Monitor next quarter's subscriber growth and churn metrics to confirm the turnaround momentum, and watch for further debt reduction from the Frontier acquisition.
Price Chart
Executive Summary
Verizon reported Q1 2026 earnings with diluted EPS of $1.20 and revenue of $34.44 billion, missing consensus estimates of $1.21 and $34.86 billion. The company raised its full-year 2026 Adjusted EPS guidance to $4.95–$4.99, citing strong momentum from its turnaround strategy and the Frontier acquisition, and reported its first positive Q1 postpaid phone net additions since 2013.
Key Financial Metrics
Key Facts
- Q1 2026 diluted EPS was $1.20, missing consensus of $1.21
- Q1 2026 revenue was $34.44 billion, missing consensus of $34.86 billion
- Adjusted EPS was $1.28, up 7.6% year-over-year
- Company raised full-year 2026 Adjusted EPS guidance to $4.95–$4.99 (5–6% growth)
- Total postpaid phone net additions were 55,000, first positive Q1 since 2013
- Free cash flow was $3.78 billion, up 4.0% year-over-year
- Frontier acquisition closed on January 20, 2026, with Frontier debt being paid down
Financial Impact
EPS miss of $0.01 and revenue miss of $420 million, but raised full-year guidance
Risk Factors
- Earnings and revenue missed analyst consensus
- Increased leverage from Frontier acquisition
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000732712-26-000019 |
| Document: vz-20260427.htm | 0000732712-26-000019 |
| Document: 0000732712-26-000019-index-headers.html | 0000732712-26-000019 |
| Document: 0000732712-26-000019-index.html | 0000732712-26-000019 |
| Document: 0000732712-26-000019.txt | 0000732712-26-000019 |
| 8-K Data (Synthetic) | 0000732712-26-000019 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 8, 2026 5w ago | GOVT-CONTRACT | $50.41 $45.98 | ▼ −8.79% | ▼ −10.50% | $44.79 (−11.15%) |
Jul 24, 2026 12w ago | 8-K | $46.38 $49.45 | ▲ +6.62% | ▲ +2.99% | $44.79 (−3.43%) |
Jul 24, 2026 12w ago | 8-K | $46.38 $49.45 | ▲ +6.62% | ▲ +2.99% | $44.79 (−3.43%) |
Jul 24, 2026 12w ago | Press Release | $46.38 $49.45 | ▲ +6.62% | ▲ +2.99% | $44.79 (−3.43%) |
Jul 9, 2026 14w ago | Press Release | $42.24 $46.98 | ▲ +11.21% | ▲ +8.97% | $44.79 (+6.04%) |
Jun 29, 2026 16w ago | 8-K | $44.10 $46.38 | ▼ −5.17% | ▼ −5.45% | $44.79 (−1.56%) |
Jun 17, 2026 17w ago | 8-K | $45.84 $43.88 | ▼ −4.28% | ▼ −5.59% | $44.79 (−2.29%) |
Jun 4, 2026 19w ago | Press Release | $45.37 $42.07 | ▼ −7.27% | ▼ −9.14% | $44.79 (−1.28%) |
Jun 2, 2026 19w ago | 8-K | $47.88 $41.99 | ▼ −12.30% | ▼ −10.48% | $44.79 (−6.45%) |
Jun 2, 2026 19w ago | Press Release | $47.88 $41.99 | ▼ −12.30% | ▼ −10.48% | $44.79 (−6.45%) |
US Market Status
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