VZ · Earnings call · 2026Q3T · Full report

Competition and Pricing Pressure

VERIZON COMMUNICATIONS INC · 2026-10-26 · Importance 23 · Surprise 24

Management said Verizon was competing without relying on promotions, free phones, or subsidies, which it characterized as tactics that do not create lasting competitive advantage. Instead, it emphasized customer experience, network strength, and the value proposition, including Simplicity, Verizon One, and its loyalty program. Management said Simplicity was resonating with customers and was ARPA-accretive for its target market. It also said pricing increases could be considered when accompanied by added customer value.