AT&T OneConnect bundles drive postpd adds; new eSIM travel plans and Build-A-Plan; unlimited plan overhaul detailed; JP Morgan estimates Q2 postpaid adds 330k
Key Questions
What drove AT&T's Q1 postpaid subscriber growth?
AT&T added 294k postpaid subscribers in Q1 with churn at 0.78%. OneConnect bundles priced at $90 helped drive adoption, with 45% of fiber subscribers now bundling wireless.
What new wireless plans has AT&T introduced?
AT&T launched eSIM visitor plans at $3.99 per day for international travelers and a customizable Build-A-Plan option starting at $15/month from May 27, 2026. The new plan is eSIM-only with no data rollover and includes ActiveArmor.
What are analyst estimates for AT&T's Q2 postpaid adds?
JP Morgan estimates AT&T will add 330k postpaid subscribers in Q2. This follows strong Q1 results and ongoing bundle momentum.
Q1 postpd 294k adds, churn 0.78%; OneConnect $90 bundles. ARPU $55.57. Launched eSIM visitor plans $3.99/day for international travelers. New Build-A-Plan customizable wireless starts May 27 2026 at $15/mo (eSIM only, single-line, no data rollover) targets budget users. eSIM targets $3B market but seen as revenue blip. Churn dropped to 0.89% with 45% of fiber subs bundling wireless. Refreshing FirstNet plans to align with consumer pricing (Value/Extra/Premium/Elite tiers) with autopay requirements. Unlimited plan overhaul detailed (ex-be0c393d). New granular details: $15 base with 1GB, no hotspot, no rollover, single-line only, ActiveArmor included. JP Morgan estimates Q2 postpaid adds 330k.