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GOVT-CONTRACT ·Filed Sep 30, 2026

VZ

VERIZON COMMUNICATIONS INC
NEUTRAL
Impact 2/10
Horizonimmediate Processed27d ago
Large government contract award ($500M+)
Actionable Insight • Neutral

This is a routine option-year exercise under an existing contract vehicle with no material financial impact. Monitor future EIS program renewals for any competitive displacement or scope changes.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+5d ⚠ clustered
VZ ▲ +0.80% at T+5d
NEUTRAL call +0.80% · α vs SPY -0.50% · entry $45.98 → $46.35
Next anchor: T+20d in 2d
Latest observation: T+16 -8.10% FF3 residual α
Entry = T+0 close
Oct 1, 2026
via day close
T+1d
-0.13%
call -0.13% · α -0.87%
$45.92
settled 25d ago
T+5d
+0.80%
call +0.80% · α -0.50%
$46.35
settled 19d ago
T+20d
Pending
in 2d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

The Social Security Administration exercised Option Year 7 under the EIS program for Verizon's data network services, obligating $34.1 million. This is a routine contract renewal within a long-standing program, representing a negligible fraction of Verizon's annual revenue.

Key Financial Metrics

Award Amount
$34.1M
Agency
Social Security Administration
Contract Type
modification
Rev Impact
+0.0%

Key Facts

  • Modification P00065 exercises Option Year 7 under the EIS program for SSA data network services.
  • Obligation amount is $34,063,201.18.
  • Awarding agency is the Social Security Administration.
  • Verizon's annualized revenue is approximately $137.2 billion, making this award ~0.025% of revenue.

Financial Impact

$34.1 million obligation, approximately 0.025% of Verizon's annualized revenue.

revenue

Risk Factors

  • Government contract subject to future funding availability and continuing resolutions.
  • No material risk given the small relative size.

Investment Themes

Media & Telecom

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-28321319FDX030539
38 reports for VZ
Performance horizon
71% Hit rate @ T+1 5 of 7 directional calls Went positive at some point 7 of 7 best @ T+20▲ +11.21%Jul 9, 2026
Filters
Rows
Reports for VZ — sortable, filterable
TypeNow
Oct 26, 2026
today
8-K
BULLISH ★ 6/10
$45.40awaiting T+1—$44.66 (−1.63%)
Oct 26, 2026
today
Press Release
NEUTRAL ★ 5/10
$45.40awaiting T+1—$44.66 (−1.63%)
Oct 20, 2026
6d ago
S-4
NEUTRAL ★ 2/10
$43.56 $45.20▲ +3.76%▲ +4.95%$44.66 (+2.53%)
Oct 16, 2026
10d ago
Institutional Cluster
NEUTRAL ★ 3/10
$44.79 $44.15▼ −1.43%▼ −1.85%$44.66 (−0.29%)
Oct 13, 2026
13d ago
144
NEUTRAL ★ 2/10
$43.53 $44.42▲ +2.04%▲ +3.13%$44.66 (+2.60%)
Oct 6, 2026
20d ago
144
NEUTRAL ★ 2/10
$45.98 $45.77▼ −0.46%▼ −0.22%$44.66 (−2.87%)
Oct 5, 2026
22d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$45.98 $45.77▼ −0.46%▼ −0.22%$44.66 (−2.87%)
Sep 30, 2026
27d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$45.98 $45.92▼ −0.13%▼ −0.87%$44.66 (−2.87%)
Sep 29, 2026
28d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$45.87 $45.98▲ +0.24%▲ +0.06%$44.66 (−2.64%)
Sep 28, 2026
28d ago
Press Release
NEUTRAL ★ 1/10
$46.68 $45.98▼ −1.50%▼ −1.32%$44.66 (−4.33%)
Showing 10 of 38

US Market Status

Market Closed — Opens Wed (13h 21m)

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Report published Sep 30, 2026