VZ · Earnings call · 2026Q3T · Full report

AI Product Strategy

VERIZON COMMUNICATIONS INC · 2026-10-26 · Importance 25 · Surprise 30

Management described agentic AI as a potential source of new services and customer-facing value propositions, as well as an opportunity to use Verizon's network, data, and national fiber backbone. It expects growth in data traffic to make network capacity more valuable and said it may introduce different pricing plans as demand evolves. Verizon is also exploring agents that could help customers compare and purchase bundled services, while emphasizing authentication, permission controls, privacy, and fraud protection. Management said it was investing in opportunities related to agentic commerce and AI more broadly.