Key Takeaways Verizon will report Q4 earnings on Jan. 30, with EPS and revenue estimates at $1.06 and $35.94 billion.New 5G products and optical ring deployments may boost Consumer and Business segment revenues.Margin pressures stem from 5G costs, price promotions, and wireline losses amid rising competition.Verizon Communications Inc. (VZ) is scheduled to report fourth-quarter 2025 earnings on Jan. 30, 2026. The Zacks Consensus Estimate for sales and earnings is pegged at $35.94 billion and $1.06 per share ...

Core Insights - Verizon Business has completed the deployment of a 100G dedicated optical ring at Monumental Sports & Entertainment, enhancing network connectivity and broadcast workflows [1][8] - The media and entertainment industry is transitioning to IP-based, flexible production models, which Verizon's optical network offerings are well-positioned to support [2] - Verizon has secured customer wins in the entertainment sector, including advanced network services at the St. Louis Blues' stadium [3] Financial Performance - Verizon Business segment revenues declined by 2.8% year over year to $7.14 billion in Q3, reflecting soft demand trends [4] - The company's shares currently trade at a price/earnings ratio of 8.44, down from 12.29 for the industry [9] Competitive Landscape - Verizon faces competition from AT&T and T-Mobile, both of which have expanded their presence in the media and entertainment sector [5] - AT&T has upgraded connectivity in the Caesars Superdome and surrounding areas to enhance the fan experience [6] Future Outlook - The recent optical ring deployment is expected to boost network resiliency and optimize operations ahead of the 2025-26 NHL/NBA seasons [2][8] - Earnings estimates for 2025 have remained unchanged, while estimates for 2026 have declined over the past 60 days [10]

Core Insights - Verizon Business has completed a new 100G dedicated optical ring to enhance broadcast capabilities for Monumental Sports & Entertainment (MSE), which operates the Monumental Sports Network (MNMT) [1][2] Group 1: Infrastructure and Technology - The 100G optical ring integrates infrastructure across four key MSE sites: Capital One Arena, MedStar Capitals Iceplex, MedStar Health Performance Center, and MSE's corporate headquarters/broadcast facility [2] - This optical network aims to provide corporate network resiliency and optimize broadcast production workflows, starting with the 2025-26 NHL and NBA seasons [2][3] Group 2: Strategic Importance - The investment in the optical network is part of MSE's long-term strategy to enhance broadcast capabilities and support future innovations in broadcast technology [3] - The network facilitates a shift towards more agile and cost-effective remote production models, reducing on-site footprint and carbon emissions while expanding access to a global workforce [3] Group 3: Industry Context - The media and entertainment industry is experiencing a digital transformation, moving from legacy systems to flexible, IP-based, remote work environments [4] - Verizon's high-capacity fiber and 5G network enables MSE to virtualize media operations, innovate workflows, and create customized content for fans [4] Group 4: Accessibility and Engagement - MNMT's content is accessible to fans on various devices through the Monumental+ app or the website, enhancing viewer engagement [4]