Verizon在新任CEO领导下的第一季度用户数量大幅增长

Core Viewpoint - Verizon Communications reported a significant increase in postpaid mobile users and revenue growth, indicating a potential turnaround under new CEO Dan Schulman, who is implementing cost-cutting and strategic transformation plans [1][2][4]. Financial Performance - Verizon's Q4 revenue grew by 2% year-over-year, reaching $36.4 billion, slightly exceeding analyst expectations [2][5]. - The company reported earnings per share of $0.55, with adjusted earnings of $1.09, impacted by severance costs from layoffs [6]. - Wireless service revenue, Verizon's largest segment, amounted to $21 billion [5]. User Growth - The company added 616,000 postpaid mobile users in Q4, significantly surpassing the expected 417,000 [2][6]. - Total wireless retail subscribers reached 146.9 million by the end of the quarter [5]. - Verizon also gained 372,000 net broadband users and 319,000 net fixed wireless users during the quarter [3][7]. Strategic Developments - Verizon completed the acquisition of Frontier Communications for $9.6 billion, expanding its fiber network and broadband user base to 16.3 million [3][6]. - The company aims to provide both mobile and home network services as part of its strategy [3]. - Capital expenditures are projected to be between $16 billion and $16.5 billion in 2026, with approximately $17 billion expected in 2025 [7]. Future Outlook - Verizon forecasts a net addition of 750,000 to 1 million postpaid mobile users for the current year [2][6]. - The company expects wireless service revenue to remain stable, while overall mobile and broadband service revenue is anticipated to grow by 2% to 3% [2][6].