Verizon (VZ) Q3 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Tue, April 14, 2026 astatine 10:51 AM CDT 42 min read

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Tuesday, Oct. 21, 2025 astatine 8:30 a.m. ET

• Chief Executive Officer — Daniel Schulman

• Chief Financial Officer — Anthony Skiadas

• Senior Vice President, Investor Relations — Brady Connor

Daniel Schulman: Thanks, Brady, and bully morning, everyone. On behalf of the Board and everyone astatine the company, I privation to commencement disconnected by thanking Hans for his enactment and passionateness and his galore contributions to Verizon implicit the past 8 years. Hans executed a bid of technology-related investments that person positioned Verizon for success. By gathering an enviable web and a beardown instauration we tin leverage going forward. Hans has been a person for galore years, and I admit your enactment arsenic we participate this caller chapter. Personally, I could not beryllium much excited astir the aboriginal of Verizon, and I americium honored to beryllium its adjacent CEO.

As astir of you know, I travel to this relation with extended acquisition successful the technology, telecommunications and wireless industries. In fact, I began my vocation arsenic an adjunct relationship enforcement astatine New Jersey Bell and past spent 18 years at&T yet becoming the President of its user division. So I person heavy roots successful the telecom assemblage and successful galore ways, this is similar coming location for me. In the years since I've had the privilege to assistance pb and turn immoderate of the astir iconic user brands successful the world, including AT&T, priceline.com, Virgin Mobile, American Express, PayPal and present Verizon. Those experiences person provided maine with a beardown position connected customer-centric growth.

And of course, I've served connected the Board of Verizon for the past 7 years. So portion I americium lone a fewer weeks into my tenure arsenic the company's CEO, I've had a beforehand enactment spot into the company's improvement since 2018, and therefore, travel into this relation with a affluent position of wherever Verizon is coming from and what the opportunities are. For galore years, Verizon has led the manufacture with our reliable and scalable network, and we volition proceed to beforehand our web leadership. As you know, we're importantly investing successful cyber and successful the powerfulness of convergence with our acquisition of Frontier, which we expect to adjacent aboriginal adjacent year.

Verizon has heavy spot and unthinkable potential, but the blunt information is we haven't captured the lawsuit maturation opportunities this beardown instauration enables. Verizon is astatine a captious inflection point. For years, our precedence was clear: physique the champion and astir reliable network. With that instauration firmly successful place, our adjacent section is astir serving and delighting customers by gathering the industry's champion wide worth proposition and the champion lawsuit acquisition connected apical of it. We indispensable displacement to a customer-first absorption and redefine our trajectory. This is not a people correction. It is simply a cardinal alteration successful our strategical attack to customers.