Verizon

VZ Q4 2024 Earnings

Reported Jan 24, 2025 at 6:55 AM ET · SEC Source

Q4 24 EPS

$1.10

BEAT +0.00%

Est. $1.10

Q4 24 Revenue

$35.68B

vs S&P Since Q4 24

+11.4%

BEATING MARKET

VZ +29.9% vs S&P +18.5%

Full Year 2024 Results

FY 24 EPS

$4.59

MISS 0.17%

Est. $4.60

FY 24 Revenue

$134.79B

BEAT +0.25%

Est. $134.45B

Market Reaction

Did VZ Beat Earnings? Q4 2024 Results

Verizon closed out 2024 on a high note, posting Q4 revenue of $35.68 billion, up 1.6% year over year and edging past the $35.34 billion consensus estimate by roughly 0.95%, while earnings per share of $1.10 landed precisely in line with expectations.… Read more Verizon closed out 2024 on a high note, posting Q4 revenue of $35.68 billion, up 1.6% year over year and edging past the $35.34 billion consensus estimate by roughly 0.95%, while earnings per share of $1.10 landed precisely in line with expectations. The headline story, however, was subscriber momentum: the company added nearly 1 million combined postpaid mobile and broadband customers in the quarter, its best such performance in over a decade, anchored by 568,000 postpaid phone net additions that rose 26.5% year over year. Wireless service revenue hit $20.00 billion, marking an 18th consecutive quarter of sequential growth and underscoring how pricing actions and fixed wireless expansion are quietly reshaping Verizon's revenue mix. For investors watching the longer-term growth trajectory, management's 2025 guidance offers measured optimism, wireless service revenue is expected to grow 2.0% to 2.8%, with free cash flow projected between $17.50 billion and $18.50 billion, even as the pending Frontier acquisition looms over capital planning.

Key Takeaways

  • Pricing actions implemented in recent quarters driving wireless service revenue growth
  • Sales of perks and add-on services contributing to ARPA growth
  • Strong fixed wireless access adoption growing broadband market share
  • Strongest quarterly postpaid phone gross additions in five years
  • Consumer ARPA growth of 4.2% year over year to $139.77
  • Tower transaction with Vertical Bridge contributing approximately $2.0 billion to operating cash flow
  • Reduced capital expenditures from $18.8 billion to $17.1 billion improving free cash flow
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VZ YoY Financials

Q4 2024 vs Q4 2023, source: SEC Filings

24/7 Wall St

VZ Revenue by Segment

With YoY comparisons, source: SEC Filings

Q4 23 Q4 24

“With innovations powered by the best network in the country, we are bringing the best experiences to our customers, in life and work. Customizable offerings like myPlan, myHome, Verizon Business Complete and Total Wireless feature the control, simplicity and value our customers expect.”

— Hans Vestberg, Q4 2024 Earnings Press Release