Q4 2025 Verizon Communications Inc. Earnings Call Transcript

Jan 30, 2026 / 01:00PM GMT

Release Date Price: $44.52 (+11.83%)

Transcript 8-K

Key Points

Positve

Verizon Communications Inc (VZ) achieved over one million Mobility and Broadband net adds in Q4 2025, marking the highest reported quarterly net adds since 2019.
The company added 616,000 postpaid phone net adds, with 551,000 from Consumer, the highest in the last five years.
Verizon Communications Inc (VZ) completed the Frontier acquisition, expanding its fiber footprint and creating significant cross-sell opportunities.
The company is targeting $5 billion in OpEx savings in 2026 through headcount reductions, marketing efficiencies, and contract renegotiations.
Verizon Communications Inc (VZ) announced a $25 billion share repurchase program over the next three years, with at least $3 billion in 2026.

Negative

Verizon Communications Inc (VZ) experienced a network outage earlier in the month, impacting customer satisfaction.
Postpaid phone churn remained elevated due to prior pricing actions and competition.
The company expects Wireless Service revenue growth to be flat in 2026, facing headwinds from promotional amortization and lapping prior year price increases.
Verizon Communications Inc (VZ) is undergoing a transitional year for revenue in 2026, with challenges in achieving sustainable volume-based growth.
The company is facing pressure to reduce complexity and improve customer experience to regain brand trust and reduce churn.

Operator

Good morning, and welcome to Verizon's fourth-quarter 2025 earnings conference call. (Operator Instructions) Today's conference is being recorded. If you have any objections, you may disconnect at this time.

I would now like to turn the call over to Mr. Brady Connor, Senior Vice President, Investor Relations.

Brady Connor

Verizon Communications Inc - Senior Vice President, Investor Relations

Thanks, Brad. Good morning, and welcome to our fourth-quarter 2025 earnings call. I'm Brady Connor, and on the call with me this morning is our Chief Executive Officer, Dan Schulman; and Tony Skiadas, our CFO. Additionally, I'd like to introduce our new Head of Investor Relations, Colleen Ostrowski. She will be assuming the role on a go-forward basis.

Before we begin, I'd like to point you to our Safe Harbor statement, which can be found in the earnings presentation and on our Investor Relations website. Our comments this morning may include forward-looking statements, which are subject to risks and uncertainties. Factors that may affect future results

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