Verizon is down, but the quarter was better than you think.Verizon (VZ -6.31%) reported earnings on Monday and results fell short of expectations. But the company's revenue fell in an area where it loses money, which means results were better than hoped in some ways. In this video, Travis Hoium reveals the truth about where Verizon is growing and why it may be growing in the right places.*Stock prices used were end-of-day prices of July 23, 2024. The video was published on July 23, 2024. ...

Verizon Communications Inc. (NYSE:VZ) announced a second-quarter revenue miss this morning amid a slowdown in phone upgrades, as cash-strapped consumers hold onto their devices for longer. The stock was last seen down 6.3% to trade at $39, brushing off better-than-expected subscriber growth. VZ earlier dipped to its lowest level since April after its latest rally fell short of $42.50, but a familiar floor at the $38.50 level looks ready to contain losses. Though shares are on track for their worst single-da ...

文章核心观点 - 公司Q2财报整体表现良好,尽管收入略低于预期,但通过成本控制实现了盈利超预期[3][4][7] - 无线业务和宽带业务保持强劲增长,但企业业务持续下滑[4][5][6] - 公司自由现金流较好,为股息支付提供了充足保障,且正在逐步降低债务负担[8][9] - 公司未来2-3年内有望实现2-3.5%的无线服务收入增长,总收入增长0-2%,调整后EBITDA增长1-3%,调整后每股收益4.50-4.70美元[10] 根据目录分类总结 公司财务表现 - 收入略低于预期,但通过成本控制实现了盈利超预期[3][7] - 自由现金流较好,为股息支付提供了充足保障[8] - 正在逐步降低债务负担,但债务规模仍较大[9] 业务表现 - 无线业务保持强劲增长,净增加用户数超预期[4][5] - 宽带业务增长良好,但增速略低于预期[5][6] - 企业业务持续下滑[4] 未来展望 - 未来2-3年内有望实现2-3.5%的无线服务收入增长,总收入增长0-2%,调整后EBITDA增长1-3%,调整后每股收益4.50-4.70美元[10]

Key TakeawaysVerizon shares fell Monday after the telecommunications giant's second-quarter earnings missed analysts' estimates despite adding phone and internet subscribers.Revenue grew slightly year-over-year, but profit slipped.Verizon also affirmed its full-year guidance, projecting wireless service revenue growth but lower adjusted earnings per share than in 2023. Verizon (VZ) shares dropped more than 5% soon after the opening bell Monday after the telecommunications giant posted second-quarter earning ...

Verizon Communications Inc. (VZ) recorded relatively healthy second-quarter results with the bottom line beating the Zacks Consensus Estimate but the top line missing the same. The company recorded consolidated postpaid net additions of 340,000 in the quarter along with retail postpaid phone net additions of 148,000. Total broadband net additions for the quarter were 391,000, including 378,000 fixed wireless net additions.Net IncomeOn a GAAP basis, net income in the quarter was $4,702 million or $1.09 per s ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Verizon Communications (VZ) came out with quarterly earnings of $1.15 per share, beating the Zacks Consensus Estimate of $1.14 per share. This compares to earnings of $1.21 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 0.88%. A quarter ago, it was expected that this largest U.S. cellphone carrier would post earnings of $1.12 per share when it actually produced earnings of $1.15, delivering a surprise of 2.68%.Over the last f ...

文章核心观点 - 公司在2024年第二季度保持良好的经营业绩 [5] - 公司无线业务收入增长加速 [1][2][9] - 宽带业务实现双位数增长 [3] - 公司整体经营保持良好势头 [4][6] 无线业务 - 无线服务收入同比增长3.5%至197.8亿美元 [2] - 零售后付费手机净增加14.8万户,零售后付费净增加34万户 [2] - 零售后付费手机流失率为0.85%,零售后付费流失率为1.11% [2] 宽带业务 - 宽带净增加39.1万户,连续第8个季度净增加超过37.5万户 [3] - 固定无线宽带净增加37.8万户,总用户达380万户,同比增长近69% [3] - 总宽带用户达1150万户,同比增长17.2% [3] - 固定无线宽带收入同比增加超过2亿美元至5.14亿美元 [3] 整体经营 - 总营收32.8亿美元,同比增长0.6% [4][9] - 净利润47亿美元,同比下降 [4][10] - 调整后EBITDA123亿美元,同比增长 [4][10] - 每股收益1.09美元,调整后每股收益1.15美元 [4][7] - 经营活动产生的现金流166亿美元,同比下降 [10] - 资本支出81亿美元,同比下降 [10] - 自由现金流85亿美元,同比增长 [10] - 总债务下降61亿美元至1253亿美元,净债务/调整后EBITDA比率为2.5倍 [10] 消费者业务 - 收入同比增长1.5%至249亿美元 [11] - 无线服务收入同比增长3.7%至163亿美元 [11] - 零售后付费手机净亏损8000户,同比改善 [11] - 零售后付费手机毛增加同比增长12%,剔除第二号码业务影响后增长约5% [11] - 零售预付费净亏损62.4万户,其中41万户与政府补贴项目停止相关 [11] - 固定无线净增加21.8万户,Fios宽带净增加2.4万户 [11] - 经营利润同比增长3.7%至76亿美元,EBITDA利润率同比提升至44.1% [11] 企业业务 - 收入同比下降2.4%至73亿美元 [12][13] - 无线服务收入同比增长2.4%至34亿美元 [12] - 零售后付费净增26.8万户,其中手机净增15.6万户 [12] - 固定无线净增16万户,创历史新高 [13] - 经营利润同比下降6.2%至5亿美元,EBITDA利润率同比下降至21.6% [13] 2024年展望 - 无线服务收入增长2%-3.5% [14] - 调整后EBITDA增长1%-3% [14] - 调整后每股收益4.50-4.70美元 [14] - 资本支出170-175亿美元 [14] - 调整后所得税率22.5%-24% [14]

2024年第二季度业绩 - 2024年第二季度，Verizon的无线服务收入达到198亿美元，同比增长3.5%[5] - 第二季度固定无线净增加378,000户，总用户达到380万户，同比增长69%[6] - Verizon第二季度总营收达到328亿美元，同比增长0.6%[7] - Verizon第二季度调整后每股收益为1.15美元，较去年同期下降5.0%[8] 2024年财务展望 - Verizon预计2024年总无线服务收入增长为2.0%至3.5%[36] - Verizon预计2024年调整后EBITDA增长为1.0%至3.0%[37] - Verizon预计2024年调整后每股收益为4.50至4.70美元[38] - Verizon预计2024年资本支出在170亿至175亿美元之间[38] 财务数据 - 服务收入和其他收入为277.98亿美元，同比增长1.8%[47] - 无线设备收入为49.98亿美元，同比下降5.3%[47] - 总营业收入为327.96亿美元，同比增长0.6%[47] - 营业成本为253.76亿美元，同比下降1.6%[48] - 营业利润为78.18亿美元，同比增长8.3%[49] - 净利润为47.02亿美元，同比下降1.3%[49] - 每股基本收益为1.09美元，同比下降0.9%[51] - 每股稀释收益为1.09美元，同比下降0.9%[52] 现金流及债务情况 - 现金及现金等价物为24.32亿美元，较上期增加3.67亿美元[55] - 上市公司现金及等价物增加397百万美元，结束时为3,894百万美元[68] 业务部门表现 - 企业和公共部门营收下降6.3%，为3,545百万美元[94] - 企业部门运营利润率为6.1%[96] - 无线零售后付费连接增长3.9%，达到30,230个[100] - 无线零售后付费用户净增加268,000，同比下降13.0%[105] - 无线零售后付费电话用户净增加156,000，同比增长8.3%[105] - 无线零售后付费总体净增加340,000，同比下降44.4%[114] - 无线零售后付费电话用户流失率为0.85%[118] - 无线零售后付费用户流失率为1.11%[118] - 无线零售预付费用户流失率为4.49%[118] - 无线零售预付费用户流失率（不包括SafeLink）为3.59%[118] - 零售后付费用户平均每账户连接数为3.57[116] - 零售后付费用户平均每账户月收入为161.20美元[116] - 零售预付费用户平均每用户月收入为30.90美元[116] Verizon Communications Inc. 2024年财务数据 - Verizon Communications Inc. 2024年第一季度净无抵押债务为122.83亿美元，较2023年底增长[131] - Verizon Communications Inc. 2024年第一季度净无抵押债务与调整后EBITDA比率为2.5倍[132] - Verizon Communications Inc. 2024年第二季度调整后每股收益为1.15美元，较去年同期略有下降[133] - Verizon Communications Inc. 2024年上半年自由现金流为84.98亿美元，较去年同期略有增长[136] - Verizon Communications Inc. 2024年第一季度消费者业务部门EBITDA为10.98亿美元，同比增长4.0%[138] - Verizon Communications Inc. 2024年第一季度消费者业务部门EBITDA利润率为44.1%[140] - Verizon Communications Inc. 2024年第一季度商业业务部门EBITDA为1.58亿美元，同比下降3.5%[142] - Verizon Communications Inc. 2024年第一季度商业业务部门EBITDA利润率为21.6%[144]

Company remains on track to meet full-year 2024 financial guidance 2Q 2024 Highlights Wireless: Accelerated growth in wireless service revenue Total wireless service revenue1 of $19.8 billion, a 3.5 percent increase year over year.Retail postpaid phone net additions of 148,000, and retail postpaid net additions of 340,000.Retail postpaid phone churn of 0.85 percent, and retail postpaid churn of 1.11 percent. Broadband: Double-digit broadband subscriber growth Total broadband net additions of 391,000. This ...