Verizon reported 2025 revenue of $138.2 billion and Q1 2026 revenue of $34.4 billion. The thesis depends on wireless service revenue, broadband additions, churn, network capital intensity, debt reduction and whether cash flow stays ahead of investment needs.
Verizon: the wireless cash machine still has a debt and capex test
NYSEVZCoverage BootstrapVerizon Communications Inc.
Thesis summary
Verizon reported 2025 revenue of $138.2 billion and Q1 2026 revenue of $34.4 billion. The thesis depends on wireless service revenue, broadband additions, churn, network capital intensity, debt reduction and whether cash flow stays ahead of investment needs.
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