Verizon Communications (VZ) reported $36.38 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 2%. EPS of $1.09 for the same period compares to $1.10 a year ago.
The reported revenue represents a surprise of +1.23% over the Zacks Consensus Estimate of $35.94 billion. With the consensus EPS estimate being $1.06, the EPS surprise was +2.72%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Verizon performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Consumer - Wireless Retail postpaid accounts: 32.38 million versus 32.45 million estimated by four analysts on average.
- Business - Churn rate - Wireless - Retail postpaid: 1.6% compared to the 1.5% average estimate based on four analysts.
- Consumer - Wireless - Net subscribers additions - Retail postpaid phones: 551 thousand compared to the 397.5 thousand average estimate based on four analysts.
- Consumer - Churn rate - Wireless - Retail postpaid phones: 1% versus 0.9% estimated by four analysts on average.
- Operating revenues- Consumer: $28.44 billion compared to the $28.02 billion average estimate based on five analysts. The reported number represents a change of +3.2% year over year.
- Operating revenues- Business: $7.37 billion versus the five-analyst average estimate of $7.34 billion. The reported number represents a year-over-year change of -1.8%.
- Operating revenues- Consumer- Service: $20.25 billion versus the five-analyst average estimate of $20.61 billion. The reported number represents a year-over-year change of +4.3%.
- Operating revenues- Consumer- Wireless equipment: $7.11 billion versus $6.51 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +9.6% change.
- Operating revenues- Consumer- Other: $1.08 billion versus $890.42 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -35.1% change.
- Operating revenues- Business- Business Markets and Other: $3.57 billion versus $3.5 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +3.8% change.
- Operating revenues- Business- Enterprise and Public Sector: $3.33 billion versus the five-analyst average estimate of $3.41 billion. The reported number represents a year-over-year change of -6.1%.
- Operating revenues- Business- Wholesale: $466 million versus the five-analyst average estimate of $419.38 million. The reported number represents a year-over-year change of -10%.
View all Key Company Metrics for Verizon here>>>
Shares of Verizon have returned -2.3% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Verizon Communications Inc. (VZ): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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