Story perspectives

Verizon Surges with Record Subscribers and Strong Earnings

1/30/2026

Summary

Verizon's Strong Growth

Verizon Communications reported fourth-quarter results with revenue of $36.4 billion and adjusted EPS of $1.09, beating analyst expectations.
The company added 616,000 postpaid phone subscribers (best since 2019) and 372,000 broadband customers.
CEO Dan Schulman emphasized a strategic turnaround after the Frontier acquisition, with fiber access expanding to over 30 million homes and 2026 projections of 750,000–1,000,000 postpaid net adds, 2%–3% revenue growth, and EPS of $4.90–$4.95.

Summary

Verizon's Earnings Impact

Verizon Communications Inc. (Verizon) will report its fourth-quarter 2025 earnings on January 30, 2026.
Investors watch subscriber trends and pricing strategies, following AT&T Inc.'s positive outlook and fiber expansion.
T-Mobile US, Inc. will release results on February 11, 2026, as both carriers face growth and churn pressure.
Market reactions hinge on Verizon's results, especially if discounts deepen or growth slows, impacting T-Mobile's stock.

History

Historical Context

The Telecommunications Act of 1996 aimed to enhance competition in the U.S. telecom market, leading to the emergence of major players like Verizon and AT&T. By 2022, Verizon reported $36.4 billion in revenue for Q4, driven by a strategic shift and the addition of 616,000 postpaid subscribers, reflecting ongoing adaptations to market dynamics and consumer needs in a competitive landscape.

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Verizon's Strong Growth

Verizon Communications reported fourth-quarter results with revenue of $36.4 billion and adjusted EPS of $1.09, beating analyst expectations.
The company added 616,000 postpaid phone subscribers (best since 2019) and 372,000 broadband customers.
CEO Dan Schulman emphasized a strategic turnaround after the Frontier acquisition, with fiber access expanding to over 30 million homes and 2026 projections of 750,000–1,000,000 postpaid net adds, 2%–3% revenue growth, and EPS of $4.90–$4.95.

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