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Sentiment · FY2026 Q2
| 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 | 9 (11%) |
| Mike Rollins | Citigroup | 8 (0%) |
| Sebastiano Petti | JPMorgan | 6 (0%) |
| Ben Swinburne | Morgan Stanley | 5 (20%) |
| Mike Ng | Goldman Sachs | 4 (0%) |
| Mike Funk | Bank of America | 4 (0%) |
| Sean Diffley | Morgan Stanley | 3 (0%) |
| Kannan Venkateshwar | Barclays | 3 (0%) |
| Peter Supino | Wolfe Research | 3 (33%) |
| Jim Schneider | Goldman Sachs | 3 (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 | 9 (11%) |
| Morgan Stanley | 2 | 8 (13%) |
| Citigroup | 1 | 8 (0%) |
| Goldman Sachs | 2 |
| 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% |
| 7 (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 | Demand | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 2 | 2 | 1 | 3 | 2 | ||
| 2025Q1 | 3 | 3 | 1 | 1 | 3 | 1 | 1 | |
| 2025Q2 | 6 | 4 | 3 | 2 | 2 | 2 | 1 | 1 |
| 2025Q3 | 2 | 1 | 1 | 1 | 1 | 3 | ||
| 2025Q4 | 2 | 1 | 2 | 1 | 1 | |||
| 2026Q1 | 5 | 1 | 3 | 2 | 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 | |||
| Demand | 2 | 1 | 1 |
| 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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What VZ and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“with our expanding hybrid MNO capabilities using CBRS and WiFi in conjunction with the Verizon mobile network, we are driving our seamless connectivity advantage.”
Charter's Spectrum Mobile runs as an MVNO on Verizon's network, which Charter combines with its own CBRS and WiFi to deliver its converged mobile offering.
“If you look at Verizon, for example, they lost 127,000 postpaid net accounts and their ARPU was almost down 2% year-over-year.”
T-Mobile contrasts its postpaid account and ARPA growth against Verizon, characterizing Verizon as losing postpaid accounts with declining ARPU in the quarter.
“This collaboration represents our third prepaid brand with Verizon, and further strengthens our footprint with this major carrier.”
Assurant launched Straight Talk Protect, its third prepaid protection brand with Verizon, deepening a growing partnership across Verizon's prepaid portfolio.
“we've also closed a Starry transaction, an investment that will enable us to drive further broadband growth opportunities in multi-dwelling units within urban areas.”
Verizon closed a Starry investment to expand broadband reach in urban multi-dwelling units, a read-through on Starry as a fixed-wireless MDU asset.
“the date we closed the Frontier acquisition.”
Verizon closed its acquisition of Frontier Communications on January 20, 2026, accelerating its fiber footprint and converged broadband strategy.
“We are working very closely with Google and Anthropic and other best-of-breed AI players to bring this to life.”
Verizon names Anthropic as a key AI partner it is working closely with to build out its AI-native stack.
“We are working very closely with Google and Anthropic and other best-of-breed AI players to bring this to life.”
Verizon names Google among the best-of-breed AI partners powering its AI tech stack, a read-through on Google Cloud/AI as an enterprise telco vendor.
| 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% |