| VZ |
Report |
Postpaid Phone Net Adds |
BEAT |
pred ~130K vs. cons 112K |
MEDIUM |
| VZ |
Report |
Consumer Wireless Service Revenue |
IN-LINE |
pred ~$17.35B vs. cons $17.28B |
HIGH |
| VZ |
Report |
Adjusted EBITDA |
IN-LINE |
pred ~$13.75B vs. cons $13.64B |
HIGH |
| VZ |
Guide |
FY 2026 Postpaid Net Adds (FY 2026) |
BETTER |
guide ~937K (reaffirm upper half of 750K-1M) vs. cons 926K |
MEDIUM |
| VZ |
Guide |
FY 2026 Adjusted EPS (FY 2026) |
UNCHANGED |
guide ~$4.95-$5.01 (reaffirm 5%-6% growth) vs. cons $4.95 |
HIGH |
| VZ |
Guide |
FY 2026 Free Cash Flow (FY 2026) |
UNCHANGED |
guide $21.5B+ vs. cons $21.77B |
MEDIUM |
| VZ |
Guide |
Q3 2026 Churn / Net Add Trajectory (qualitative) |
BETTER |
churn below 85 bps, net adds building into H2 |
MEDIUM |
| VZ |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.0% |
— |
MEDIUM |
| VZ |
Return |
5-day cumulative residual |
+0.5% (STABILIZE) |
STABILIZE — H2 implied estimates slightly better than consensus on reaffirmed FY guide; Archetype B 5-day history mixed (Q2 2024 +2.94%, Q3 2024 -0.33%); depressed stock setup argues for stabilization rather than fade |
MEDIUM |