Jefferies expects AT&T Inc. fourth quarter to be impacted by NFL programming costs and the pending 2G shutdown.As such, the brokerage cut its fourth quarter and FY16 EPS estimates by $0.02 each to $0.63 and $2.82, respectively.“Based on our analysis, we believe Street models may not be appropriately capturing the impact to entertainment margins, as well as wireless volumes,” analyst Mike McCormack wrote in a note.The analyst has a point as 13 of the 17 NFL games are to be played in the fourth quarter. Assuming about $75 million per game, McCormack expects third quarter costs of about $225 million and fourth quarter of about $977 million, amounting to roughly $750 million of incremental costs. $T, AT&T Inc. / 60 Read more