[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.]  LongYield [@LongYield](/creator/twitter/LongYield) on x 4479 followers Created: 2025-07-21 21:02:51 UTC $VZ Verizon Communications Inc. Earnings Call Key Highlights: 📶 Wireless Service Revenue and Growth Trajectory Verizon reported wireless service revenue of $XXXX billion in Q2 2025, reflecting a XXX% year-over-year increase and positioning the company at the top of the market. Consumer ARPU grew XXX% YoY, driven by pricing actions, increased fixed wireless access (FWA) adoption, and revenue from adjacent services like perks. Wireless equipment revenue surged over 25%, contributing to consolidated revenue of $XXXX billion, a XXX% YoY increase. Verizon reiterated its disciplined strategy of pursuing high-quality, profitable growth without chasing unprofitable volumes. 💰 Profitability and Free Cash Flow Performance Adjusted EBITDA reached $XXXX billion, marking a XXX% YoY increase and a new company record for quarterly performance. Free cash flow totaled $XXX billion in Q2 and $XXX billion for the first half of 2025, up XXX% YoY, fueled by operational execution and tax reform benefits. Cost-saving initiatives, including voluntary separation programs and copper decommissioning, enhanced operating leverage. Adjusted EPS rose XXX% YoY to $1.22, reflecting strong EBITDA expansion and cost control. 📡 Mobility Performance and Subscriber Trends Verizon added XXXXXX mobility phone net adds in Q2, a $XXXXXX improvement over the prior year, with core prepaid contributing XXXXXX net adds. Consumer postpaid phone losses improved to 51,000, down from XXXXXXX in Q2 2024, while business phone net adds declined to 42,000, mainly due to public sector headwinds. Postpaid phone churn remained elevated at 0.90%, largely due to pricing changes and competitive pressure, though retention efforts are underway using AI tools. Upgrade activity increased XX% YoY, reversing the prior trend of declines in X out of the last X quarters. 🏘️ Broadband and Fixed Wireless Expansion Broadband net additions totaled XXXXXXX in Q2, with FWA accounting for XXXXXXX of the total and now surpassing XXX million subscribers. Fios net adds reached 32,000, slightly higher than the XXXXXX a year ago, with the company on track to deliver XXXXXXX new passings in 2025. The FWA subscriber base remains on track to hit 8-9 million by 2028, supported by expanding C-Band coverage. The company acknowledged a softer mover environment affecting gross additions, but expects better broadband growth in the second half of 2025. 🧠 AI and Enterprise Solutions Momentum Verizon’s AI Connect offering has seen its sales funnel double to $X billion since launch, highlighting rising demand for network-edge compute power. A major win includes private 5G network deployment at Thames Freeport, supporting AI-enabled logistics for a large-scale UK commercial project. The company emphasized leveraging AI across customer support and enterprise solutions to differentiate service and optimize cost structures. AI-enhanced customer experience tools launched on June XX are aimed at reducing churn and improving satisfaction via personalized support. 🏗️ Network Infrastructure and C-Band Deployment Verizon’s C-Band rollout is ahead of schedule, expected to reach 80–90% of targeted sites by year-end, with nearly all sites now stand-alone capable. Fiber build-out is also ahead of plan, with Verizon targeting XXXXXXX incremental passings in 2025. J.D. Power and RootMetrics awarded Verizon top honors for 5G network quality, speed, and reliability for the first half of 2025. The company is exploring multi-dwelling unit (MDU) opportunities with proprietary tech solutions expected to scale significantly by 2026.  XXX engagements  **Related Topics** [vz](/topic/vz) [adoption](/topic/adoption) [quarterly earnings](/topic/quarterly-earnings) [$vz](/topic/$vz) [stocks communication services](/topic/stocks-communication-services) [Post Link](https://x.com/LongYield/status/1947401911394586972)
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LongYield @LongYield on x 4479 followers
Created: 2025-07-21 21:02:51 UTC
$VZ Verizon Communications Inc. Earnings Call Key Highlights:
📶 Wireless Service Revenue and Growth Trajectory
Verizon reported wireless service revenue of $XXXX billion in Q2 2025, reflecting a XXX% year-over-year increase and positioning the company at the top of the market.
Consumer ARPU grew XXX% YoY, driven by pricing actions, increased fixed wireless access (FWA) adoption, and revenue from adjacent services like perks.
Wireless equipment revenue surged over 25%, contributing to consolidated revenue of $XXXX billion, a XXX% YoY increase.
Verizon reiterated its disciplined strategy of pursuing high-quality, profitable growth without chasing unprofitable volumes.
💰 Profitability and Free Cash Flow Performance
Adjusted EBITDA reached $XXXX billion, marking a XXX% YoY increase and a new company record for quarterly performance.
Free cash flow totaled $XXX billion in Q2 and $XXX billion for the first half of 2025, up XXX% YoY, fueled by operational execution and tax reform benefits.
Cost-saving initiatives, including voluntary separation programs and copper decommissioning, enhanced operating leverage.
Adjusted EPS rose XXX% YoY to $1.22, reflecting strong EBITDA expansion and cost control.
📡 Mobility Performance and Subscriber Trends
Verizon added XXXXXX mobility phone net adds in Q2, a $XXXXXX improvement over the prior year, with core prepaid contributing XXXXXX net adds.
Consumer postpaid phone losses improved to 51,000, down from XXXXXXX in Q2 2024, while business phone net adds declined to 42,000, mainly due to public sector headwinds.
Postpaid phone churn remained elevated at 0.90%, largely due to pricing changes and competitive pressure, though retention efforts are underway using AI tools.
Upgrade activity increased XX% YoY, reversing the prior trend of declines in X out of the last X quarters.
🏘️ Broadband and Fixed Wireless Expansion
Broadband net additions totaled XXXXXXX in Q2, with FWA accounting for XXXXXXX of the total and now surpassing XXX million subscribers.
Fios net adds reached 32,000, slightly higher than the XXXXXX a year ago, with the company on track to deliver XXXXXXX new passings in 2025.
The FWA subscriber base remains on track to hit 8-9 million by 2028, supported by expanding C-Band coverage.
The company acknowledged a softer mover environment affecting gross additions, but expects better broadband growth in the second half of 2025.
🧠 AI and Enterprise Solutions Momentum
Verizon’s AI Connect offering has seen its sales funnel double to $X billion since launch, highlighting rising demand for network-edge compute power.
A major win includes private 5G network deployment at Thames Freeport, supporting AI-enabled logistics for a large-scale UK commercial project.
The company emphasized leveraging AI across customer support and enterprise solutions to differentiate service and optimize cost structures.
AI-enhanced customer experience tools launched on June XX are aimed at reducing churn and improving satisfaction via personalized support.
🏗️ Network Infrastructure and C-Band Deployment
Verizon’s C-Band rollout is ahead of schedule, expected to reach 80–90% of targeted sites by year-end, with nearly all sites now stand-alone capable.
Fiber build-out is also ahead of plan, with Verizon targeting XXXXXXX incremental passings in 2025.
J.D. Power and RootMetrics awarded Verizon top honors for 5G network quality, speed, and reliability for the first half of 2025.
The company is exploring multi-dwelling unit (MDU) opportunities with proprietary tech solutions expected to scale significantly by 2026.
XXX engagements
Related Topics vz adoption quarterly earnings $vz stocks communication services