Verizon Communications (NYSE:VZ) reported fourth-quarter results that exceeded Wall Street expectations across the board, fueled by a resurgence in wireless subscriber growth and the rapid expansion of its broadband business.
The New York-based telecommunications giant successfully navigated a competitive holiday season, utilizing aggressive bundling strategies—including streaming perks—to attract high-value customers.
For the quarter ended Dec. 31, 2025, Verizon posted net income of $2.34 billion, or 55 cents per share.
Excluding severance charges related to workforce reductions and other non-recurring costs, adjusted earnings reached $1.09 per share.
This surpassed the $1.06 consensus estimate from nine analysts surveyed by Zacks Investment Research.
Revenue for the period rose to $36.38 billion, also beating the $35.94 billion projected by the Street.
The company’s "myPlan" offerings continued to pay dividends in the wireless segment, where Verizon added 449,000 net postpaid phone subscribers—its strongest quarterly performance in nearly two years.
Additionally, Verizon's fixed wireless broadband service remains a primary growth engine, surpassing 4 million total subscribers during the quarter.
"We met or exceeded all of our financial guidance for 2025," CEO Hans Vestberg said in a statement.
For the full year, Verizon reported a total profit of $17.17 billion on revenue of $138.19 billion.
Looking ahead to 2026, the company expects wireless service revenue to grow between 2% and 3.5%, supported by the continued migration of customers to higher-tier 5G plans and a stabilized consumer segment.