Telecommunications Infrastructure & Network Connectivity · Advertiser / Brand · B2B SaaS Provider
Verizon
US telecom incumbent monetising connectivity, TV and subscriber add-ons.
Available information varies by company and source.
Profile record updated:
Company facts
- Official name
- Verizon Communications Inc.
- Entity type
- COMPANY
- Founded
- 2000
- Headquarters
- United States
- Company size
- >5,000
- Market cluster / sector
- Telecommunications Infrastructure & Network Connectivity
- Market role
- Advertiser / Brand · B2B SaaS Provider
- Ticker
- VZ
- Official website
- verizon.com
What Verizon does
Verizon creates value by operating consumer communications infrastructure and layering paid services on top of that customer relationship. It acquires and retains subscribers through mobile and home connectivity, then expands wallet share via bundled television, cloud storage, loyalty benefits, device-linked features, support plans, and third-party subscription partnerships. The model depends on recurring billing, customer retention, and cross-sell within a large installed base.
Category differentiation
This refers to Verizon Communications, the US telecom and consumer connectivity company, not a standalone advertising platform or a pure software vendor. The supplied evidence is mainly about its consumer subscription products and historic digital media acquisitions.
Strategic context
AI-supported assessment from the existing company research; distinguish interpretation from sourced facts.
Verizon is a publicly listed US communications company that sells consumer connectivity and adjacent digital services under the Verizon brand. Its current product footprint includes subscription television, account management software, rewards and loyalty programmes, cloud storage, connected-device add-ons, device protection, and network diagnostics. It primarily serves residential households and existing mobile or home-service subscribers in the United States. Its revenue model is centred on recurring subscription fees, bundled plans, and add-on services that raise average revenue per user and reduce churn. Verizon has also used acquisitions in digital media and advertising, including AOL and Yahoo's core internet business, to extend its digital platform reach, although the supplied product evidence is mainly focused on telecom-adjacent consumer services rather than a standalone adtech platform.
Company news briefing
Briefing updated:
Verizon reported Q3 2026 operating revenues of $34.31 billion, bolstered by the Frontier Communications integration and disciplined expense management. To strengthen network and enterprise capabilities, the company partnered with Corning for AI-enabling fiber-optic infrastructure and integrated Google Cloud's full-stack AI suite. Concurrently, Verizon faced equity pressures alongside major telecom peers following SpaceX's multi-billion-dollar spectrum acquisitions to build a competing terrestrial-satellite network.
Business model & monetisation
Verizon primarily monetises through recurring subscription fees across wireless, broadband, television, and value-added services. Consumer revenue is driven by monthly plans, add-on subscriptions such as cloud storage, device protection, and number sharing, plus bundled entertainment and loyalty offers designed to lift retention and ARPU. The business also generates partner and resale income from third-party subscriptions and bundled services, where it can earn commission, wholesale margin, or a bundled package spread.
- Consumer connectivity subscriptions
- Recurring monthly subscription billing
- Television subscriptions and bundled home entertainment
- Content and access subscription
- Value-added add-ons such as cloud storage, number sharing, and protection
- Paid monthly add-on subscription
- Partner bundles and third-party subscription resale
- Commission or wholesale margin
- Free diagnostics and account tools
- Retention support rather than direct monetisation
Products & capabilities
No products with linked sources are available in this view.
Unlock Full Intelligence Profile for Verizon
Get unlimited access to corporate ownership, historical M&A transactions, verified tech stack telemetry, and live market signals in the interactive Knowledge Graph.
Verified Ownership & Corporate Hierarchy
Complete corporate hierarchy traversal, shareholder cap table history, and parent holding links sourced from regulatory filings.
360° Tech Stack & Vendor Telemetry
Technical header bidding configurations, sellers.json registry nodes, CMP disclosures, and direct programmatic supply chains.
Live Market Signals & Executive Briefings
Continuous 24/7 monitoring of material M&A deals, executive shifts, product rollouts, and hiring trends across peer entities.
Competitors & alternatives
Track competitor shifts
Receive automated telemetry on strategic moves, acquisitions, and market share shifts across Verizon's competitive landscape.
UK telecom and pay-TV operator with consumer bundles and ad sales.
US telecom operator selling wireless, fibre and enterprise connectivity.
Canadian telecom operator with bundled consumer and business digital services.
Swiss telecom operator selling broadband, TV and bundled subscriptions.
Swiss telecom incumbent selling bundled connectivity and entertainment subscriptions.
Side-by-side comparisons
Recent recorded signals
Dates refer to the source publication. Older entries are historical context, not evidence of a new event.
10-Q Financial Filing Analysis for Verizon (2026-10-29)
financials · Recorded impact score: 3.9/5
Verizon Communications Inc. reported its Q3 2026 financial results, posting total operating revenues of $34.31 billion, up 1.5% year-over-year, and consolidated net income of $5.32 billion ($1.25 per diluted share), compared to $5.06 billion ($1.17 per diluted share) in Q3 2025. Revenue growth was led by service and other revenues totaling $29.20 billion, supported by the integration of Frontier Communications, which expanded Verizon's fiber broadband footprint across 31 states and Washington D.C., while wireless equipment revenues contracted 8.9% due to a 20% decline in phone upgrades. Operating income reached $8.65 billion, reflecting disciplined SG&A spending despite elevated severance and transaction charges. Year-to-date operating cash flow rose to $29.94 billion, driving free cash flow to $18.01 billion, which supported $8.80 billion in dividends and $4.00 billion in share repurchases under its $25 billion buyback program.
- Q3 2026 operating revenues reached $34.313B with operating income of $8.650B and net income attributable to Verizon of $5.198B ($1.25 EPS diluted).
- During the nine months ended September 30, 2026, Verizon generated $29.936B in operating cash flow and $18.010B in free cash flow, while executing $4.0B of accelerated share repurchases (82.4M shares) under its $25B repurchase authorization.
Verizon Offers Disney+, Hulu, ESPN+ Free for Year
Promotion · Recorded impact score: 1/5
Verizon is running a limited-time promotion offering new and existing customers a free year of Disney+, Hulu, and ESPN+ (all ad-supported) when they subscribe to an eligible Verizon Home Internet plan. The offer ends November 4, 2026, and requires activation of the internet service and enrollment within specified deadlines. At the bundle's regular price of $21.99 per month, this represents up to $263.88 in first-year value. Eligible plans include Fios 5 Gig, Fios 2 Gig, Fios 1 Gig (where available), and 5G Home Ultimate. Customers should compare internet costs and check availability before switching. Existing streaming subscriptions won't be automatically replaced, so users may need to manage them to avoid duplicate charges.
- Verizon offers a free year of Disney+, Hulu, and ESPN+ (with ads) with eligible Home Internet plans.
- The offer ends November 4, 2026.
STARZ and Verizon reach distribution agreement
Distribution Agreement · Recorded impact score: 1/5
STARZ has announced a new distribution agreement with Verizon, restoring all STARZ channels, STARZ On Demand, and the STARZ app on Verizon Fios. The agreement gives subscribers access to STARZ's programming lineup, including the full "Power" Universe, "Power: Origins," "Fightland," "Outlander," "Outlander: Blood of my Blood," "P-Valley," "S.W.A.T. Exiles," and "Tip Toe." STARZ also highlighted its upcoming movie slate. The deal follows a previous loss of access for Verizon Fios customers, indicating a resolution of negotiations. Alison Hoffman, President of STARZ Networks, expressed satisfaction with the mutually beneficial agreement, emphasizing STARZ's commitment to delivering bold storytelling for women and underrepresented audiences.
- STARZ and Verizon have reached a new distribution agreement.
- The agreement restores all STARZ channels, STARZ On Demand, and the STARZ app on Verizon Fios.
SpaceX Spectrum Deal Sinks Verizon, AT&T, T-Mobile Stocks
Telecommunications · Recorded impact score: 4/5
Telecom stocks fell sharply on Friday after SpaceX announced an agreement to acquire a nationwide spectrum portfolio from Grain Management, aiming to expand its Starlink satellite internet into mobile services. Verizon dropped around 10%, on pace for its worst day since 2002, while T-Mobile fell 13% and AT&T about 10%, each heading for their worst days since 2013 and 2000, respectively. FCC Chairman Brendan Carr welcomed the deal, noting that competition in the spectrum market is positive for consumers. Analysts at Evercore ISI and J.P. Morgan commented that the acquisition gives SpaceX the outline of a real network, but they see limited near-term risk to wireless incumbents given the time and capital needed to build a terrestrial network.
- SpaceX announced an agreement to purchase a nationwide spectrum portfolio from Grain Management.
- The deal includes up to 14 MHz of paired spectrum in the 800 MHz band.
Zayo Appoints Mariana Agathoklis Schlock as CCMO
Platform · Recorded impact score: 1/5
Zayo, a leading digital infrastructure network provider, has appointed Mariana Agathoklis Schlock as its first-ever Executive Vice President, Chief Communications & Marketing Officer (CCMO). She will report to CEO Sowmyanarayan Sampath and lead the company's integrated communications, marketing, and ESG functions. The appointment aims to elevate Zayo's brand and commercial visibility amid the AI-driven infrastructure boom. Schlock brings nearly nine years of experience at Verizon and previously spent 12 years at MTV. She will be responsible for strengthening market presence and building a unified approach to reaching employees, customers, partners, investors, and communities. Zayo's CEO highlighted her ability to translate complex technology into compelling narratives, positioning the company to capture market opportunities in the AI era.
- Zayo appointed Mariana Agathoklis Schlock as its first-ever EVP, Chief Communications & Marketing Officer.
- She will oversee integrated communications, marketing, and ESG functions, reporting to CEO Sowmyanarayan Sampath.
Explore company relationships
Questions about Verizon
What is Verizon?
Verizon is a US communications company that sells consumer connectivity, television, and related subscriber services.
Who uses Verizon?
Its supplied product set is aimed mainly at US residential consumers and existing Verizon mobile or home-service subscribers.
How does Verizon make money?
It primarily earns recurring revenue from subscriptions, bundled plans, and paid add-on services, with some partner and resale income.
Sources & coverage
This profile uses public, official and technically observable information. Missing information does not prove that a product or relationship does not exist. The list below does not imply that every profile statement has been verified.
17 publicly documented primary sources and citations linked across the market graph.
Continue your research on Verizon
Open additional company details, personal Watchlists and your Strategic Intelligence Agent in Polaris7. It monitors your market daily and delivers tailored briefings with clear strategic context whenever relevant news occurs.
Daily intelligent monitoring · Verified primary sources.
Unlock full intelligence profile, ownership & live market signals