This is a routine funding action on an existing VA contract. No material impact on AT&T's financials or competitive position. Monitor for larger contract awards or competitive displacements in the federal telecom services market.
Price Chart
Executive Summary
AT&T Enterprises, LLC received a $153M contract modification from the Department of Veterans Affairs for enterprise data network services. This is a routine, incremental funding action on an existing contract, representing approximately 0.12% of AT&T's annualized revenue of $126.2B. The modification is immaterial to AT&T's overall financials and operations.
Key Financial Metrics
Key Facts
- Contract modification P00114 on IDIQ vehicle 36C10A20F0309
- Obligation amount: $153,001,558
- Awarding agency: Department of Veterans Affairs
- Service: Enterprise Data Network Services Carrier B
- Modification date: October 1, 2026
- Represents ~0.12% of AT&T's annualized revenue of $126.2B
Financial Impact
$153M modification, approximately 0.12% of annualized revenue
Risk Factors
- Government funding subject to continuing resolutions and budget uncertainty
- No material financial impact given the small size relative to AT&T's revenue base
Investment Themes
Documents Analyzed
This report is based on 1 federal contract record from official U.S. government contract data.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-36C10A20F0309 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | 8-K | $21.91 $22.74 | ▲ +3.79% | ▲ +4.97% | $20.85 (−4.84%) |
Oct 16, 2026 10d ago | 8-K | $23.20 $23.42 | ▲ +0.95% | ▲ +0.61% | $20.85 (−10.13%) |
Oct 1, 2026 26d ago | GOVT-CONTRACT | $24.30 $24.24 | ▼ −0.25% | ▼ −0.92% | $20.85 (−14.20%) |
Aug 12, 2026 10w ago | GOVT-CONTRACT | $24.58 $24.89 | ▲ +1.26% | ▲ +1.46% | $20.85 (−15.17%) |
Jul 22, 2026 13w ago | 8-K | $23.04 $22.96 | ▼ −0.35% | ▲ +0.89% | $20.85 (−9.51%) |
Jun 16, 2026 18w ago | 8-K | $22.44 $22.01 | ▼ −1.92% | ▼ −2.70% | $20.85 (−7.09%) |
Mar 23, 2026 31w ago | DEFA14A | $28.87 $28.83 | ▼ −0.14% | ▼ −0.70% | $20.85 (−27.77%) |
Feb 28, 2026 34w ago | Institutional Cluster | $28.00 $28.68 | ▲ +2.43% | ▲ +3.34% | $20.85 (−25.53%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers