From AT&T to Shentel: Tracking broadband earnings in Q1 2026

The first quarter of the 2026 earnings reporting season has begun, and Lightwave will track how key players in the broadband industry performed. 

Please check here for updates on this segment's providers, vendors and integrators. 

You can also check out how Lightwave tracks the fourth quarter of 2025 results of the major players in the optical networking industry.

Also, check out our coverage of Q4 2023, Q1 2024, Q2 2024, Q3 2024, Q4 2024, Q1 2025, Q2 2025, Q3 2025, and Q4 2025.

April 21

Ekinops
www.ekinops.com
Ekinops' first-quarter revenue increased 8% sequentially to $32.3 million, driven by growth in the SASE and software segments.
- see our coverage

April 22

AT&T
www.att.com
Fiber-based broadband was once again a highlight of AT&T’s first-quarter earnings results, which rose 2.9% to $31.5 billion.
-see our coverage

April 23

Comcast
www.comcast.com
Comcast’s overall revenue rose 5.3% year-over-year to $31.5 billion.
- see our coverage

April 24

Charter Communications
www.charter.com

April 28

Corning
www.corning.com
Corning's Optical Communications sales rose 36% YoY to $1.8 billion, driven by demand for Gen AI products and large hyperscaler deals.
-see our coverage

Ribbon Communications
www.ribboncommunications.com
Ribbon saw its revenues decline 10% year-over-year to $163 million, driven by slow growth in its Cloud & Edge and IP Optical Networks segments.
- see our coverage

Verizon
www.verizon.com
Verizon reported total first-quarter operating revenue of $34.4 billion, up 2.9 percent year-over year.
- see our coverage

April 30

Cable One
www.cableone.com
Cable One’s churn challenges in its residential segment, particularly declines in broadband and video service revenue, weighed on the company’s revenue, which dipped 7.3% to $353 million, with $10.0 million of the decrease attributable to lower residential video revenue.
- see our coverage

Vistance Networks
www.vistancenetworks.com
Vistance Networks reported that income from continuing operations was $231.7 million in the first quarter of 2026, down from $341.1 million.
- see our coverage

May 1

Shentel
www.shentel.com
Driven by strong Glo Fiber expansion, market revenue grew $6.4 million, or 34.6%, due to a 33.7% increase in data subscribers and stable data ARPU. First-quarter revenue grew 4.8% to $92.2 million.
- see our commercial fiber coverage
- and our broadband coverage

May 5

Adtran
www.adtran.com
Adtran reported that first-quarter 2026 revenue was $286.1 million, with strong growth in the US and Europe, driven by fiber deployment and service provider investments.
- see our coverage 

May 6

Clearfield
www.seeclearfield.com
Due to a pull-in by a large regional customer into last year's second quarter from its Fiscal Year 2025, Clearfield’s third quarter net sales were $34.4 million, down 15% from $40.6 million in the prior-year second quarter.
- see our coverage 

May 7

Optimum
www.optimum.com

May 8 

TDS Telecom
www.tdsinc.com
TDS reported first-quarter total operating revenues from continuing operations of $309.5 million, up from $290.4 million for the same period one year ago.
- see our coverage

May 11

Harmonic
www.harmonicinc.com

Uniti
www.uniti.com

May 14

Vecima
www.vecima.com

May 27

Dycom
www.dycomind.com
During the first quarter, Dycom reported total contract revenues of $1.97 billion, up 56.1% year-over-year. 
- see our broadband coverage
- and our data center coverage