$VZ (-0,16%)
🔹 Revenue: $34.5B (Est. $33.71B) 🟢; UP +5.2% YoY
🔹 Adj EPS: $1.22 (Est. $1.19) 🟢; UP +6.1% YoY
🔹 Adj EBITDA: $12.8B (Est. $12.67B) 🟢; UP +4.1% YoY
FY25 Guidance
🔹 Adj. EPS: +1% to +3% (Prior: 0% to +3%) 🟢
🔹 Adj. EBITDA: +2.5% to +3.5% (Prior: +2% to +3.5%)
🔹 Wireless Service Revenue Growth: +2% to +2.8%
🔹 Free Cash Flow: $19.5B–$20.5B (Prior: $17.5B–$18.5B)
🔹 Cash Flow from Ops: $37B–$39B (Prior: $35B–$37B)
🔹 FY CAPEX: $17.5B–$18.5B
Q2 Consumer Segment
🔹 Revenue: $26.6B (Est. $25.93B) 🟢; UP +6.9% YoY
🔹 Wireless Service Revenue: $17.4B; UP +2.3% YoY
🔹 Postpaid Phone Net Losses: (51K) vs. (109K) YoY
🔹 Prepaid Net Adds: +50K vs. (12K) YoY
🔹 Consumer ARPA: $147.50; UP +2.3% YoY
🔹 Segment EBITDA: $11.2B; UP +2.1% YoY
🔹 Segment EBITDA Margin: 42.1% (vs. 44.1% YoY)
Q2 Business Segment
🔹 Revenue: $7.3B (Est. $7.23B) 🟢; DOWN -0.3% YoY
🔹 Wireless Service Revenue: $3.6B; UP +1.6% YoY
🔹 Postpaid Net Adds: +65K (incl. +42K postpaid phones)
🔹 Segment EBITDA: $1.7B; UP +5.8% YoY
🔹 Segment EBITDA Margin: 22.9% (vs. 21.6% YoY)
Q2 Broadband & Fixed Wireless
🔹 Total Net Broadband Adds: +293K
🔹 Fixed Wireless Access Adds: +278K; Total FWA Subs: 5.1M
🔹 Total Broadband Subs: 12.9M; UP +12.2% YoY
CEO Commentary (Hans Vestberg)
🔸 “Verizon's strong Q2 performance reflects our high-quality, industry-leading customer base, multiple growth paths, and the inherent strength of our company.”
🔸 “With momentum and a clear path forward, we are raising our full-year guidance for adjusted EBITDA, adjusted EPS, and free cash flow.”
🔸 “Our unmatched network, innovation in customer service, and disciplined financial approach continue to drive growth.”
