AT&T today reported a robust second quarter, adding 203,000 net AT&T Internet Air 5G Home Internet customers and 243,000 AT&T Fiber subscribers, marking significant strides in its broadband expansion strategy. This growth, announced in the company’s Q2 2025 earnings report, underscores the rising trend of “Cord Cutting 2.0,” as consumers increasingly abandon traditional cable TV and internet services for high-speed fiber and 5G home internet solutions. The company’s focus on converged connectivity—combining its world-class 5G wireless and fiber networks—continues to resonate with customers seeking reliable, high-speed internet options.
The addition of 203,000 AT&T Internet Air subscribers in Q2 2025 highlights the growing appeal of the company’s 5G-based fixed wireless access (FWA) product, which offers broadband connectivity in areas where fiber deployment is not yet feasible. Meanwhile, AT&T Fiber’s 243,000 net adds mark the company’s eighth consecutive quarter of positive broadband net additions, driven by an 18.9% year-over-year increase in fiber revenue. Consumer Wireline revenues rose 5.8%, fueled by broadband revenue growth of 10.5%, despite declines in legacy voice and data services.
The Cord Cutting 2.0 trend reflects a shift in consumer behavior, with Americans increasingly opting for fiber and 5G home internet over traditional cable internet and TV bundles. AT&T’s dual approach—expanding its fiber network to over 30 million consumer and business locations by Q2 2025 and scaling its 5G Internet Air offering—positions the company to capture market share from competitors like Comcast and Charter, who are facing subscriber declines. The company’s fiber network, the largest in the U.S., now serves over 100 major cities, with plans to reach 50 million in-region locations by 2030, bolstered by the acquisition of Lumen’s Mass Markets fiber business.
AT&T’s Q2 results also showed a 3.4% year-over-year increase in Mobility service revenue, with 419,000 postpaid phone net adds and a low churn rate of 0.70%. Operating income for Consumer Wireline reached $335 million, up from $184 million the prior year, with EBITDA rising to $1.3 billion. The company’s strategic investments, supported by $6.5–$8 billion in expected cash tax savings from the One Big Beautiful Bill Act, will accelerate fiber deployment to 4 million locations annually by 2026.
As AT&T continues to modernize its wireless network with Open RAN and expand its fiber footprint, it remains a leader in the evolving broadband landscape, capitalizing on the Cord Cutting 2.0 wave to drive sustainable growth.
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