VZ · Earnings call · 2026Q3T · Full report

Acquisition / Partnership / Divestiture

VERIZON COMMUNICATIONS INC · 2026-10-26 · Importance 44 · Surprise 24 · In source text

Verizon said its Frontier integration remained ahead of plan and was on track to deliver more than $1 billion of run-rate operating-cost synergies by 2028. The company reported that postpaid phone and broadband customers were attaching one another’s services, with both converged customer groups churning materially less than single-product customers. More than 55% of new fiber broadband customers selected download speeds of at least one gigabit, supporting incremental ARPU and customer satisfaction.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
operating_incomepositiveprobable—Verizon expects the Frontier integration to deliver over $1 billion in run-rate operating cost synergies by 2028.