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Verizon’s Market Reset: Subscriber Growth and Shareholder Returns
Verizon’s Bullish Earnings Boost: Subscriber Surge and $25B Buyback Reset the Telecom Trade
Verizon delivered a bullish telecom “reset” print: Q4 results beat expectations, subscriber growth hit a multi-year high, 2026 profit guidance came in above the Street, and management rolled out a major new share buyback plan. The stock reaction suggests investors are buying the message that Verizon can grow again without blowing up cash flow.
Key numbers and what they signal
* Earnings beat: adjusted EPS $1.09 on $36.4B revenue
* Subscriber momentum: 616,000 postpaid phone net adds (strongest…
The skinny
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