From AT&T to Shentel: Tracking broadband earnings in Q2 2026
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 2023, Q1 2024, Q2 2024, Q3 2024, Q4 2024, Q1 2025, Q2 2025, Q3 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
Driven by gains in its fiber infrastructure and its consumer Kinetic fiber broadband business, Uniti reported consolidated revenues of $909.7 million for the second quarter of 2026.
- see our fiber service coverage
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
Due to ongoing challenges in its residential video and News and Advertising business, Optimum reported total second-quarter revenue of $2 billion, down 5.8% year-over-year.
- see our coverage
Vistance Networks
www.vistancenetworks.com
Vistance Networks reported Aurora second-quarter sales of $319.2 million, down 1% year over year, due to a decline in the legacy business, partially offset by growth in the Access Technologies business.
- see our coverage
August 7
TDS
www.tdsinc.com
TDS’ Fiber revenue rose 13% or $11 million versus the prior year, helping offset legacy revenue pressures in its ILEC copper and cable markets.
- see our coverage
August 26
Dycom
www.dycomind.com
Driven by robust fiber-to-the-home programs, increased long-haul and middle-mile fiber infrastructure builds and growing maintenance and operations services, Communications revenue was $1.61 billion and grew 16.7% organically.
- see our coverage
About the Author
Sean BuckleySean Buckley
Sean is the Editor-in-Chief of Lightwave. He establishes and executes Lightwave's editorial strategy across its website, email newsletters, events, and other information products. Before coming to Lightwave in July 2023, he served as editor of Broadband Communities. Earlier, he served as senior editor of FierceTelecom and the editor of the former Telecommunications Magazine. He got his start in the optical industry in 1998 when he became the editor of enterprise and optical networks at Information Gatekeepers. He has a BA in English from the University of Massachusetts, Boston, and lives in Dracut, Mass, with his wife, two sons, and his cat, Dove.


