Updated
Updated · Bloomberg · Jul 24
Verizon Raises 2026 Forecast After Adding 184,000 Phone Subscribers in Q2
Updated
Updated · Bloomberg · Jul 24

Verizon Raises 2026 Forecast After Adding 184,000 Phone Subscribers in Q2

3 articles · Updated · Bloomberg · Jul 24

Summary

  • 184,000 postpaid phone net additions helped Verizon top second-quarter estimates and lift its full-year outlook, signaling early traction in CEO Dan Schulman’s turnaround.
  • Mobility and broadband service revenue reached $23.4 billion, up 2.8% from a year earlier and well above analysts’ average estimate of $19.5 billion.
  • Adjusted earnings came in at $1.30 a share, while the company said record adjusted EBITDA reinforced improving performance in its core wireless and internet businesses.
  • Verizon also tied the stronger outlook to a strategy aimed at the AI infrastructure buildout, broadening the turnaround story beyond subscriber and service-revenue gains.

Insights

Can Verizon’s AI-driven customer service and broadband growth turn record EBITDA into lasting gains for investors, employees, and customers?
Is Verizon’s earnings beat real proof Dan Schulman’s turnaround is working, or just an early win before Frontier and debt risks catch up?