Verizon Communications Inc.
VZ
Jodie read · what matters now
Verizon posts $138.2B in revenue and strong cash conversion, but interest-rate swings and repeated restructuring charges keep the bull/bear gap driven largely by what multiple the market assigns.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to VZ, and whether its market group begins moving.
Earlier comparable assessment · baseline
The latest filing presents a mixed picture
10-Q filed 2026-05-01 against the comparable filing from 2025-04-25.
A newer Struct brief is shown above. This older assessment remains here for comparison, not as the current read.
What improved
- Revenue increased 2.9% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Cost of Wireless Equipment Cost of wireless equipment increased during the three months ended March 31, 2026 compared to the similar period in 2025 primarily due to: • an increase of $315 million driven by a shift to higher priced equipment in the mix of wireless devices sold; and • an increase of $85 million driven by a higher volume of wireless devices sold primarily related to an increase in upgrades.”
“Cost of Wireless Equipment Cost of wireless equipment increased during the three months ended March 31, 2026 compared to the similar period in 2025 primarily due to: • an increase of $270 million due to a shift to higher priced equipment in the mix of wireless devices sold; and • an increase of $121 million driven by a higher volume of wireless devices sold primarily related to an increase in upgrades.”
“Wireless equipment revenue increased during the three months ended March 31, 2026 compared to the similar period in 2025 primarily due to: • an increase of $204 million related to a shift to higher priced equipment in the mix of wireless devices sold; and • an increase of $88 million driven by a higher volume of wireless devices sold primarily related to an increase in upgrades.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind VZ
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 28 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
VZ is currently a Early Follower in the organic co-movement group Waste Management. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.