Verizon (VZ.US) Q2 2026 Earnings Conference Call
Live time: Jul 24, 2026 12:30 UTC
Verizon (VZ.US) Q2 2026 Earnings Conference Call
Live time: 07/24/2026 12:30:00 UTC
Verizon (VZ.US) 2026 年第二季度业绩电话会
Summary
00:03
Opening Remarks by Colleen Ostrowski
Colleen Ostrowski, Senior Vice President of Investor Relations, welcomes participants to Verizon's 2026 Q2 earnings call, provides recording notification, and offers legal disclaimers regarding forward-looking statements and non-GAAP financial measures.
01:48
Business Overview by CEO Dan Shulman
CEO Dan Shulman highlights Verizon's structural transformation, showcasing accelerated mobile and broadband revenue growth, improved postpaid phone additions, reduced churn rates, and adjusted earnings per share target increase.
03:53
Operational Metrics by CEO Dan Shulman
Dan Shulman reviews Verizon's Q2 operational metrics, including the addition of 184,000 postpaid phone users and 348,000 broadband subscribers, and highlights record-breaking achievements in subscriber growth and churn reduction.
06:23
Revenue Forecasts by CEO Dan Shulman
Dan Shulman announces upgraded revenue targets, expecting Q3 mobile and broadband revenue growth near 3% and Q4 growth around 4%, with EPS guidance raised to 6-7% and cash flow guidance improved to 9-10% year-over-year.
23:34
CFO Tony Schiadis Financial Performance Highlights
CFO Tony Schiadis reports Verizon's Q2 results, including $1.3 adjusted EPS, $64 billion free cash flow, historic EBITDA margin of 40.1%, and upgraded full-year revenue and cash flow guidance.
37:19
Wireless Competition — Analyst: Sean Diffely (Morgan Stanley)
CEO Dan Shulman identifies reduced subsidies and improved customer experience as drivers of competitive differentiation, highlighting Verizon's new value proposition and customer loyalty programs.
42:59
Revenue Growth Drivers — Analyst: Michael Rollins (Citi)
CFO Tony Schiadis confirms mobile and broadband revenue acceleration, details plans for ARPA enhancements, and explains Verizon's involvement in hyperscale fiber markets. CEO Dan Shulman outlines strategic investments in AI infrastructure.
52:29
Fixed Wireless Competition — Analyst: John Hodulik (UBS)
CEO Dan elaborates on the future of fixed wireless access, highlighting its efficiency and market expansion compared to satellite services, and emphasizes Verizon's superior broadband coverage and performance differentiation.
59:10
2027 Revenue Growth Projections — Analyst: Michael Ng
CEO Dan affirms sustained growth trajectory, citing continuous improvements in customer metrics, ARPA, cost efficiency, and AI Connect contributions, positioning Verizon for future acceleration.
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