Report
Jonathan Chaplin

Model Update: 3Q21 Net Adds Up; Margins Pressured

What's new: We are updating our Verizon model following commentary at recent conferences. We are increasing total postpaid phone net adds to 341k (from 296k) and expect the street to increase adds by roughly 20k.
Underlying
Verizon Communications Inc.

Verizon Communications is a holding company. Through its subsidiaries, the company provides communications, information and entertainment products and services to consumers, businesses and governmental agencies. The company has two reportable segments, Verizon Consumer Group (Consumer) and Verizon Business Group (Business). The company's Consumer segment provides consumer-focused wireless and wireline communications services and products under the Verizon brand and through wholesale and other arrangements. The company's Business segment provides, among others, wireless and wireline communications services and products, video and data services, corporate networking solutions, security and managed network services.

Provider
New Street Research
New Street Research

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Analysts
Jonathan Chaplin

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