Verizon's Strong Q4 Performance Signals Turnaround Under New Leadership-News-SeeMyPhone-Search for smartphones and cell phones

After a trying period with three consecutive quarters of subscriber losses, Verizon is closing 2025 on a remarkable high. The appointment of Dan Schulman as CEO in October appears to be a turning point for the telecom giant, as demonstrated by the latest quarterly results. Schulman's strategic focus on improving customer experience and expanding service footprints has started to yield positive outcomes, signaling a promising future for the company.

Record Subscriber Growth in Q4

Verizon's Q4 2025 results.

Verizon experienced a significant boost in its customer base, adding over a million subscribers in both mobility and broadband sectors, marking a record for quarterly net additions. The company's postpaid net additions stood at 616,000, an increase from 504,000 during Q4 2024. This progress is complemented by an expanded fiber footprint, reaching more than 30 million households and businesses. With the newly acquired customers, Verizon now has over 16.3 million fixed wireless access and fiber broadband clients. The company attributes this performance to CEO Schulman's revitalized approach, emphasizing a commitment to "delighting" customers instead of merely competing for market share.

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Verizon anticipates that 2026 will be its strongest year in the past five years.

This is a new Verizon, and we will not settle for anything less than being the best.

— Dan Schulman, Verizon CEO, January 2026

A Promising Comeback

Verizon lagged behind AT&T and T-Mobile in net additions for the majority of 2025, but it is determined to regain its competitive edge. The company has opted not to implement significant price cuts but is enhancing value through attractive offerings comparable to those from T-Mobile. For context, AT&T's postpaid phone net additions totaled 421,000 for Q4, allowing Verizon to outperform the number three carrier in this quarter. While T-Mobile delivered 1 million postpaid net adds in Q3, there are indications that it may have lost some market share to Verizon in Q4. The forthcoming results from T-Mobile will reveal if they can match Verizon's performance.

Regardless of how Verizon's competitors perform, the company has clearly positioned itself for growth. After reporting 7,000 wireless postpaid phone net losses in Q3 and losing 51,000 in Q2, this turnaround shows promising signs for the future.

Customer Perspective

Verizon's turnaround comes without substantial price reductions. While this strategy may have significantly benefited the company, it might leave customers wishing for more competitive pricing in the market.