
Verizon Bundles Drive Record Adds
Verizon just posted blowout numbers: 406,000 net new postpaid phone customers in Q3 2026—an 820% jump from last year—and their best account adds in over a decade. With churn at record lows and full-year guidance rising, the story isn’t just about promotions. CEO Dan Schulman insists the growth comes from a trifecta: a flat-rate unlimited plan, a wireless-plus-home internet bundle, and a loyalty program that’s actually moving the needle on retention and margins. Promo and retention costs fell sharply, but equipment revenue slid as customers hold onto devices longer. The real test now: can…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.