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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Verizon Communications Inc. (VZ) is 6/10.
Verizon raised adjusted EPS growth guidance from 4-5% to 5-6% after delivering Q1 adjusted EPS of $1.28 up 7.6% year-over-year, posting positive postpaid phone net adds of 55k for the first time in 13 years. Consumer churn improvement accelerated on the trajectory management had been building toward, while Frontier integration progressed on track with synergy targets. The $5 billion OpEx transformation gained traction as the company pushed toward its AI-native operational vision.
Scored from Verizon Communications Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $35.68B | +1.6% | $1.18 | +284.4% | 20.8% | 14.0% | $5.23B |
| FY2025 Q1 | $33.48B | +1.5% | $1.15 | +5.5% | 23.8% | 14.6% | $3.52B |
| FY2025 Q2 | $34.50B | +5.2% | $1.18 | +8.3% | 23.7% | 14.5% | $5.05B |
| FY2025 Q3 | $33.82B | +1.5% | $1.17 | +50.0% | 24.0% | 14.6% | $6.85B |
| FY2025 Q4 | $36.38B | +2.0% | $0.55 | -53.4% | 13.8% | 6.4% | $4.37B |
| FY2026 Q1 | $34.44B | +2.9% | $1.20 | +4.3% | 23.9% | 14.6% | $3.78B |
| FY2026 Q2 | $34.25B | -0.7% | $0.92 | -22.0% | 21.0% | 11.2% | $6.43B |