Verizon (VZ) Q4 2025 Earnings Call Transcript

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Friday, January 30, 2026 astatine 8:00 a.m. ET

• Chief Executive Officer — Daniel Schulman

• Chief Financial Officer — Anthony Skiadas

Daniel Schulman: Thanks, Brady, and acknowledgment for each of your work to Verizon implicit the years and to maine personally implicit these past 100 days. I'll miss moving with you. And Colleen, invited to the Verizon team. We are truthful fortunate to person you. And acknowledgment to everyone connected the telephone for joining america this morning. We person a tremendous magnitude of accusation to stock with you from our 4th fourth results, our Frontier acquisition, our renewed MVNO narration with Comcast and Charter, and of course, our 2026 guidance, including an update connected our superior allocation plans. I'm anxious to dive into each of those topics, but first, I privation to admit the web outage that impacted our customers earlier this month.

We did not conscionable the modular of excellence our customers expect and that we expect of ourselves. We fto our customers down. The Verizon marque was built connected superior web prime and reliability, and I'm committed to relentlessly moving to present the work that our customers expect and merit each and each day. We saw that resilience successful enactment this past week nether hard circumstances. In effect to the wintertime storm, I privation to convey our technicians, fibre crews and retail teams who person battled the crystal and snowfall to service our customers and support them connected. We maintained seamless connectivity crossed the astir heavy impacted regions.

Last quarter, I said that we would alteration our institution successful a fiscally liable mode with a wide absorption connected driving shareholder value. Net measurement maturation and profitability maturation tin and volition spell manus successful manus and that they tin hap simultaneously. And arsenic I speech to you today, I americium much convinced of that than ever. Our translation volition beryllium driven by bold and meaningful actions to impact what is fundamentally a turnaround story. We are already a leaner, much businesslike and aggravated organization. We are bringing successful endowment with caller accomplishment sets to complement our workforce.

Every azygous year, we volition go much efficient, much agile, much outcomes-oriented and our velocity of decision-making and merchandise deployment volition meaningfully increase. We are creating a caller Verizon, 1 that does not settee for thing little than being the best. So far, I americium precise impressed with the absorption of our workforce arsenic they statesman to genuinely embrace, consciousness and thrust the level of committedness that is needed to alteration our culture. That cognition is afloat required from each azygous subordinate of the Verizon team.