New York, April 26, 2026, 13:04 EDT
Verizon Communications Inc. is set to deliver first-quarter numbers ahead of Monday’s opening bell, a check-in on CEO Dan Schulman and the momentum—or lack thereof—following a robust holiday stretch. The company plans to release its earnings at 7:00 a.m. ET, then host a webcast at 8:30 a.m.
Timing is key here. Verizon just posted its first quarterly results since wrapping up the Frontier deal on Jan. 20. Management has since rolled out a 2026 roadmap: subscriber growth, more fiber, trimming costs, and dialing back on price hikes that don’t add value.
Verizon’s standing is under the microscope as new telecom numbers roll in. AT&T came out ahead, topping forecasts for net monthly bill-paying wireless phone gains—bundled wireless and fiber offers played a key role. Comcast’s broadband losses weren’t as steep as many expected, and its wireless additions hit an all-time high. The main battleground: convergence. Bringing wireless and home internet under one roof makes customers stickier.
Verizon is forecast to report earnings of $1.21 per share on $34.82 billion in revenue, figures from Investing.com show. Morgan Stanley’s Sean Diffley described Verizon as “a show-me story” as the company tries to convince investors it can move from ceding ground to actually picking up share. Investing.com
Verizon stock traded at $46.38, slipping ahead of the report. According to StockStory via TradingView, Verizon had fallen 7.5% in the last month, while its wireless, cable and satellite peers moved higher.
Postpaid phone net additions is the key metric here—new monthly bill-paying phone subscribers, less those who left. Verizon posted 616,000 net gains in that category for the fourth quarter, its strongest result since 2019. The company also logged 372,000 broadband net adds, counting fixed wireless access—its home internet offering that uses cell towers instead of cables.
Schulman has made efforts to shift the narrative. In January, he described Verizon finishing 2025 with “healthy volumes and fiscally responsible growth.” He also insisted the company isn’t “a hunting ground” for competitors anymore. Verizon
Schulman took a firmer stance on pricing, telling investors in January that Verizon wouldn’t chase “empty price increases” just to pad revenue and earnings in the near term. Monday’s results, then, offer a straightforward look at whether the company can deliver growth without pushing customers’ bills higher. Verizon
The numbers this quarter will get a fresh look on the page. Back in March, Verizon said it plans to separate Consumer and Business revenue into mobility and broadband service, wireless equipment, and a catch-all “other” segment. The shift, disclosed in an SEC filing, is designed to make service growth drivers stand out. SEC
Frontier sits at the core of this narrative. Verizon’s purchase pushed its fiber footprint past 30 million homes and businesses, opening up more opportunities to cross-sell both mobile and broadband services. The company is sticking to targets of 750,000 to 1 million net adds for postpaid phones in 2026, and expects mobility and broadband service revenue to grow between 2% and 3%.
Still, the reset isn’t a sure thing. Verizon expects wireless service revenue will be about flat in 2026, as it cycles past last year’s price hikes and continues to deal with promotional amortization—the hit from past discounts and device deals being recognized over time. AT&T and T-Mobile are pushing hard, and if Verizon’s subscriber numbers slip, investors may start asking how much more spending is needed just to keep up.
Churn—the pace at which customers depart—could be the ultimate measure here. Schulman has blamed past customer losses on price hikes that failed to deliver commensurate value. Monday’s numbers will reveal if those leaks have started to plug, or if Verizon simply benefited from a packed promo push in the fourth quarter.
