Verizon Communications Inc.'s management explains the business in its own materials. The slides below do the most of that work, pulled from the documents preserved in Sources. Each source link opens the complete presentation at that slide in a new tab.
The most current snapshot: where subscriber, revenue and cash-flow trends sit today, and the first year with the Frontier deal closed and buybacks running. · Open the full document →
p. 4 — The operating metrics that drive the business — postpaid phone, prepaid and broadband net adds — shown as multi-quarter trends. · Open the full presentation →p. 5 — How the revenue converts to profit: service revenue, adjusted EBITDA and adjusted EPS, each versus the year-ago quarter. · Open the full presentation →p. 6 — Cash flow, dividends, debt and leverage side by side — including the newly active share repurchases and the post-Frontier debt load. · Open the full presentation →p. 7 — 2026 guidance, raised again: the specific EPS, revenue, capex and free-cash-flow ranges management is now committed to. · Open the full presentation →
The full-year 2025 wrap and 2026 setup — the clearest single view of revenue composition, capital structure and how management intends to allocate capital. · Open the full document →
p. 4 — Full-year subscriber scorecard across the segments that matter: postpaid, prepaid, fixed wireless access and Fios. · Open the full presentation →p. 5 — Revenue composition — service versus wireless equipment — with total and wireless service revenue trended, the best single view of how Verizon earns. · Open the full presentation →p. 6 — The 2025 cash engine: operating cash flow, capex, free cash flow, dividends and net leverage against 2024. · Open the full presentation →p. 7 — 2026 guidance — the targets, framed as an acceleration, that this management is now measured against. · Open the full presentation →p. 8 — The capital-allocation framework in four pillars: invest, dividend, balance sheet, buybacks — with a stated ~$55B return-to-shareholders capacity through 2028. · Open the full presentation →
The one deck that goes past the quarter to explain strategy — the 2025 priorities and, in detail, the AI Connect thesis for monetizing fiber and edge assets. · Open the full document →
p. 4 — 2024 in one page — the year's financial and subscriber highlights, plus the strategic moves (Frontier, towers, spectrum) that reshaped the base. · Open the full presentation →p. 5 — 2025 guidance ranges, the baseline the later decks build on. · Open the full presentation →p. 6 — The five strategic priorities in plain language — the framework management runs the company against. · Open the full presentation →p. 8 — How Verizon frames AI's role in three layers, flagging 'connect the AI ecosystem' as the new-revenue opportunity it will detail next. · Open the full presentation →p. 9 — Verizon AI Connect explained: selling connectivity and edge compute to AI workloads, sized as a $40B+ telco-AI market by 2030. · Open the full presentation →p. 10 — The physical basis for the claim — near-net enterprises, near-net data centers and available power where Verizon's fiber ranks against peers. · Open the full presentation →p. 11 — Early proof points: named customers and partners (Google, Meta, NVIDIA, Vultr) and a ~$1B+ near-term funnel on existing infrastructure. · Open the full presentation →
First Quarter 2026 Earnings — Q1 2026 · 9 pages · The first full quarter reflecting the closed Frontier acquisition, and the initial 2026 guidance raise. · Open →
First Quarter 2025 Earnings & Business Update — Q1 2025 · 10 pages · A business-update-format deck pairing 1Q25 results with the capital-allocation and strategy framing. · Open →
Fourth Quarter 2023 Earnings — Q4 2023 · 9 pages · The earliest full-year wrap in the set — the 2024 guidance baseline the current trajectory started from. · Open →
