📡 Verizon enters 2025 with an exciting performance!
Today, Verizon Communications $VZ presented results for the first quarter of 2025 that exceeded expectations, confirming the company as a strong player in wireless and broadband services.

Revenues increased year-over-year by 1,5 % to $33.5 billion, and net income strengthened to $5.0 billion, up from $4.7 billion in the same period last year. Adjusted earnings per share came in at $1.19, marking solid year-over-year growth.

📱 Wireless segment
Wireless services brought in $20.8 billionfor Verizon , keeping the company as the market leader. This growth was primarily driven by the prepaid segment (prepaid)the company's best growth since the acquisition of TracFone.

On the other hand, the outflow of retail postpaid continued (flat-rate payment) customers. Verizon lost 289,000 of them in Q1 , noticeably more than a year ago (114 000) and a worse result than the analyst consensus expected (-185k).. This was due to deliberate withdrawal from price wars and a reduction in promotions. The company's strategy is clear: protect profitability instead of expansion at any cost.

🌐 Broadband
Verizon continues to strengthen in broadband (fiber optic, 5G). In Q1, 339,000 new connections were added , of which 308,000 were fixed wireless, a technology the company has been significantly developing in recent years as an alternative to fiber optics in underserved areas.

This brings the total number of broadband connections to 12.6 million, representing 13,7% year-on-year growth. Fios ' long-term strategy of building a combined network (fibre optic) and fixed wireless (5G) is delivering results.

🏢 Verizon Business
Corporate segment saw revenue decline by 1,2 %, but at the same time, operating efficiency improved significantly, with profit up by 66 % to $664 million. In addition, the segment added 94,000 new postpaid customers, demonstrating that corporate demand for mobile solutions remains strong.

📌 Company confirms full-year guidance
Wireless revenue +2.0-2.8%

Adjusted EBITDA +2.0-3.5%

Free cash flow US$17.5-18.5 billion

With these numbers, we can expect to continue to see stable cash flow, which is a key signal for the dividend strategy.

Verizon is betting that there is no need to try to win every customer at any cost, and that long-term sustainable growth comes through quality of service, not aggressive discounting.

What's your take on Verizon's strategy? Do you like this more conservative approach, or do you prefer the growth style of T-mobile $TMUS?