Zacks.com users have recently been watching Verizon (VZ) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Verizon (VZ) delivered a double beat in Q4, driving strong share price momentum and outpacing the S&P 500 since its last earnings report. VZ's new CEO is executing on cost-savings, subscriber growth, and a $25B buyback program, supporting higher EPS and free cash flow guidance for 2026. Management expects 2026 EPS growth of 4–5% and free cash flow growth of 7%, with continued subscriber momentum and a higher dividend increase.
Verizon beats Q4 estimates as wireless and broadband demand surged, but heavy 5G and fiber spending, price locks and margin pressure cloud the stock's outlook.
Verizon Needs More Than A Stock Buyback
Verizon has been turning to price hikes to drive revenue and profit growth over the past few years. This has boosted churn as customers got fed up with rising prices.
Verizon Communications Inc. is pursuing aggressive transformation under new CEO Dan Schulman's leadership, focusing on subscriber growth and maintaining dividends amid execution risks. VZ's Q4 2025 earnings outperformance, underscored by the sharp rebound in 616,000 wireless postpaid phone net adds, alongside its strong 2026 earnings guidance and $25 billion buyback program, are encouraging. However, a deeper dive into Verizon's current unit economics and the implications of its latest Frontier acquisition expose durability risks to its near-term earnings visibility.
Verizon boosts winter storm resilience with mobile assets, backup power and crisis teams, underscoring disaster readiness that could support long-term customer growth.
VZ beats Q4 estimates as broadband growth and fiber densification boost revenue despite higher expenses.
The headline numbers for Verizon (VZ) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Verizon Communications Inc (NYSE:VZ, XETRA:BAC) shares are set to add more than 5% at the open as its fourth quarter earnings topped Wall Street estimates, driven by subscriber growth and revenue gains. For Q4, Verizon posted adjusted earnings of $1.09 per share, topping consensus estimates of about $1.06.
Verizon Communications (VZ) came out with quarterly earnings of $1.09 per share, beating the Zacks Consensus Estimate of $1.06 per share. This compares to earnings of $1.1 per share a year ago.
Following a blowout quarter of subscriber gains, Verizon Communications CEO Dan Schulman said the company was done serving as a “hunting ground” for its competitors.