Verizon Communications Inc. 的财报显示其手机用户规模出现反转：公司本季度录得净新增手机用户55,000户，这是自2013年以来第一季度首次实现正增长，并且同比增长340,000户，远优于市场预期的89,169户净流失。该结果支持Dan Schulman上任后推动的市场份额修复策略，也佐证公司从“只讲网络最强”转向“全面提升客户体验”的方向正在见效。

财务表现方面，Verizon本季每股经调整收益为1.28美元，超越1.21美元预期，且为2021年以来最强季度增长。公司将全年经调整每股收益上调至4.95–4.99美元，并把新增手机用户预测锁定在此前750,000–1,000,000区间的上端。经营收入为344亿美元，低于348亿美元预期；但息税折旧摊销前收益（EBITDA）达到134亿美元，创公司历史新高。

在客户运营层面，Verizon本季度新增宽带净用户341,000户（含1月20日完成并购的Frontier Communications），并计划停止拆分家庭和企业宽带口径。公司强调要减少高促销、低毛利的“短期换量”模式，转向更可持续的经常性服务收入，虽仍保留如iPhone 17 Pro或赠送Samsung TV等营销工具，但不再把免费手机作为核心留存手段。股价周一上涨3.6%，年初至今涨幅14%，高于AT&T的5.5%与T-Mobile的-6.5%。

Verizon Communications Inc. reported a quarter of net mobile subscriber growth, adding 55,000 phone users and ending years of declines. This is the first time the company has had a positive net add in the first quarter since 2013, and it was up 340,000 from a year ago, versus consensus expectations for a 89,169-user decline. The result supports Dan Schulman’s market-share recovery strategy and suggests Verizon’s shift from a “best network” message to broader customer-experience competition is gaining traction.

Financially, Verizon posted 1.28 in adjusted earnings per share, above the 1.21 estimate and the strongest quarterly growth pace since 2021. The company raised full-year adjusted guidance to $4.95-$4.99 per share and said new phone adds should now be in the high end of the 750,000–1,000,000 outlook range. Operating revenue was $34.4 billion versus a $34.8 billion forecast, but adjusted EBITDA reached $13.4 billion, a company record.

Operationally, Verizon added 341,000 net home and business broadband customers, including accounts from the Frontier Communications acquisition completed Jan. 20, and said it will no longer separately report consumer and business broadband metrics. Management is shifting away from heavy, low-margin promotional tactics toward more durable recurring service revenue, while still using selective offers like iPhone 17 Pro with a new line or bundled Samsung TV promotions. Shares rose 3.6% Monday and are up 14% year-to-date, versus AT&T at +5.5% and T-Mobile at -6.5%, with T-Mobile expected to report next and likely face questions on a possible Deutsche Telekom combination.