Verizon: quick thoughts following the 1Q25 call
What’s new: In this note we tackle management's comments on the impact of tariffs, evidence of consumer resilience, the drivers of mobile weakness this quarter and their case for acceleration, the implications for the mobile market more broadly, what strong EBTDA results this quarter mean for the full year, the status of the Cable MVNO renegotiation, and the potential for fiber builds to accelerate.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.
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