AT&T plans to pass 40 million locations in the United States with fiber by the end of this year, CEO John Stankey said on the company\’s earnings call. The target builds on the fiber assets AT&T acquired from Lumen and comes after the 2025 results showed strong progress toward the company\’s long-term fiber goals. AT&T finished 2025 passing 32 million locations and expects the Lumen integration to help reach the 40 million mark by year-end.
In Q4 2025, AT&T Fiber net adds were 283,000, bringing annual fiber net additions to over 1 million—the eighth consecutive year of million-plus fiber gains, according to the company. Consumer wireline fiber revenue rose 13.6% in the quarter and 17.0% for the full year.
Stankey said the combination of spectrum and fiber investments will allow AT&T to win customers in more categories and geographies across the United States, backed by the company\’s assets and strategy to improve growth and shareholder returns over the next three years. He noted the company would continue to accelerate fiber availability.
AT&T signaled continued heavy capital spending, guiding $23 billion to $24 billion in annual capital investment for the next two years, reflecting its ongoing fiber deployments and network enhancements.
Convergence—customers taking both AT&T Fiber and wireless services—accelerated in 2025, with around 42% of AT&T Fiber households also subscribing to AT&T\’s wireless service, according to the company.
