally of 1.66.Zacks Investment Research

Image Source: Zacks Investment Research

Story Continues

Earnings estimates for 2026 have increased 0.4% to $2.30 over the past 60 days, while the same for 2027 have remained static at $2.52.Zacks Investment Research

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AT&T currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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T-Mobile, US, Inc. TMUS continues to benefit from healthy demand trends across wireless and broadband services. In the first quarter of 2026, the company added 217,000 postpaid net accounts, up 6% year over year. Total postpaid accounts reached 34.4 million. Superior network quality, compelling value offerings and enhanced customer experience are driving customer addition.

Postpaid Average Revenue Per Account (ARPA) increased 3.9% year over year to $151.93. Successful rate plan optimization, higher fee revenues, increased customer density per account and continued adoption of 5G broadband and T-Mobile for Business services are driving growth.

It continues to expand beyond traditional wireless offerings. The company added more than 0.5 million broadband net additions in the first quarter, supported by accelerating 5G broadband adoption and favorable customer experience metrics. Management highlighted that fixed wireless speeds remain ahead of peers while fiber partnerships and joint ventures are expanding the company’s addressable market in a capital-efficient manner.

Strong momentum prompted T-Mobile to raise guidance for 2026. The company expects postpaid net account addition of 950,000 to 1.05 million, up from prior guidance of 900,000 to 1.0 million. It expects full-year postpaid ARPA growth of 2.5-3%.

How Are Competitors Faring?

T-Mobile faces competition from AT&T, Inc. T and Verizon Communications, Inc. VZ in the U.S. telecom market. AT&T continues to invest in fiber and 5G to expand advanced Internet reach and drive more households to buy wireless and home Internet together. In first-quarter 2026, the company reported 584,000 total fiber and fixed wireless advanced Internet customer net additions, including 512,000 consumer advanced home Internet net adds. Within that, AT&T added 273,000 fiber net adds and 239,000 AT&T Internet Air net adds. Postpaid phone net adds were 294,000, and postpaid phone churn was 0.89%.

In first-quarter 2026, Verizon added 55,000 postpaid phone net additions, the first positive first-quarter total since 2013, and management tied the year-over-year swing of more than 340,000 to a higher mix of new-to-Verizon gross additions and a shift away from relying on heavy promotions. Verizon’s broadband build continues to broaden its addressable market and create more room to sell converged offers over time. In first-quarter 2026, Verizon delivered 341,000 broadband net additions, including 214,000 fixed wireless access net additions and 127,000 fiber broadband net additions, bringing fixed wireless access and fiber broadband connections to about 16.8 million.

Story Continues

TMUS’ Price Performance, Valuation & Estimates

T-Mobile has declined 19.6% over the past year compared with the industry’s decline of 16.5%.Zacks Investment Research

Image Source: Zacks Investment Research

Going by the price/earnings ratio, the company’s shares currently trade at 15.78, higher than the 11.06 for the industry.Zacks Investment Research

Image Source: Zacks Investment Research

TMUS’ earnings estimates for 2026 and 2027 have declined over the past 60 days.Zacks Investment Research

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T-Mobile currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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In early June 2026, LiveOne announced an expanded collaboration with AT&T and Cisco to integrate personalized, bundled in-vehicle entertainment into select AT&T Connected Car-equipped vehicles, while AT&T also simplified its fiber home internet lineup to four speed tiers with bundled wireless savings and added features like free Internet Backup and All-Fi Pro on its top plan. AT&T's recent moves, including a multibillion-dollar ESOP-related shelf registration and deeper partnerships in areas such as connected cars and supply chain Physical AI, highlight how it is using its network scale to embed itself more tightly into enterprise operations and consumer ecosystems. Now we'll examine how AT&T's expanded connected car and fiber offerings may affect its investment narrative and long-term revenue mix.

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AT&T Investment Narrative Recap

To own AT&T, you need to believe its heavy 5G and fiber buildout, plus tighter bundling, can offset pressure from wireless churn, legacy wireline decline, and high debt. The latest connected car and fiber announcements support the core convergence story, but they do not meaningfully change the near term risk that competitive intensity and spending needs could weigh on margins and free cash flow.

The fiber lineup simplification is most relevant here, because it goes directly to AT&T's push for higher value, stickier broadband and wireless relationships. By tightening its plans around four speed tiers and richer bundle features, AT&T is leaning into the convergence catalyst that consensus analysts see as key to stabilizing growth, even as bears question whether ongoing 5G and fiber investment will earn sufficient returns over time.

Yet beneath the appeal of bundled fiber and connected cars, investors should also be aware that...

Read the full narrative on AT&T (it's free!)

AT&T's narrative projects $130.6 billion revenue and $17.0 billion earnings by 2028. This requires 1.7% yearly revenue growth and about a $4.3 billion earnings increase from $12.7 billion today.

Uncover how AT&T's forecasts yield a $29.41 fair value, a 30% upside to its current price.

Exploring Other PerspectivesT 1-Year Stock Price Chart

Pessimistic analysts saw revenue rising only to about US$134,000,000,000 and earnings falling to roughly US$17,100,000,000, so when you read about connected cars and richer fiber bundles, remember that some expect heavy 5G and fiber spend with slower payback, and that these new moves could either soften or reinforce that more cautious view.

Story Continues

Explore 6 other fair value estimates on AT&T - why the stock might be worth over 2x more than the current price!

Decide For Yourself

Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

A great starting point for your AT&T research is our analysis highlighting 3 key rewards and 4 important warning signs that could impact your investment decision. Our free AT&T research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate AT&T's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include T.

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AT&T Inc. T and T-Mobile US, Inc. TMUS are major U.S. wireless carriers competing aggressively in the 5G market, battling for subscriber growth, network leadership and long-term cash flow strength. Operating as one of the premier wireless service providers in the United States, AT&T provides a vast array of communication and business solutions that include wireless, local exchange, long-distance, data/broadband and Internet, video, managed networking, wholesale and cloud-based services.

T-Mobile offers mobile voice, messaging and data services in the postpaid, prepaid and wholesale markets under the T-Mobile, Metro by T-Mobile and Sprint brands. The company is extensively deploying 5G and 4G LTE (Long-Term Evolution) networks across the country to bridge the digital divide.

Let us delve a little deeper into the companies’ competitive dynamics to understand which of the two is relatively better placed in the broadband and telecom services industry.

The Case for AT&T

With a customer-centric business model, AT&T is witnessing healthy momentum in its postpaid wireless business with a lower churn rate and increased adoption of higher-tier unlimited plans. The company remains focused on improving mobile 5G, fixed wireless and edge computing services to drive growth. AT&T is leveraging Ericsson technology to deploy a commercial-scale open radio access network (Open RAN) across the country to help build a more robust ecosystem of network infrastructure providers and suppliers. It is also collaborating with Nokia to streamline network services, improve automation, speed up deployment times and improve operational efficiency.

In first-quarter 2026, the company reported 584,000 total fiber and fixed wireless advanced Internet customer net additions, including 512,000 consumer advanced home Internet net adds. Within that, AT&T reported 273,000 fiber net adds and 239,000 AT&T Internet Air net adds. Postpaid phone net adds were 294,000, and postpaid phone churn was 0.89%. AT&T also closed the Lumen Mass Markets fiber acquisition in early February 2026, adding 1.1 million fiber customers and more than 4 million fiber locations. Management expects fiber reach to grow by about 8 million locations in 2026, including more than 4 million locations acquired from Lumen, and remains on track to reach over 40 million total fiber locations by the end of 2026 and more than 60 million by the end of 2030.

However, despite its effort to reinforce focus on the customer-centric business model with an aim to maintain its customer base, its wireline division is struggling with persistent losses in access lines as a result of competitive pressure from voice-over-Internet-protocol (VoIP) service providers and aggressive triple-play (voice, data, video) offerings by the cable companies. Its effort to woo customers with healthy discounts, freebies and cash credits further escalates margin pressures. Stiff competition from Verizon Communications VZ is a headwind.

Story Continues

The Case for T-Mobile

T-Mobile’s business model largely depends on its “Un-carrier Value Proposition”, which aims to enhance customer satisfaction by means of providing the latest products at cheaper rates and on uncomplicated terms and conditions. The company continues to boast a leadership position in the 5G market. Its 5G network covers more than 330 million people in the country. The Ultra Capacity 5G delivers superfast speeds, powering 5G smartphones and enabling innovators to deliver transformational 5G experiences. It intends to bring more competition to home broadband, especially in underserved rural markets.

T-Mobile’s acquisition strategy has significantly strengthened its position in the wireless industry over the past few years. The company completed its acquisition of Sprint in 2020. The combined company’s network has 14 times more capacity than on a standalone basis, which enables it to leapfrog the competition in network capability and customer experience. The buyout of US Cellular’s wireless operations helped T-Mobile acquire all of its wireless operations along with 30% of its spectrum assets across several spectrum bands. The transaction enabled TMUS to expand both its fast-growing home broadband offerings and fixed wireless products through the additional capacity and coverage from the combined spectrum and wireless assets. It also enables the Un-carrier to lease space on various US Cellular towers to ensure continued, uninterrupted service for its customers.

T-Mobile continues to deploy 5G with the mid-band 2.5 GHz spectrum from Sprint. The 2.5 GHz 5G delivers superfast speeds and extensive coverage with signals that go through walls and trees, unlike 5G networks that are controlled by the mmWave spectrum. This gives the un-carrier a competitive edge over AT&T and Verizon. In many places, mid-band 5G average download speeds are around 300 Mbps with peak speeds approaching 1 Gbps. It plans to continue growing this 5G spectrum deployment at an aggressive pace. T-Mobile’s business strategy is built on covering 90% of rural America with average 5G speeds of 50 Mbps, up to two times faster than broadband.

However, the U.S. wireless market is highly competitive and saturated. T-Mobile has multiple wireless competitors, some of which have greater resources than it does. Intensifying competition with a relatively fixed pool of customers is putting pressure on pricing. To lure customers from competitors, T-Mobile has launched several low-priced service plans for consumers as well as small business entities. Management’s strategy of introducing several promotional activities such as free music streaming, video offers and price cuts on service plans and adoption of phone leasing plans, where equipment revenues are not booked upfront, creates a margin squeeze for the company.

How Do Zacks Estimates Compare for T & TMUS?

The Zacks Consensus Estimate for AT&T’s 2026 sales and EPS implies year-over-year growth of 3.3% and 8.5%, respectively. The EPS estimate for 2026 has been trending northward 0.4% over the past 60 days.Zacks Investment Research

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for T-Mobile’s 2026 sales and EPS indicates year-over-year growth of 7.1% and 9.6%, respectively. The EPS estimates have been trending southward (down 0.7%) over the past 60 days.Zacks Investment Research

Image Source: Zacks Investment Research

Price Performance & Valuation of T & TMUS

Over the past year, AT&T has declined 19.9% compared with the industry’s decline of 17%. T-Mobile has plummeted 22.2% over the same period.Zacks Investment Research

Image Source: Zacks Investment Research

AT&T looks more attractive than T-Mobile from a valuation standpoint. Going by the price/earnings ratio, AT&T’s shares currently trade at 9.47 forward earnings, lower than 15.27 for T-Mobile.Zacks Investment Research

Image Source: Zacks Investment Research

End Note

Both AT&T and T-Mobile carry a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Both AT&T and T-Mobile expect sales and earnings to increase in 2026. In terms of price performance, T has outperformed TMUS. An uptrend in estimate revisions shows bullish investor sentiment for AT&T. Moreover, AT&T appears to have attractive valuation metrics compared with T-Mobile. With an aggressive growth path (broadband upgrades + bundling + fiber densification), AT&T offers more upside potential and appears to be relatively better placed than T-Mobile and hence, is a better investment option at the moment.

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Verizon Communications Inc. VZ erweitert seine Faserschnüre, um die wachsende Nachfrage nach Hochgeschwindigkeit-Internet, Cloud-Diensten und künstlicher Intelligenz (AI)-getriebenen Datenverkehr zu bedienen. Durch den Kauf von Frontier Communications hat Verizon seine Faserabdeckung signifikant erhöht und kann nun mehr als 30 Millionen Haushalte und Unternehmen in den USA erreichen.

Verizon bietet eine Reihe von Faserschnur-basierten Diensten an, einschließlich Fios-Breitband, Faser-zu-Haus-Internet, privaten Netzwerken und Geschäftskonnektivitätslösungen. Diese Dienste unterstützen Cloud-Computing, AI-Datencentren, 5G-Netzwerke und andere AI-native-Anwendungen, die schnelle und zuverlässige Verbindungen erfordern. Sie plant, ihre Reichweite auszuweiten und letztendlich 40-50 Millionen Haushalte und Unternehmen zu bedienen.

Das Unternehmen investiert in hochkapazitive, niedriglatenz Faserschnüre, die Datenzentren verbinden und fortschrittliche Rechenlasten unterstützen. Seine Faseraktiva spielen eine wichtige Rolle bei der Unterstützung des 5G-Ausbaus, der Verbesserung der Netzwerkperformance und der Ermöglichung von Technologien wie Edge-Computing und industrieller Automatisierung.

Darüber hinaus arbeitet Verizon weiterhin mit großen Cloud- und Technologieunternehmen zusammen, um die Netzwerkschlüssel für Unternehmenskunden zu stärken. Da die Nachfrage nach AI, Breitband und Datenintensiven Anwendungen weiter steigt, wird das wachsende Faserinfrastruktur von Verizon seine Wettbewerbsposition stärken und langfristiges Wachstum unterstützen.

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Als Beispiel: Die AST SpaceMobile-Aktien stiegen um 1,4% im frühen Handel am Dienstag an, während die anderen Aktien um 0,3% sanken. Eine Ankündigung des Unternehmens, dass drei seiner Kommunikationssatelliten am 17. Juni auf einem SpaceX-Raketenstart ins All geschickt werden sollen, schien die Gewinne zu katalysieren. AST baut eine Kommunikationssatellit-Konstellation auf, die von Verizon Communications, AT&T und anderen zum Verbessern der drahtlosen Dienste auf Erden verwendet wird.

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Elon Musks SpaceX nimmt möglicherweise nicht an der AWS-3-Reauktion teil. Aber die Telekommunikationsaktien von AT&T, Verizon und T-Mobile könnten in 2027 eine neue Sorge haben.

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AT&T Inc. expandiert ihr Connected Car-Plattform durch eine Zusammenarbeit mit LiveOne, Inc. und Cisco Systems, Inc., um die in-vehicle Unterhaltungsdienste zu verbessern. Die Partnerschaft ermöglicht es Automobilherstellern, premiume Unterhaltungsangebote anzubieten, während die Komplexität der Verbindung und Abrechnungsdienste reduziert wird.

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Die Verizon Communications Inc. VZ hat sich gegenüber der Wireless National-Industrie mit einem Rückgang von 3,8% in den letzten sechs Monaten um 8,6% verbessert. Der Aktienkurs unterlag jedoch dem Zacks Computer & Technology-Sektor während dieser Zeit. Die Firma hat ihre Peers wie AT&T Inc. T und Charter Communications, Inc. CHTR überboten. Die Aktien von AT&T haben sich in diesem Zeitraum um 8,4% verringert, während Charter um 37% zurückgegangen ist.

Die Schlüsselfaktoren für das Wachstum von VZ sind die starken Mobilfunk-Abonnenten-Zuweisungen. Die Firma berichtete über ihre ersten positiven Quartalspostpaid-Telefonnettoadditionen seit 2013. Dies war möglich, da sich der Kundenrückgang verringert und die Kundenzufriedenheit verbessert wurde. Die Firma hat eine disziplinierte Kundenakquisitionsstrategie eingeführt, um den Kundennutzen zu erhöhen, die Dienstleistungsqualität und Zuverlässigkeit zu verbessern. Darüber hinaus zahlt sich ihre Konvergenzstrategie gut aus. Durch die Kombination von Mobilität, Faser und festem drahtlosen Service unter einer einheitlichen Angebotsform verbessert Verizon die Kundenbindung. Wenn Kunden auf mehrere Dienstleistungen eines einzigen Anbieters angewiesen sind, wird es schwierig für sie, den Anbieter zu wechseln. Aus Sicht des Benutzers reduziert sich durch das Wählen von Faser und drahtlosem Service bei einem einzigen Anbieter die Komplexität für ihn.

Die Firma hat ein Unternehmensweites Transformationsprogramm eingeführt, um zu einer AI-fähigen Organisation zu werden. Das Programm konzentriert sich auf Automatisierung, künstlich-intelligenz-gesteuerte Kundeninteraktionen, digitale Verkaufskanäle, Mikrosegmentierung und Prozessvereinfachung. Die Firma erwartet, dass diese Bemühungen die Betriebskosten reduzieren und den Nutzererlebnis verbessern werden. Verizon zielt darauf ab, 5 Milliarden US-Dollar an Betriebskosteneinsparungen zu erreichen und die Rentabilität zu verbessern. Die Integration von künstlicher Intelligenz in alle Bereiche unterstützt diese Initiative.

Verizon setzt weiterhin in Netzwerkexcellenz, Faserinfrastruktur und fortschrittliche Cybersicherheitsfähigkeiten ein. Dies ist anhand ihrer Teilnahme am Projekt Glasswing von Anthropic evident. Die Firma strebt danach, ihre Cybersicherheitsfähigkeiten durch die Verwendung fortgeschrittener künstlicher Intelligenz zu stärken.

Breitband bleibt ein wichtiger Wachstumsmotor. Verizon fügte in den ersten Quartalen 341.000 Breitbandabonnenten hinzu, was sowohl Fixed Wireless Access als auch Faserkunden umfasst. Die Firma setzt ihre Faserausbauplanung fort und erwartet, dass sie bis Ende des Jahres über 32 Millionen Faserausbaustellen verfügt.

Haupt Herausforderungen:

Der US-amerikanische Mobilfunkmarkt bleibt sehr konkurrierisch. Er wird von AT&T, Charter, T-Mobile in jedem seiner bedienten Märkte konfrontiert. Dies zwingt Telekommunikationsunternehmen dazu, stark in Kundenakquisition und -bindung zu investieren. Verizon muss noch Schritte unternehmen, um seine Kundengruppe zu schützen. Obwohl die Firma ihre Ausgaben für Werbemaßnahmen reduziert hat, können von Konkurrenten angebotene Rabatte immer noch ihren Abonnentenzuwachs beeinträchtigen.

Verizon expandiert aggressiv ihr Faserausbauprogramm und das Geschäft mit festem drahtlosem Service. Obwohl diese Initiativen langfristiges Wachstum unterstützen, erfordern sie einen erheblichen Kapitalinvestitionen. Dies wird wahrscheinlich den freien Cashflow in der Nähe beeinträchtigen.

Die Übernahme von Frontier erweitert das Faserausbauprogramm, erhöht jedoch die Schuldenlast und fügt Komplexität hinzu, die die Flexibilität einschränken kann, wenn sich die Betriebsbedingungen verschlechtern. Am Ende des ersten Quartals 2026 betrug der Gesamtschuldenstand von Verizon 142,5 Milliarden US-Dollar im Vergleich zu 131,1 Milliarden US-Dollar am Ende des vierten Quartals 2025 und der Netto-Schuldenstand betrug 130,1 Milliarden US-Dollar gegenüber 110,1 Milliarden US-Dollar. Seine hohe Schuldenlast macht es anfällig für wachsende Makrounsicherheiten. Schwache Verbraucherausgaben oder Investitionen in Unternehmen könnten die Mobilfunkupgrades, den Breitbandbedarf und das Wachstum von VZs Umsatz beeinträchtigen.

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AT&T Inc. (T) hat im Vergleich zur Wireless National-Industrie einen Rückgang von 19,3% in drei Monaten erlitten. Der Wert des Unternehmens unterperformte auch die Zacks Computer & Technology-Sektoren und den S&P 500-Wachstum während dieser Zeit. Das Unternehmen unterperformt seine Peers wie Verizon Communications Inc. (VZ), aber übertrifft Charter Communications CHTR. Verizon hat einen Rückgang von 9,5%, während Charter im Laufe des Jahres 43,5% verloren hat. AT&T erleidet weiterhin steile Rückschläge in seinen Legacy-Wireline- und Kupfer-basierten Diensten, da Kunden zu neuen Technologien migrieren. Im ersten Quartal 2026 sanken die Legacy-Dienstumsätze um etwa 25% im Vergleich zum Vorjahr, und das Management erwartet einen Rückgang von 20% plus für das gesamte Jahr 2026. Das Unternehmen hängt an seiner langfristigen Wachstumsgeschichte, die auf massiven Investitionen in Faser- und drahtlose Infrastruktur basiert. Es beschleunigt den Faserausbau, investiert 19 Milliarden Dollar allein in Kalifornien bis 2030, was Druck auf den freien Cashflow ausübt.