From AT&T to Shentel: Tracking broadband earnings in Q2 2026

Lightwave is tracking the second-quarter 2026 earnings of the major broadband players.

Check out how the broadband industry's key players performed in the second quarter of 2026.

The second quarter of the 2026 earnings reporting season has begun, and Lightwave is tracking how key players in the broadband industry segment, which includes cable operators, telcos and broadband equipment providers, performed.

Please check here for updates on service providers, vendors, and integrators in this segment.

Also, check out our coverage of previous quarters: Q4 2023Q1 2024Q2 2024Q3 2024, Q4 2024Q1 2025Q2 2025Q3 2025, Q4 2025 and Q1 2026

You can also see how Lightwave tracks the second-quarter 2026 results of major players in the optical industry.

July 9

Ekinops
www.ekinops.com
Ekinops' Optical Networks segment grew 41% sequentially, driven by strong carrier activity in France and the U.S., with significant contributions from the BEAD program expected soon.
- see our coverage 

July 22

AT&T
www.att.com
Driven by growth in Advanced Connectivity fiber and wireless revenues, with fiber revenues including the impact of our first-quarter acquisition of Lumen’s Mass Markets fiber business, AT&T’s second-quarter revenues were $31.6 billion, up 2.5% year-over-year.
- see our broadband coverage
- see our business services coverage

July 23

Comcast 
www.comcast.com
Comcast reported second-quarter revenue decreased 1.2% year-over-year to $29.9 billion
- see our business services coverage
- and our broadband coverage

July 24

Charter
www.charter.com 
Charter reported that second-quarter revenue of $13.5 billion declined 1.7% year-over-year, primarily driven by lower residential video revenue.
- see our business services coverage

Verizon
www.verizon.com
Verizon reported second-quarter operating revenue was $34.3 billion, down 0.7 percent year-over-year, as sequential improvement in mobility and broadband service revenue was offset by a nearly 20 percent, or over $1.2 billion, decline in equipment revenue. 
- see our business services coverage

July 28

Corning
www.corning.com
Driven by strong Optical Communications and Enterprise sales, Corning’s year-over-year sales grew 17% to $4.74 billion.
- see our coverage

Ribbon Communications
www.ribboncommunications.com
Ribbon reported second-quarter revenue of $192 million, up 18% sequentially and down 13% year over year.
- see our coverage

July 29

Shentel
www.shentel.com
Shentel reported second-quarter total revenue increased 5.5% year over year to $93.5 million, driven by gains in its consumer Glo Fiber and commercial business service units.
- see our business services coverage

July 30

Uniti
www.uniti.com

August 4

Adtran
www.adtran.com
Adtran’s overall second quarter revenue was $281.1 million, up 6.1% year-over-year.
- see our coverage

August 5 

Clearfield 
www.clearfield.com
Clearfield reported revenue increased by 13% in the third quarter of fiscal 2026, though industry demand constraints led to a revised full-year sales outlook.
- see our coverage

August 6 

Cable One 
www.cableone.com
Cable One reported second-quarter revenues of $348.9 million, down year over year, with a $9.7 million decrease due to a decline in residential video revenues.
- see our coverage

Optimum
www.optimum.com

Vistance Networks
www.vistancenetworks.com

August 7

TDS 
www.tdsinc.com

August 26 

Dycom
www.dycomind.com

 

About the Author

Sean Buckley

Sean is responsible for establishing and executing the editorial strategy of Lightwave across its website, email newsletters, events, and other information products.

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