Verizon achieved its first positive first-quarter postpaid phone net adds since 2013, driven by healthier customer economics and operational efficiency. For 2026, the company forecasts 2% to 3% growth in mobility and broadband service revenue and adjusted EPS growth of 4% to 5%.
Cyborg Score Rationale
Verizon is executing a credible turnaround with momentum in core metrics (postpaid net adds), disciplined CapEx guidance, and sustainable dividend policy. However, mature market saturation and competitive intensity in wireless limit upside.
Top Insights
(Q1 2026) First positive first-quarter postpaid phone net adds since 2013, signaling successful market repositioning and customer acquisition strategy
(Q4 2025) Highest quarterly net additions since 2019 (>1M total, including 616K postpaid phone), demonstrating momentum after market share loss
(2026) Guidance: 2%-3% mobility/broadband service revenue growth and 4%-5% adjusted EPS growth; CapEx forecasted at $16B-$16.5B
(Q1 2026) Restructured segment reporting to focus on mobility and broadband service revenue, signaling strategic pivot to high-margin service-based growth
Named Competitors
AT&T Mobility — Leading wireless and wireline telecom provider
T-Mobile — Major wireless carrier focused on value positioning
Comcast Xfinity Mobile — Major cable operator offering bundled wireless, broadband and video services
U.S. Cellular — Regional wireless carrier competing in select markets against major three
Recent Developments
(April 2026) Restructured financial reporting to disaggregate revenue by mobility/broadband service, wireless equipment, and other revenue for both Consumer and Business segments
(Q1 2026) Achieved first positive first-quarter postpaid phone net additions since 2013, driven by improved customer acquisition and churn metrics
(January 2026) Delivered Q4 2025 results with >1M total net additions (highest since 2019) and confirmed 2026 guidance for 2%-3% service revenue growth and 4%-5% adjusted EPS growth
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