Schwab Network on $VZ (Oct 26, 2026)

Verizon to its peers compared to its peers has done better. Yeah, Verizon has done better this year. It just kind of depends on the cycle of the company as well. You still have T-Mobile as a little bit more of a growth company where Verizon's a little bit more of an established uh business, if you will.

Now, they did actually report earnings and the adjusted earnings per share did beat the streets expectations coming in at $1.31. She was looking for around $127. So, that's about an 8.3% increase on a year-over-year basis.

Now, the revenue did actually miss. It came in at $34.3 billion. She was looking for $34.74 billion. But when you're looking under the hood, there are some very positive signs when it comes to this name.

They have 406,000 post-paid phone ads, net phone ads for the quarter. That's the best Q33 that they've seen in over five years. And it's up more than 820% on a year-over-year basis. 137,000 postpaid net accounts uh is the best that they've seen over a decade as well.

So, they are actually still seeing onboarding activity. The weakness that you are seeing is actually the phone sales themselves is actually slowing or decelerating. But the company was able to post an adjusted EVIDA of about 13.8 billion.

That's an 8% increase on a year-over-year basis. So, this name actually has been able to perform on a fundamental basis.

I think the big thing when it comes to these companies like a T-Mobile or Verizon is going to be the competition narrative that we're going to hear uh coming from space SpaceX and their their mobility business.

I think over time that's where you are going to see a lot of pressure being put down put on this industry as Elon continues to expand out their portfolio. But for now they're actually able to hold up.

The stock is actually advancing or was advancing earlier this morning. It may have reversed.