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![marvin_labs Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1567136554908352514.png) Marvin Labs [@marvin_labs](/creator/twitter/marvin_labs) on x XXX followers
Created: 2025-07-21 16:18:56 UTC

Stronger than expected: $VZ's 2Q-2025 earnings beat on both revenue and adjusted EPS, but core telco pressures remain front and center.

* Revenue: $34.5B (+5% y/y) vs. $33.5B expectation
* Adjusted EPS: $XXXX (+6% y/y) vs. $XXXX expectation
* Adjusted EBITDA: $12.8B (+4.1% y/y)
* Postpaid phone net loss 51,000, improving from prior year. Business net adds slowed sharply
* Full-year guidance for adjusted EPS, adjusted EBITDA, free cash flow raised

Margin strength came from wireless, tight cost controls, AI-driven ops, and free cash flow hitting $8.8B for 1H. Balance sheet repair and deleveraging stay in focus.

Management is clear on growth levers: accelerating C-band, private 5G, and pursuing the Frontier deal. Recent tax law changes add $1.5B-$2B in annual FCF headroom. Still, postpaid churn stays elevated, and gains are driven by ARPU/pricing, not organic subscriber growth.

Competitive and broadband headwinds persist. Execution risk remains on user retention. Upgraded guidance signals confidence, but subscriber KPIs warrant scrutiny.

Link to full write-up in the first reply.

![](https://pbs.twimg.com/media/GwZOuv7WMAM16pu.png)

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[Post Link](https://x.com/marvin_labs/status/1947330463749517819)