Verizon Hikes 2026 Outlook, Fiber Accelerates

Verizon just raised its 2026 outlook after a Q3 showing real gains in phone customers and profitability, even as price pressures lurk beneath the surface. Revenue landed at $34.31 billion—up 1.5%—while adjusted earnings per share climbed 8.3% to $1.31, beating expectations. But here’s the rub: postpaid account revenue dropped and customer churn barely budged, hinting that growth might be coming from aggressive promos, not sustainable pricing power. The big question now: can Verizon keep adding subscribers without giving away the store on discounts?

There’s another twist. Fixed wireless access (FWA) growth just lost steam, with net adds down 39% year over year, while fiber broadband is surging—thanks in part to acquisitions and new builds like the BEAD project in Delaware. The move toward fiber could boost long-term margins, but it's dependent on construction timelines and avoiding supply bottlenecks. Meanwhile, industry-wide holiday promos are looming, and if rivals like AT&T and T-Mobile go big on device giveaways, Verizon’s per-customer revenue could take another hit.

Reporting draws on data and analysis from AlphaStreet, Osceola Sentinel-Tribune, and other industry sources—giving you the real context on what’s driving Verizon’s numbers and what to watch as the year wraps.

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