| VZ |
Report |
Adjusted EPS |
BEAT |
pred ~$1.30 vs. cons $1.28 |
MEDIUM |
| VZ |
Report |
Total Revenue |
IN-LINE |
pred ~$35.3B vs. cons $35.2B |
MEDIUM |
| VZ |
Report |
Postpaid Phone Net Adds |
BEAT |
pred ~380K vs. cons ~330K |
LOW |
| VZ |
Guide |
FY2026 Adjusted EPS Growth/EPS ($) |
UNCHANGED |
guide ~5-6% growth (~$4.95) vs. cons ~$4.95 (FY2026) |
MEDIUM |
| VZ |
Guide |
FY2026 Postpaid Phone Net Adds |
BETTER |
guide ~900K (upper half of 750K-1M) vs. cons ~850K (FY2026) |
LOW |
| VZ |
Guide |
FY2026 Free Cash Flow |
BETTER |
guide ~$21.5B (~7%+ growth) vs. cons ~$21.3B (FY2026) |
MEDIUM |
| VZ |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| VZ |
Return |
5-day cumulative residual |
+0.5% (FADE) |
Q1 guidance was already raised, so a reaffirmed (not incrementally raised) outlook this quarter limits fresh upward estimate revisions even if Q2 prints a modest EPS/net-add beat; the BT JV one-time charge and ongoing SpaceX/Charter competitive overhang (which drove multiple 5-7% single-day selloffs in June/July) remain unresolved and likely resurface in sell-side commentary within days, causing profit-taking that fades roughly half of the initial pop rather than full follow-through or a flat stabilization. |
MEDIUM |