Verizon(VZ)

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Churn Concerns Weigh On Verizon's Wireless Outlook Despite Financial Gains
Benzinga· 2025-07-23 18:19
Core Insights - Verizon Communications delivered a strong second-quarter performance with healthy financial growth and a significant increase in free cash flow, which is expected to enhance debt reduction and provide flexibility for future investments [1][4] - The company faces challenges with wireless net additions and anticipates a competitive landscape in 2025, expecting flat postpaid consumer phone customer growth [2][5] Financial Performance - The second-quarter results showed encouraging financial growth, with a notable lift to free cash flow from tax reform, allowing for faster de-leveraging post Frontier acquisition [4] - Analyst Benjamin Swinburne raised the price forecast for Verizon shares from $47 to $48, noting that the shares currently trade at a discount compared to peers [3] Market Challenges - Wireless net additions performance remains mixed, with expectations of flat postpaid consumer phone customers in fiscal 2025 compared to fiscal 2024 [5] - Increased churn is anticipated in the second half of 2025 due to a competitive environment, although gross adds growth is expected to remain healthy [6] Broadband Outlook - Broadband additions were lower than expected in the second quarter, impacting the outlook, but Verizon is projected to meet its guidance of 8-9 million FWA customers by 2028 [7] - Factors such as low housing growth, a low move environment, and increased broadband competition are affecting Verizon's net additions [7] Stock Performance - Verizon's stock is currently trading lower by 0.59% at $42.71 [8]
Verizon Is A Rare Undervalued Stock
Seeking Alpha· 2025-07-23 14:14
Retirement is complicated, and you only get one chance to do it right. Don't miss out because you didn't know what was out there. The Retirement Forum provides actionable ideals, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns. The Value Portfolio specializes in building retirement portfolios and utilizes a fact-based research strategy to identify investments. This includes ext ...
The Association of Former Students announces new corporate partnership with Verizon
GlobeNewswire· 2025-07-23 14:03
COLLEGE STATION, Texas, July 23, 2025 (GLOBE NEWSWIRE) -- The Association of Former Students, the official alumni association of Texas A&M University serving approximately 600,000 members of the Aggie Network, is proud to announce a new corporate partnership with Verizon, one of the world’s leading providers of technology and communications services that power and empower how people live, play and work. This partnership will support The Association’s mission to engage, connect and serve the worldwide Aggie ...
Verizon Delivers a one-two punch with Best Wireless Network Performance results:
Globenewswire· 2025-07-23 13:40
Core Insights - Verizon has been recognized as America's Most Awarded Brand for Network Quality by J.D. Power for an unprecedented 35 consecutive times, highlighting its leadership in the wireless industry [1][2][6] - In the 1H 2025 RootMetrics study, Verizon was named the Best, Most Reliable, and Fastest 5G Network, further solidifying its position in the market [1][2][7] Company Performance - Verizon's ongoing investment in network infrastructure and innovative strategies has allowed it to maintain a high-performing network that serves millions of customers across the U.S. [2][3] - The company emphasizes unmatched reliability and coverage, with its 5G and 4G LTE networks providing extensive coast-to-coast service, reducing dropped calls, and ensuring dependable connectivity [5] Network Quality and Innovation - Verizon's 5G Ultra Wideband service offers high speeds and low latency, reaching over 280 million people with dedicated mmWave and C-band spectrum [5] - The company is committed to powering innovation across critical sectors, including utilities and public safety, by delivering secure, low-latency solutions [5] Customer Satisfaction - Verizon has achieved the highest number of awards in network quality from J.D. Power from 2003 to 2025, reflecting strong customer satisfaction with its network performance [6] - The company’s focus on AI-powered customer experience innovations aims to set new standards for customer expectations in connectivity [3]
Verizon unveils training camp to supercharge small business success
Globenewswire· 2025-07-23 13:30
Core Insights - Verizon Business is launching the Verizon Small Business Training Camp in September 2025 to support small business owners across the U.S. [2][5] - The event will feature prominent figures like Kristin Juszczyk and Drew Brees, offering expert-led panels, workshops, and networking opportunities [2][6]. Group 1: Event Details - The Training Camp will take place from September 8-10, 2025, at Verizon's Innovation Lab in San Francisco [6][8]. - Up to 20 small business owners will be selected for an all-expenses-paid trip to the event [2][6]. - The sweepstakes for the event runs from July 23 to August 10, 2025 [8][9]. Group 2: Program Offerings - Verizon Small Business Digital Ready is a free platform providing over 50 courses in English and Spanish, covering topics such as AI integration and financial planning [4][5]. - The program has impacted nearly 500,000 businesses, with over two-thirds of users reporting increased revenue and profit [4][5]. Group 3: Company Commitment - Verizon aims to provide tools and resources to 1 million small businesses by 2030 through initiatives like the Small Business Digital Ready program [5][6]. - The company emphasizes the importance of small businesses as the backbone of the U.S. economy [5].
Verizon One Of My Largest Contrarian Plays With Big Upside Potential And Large Dividends
Seeking Alpha· 2025-07-23 12:45
Group 1 - The focus is on growth and dividend income as a strategy for retirement planning [1] - The portfolio is structured to generate monthly dividend income that grows through reinvestment and annual increases [1] Group 2 - The article expresses personal opinions and is not intended as investment advice [2] - It emphasizes the importance of conducting personal research before making investment decisions [2]
Verizon: Raised Guidance, 1.75X Coverage, Strong Yield
Seeking Alpha· 2025-07-23 11:49
Verizon (NYSE: VZ ) reported better-than-expected earnings and revenue for the second fiscal quarter as the telecom benefited from strong acquisition momentum in the broadband segment. Verizon also raised its free cash flow outlook for FY 2025, which implies a dividend coverage ratioAnalyst’s Disclosure:I/we have a beneficial long position in the shares of VZ, T either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving co ...
2 Billion More Reasons for Income Investors to Buy 6.4%-Yielding Verizon Stock
The Motley Fool· 2025-07-23 08:42
Many income investors love Verizon Communications (VZ 1.11%) stock. It's easy to see why. After all, the telecom giant pays a juicy forward dividend yield of 6.4% at the current stock price. Verizon has also increased its dividend for 18 consecutive years. The company provided its 2025 second-quarter update on July 21. And income investors now have even more to love about this ultra-high-yield dividend stock. 2 billion more reasons to buy Verizon It might sound a little gimmicky to say that there are now 2 ...
A Bullish Storm Is Brewing for High-Yield Verizon's Share Price
MarketBeat· 2025-07-22 18:16
Core Insights - Verizon's stock is positioned for significant growth due to favorable valuation, yield, business traction, and analyst sentiment [1] - The company is experiencing revenue growth, improving cash flow, and increasing capital returns annually [1] Financial Performance - Verizon reported a 5% revenue growth in Q2, exceeding consensus estimates by 235 basis points, driven by strong performance in the wireless segment [10] - Equipment sales grew over 25% year-over-year, while services saw a smaller increase of 2.2% [10] - Key financial metrics such as EBITDA, adjusted EBITDA, earnings, cash flow, and free cash flow all improved compared to the previous year [5] Balance Sheet and Cash Flow - The company improved its balance sheet in the first half of the year, reducing liabilities significantly while maintaining dividend payments [6] - Equity increased by 4%, indicating improved leverage despite a reduction in cash and assets [6] Market Sentiment and Analyst Ratings - Following the Q2 report, Verizon's stock price rose nearly 5%, indicating bullish market sentiment and strong support levels [7] - Analysts maintain a Moderate Buy rating, with a 12-month price target of $47.33, suggesting a potential upside of 10.63% [12] - Analyst trends are robustly bullish, with increasing coverage and sentiment likely to remain positive into Q3 [15] Future Outlook - The company is well-positioned to sustain dividend payments and growth into the next decade, with raised guidance for margins and earnings [13] - Expected growth in IoT, supported by AI advancements, may lead to outperformance against current targets [14]
Verizon Beats Expectations, Boosts Outlook — Here's Why Analysts Still See More Room To Grow
Benzinga· 2025-07-22 17:49
Core Insights - Verizon Communications reported a strong second-quarter performance with a revenue growth of 5.2% year-over-year, reaching $34.50 billion, surpassing analyst expectations [1][4] - The company has revised its full-year guidance upwards, indicating improved financial outlooks for adjusted EBITDA, EPS, and free cash flow [11][12] Financial Performance - Quarterly revenue of $34.50 billion was 2.2% above consensus estimates, driven by robust wireless equipment sales [4] - Adjusted EBITDA increased by 4.1% to $12.8 billion, and adjusted EPS of $1.22 exceeded expectations by 3% [4] - Free cash flow reached $5.2 billion, surpassing the forecast of $4.8 billion, aided by lower capital expenditures of $3.8 billion [4] Growth Projections - Verizon expects free cash flow for 2025 to be between $19.5 billion and $20.5 billion, an increase from previous estimates of $17.5 billion to $18.5 billion [3] - The company anticipates adjusted EBITDA growth of 2.5% to 3.5% and adjusted EPS growth of 1% to 3% for fiscal 2025 [11] Subscriber Metrics - Postpaid phone net losses were 9,000 in the second quarter, with a churn rate of 0.97%, reflecting competitive pressures [6] - Consumer revenue rose by 6.9% to $26.6 billion, driven by a 30% increase in equipment revenue [8] - Broadband net additions of 293,000 fell short of expectations due to softer demand and nearing saturation in C-Band coverage [9] Strategic Focus - The company is shifting its strategy to prioritize service revenue and EBITDA growth over postpaid phone net additions [5] - Verizon aims for disciplined, high-margin subscriber growth, avoiding aggressive marketing tactics [13] - The company is investing in AI-driven infrastructure to support long-term growth while managing short-term subscriber pressures [10] Market Position - Verizon's stock is trading higher, reflecting positive market sentiment following the strong quarterly results [16] - The stock offers an attractive dividend yield of approximately 6.5%, positioning it as a defensive holding with stable domestic revenue [13]