VZ · Earnings call · 2026Q3T · Full report

Product Launch and Transition

VERIZON COMMUNICATIONS INC · 2026-10-26 · Importance 40 · Surprise 42

Verizon developed a fixed wireless access product capable of delivering one-gigabit speeds in metro areas using its millimeter-wave spectrum. Management said the service would begin scaling in Q4 and continue through 2027 and beyond, complementing fiber builds. The company aims to expand its one-gigabit footprint by an incremental 10 million to 15 million premises through FWA, in addition to its planned 40 million to 50 million fiber passings. Management said the millimeter-wave deployment can also relieve pressure on C-band capacity and is less costly to deploy than fiber.

Key facts

• Verizon expects high-speed FWA rollout to start in Q4 and proceed market by market in 2027 and beyond.
• Verizon plans to use millimeter-wave spectrum to deliver a 1 gig FWA product in metro areas across the country.
• Verizon will begin scaling its new high-speed FWA service in Q4 2026 and throughout 2027 and beyond.
• Verizon is scaling its MDU program to deliver fiber-like speeds over FWA connections.
• Verizon's customer value proposition, including Simplicity, Verizon One and its loyalty program, launched in mid-June and is performing beyond expectations.