Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“In the mobile phone department, we are bringing our new operating model with Verizon and AT&T to more stores.”
Best Buy is expanding its in-store carrier operating model with Verizon to more locations, supporting mobile phone sales growth.
“For example, starting last year, both Verizon and AT&T have increased their investments in store labor and have partnered with us to improve technology systems integration in hundreds of stores. As a result, we are driving increased phone sales and activations and delivered our first mobile phone comp sales growth in three years.”
Best Buy credits increased in-store labor investment and technology integration from carrier partner Verizon for helping drive its first mobile phone comparable sales growth in three years.
“we launched 2 FOX One bundled partners earlier this month, ESPN and Verizon.”
Verizon is a FOX One bundle distribution partner, expanding the streaming service's reach.
“Dynamics 365 took share this year. And we are winning customers in every industry, like Verizon with Sales, Domino's Pizza Group with ERP, 1-800-Flowers with Contact Center.”
Verizon adopted Dynamics 365 Sales, cited as an example of Dynamics 365 share gains across industries.
“we have modernized our MVNO partnership with Verizon, supporting continued profitable growth for Comcast Corporation, Charter, and Verizon.”
Comcast modernized its MVNO agreement with Verizon, its wireless network host, framing it as mutually profitable for Comcast, Charter and Verizon.
“we've amended and modernized our long-term MVNO agreement with Verizon, and continued to support profitable growth for both Charter and Verizon.”
Charter amended and modernized its long-term MVNO agreement with Verizon, reaffirming the wholesale partnership.
“In mobile, we have a structural and strategic mobile reselling agreement with Verizon for current and future services.”
Charter resells Verizon's network as the wholesale backbone of Spectrum Mobile, a read-through for Verizon's wholesale/MVNO business.
“the recent Verizon closed the Frontier deal, AT&T closed the Lumen deal.”
Verizon's close of the Frontier acquisition (and AT&T's Lumen deal) is cited as driving fixed-wireless/fiber convergence that could create new tower build opportunities for Crown Castle.
“Early in 2025, we launched a new device protection plan with Verizon's fast-growing no-contract wireless provider, Total Wireless.”
Assurant expanded its carrier relationship with Verizon by launching device protection for Verizon's Total Wireless prepaid brand, signalling growth in Verizon's no-contract segment.
“One in two and a half thought Verizon was the best network.”
T-Mobile cites eroding consumer perception of Verizon as the best network (from one in 2.5 in 2020 toward T-Mobile's rising share), framing Verizon as the erstwhile network leader it has unseated.
“we do expect to see more of a contribution from Verizon because of the MLA that we signed with them late last year.”
SBA expects increased 2026 leasing contribution from Verizon under a master lease agreement signed late last year, with backlogs growing since signing.
“we do have partnerships with both AT&T and Verizon in hundreds of stores where they're there with additional labor to really capitalize on the trend as customers are coming in and asking questions as they're looking to upgrade to those newer models.”
Verizon is deploying additional in-store labor in hundreds of Best Buy locations to help capture the mobile phone upgrade cycle.
“Our partnership with Tillman, we acquired Starry, which is going to help us with MDUs as we pass those passing as well.”
Verizon acquired Starry to help address multi-dwelling units (MDUs) in its broadband expansion.
“We are excited to grow our fiber footprint through the Frontier acquisition and the Tillman partnership.”
Verizon is expanding its fiber footprint partly through a build partnership with Tillman, a read-through for Tillman's fiber infrastructure business.
| Analyst | Firm | Questions (Challenge)Percentage 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 |
“I'm also very pleased to announce that we have completed a comprehensive long-term agreement with Comcast and Charter to continue our partnership.”
Verizon signed a comprehensive long-term MVNO agreement with Charter, keeping Charter's Spectrum Mobile customers on Verizon's network.
“I'm also very pleased to announce that we have completed a comprehensive long-term agreement with Comcast and Charter to continue our partnership.”
Verizon signed a comprehensive long-term MVNO agreement with Comcast, keeping Comcast's wireless customers on Verizon's network, a positive wholesale read-through.
“First, and obviously crucial to our converged future is the closing of our Frontier acquisition.”
Verizon closed its Frontier Communications acquisition, adding over 30 million fiber passings and a large wireless cross-sell opportunity.
“And both AT&T and T-Mobile are excellent companies”
Verizon's CEO calls competitors AT&T and T-Mobile excellent companies while framing the competitive wireless landscape.
“And both AT&T and T-Mobile are excellent companies”
Verizon's CEO calls competitors AT&T and T-Mobile excellent companies while arguing there is still room for Verizon to win net-add share.
“we recently announced an agreement to acquire Starry, which will enhance our MDU capabilities, combining our scale and resources with Starry's technical and go-to-market expertise”
Verizon agreed to acquire Starry to enhance its multi-dwelling-unit (MDU) fixed-wireless capabilities.
“we recently announced an initiative with Tillman that will enable us to bring our best-in-class Fios broadband offerings to even more households and businesses”
Verizon announced a capital-light fiber build partnership with Tillman to expand Fios outside its and Frontier's footprint.
“we're significantly investing in cyber and in the power of convergence with our acquisition of Frontier, which we expect to close early next year”
Verizon's pending Frontier acquisition (expected to close Q1 2026) expands fiber passings to ~29 million and is described as performing above deal expectations.
“But clearly, we are very excited about Frontier. The performance is great. The synergies are great. And of course, the convergence and the fiber opportunities are also great. So very excited for that. And so far, Frontier has performed really good.”
Verizon's CEO characterized Frontier's operating performance and the expected acquisition synergies as strong, reinforcing confidence in the pending deal.
“We have received regulatory approvals from eight states, as well as the FCC and DOJ, and are productively engaged with the remaining state regulatory agencies. Based on Frontier's publicly reported results, it remains on track with their fiber expansion goals.”
Verizon's pending acquisition of Frontier Communications is progressing on schedule, with Frontier's own fiber expansion goals reported as on track ahead of the expected early-2026 close.
| Ben Swinburne | Morgan Stanley | 5 (20%) |
| Mike Funk | Bank of America | 4 (0%) |
| Mike Ng | Goldman Sachs | 3 (0%) |
| Kannan Venkateshwar | Barclays | 3 (0%) |
| Peter Supino | Wolfe Research | 3 (33%) |
| Jim Schneider | Goldman Sachs | 3 (0%) |
| Craig Moffett | MoffettNathanson | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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 posted record Q4 postpaid phone net adds of $616K and over 1 million combined mobility-plus-broadband net adds (best in six years), delivering full-year 2025 guidance as raised. The company introduced aggressive 2026 guidance including 4-5% adjusted EPS growth, 7%+ free cash flow growth to $21.5B+, and a $25B share buyback authorization with $3B+ in 2026. Frontier closed on January 20 with combined fiber passings exceeding 30 million, run-rate synergies doubled to $1B+ by 2028, and the Comcast/Charter MVNO was renewed long-term on accretive terms.
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% |