Verizon (VZ.US) Q4 2025 Earnings Conference Call
Live time: Jan 30, 2026 13:00 UTC
Verizon (VZ.US) Q4 2025 Earnings Conference Call
Live time: 01/30/2026 13:00:00 UTC
Verizon (VZ.US) 2025 年第四季度业绩电话会
Summary
00:04
Opening Remarks by Brady Connor
Brady Connor, Senior Vice President of Investor Relations, opens the call and introduces the CEO Dan Schulman, CFO Tony Ciatti, and the new head of investor relations, Colleen Ostrofsky. Brady provides legal disclaimers on forward-looking statements and non-GAAP measures.
01:04
CEO Dan Schulman Business Overview Q4 2025
CEO Dan Schulman discusses Verizon's Q4 results, including relationships with Comcast, Charter, and Frontier acquisition. He emphasizes the importance of reliability following network outages and outlines strategic plans for growth, efficiency, and transforming company culture.
03:20
CFO Tony Ciatti Financial Results Q4 2025
CFO Tony Ciatti describes the strong operational momentum at year-end, notable subscriber additions, improved churn rates, and the fulfillment of financial targets including adjusted EBITDA and free cash flow.
13:20
Analyst Presentation — Analyst: Michael Ng (Goldman Sachs)
Michael Ng asks about investment needs for subscriber growth and Dan Schulman details plans to reduce churn, optimize customer experience, and leverage opportunities in the wireless market.
40:00
Analyst Presentation — Analyst: Ben Swinburne (Morgan Stanley)
Ben Swinburne inquires about customer lifecycle value and capital spending efficiency. Dan Schulman shares strategies to enhance CLV through price stability, friction reduction and robust subscriber growth initiatives.
49:22
Analyst Presentation — Analyst: John Hodulik (UBS)
John Hodulik questions service revenue growth components and organic EBITDA parts. Tony Ciatti outlines Verizon’s discipline in volume-based revenue and EBITDA growth plans, driven by cost transformation and Frontier integration.
57:40
Analyst Presentation — Analyst: Michael Rollins (Citi Group)
Michael Rollins queries strategies to add value to ARPU and potential cost savings. Dan Schulman discusses customer-centric value proposition plans and significant cost efficiency measures targeting sustained growth.
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