Verizon releases transcript of Q2 2026 earnings call webcast

Verizon’s Q2 2026 earnings call drew CEO Daniel Schulman, CFO Anthony Skiadas, and IR SVP Colleen Ostrowski, along with analysts from Morgan Stanley, Citi, UBS, and Goldman.

• Raised 2026 guidance for Mobility and Broadband service revenue to 2.5%–3%, adjusted EPS growth to 6%–7%, and free cash flow growth to 9%–10%.
• Q2 free cash flow reached $6.4 billion; adjusted EPS was $1.30; Mobility and Broadband service revenue rose 2.8% to $23.4 billion.
• Q2 postpaid phone net adds were 184,000; Broadband net adds were 348,000; Consumer postpaid phone churn fell to 0.84%.

Verizon lifted its 2026 share repurchase target to up to $4.5 billion.

The company also disclosed its BT international wireline JV, a $1+ billion Google dark fiber deal, and said AI revenue impact is starting in 2027.