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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| John Hodulik | UBS | 7 | 0% |
| Mike Rollins | Citigroup | 6 | 0% |
| Sebastiano Petti | JPMorgan | 6 | 0% |
| Ben Swinburne | Morgan Stanley | 5 | 20% |
| Mike Funk | Bank of America | 4 | 0% |
| Mike Ng | Goldman Sachs | 3 | 0% |
| Jim Schneider | Goldman Sachs | 3 | 0% |
| Kannan Venkateshwar | Barclays | 3 | 0% |
| Peter Supino | Wolfe Research | 3 | 33% |
| Bryan Kraft | Deutsche Bank | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| UBS | 1 | 7 | 0% |
| Morgan Stanley | 2 | 7 | 14% |
| Goldman Sachs | 2 | 6 | 0% |
| Citigroup | 1 |
| 6 |
| 0% |
| JPMorgan | 1 | 6 | 0% |
| Bank of America | 1 | 4 | 0% |
| Barclays | 1 | 3 | 0% |
| Wolfe Research | 1 | 3 | 33% |
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.
Subscriber Growth | Margin | Competitive Dynamics | Pricing | Capex Investment | Capital Allocation | Revenue Growth | Cloud & AI | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 2 | 2 | 1 | 3 | 2 | ||
| 2025Q1 | 3 | 3 | 1 | 1 | 3 | 1 | ||
| 2025Q2 | 6 | 4 | 3 | 2 | 2 | 2 | 1 | |
| 2025Q3 | 2 | 1 | 1 | 1 | 1 | 3 | 1 | |
| 2025Q4 | 2 | 1 | 2 | 1 | 1 | |||
| 2026Q1 | 5 | 1 | 3 | 2 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Subscriber Growth | 3 | 3 | 6 | 2 | 2 | 5 |
| Margin | 2 | 3 | 4 | 1 | 1 | 1 |
| Competitive Dynamics | 2 | 1 | 3 | 1 | 3 | |
| Pricing | 1 | 1 | 2 | 1 | 2 | 2 |
| Capex Investment | 3 | 2 | 1 | 1 | 1 | |
| Capital Allocation | 1 | 2 | 3 | 1 | ||
| Revenue Growth | 3 | 1 | 1 | |||
| Cloud & AI | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
VZ Verizon Communications Inc. | 6 | +2.9% | |
| CHTR Charter Communications | 4 | -1.0% | |
| CMCSA Comcast | 6 | +5.3% | |
| T AT&T | 6 | +2.9% |