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GOVT-CONTRACT ·Filed Sep 9, 2026

VZ

VERIZON COMMUNICATIONS INC
NEUTRAL
Impact 2/10
Horizonmonths Processed1mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

This is a routine option-year exercise on an existing contract. No material impact on Verizon's financials or outlook. Monitor future option exercises for cumulative contract value visibility.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+20d ⚠ clustered
VZ ▼ -7.24% at T+20d
NEUTRAL call -7.24% · α vs SPY -9.37% · entry $49.97 → $46.35
Next anchor: T+60d in 6w
Latest observation: T+31 -10.60% FF3 residual α
Entry = T+0 close
Sep 10, 2026
via day close
T+1d
+1.28%
call +1.28% · α +0.43%
$50.61
settled 6w ago
T+5d
-3.28%
call -3.28% · α -3.91%
$48.33
settled 6w ago
T+20d
-7.24%
call -7.24% · α -9.37%
$46.35
settled 18d ago
T+60d
Pending
in 6w

Price Chart

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Executive Summary

Verizon Business Network Services received a $40.2M modification from the Department of the Treasury to exercise Option Year 7 for toll-free contact center services enterprise infrastructure solutions. The award is routine in scale relative to Verizon's annualized revenue of ~$137.2B, representing approximately 0.03%.

Key Financial Metrics

Award Amount
$40.2M
Agency
Department of the Treasury
Contract Type
modification
Rev Impact
+0.0%

Key Facts

  • Modification P00099 to contract 2032H519F00641 exercises Option Year 7
  • Obligation amount of $40,209,942 from the Department of the Treasury
  • Services: toll-free contact center enterprise infrastructure solutions
  • Award represents ~0.03% of Verizon's annualized revenue of $137.2B

Financial Impact

$40.2M modification, approximately 0.03% of annualized revenue

revenue

Risk Factors

  • Government contract subject to future funding appropriations and continuing resolutions
  • Modification is small relative to Verizon's overall revenue — no material risk

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-2032H519F00641
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—$43.43 (−4.34%)
Oct 26, 2026
today
Press Release
NEUTRAL ★ 5/10
$45.40awaiting T+1—$43.43 (−4.34%)
Oct 20, 2026
5d ago
S-4
NEUTRAL ★ 2/10
$43.56 $45.20▲ +3.76%▲ +4.95%$43.43 (−0.30%)
Oct 16, 2026
10d ago
Institutional Cluster
NEUTRAL ★ 3/10
$44.79 $44.15▼ −1.43%▼ −1.85%$43.43 (−3.04%)
Oct 13, 2026
13d ago
144
NEUTRAL ★ 2/10
$43.53 $44.42▲ +2.04%▲ +3.13%$43.43 (−0.23%)
Oct 6, 2026
20d ago
144
NEUTRAL ★ 2/10
$45.98 $45.77▼ −0.46%▼ −0.22%$43.43 (−5.55%)
Oct 5, 2026
21d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$45.98 $45.77▼ −0.46%▼ −0.22%$43.43 (−5.55%)
Sep 30, 2026
26d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$45.98 $45.92▼ −0.13%▼ −0.87%$43.43 (−5.55%)
Sep 29, 2026
27d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$45.87 $45.98▲ +0.24%▲ +0.06%$43.43 (−5.32%)
Sep 28, 2026
28d ago
Press Release
NEUTRAL ★ 1/10
$46.68 $45.98▼ −1.50%▼ −1.32%$43.43 (−6.96%)
Showing 10 of 38

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Report published Sep 9, 2026