Key events, in time order
Outage adds new details to tracked event; carrier advises affected users to restart devices
Arrowstreet new stake, Arkadios +19.8%, Amundi -11.5%
Analyst raises PT, reiterates Buy; stock up 1.9%
Adjusted EPS $1.30 beat; revenue $34.3B down 0.7% YoY; raised full-year guidance
Verizon to provide dark fiber for Google data centers; more AI infra deals expected by year-end
CEO leads sweeping job cuts; market watches cost-cutting impact.
Verizon prepares for record network traffic during the 2026 World Cup final halftime show, highlighting network capabilities.
Adjusted EPS grew 7.6% year-over-year to $1.28, highest growth rate in over 4 years; company raising full-year adjusted EPS growth guidance to 5% to 6% from prior 4% to 5%
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The discussion highlights a select group of S&P 500 companies, including Verizon, offering higher dividend yields than the 10-year Treasury, a rare occurrence since 2007.
Main discussion
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Facts and opinions separated · All items sourced · Not investment advice
Verizon is the US phone and internet utility that connects people's calls, texts, and home broadband—think of it as the digital plumbing for everyday life.
Most money comes from monthly wireless subscriptions (postpaid plans) plus business network services. It's recurring revenue with a 59% gross margin, though net margin is only 11.6% due to heavy network costs.
Verizon's network infrastructure and spectrum licenses are extremely hard to replicate—T-Mobile and AT&T can't easily duplicate that scale. But heavy competition and price pressure from those same rivals is eroding pricing power.
Hold (sector percentile 59) — value B+, growth C-, profitability B+, momentum B-, revisions B. Updated daily, sector-relative, identical for every user.
