Verizon Communications opens U.S. earnings week with its first-quarter 2026 results before the bell on Monday 27 April 2026. The webcast begins at 8:30 a.m. Eastern.
Wall Street Consensus
- EPS: $1.21 (range $1.12–$1.33)
- Revenue: ~$34.86 billion (range $34.03B–$35.56B)
- 30-day EPS consensus: drifted down 0.8% from $1.22 — near-term caution
- 90-day EPS consensus: climbed 1.7% from $1.19 — longer-run trajectory still constructive
The Print to Watch
Subscriber additions are the figure that will move the stock. In a recent quarter, Verizon delivered more than 1 million total net additions across mobility and broadband — the strongest quarterly performance since 2019 — including 616,000 postpaid phone net adds.
Investor Focus
- Fixed-wireless-access (FWA) broadband subscribers
- Average revenue per user (ARPU) on premium plans
- Updated 2026 free cash flow and capex guidance
- Any commentary on AI-network spend
Sets the Tone
Verizon’s print sets the tone before the Magnificent Seven deluge later in the week — Microsoft, Alphabet, Amazon and Meta on Wednesday, Apple on Thursday — and ahead of the Federal Reserve’s policy decision Wednesday.
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