Communication Services·Integrated Telecommunication Services·$194.5B
Verizon Communications (VZ) is a leading telecommunications company that provides wireless and wireline services to consumers and businesses. As a major player in the Communication Services sector, Verizon is crucial in connecting people and enabling digital communication, which is increasingly important in today's tech-driven world.
EPS
Earnings per share (EPS) is a key indicator of profitability and will show how well Verizon is managing its costs and generating profit.
Revenue
Total revenue reflects the overall sales performance and growth of the company, indicating demand for its services.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
8Q
EPS Beat Rate
100%
Avg EPS Surprise
+1.98%
Avg Stock Reaction
+0.48%
In Q4 2025, Verizon reported an EPS of $1.09, exceeding estimates by 2.73%. The stock reacted positively, gaining 11.83% the following day.
Management Promises & Guidance
Analysts expect Verizon to report solid earnings driven by strong demand for wireless services. However, there are concerns about competitive pressures and market saturation.
Bull Case
If Verizon exceeds EPS and revenue expectations, it could signal strong operational efficiency and customer growth, leading to a positive stock reaction.
Bear Case
If results fall short of expectations, particularly in revenue growth, it may raise concerns about market share loss and profitability.
EPS
$1.21Earnings per share (EPS) is a key indicator of profitability and will show how well Verizon is managing its costs and generating profit.
Revenue
$34.9BTotal revenue reflects the overall sales performance and growth of the company, indicating demand for its services.
The print will turn on these two things.
Q1
Will EPS exceed the consensus estimate of $1.21?
A beat on EPS would reinforce investor confidence in Verizon's profitability and operational strength.
Q2
How does Verizon plan to address competitive pressures in the wireless market?
Insights into competitive strategy will be crucial for understanding future growth and market positioning.
Why consensus could be wrong
The consensus may underestimate Verizon's ability to leverage its 5G infrastructure for new revenue streams, particularly in enterprise services.
Supporting Evidence
Verizon's historical EPS beat rate of 100% suggests strong operational performance.
The stock's recent positive reactions to earnings surprises indicate potential for continued investor confidence.
Options pricing indicates a lower expected move compared to historical averages, suggesting the market may be underestimating volatility.
Key Risk
If Verizon reports strong growth in enterprise services, it could challenge current market expectations.
Pre-commit to what would confirm each case.
This quarter's results will be pivotal in determining Verizon's ability to sustain growth amidst competitive pressures.
Bull Confirmed If
EPS exceeding $1.21 with revenue surpassing $34.9B would confirm strong operational performance.
Bear Confirmed If
An EPS below $1.12 or revenue below $34.0B would raise significant concerns about growth prospects.
Implied Move
±2.6%
Historical Avg
±4.4%
The options market is pricing a modest move in either direction, suggesting uncertainty around the upcoming earnings report.
Options are pricing ±2.4% while VZ has averaged ±4.4% over the last 8 prints — setup is pricing cheap.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Verizon beats expectations, history suggests the stock could rise by around 0.48% on the following day, confirming a positive outlook.
In-Line / Cautious
An in-line report may lead to a muted reaction, as investors weigh management's commentary on future growth.
Miss
If Verizon misses expectations, history suggests a potential decline, with an average move of around -0.1% in such scenarios.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
NORFOLK SOUTHN CORP
Apr 24, 2026