Verizon Breaks March Postpaid Drought

Verizon just notched its first March-quarter postpaid phone gain in over a decade, adding 55,000 new subscribers and lifting its earnings forecast—big moves in a market where every net add counts. The company’s stock jumped on the news, but there’s more under the surface: wireless service revenue fell nearly 2%, and average revenue per account also slipped, partly due to $20 outage credits but also pointing to real pricing pressure. Management is promising new wireless plans with fewer phone giveaways, testing whether Verizon can keep growing without throwing cash at promos.

But here’s the catch: all major carriers are shifting from heavy device subsidies to converged bundles that tie mobile and broadband together, raising switching costs and boosting household value. Verizon’s leaning hard into fiber, aiming to pass 32 million homes by 2026, but its fixed wireless adds are slowing and spectrum is a finite resource. Meanwhile, AT&T is rolling out its first true fiber-mobile hard bundle, and Comcast is countering with price-locked connectivity-and-content packages.

Featuring reporting from Reuters, The Star, Morningstar, Fierce, Light Reading, and exclusive operator insights—this episode unpacks the bundle wars, capital allocation tension, and the coming convergence shakeout.

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