Verizon Communications (VZ) Q4 2025 (USD): Adj. EPS 1.09 (exp. 1.05), Revenue 36.4bln (exp. 36.09bln)

Verizon's Q4 results surpassed expectations on both adjusted EPS and revenue, indicating stronger performance than analysts anticipated.

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Verizon Communications (VZ) Q4 2025 (USD): Adj. EPS 1.09 (exp. 1.05), Revenue 36.4bln (exp. 36.09bln)

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  • Q4 postpaid phone net additions 616,000 vs (exp. 417,250)

Outlook

  • FY adj. EPS 4.90-4.95 (exp. 4.75).
  • Capex 16-16.5bln.
  • 2026 Mobility & Broadband service REV growth of 2%-3%, equating to about USD 93bln.
  • 2026 retail postpaid phone net additions 0.75-1.0mln
  • Wireless service REV growth will be about flat in 2026.
Context

The outlook also looks positive, with revised FY EPS guidance reflecting growth, although they project flat wireless service revenue growth in 2026. This suggests a solid operational foundation but highlights potential stabilization in market dynamics moving forward.

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