Updated
Updated · Bloomberg · Jul 24
Verizon Raises 2026 Forecast After 184,000 Phone Adds and Q2 Earnings Beat
Updated
Updated · Bloomberg · Jul 24

Verizon Raises 2026 Forecast After 184,000 Phone Adds and Q2 Earnings Beat

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 rose 2.8% from a year earlier to about $23.4 billion, beating analyst expectations and showing strength in wireless, Fios and 5G home internet.
  • Adjusted earnings came in at $1.30 a share, while adjusted EBITDA reached a record, adding to evidence that the operating reset is improving core performance.
  • Verizon also tied the stronger outlook to a strategy aimed at the AI infrastructure boom, broadening the turnaround story beyond its traditional wireless business.

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?