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kautious @kautiousCo on x 1081 followers
Created: 2025-07-21 11:35:50 UTC
$VZ just rang the bell on a classic “beat-and-raise”:
• Q2 adj EPS $XXXX vs $XXXX est, rev $34.5B vs $33.7B
• FY25 guide lifted ‑ EPS +1-3%, EBITDA +2.5-3.5%, FCF $19.5-20.5B
• 293k broadband adds (278k FWA) → 5.1M subs, total broadband +12% YoY
• Post-paid phone net-loss shrank to ‑51k – the churn bleed is slowing
• Stock +5% pre-mkt, yet trades <9× fwd P/E with a XXX% divi and Street PT ≈ $XX
Takeaway: AI edge traffic and fixed-wireless momentum are starting to outrun handset drag. If you need yield, optionality on 5G/AI and a management team finally tightening the screws on cap-ex, the line is open.
XX engagements
Related Topics vz $195205b $337b $345b rev eps $vz stocks communication services