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Verizon(VZ) - 2025 Q3 - Earnings Call Transcript
2025-10-29 13:32
Verizon (NYSE:VZ) Q3 2025 Earnings Call October 29, 2025 08:30 AM ET Company ParticipantsDan Schulman - CEOBrady Connor - SVP of Investor RelationsTony Skiadas - CFOConference Call ParticipantsJohn Hodulik - AnalystMichael Ng - AnalystSebastiano Petti - AnalystBen Swinburne - AnalystPeter Supino - AnalystMichael Funk - AnalystMike Rollins - AnalystOperatorGood morning and welcome to Verizon's third quarter 2025 earnings conference call. At this time, all participants have been placed in a listen only mode, ...
Verizon(VZ) - 2025 Q3 - Earnings Call Transcript
2025-10-29 13:30
Verizon (NYSE:VZ) Q3 2025 Earnings Call October 29, 2025 08:30 AM ET Speaker4Good morning and welcome to Verizon's third quarter 2025 earnings conference call. At this time, all participants have been placed in a listen only mode, and the call will be open for questions following the presentation. 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.Speaker6Than ...
Verizon Shares Up 4.6% After Earnings But Growth Is Concerning
247Wallst· 2025-10-29 12:57
Verizon share are higher pre-market after beating EPS but missing revenue estimates. ...
Verizon helps families stay connected as Hurricane Melissa makes landfall in Jamaica
Globenewswire· 2025-10-29 12:50
Free calling/texting/data for customers in Jamaica, Turks and Caicos, and the Bahamas and free calling from the US to these countries until Nov 12 What you need to know: In response to Hurricane Melissa, Verizon is offering free wireless and landline calling to Jamaica, Turks and Caicos, and the Bahamas to help our customers connect with loved ones.Customers within Jamaica, Turks and Caicos, and the Bahamas will also receive waived calling, texting and data chargesThis applies to all consumer and small busi ...
Verizon ‘must shift to a customer-first focus,’ new CEO says
Yahoo Finance· 2025-10-29 12:46
This story was originally published on CX Dive. To receive daily news and insights, subscribe to our free daily CX Dive newsletter. Dive Brief: Verizon “must shift to a customer-first focus” to help the brand capture growth opportunities, CEO Dan Schulman said during the company’s Q3 2025 earnings call Wednesday. Schulman took on the role earlier this month, replacing Hans Vestberg. The wireless carrier will take steps to strengthen customer loyalty, eliminate practices and processes that detract from ...
Verizon Communications (VZ) Q3 Earnings Top Estimates
ZACKS· 2025-10-29 12:46
Verizon Communications (VZ) came out with quarterly earnings of $1.21 per share, beating the Zacks Consensus Estimate of $1.19 per share. This compares to earnings of $1.19 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.68%. A quarter ago, it was expected that this largest U.S. cellphone carrier would post earnings of $1.18 per share when it actually produced earnings of $1.22, delivering a surprise of +3.39%.Over the last ...
Verizon(VZ) - 2025 Q3 - Earnings Call Presentation
2025-10-29 12:30
Financial Performance - Total revenue reached $33.8 billion, showing a 1.5% year-over-year increase[18] - Adjusted EBITDA was $12.8 billion, up 2.3% year-over-year, with an adjusted EBITDA margin of 37.8%[18] - Adjusted EPS increased by 1.7% year-over-year to $1.21[18] - Free cash flow increased from $14.5 billion to $15.8 billion year-over-year[22] Subscriber Growth - Wireless retail postpaid phone gross adds totaled 2.8 million, a 5.4% year-over-year increase[8] - Consumer wireless retail postpaid phone gross adds were 2.0 million, up 8.4% year-over-year[8] - Wireless postpaid upgrades increased by 12.1% year-over-year to 4.2 million[8] - Fios internet net adds reached 61,000[8] Debt and Cash Flow - Total debt decreased from $150.6 billion to $146.8 billion[22] - Unsecured debt decreased from $126.4 billion to $119.7 billion[22] - Cash and cash equivalents increased from $5.0 billion to $7.7 billion[22] - Net unsecured debt to adjusted EBITDA improved from 2.5x to 2.2x[22]
价格战下Verizon(VZ.US)Q3流失移动用户 新帅Schulman誓言“大胆变革”破局
智通财经网· 2025-10-29 12:27
智通财经APP获悉,美国最大移动服务提供商Verizon(VZ.US)第三季度遭遇无线电话用户流失,这是新 任首席执行官Dan Schulman上任后面临的首次重大考验。 根据Verizon周三发布的财报,截至9月30日的三个月内,这家总部位于纽约的运营商消费级移动用户减 少了7000户,相比之下,该公司去年同期则实现了1.8万户的增长。 Schulman原为PayPal(PYPL.US)首席执行官,在Verizon连续两个季度用户下滑且股价表现落后于两大主 要竞争对手后,于数周前接替Hans Vestberg执掌公司。 目前,美国三大电信运营商正陷入激烈的新用户争夺战,三家公司均推出高成本促销活动与激励措施来 吸引用户转网。上周,AT&T(T.US)公布第三季度新增40.5万名用户,T-Mobile(TMUS.US)则新增100万 名用户。但由于华尔街对愈演愈烈的价格战表示担忧,两家公司的股价均出现下跌。 过去几年,Verizon通过提高月费与各项收费来提振营收,但这种做法本质上是从不断缩小的用户群体 中榨取更多收益。尽管公司整体资产负债表表现稳健,但部分华尔街观察人士认为,Verizon已被AT&T 和T ...
Verizon Profit, Revenue Rise but Postpaid Phone Losses Continue
Yahoo Finance· 2025-10-29 12:27
Verizon Communications logged higher third-quarter profit and revenue, and the company said it is still on course to meet its yearly goals. - Justin Sullivan/Getty Images Verizon Communications logged higher profit and revenue in the third quarter, but the company lost lucrative postpaid phone customers in its consumer business. The telecommunications provider on Wednesday said consumer revenue climbed 2.9% during the recent quarter, though the segment notched 7,000 wireless retail postpaid phone net los ...
威瑞森季度用户新增量与利润超预期
Xin Lang Cai Jing· 2025-10-29 12:04
来源:环球市场播报 威瑞森推出的可定制套餐 "myPlan" 因提供三年价格保障,一直深受用户欢迎。 该公司超过 18% 的无线后付费用户还选择了其宽带服务。 新上任的首席执行官丹・舒尔曼(Dan Schulman)预计将在当日晚些时候的财报电话会议上,就威瑞森 的增长计划发表评论。 威瑞森重申了全年利润与自由现金流预期,并表示资本支出预计将处于或低于此前指导区间(175 亿至 185 亿美元)。 根据伦敦证券交易所集团(LSEG)汇总的数据,威瑞森第三季度总营收为 338 亿美元,低于分析师平 均预期的 342.8 亿美元。 调整后每股收益为 1.21 美元,高于分析师预期的 1.19 美元。 美国无线服务提供商威瑞森(Verizon,股票代码 VZ)周三公布的季度利润与无线用户新增量均超出华 尔街预期,这得益于近期围绕 iPhone 新品发布推出的促销活动,帮助该公司吸引了更多用户。 根据 FactSet 的数据,威瑞森第三季度月度付费无线用户总计新增 4.4 万,高于市场预期的 1.9 万。 这一业绩或能缓解投资者的担忧 —— 此前市场担心威瑞森在与竞争对手 T-Mobile 及低成本有线电视运 营商的 ...