Verizon is projected to report Q1 revenue of $34.86 billion and EPS of $1.22, with its current $46.38 share price trading at a discount to the $50.56 consensus analyst target. Investors are primarily focused on retail postpaid phone net additions as the critical barometer for the company's strategic turnaround under CEO Dan Schulman.
This quarter represents a major milestone following the integration of the $20 billion Frontier Communications acquisition, which expanded Verizon's fiber footprint to over 30 million passings. Analysts are looking for evidence that the company can achieve its ambitious 2026 target of 870,000 net additions, representing a significant acceleration from the 360,000 additions reported in the prior year.