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![kautiousCo Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1549498377213054976.png) kautious [@kautiousCo](/creator/twitter/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

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947259217825415422/c:line.svg)

**Related Topics**
[vz](/topic/vz)
[subs](/topic/subs)
[$195205b](/topic/$195205b)
[$337b](/topic/$337b)
[$345b](/topic/$345b)
[eps](/topic/eps)
[$vz](/topic/$vz)
[stocks communication services](/topic/stocks-communication-services)

[Post Link](https://x.com/kautiousCo/status/1947259217825415422)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

kautiousCo Avatar 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

Engagements Line Chart

Related Topics vz subs $195205b $337b $345b eps $vz stocks communication services

Post Link

post/tweet::1947259217825415422
/post/tweet::1947259217825415422