Bloomberg 复述 Verizon 3Q26 财报超预期并上调全年指引，与盘前已处理的公司 8-K 为同一催化

Verizon Communications Inc. reported its strongest third-quarter performance in wireless customer additions in five years, more than twice analysts’ expectations, a sign that the first year of Chief Executive Officer Dan Schulman’s turnaround plan is bearing fruit.

The largest US mobile provider added a net 406,000 monthly phone lines in the period ended Sept. 30, well above Wall Street projections for 202,000 additions. The company also raised full-year guidance for several key metrics. The significant beat and optimistic forecast comes even though the share prices of wireless operators are wobbling over fears that the Big Three established mobile companies will face increased competition in wireless from Elon Musk’s forthcoming Starlink Mobile service.

To stay competitive, New York-based Verizon is undergoing a substantial overhaul under Schulman, who has cut thousands of jobs, announced a simplified wireless service plan and introduced a new loyalty rewards program in the year that he’s been in the job. He’s also outlined an ambitious strategy for integrating artificial intelligence into company operations.

When Schulman took over last October, Verizon was plagued with slowing subscriber growth and a lagging stock price. The former PayPal Holdings Inc. CEO set out to reclaim Verizon’s leading market position and vowed to put customers first. Verizon shares are up 9% this year, outperforming declines for AT&T Inc. and T-Mobile US Inc.

Read More: Verizon’s New CEO Sets Aggressive Strategy to Gain Subscribers

Total operating revenue rose 1.5% to $34.3 billion. Gains in wireless and broadband service revenue offset a decline in equipment sales with customers holding on to their phones longer. Verizon notched 314,000 broadband net additions, below the 379,100 that analysts hoped.

Adjusted earnings per share rose 8.3% year over year to $1.31. That compared with the average projection by analysts of $1.28, according to data compiled by Bloomberg.

The company raised full-year guidance on monthly phone net additions, profit, free cash flow and mobile and broadband service revenue growth. The company now expects to add as many as 1.2 million new monthly phone lines, up from earlier guidance of as many as 1 million.

Big questions persist about SpaceX’s ambitions to become a fourth wireless challenger, creating additional competition for customers. Shares of Verizon and its peers fell last week after Bloomberg reported that SpaceX is seeking a significant number of wireless tower sites that would mark a major step toward its goal.

Verizon also announced Monday that it has inked an AI infrastructure deal with Amazon.com Inc.’s Web Services unit, worth more than $2 billion.

Verizon is the second of the major telecom companies to report third-quarter earnings. Last week, AT&T Inc. saw generally positive financial results, but its shares fell after Musk reaffirmed his intention to make SpaceX a “major mobile carrier.” T-Mobile will follow with its report on Wednesday after the market’s close.