Here's What Key Metrics Tell Us About Verizon (VZ) Q4 Earnings

Core Insights - Verizon Communications reported $36.38 billion in revenue for Q4 2025, a 2% year-over-year increase, with an EPS of $1.09 compared to $1.10 a year ago, indicating a slight decline in earnings per share [1] - The revenue exceeded the Zacks Consensus Estimate of $35.94 billion by 1.23%, while the EPS surpassed the consensus estimate of $1.06 by 2.72% [1] Financial Performance Metrics - Verizon's stock has returned -2.3% over the past month, underperforming the Zacks S&P 500 composite's +0.9% change, and currently holds a Zacks Rank 4 (Sell) [3] - Consumer Wireless Retail postpaid accounts totaled 32.38 million, slightly below the estimated 32.45 million [4] - The churn rate for Wireless Retail postpaid was 1.6%, higher than the 1.5% average estimate [4] - Net subscriber additions for Consumer Wireless Retail postpaid phones were 551 thousand, exceeding the average estimate of 397.5 thousand [4] - The Consumer Operating Revenues reached $28.44 billion, surpassing the $28.02 billion average estimate, reflecting a 3.2% year-over-year increase [4] - Business Operating Revenues were $7.37 billion, slightly above the $7.34 billion estimate, but showed a year-over-year decline of 1.8% [4] - Consumer Service Operating Revenues were $20.25 billion, below the $20.61 billion estimate, with a year-over-year increase of 4.3% [4] - Consumer Wireless Equipment revenues were $7.11 billion, exceeding the $6.51 billion estimate, marking a 9.6% year-over-year increase [4] - Consumer Other revenues were $1.08 billion, below the estimated $890.42 million, reflecting a significant year-over-year decline of 35.1% [4] - Business Markets and Other revenues were $3.57 billion, slightly above the $3.5 billion estimate, with a year-over-year increase of 3.8% [4] - Enterprise and Public Sector revenues were $3.33 billion, below the $3.41 billion estimate, showing a year-over-year decline of 6.1% [4] - Wholesale revenues were $466 million, exceeding the $419.38 million estimate, but reflecting a year-over-year decline of 10% [4]