Verizon Communications Inc.

(New York Stock Exchange)
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Very Bullish +80

Verizon Q1: Promising Customer Growth, Shares Attractive

AI-generated analysis

Verizon's Q1 earnings exceeded analyst expectations with a raised full-year profit guidance.

The company achieved growth in postpaid phone connections for the first time since 2013.

New CEO Dan Schulman is credited with these early successes after taking the role in late 2025.

The mobile carrier was previously struggling with losses in core customer wireless segments.

Analysts view Verizon shares as attractive and recommend a "buy" rating based on the positive outlook.

Dan Schulman faced significant challenges when he assumed leadership of Verizon Communications Inc.

Stock ownership and options indicate an analyst holds a beneficial long position in VZ shares.

Seeking Alpha articles are written by independent third-party authors who may not be licensed investors.

Bullish Signals
  • Verizon's Q1 performance came ahead of analyst expectations, demonstrating strong operational execution.
  • The company raised its full-year profit guidance, signaling management's confidence in sustaining growth momentum.
  • Postpaid phone connections grew for the first time since 2013, indicating a successful turnaround in core customer acquisition and retention.
  • New CEO Dan Schulman is delivering early wins that have improved the outlook for the mobile carrier.
Risk Factors
  • Verizon was losing core customer wireless growth when new CEO Dan Schulman took the reins in late 2025.
  • The postpaid phone connections growth is noted as the first time since 2013, implying a significant turnaround from years of decline prior to the new leadership.
Full Analysis
Verizon Communications Inc. delivered a stronger-than-expected performance in the first quarter, accompanied by an upward revision to its full-year profit guidance. The company marked a significant turnaround milestone with growth in postpaid phone connections for the first time since 2013, signaling effective stabilization after recent customer churn issues under the previous leadership. This positive trajectory is viewed as early validation for new CEO Dan Schulman, who assumed control of the mobile carrier in late 2025 when Verizon was facing losses in its core wireless business. Analysts and the author of the report characterize Verizon's stock as attractive for a "buy" rating due to these promising results and the improved outlook. The Q1 data represents a key recovery point, suggesting that Schulman has successfully initiated the necessary changes to reverse the trend of losing core customers. The market reaction to the earnings release reflects confidence in the company's renewed growth trajectory and the potential for further upside given the strong operational improvements noted in the quarterly results.