Introduction to AT&T’s Postpaid Success in Mexico
In 2025, AT&T’s postpaid business emerged as the primary value driver in Mexico, outperforming Telefónica Movistar among telecom companies available for sale to Arab and national financial investors.
Postpaid Growth as a Key Contributor
The postpaid vertical was the driving force behind AT&T’s overall business in Mexico during 2025. It experienced a robust growth of 38% in net additions at the start of the year and continued to accelerate, adding an additional 61% more net contract customers in the last quarter of a year when Mexico’s economy teetered on the brink of recession.
AT&T reported a total of 1,104,000 new net customers in 2025 but did not explicitly mention that 82.79% of all net users gained were contract customers, equating to approximately 914,000 new postpaid users who did not migrate to other networks like Telcel or BAIT, which is set to disclose its own postpaid vertical performance soon as a mobile virtual network operator.
Postpaid Growth and Market Share
Throughout 2025, the postpaid segment grew significantly for AT&T, with double-digit growth rates of 74.8% in Q3 and 29% in Q2. By the end of 2025, AT&T had amassed 6.75 million contract customers, placing it in a more favorable position compared to Telefónica Movistar within the Mexican telecom market under scrutiny by Arab and national financial investors.
The postpaid service accounted for nearly a third of AT&T’s total business in Mexico, rising from 24.76% a year prior to 24.35%, thanks to the efforts of the company’s leadership navigating the Mexican mobile market and fueling the postpaid segment’s growth.
Comparison with Telcel
In relation to Telcel’s overall business, the postpaid segment constitutes 18.71% of its operations despite having a contract user base of 15.78 million users.
Key Financial Performance in 2025
The fourth quarter proved to be the most significant for AT&T, with 531,000 total net customers added, of which 61.77% were new postpaid users (328,000) and 21% more revenue in the customer base. The company concluded the period with $1,259 million in revenue.
“We closed 2025 with solid financial results, sustained user growth, and a more efficient operation. Today, we proudly serve over 24.7 million people in Mexico,” stated AT&T.
AT&T’s Market Position and Future Outlook
By February 11, when the parent company of BAIT reports its results on the Mexican Stock Exchange (BMV), 2025 will have marked AT&T’s position as Mexico’s second-largest operator by proprietary user volume. Its cellular network now ranks as the second-highest traffic network in the country, also carrying data from around 21 million Movistar customers.
Throughout 2025, AT&T generated $4,379 million in revenue, achieved an EBITDA of $817 million, and reported a net income of $145 million. Despite an overall net loss of over $3,942 million for its nearly eleven-year presence in Mexico due to high input costs (spectrum) and difficulties in raising the average revenue per user (ARPU) beyond $147 pesos, AT&T remained optimistic:
“In terms of active customers and income, we are undoubtedly the second-largest mobile operator in Mexico, and we continue to grow. Looking forward to an even better 2026!”
Key Questions and Answers
- What is the significance of AT&T’s postpaid business in Mexico? The postpaid segment became the primary value driver for AT&T in Mexico, outperforming Telefónica Movistar and positioning the company favorably for potential acquisition by Arab or national financial investors.
- How did AT&T’s postpaid business perform in 2025? The postpaid segment experienced robust growth, with a 38% increase in net additions at the start of the year and continued to accelerate, adding an additional 61% more net contract customers in Q4.
- What was AT&T’s market share in the Mexican telecom sector by the end of 2025? AT&T had amassed 6.75 million contract customers, placing it in a more favorable position compared to Telefónica Movistar within the Mexican telecom market.
- How did AT&T’s postpaid business contribute to its overall revenue in 2025? The postpaid service accounted for nearly a third of AT&T’s total business in Mexico, rising from 24.76% a year prior to 24.35%, contributing significantly to the company’s revenue.
- What was AT&T’s financial performance in 2025? AT&T generated $4,379 million in revenue, achieved an EBITDA of $817 million, and reported a net income of $145 million despite an overall net loss for its presence in Mexico.
