• Verizon (VZ) Q2 2026: total mobility and broadband net adds >550,000; H1 adds >1,000,000. Postpaid phone net adds 184,000; broadband +348,000 (193,000 FWA, 155,000 fiber).
  • Verizon Q2 revenue $34.3B, missed estimates; equipment sales fell on fewer phone upgrades. Adjusted EPS $1.30, beat estimates due to cost cuts and lower device-subsidy spending.
  • Verizon will convert central offices into edge data centers and use its fiber network to serve hyperscalers building AI infrastructure; this initiative should start contributing to revenue next year.
  • Verizon to form 50-50 JV with BT Group for international wireline operations, targeting ~3,000 enterprise customers, about $4B revenue at close (H2 2027) and ~$200M annual cost savings
  • Verizon (VZ): lower churn and improved unit economics boosted results; equipment revenue fell ~20% after cutting device promotions and customers keeping phones longer.
  • Verizon named Dan Schulman CEO in late 2025. He launched a simplification plan, new wireless plan and loyalty program. Management expects Q3 net new-account growth and extended his contract to 2028.
  • Verizon agreed to renew an executive contract including a long‑term incentive award targeting at least $25M to be granted within Q1 2027; base salary and annual target incentive will not decrease.