NYSE$VZ

Verizon · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Verizon's Q3 2023 results reflected a decline in operating revenue but growth in wireless service revenue and broadband net additions.

Verizon reported a decrease in total operating revenue by 2.6% year-over-year to $33.3 billion, but experienced a 2.9% increase in total wireless service revenue. The company added 434,000 total broadband net additions. Verizon raised its free cash flow guidance for 2023 to above $18 billion.

  • Total operating revenue decreased by 2.6% year-over-year to $33.3 billion.
  • EPS was $1.13, compared to $1.17 in Q3 2022; adjusted EPS was $1.22, compared to $1.32 in Q3 2022.
  • Total broadband net additions were 434,000, including 384,000 fixed wireless net additions.
  • Free cash flow year-to-date was $14.6 billion, an increase from $12.4 billion in 2022.

Headline financials

Total Revenue

$33.3B

Previous: $34.2B-2.6%
EPS (adj)

$1.22

Previous: $1.32-7.6%
Postpaid phone net adds

251.0K

No prior period
Broadband net adds

304.0K

Previous: 272.0K+11.8%
Capital Expenditures

-$4.87B

No prior period
Free Cash Flow

$4.76B

Previous: $4.9B-2.8%
Net Income

$4.76B

Previous: $4.9B-2.8%
Operating Income

$7.47B

Previous: $7.89B-5.3%
Gross Profit

$33.3B

Previous: $34.2B-2.6%
Cash & Equivalents

$4.21B

Previous: $2.08B+102.2%
Total Assets

$385B

Previous: $375B+2.6%

Revenue & EPS history

Verizon · Revenue · Quarterly

$33.3B

Q3 2023-2.6%vs Q3 2022
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

Verizon · $32.8B total across 2 segments · Q3 2023

  • Consumer
    $25.3B-2.3%
  • Business
    $7.53B-4.0%

Forward guidance

Verizon expects cash flow from operations to be in the range of $36.25 billion to $37.25 billion, capital spending at the higher end of the previously guided range of $18.25 billion to $19.25 billion, and free cash flow above $18 billion for 2023.

Tailwinds

  • Total wireless service revenue growth of 2.5% to 4.5%.
  • Adjusted EBITDA of $47.0 billion to $48.5 billion.
  • Adjusted EPS of $4.55 to $4.85.
  • Adjusted effective income tax rate in the range of 22.5% to 24.0%.
  • Free cash flow above $18 billion.

Headwinds

  • The company does not provide a reconciliation for certain adjusted (non-GAAP) forecasts.
  • Inability to predict the special items that could arise.
  • Unable to address the probable significance of the unavailable information.
  • Decline in wireline revenue.
  • Decline in wireless equipment revenue.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2023

Historical avgQ3 2023

-0.0%

Avg return

Earnings day

+0.3%

Avg return

5 days after

+0.4%

Avg return

30 days after

55%

40 / 73 earnings

Positive

+12.1%

Q4 2025

Best reaction

-8.6%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.5%+3.7%+4.0%
Q4 2025+12.1%+18.1%+25.9%
Q3 2025+2.0%+0.4%+4.6%
Q2 2025-0.5%+2.8%+0.6%
Q1 2025+0.6%-2.4%+0.5%
Q4 2024+0.9%+2.8%+9.1%
Q3 2024-1.9%-5.3%-2.7%
Q2 2024-6.6%-3.7%-1.4%
Q1 2024-2.0%-2.0%-1.7%
Q4 2023+4.3%+7.1%+2.9%
Q3 2023+7.3%+6.5%+19.0%
Q2 2023+1.1%+0.1%-1.8%
Q1 2023-0.5%+4.7%-6.1%
Q4 2022+1.8%+2.5%-2.8%
Q3 2022-2.8%-1.5%+4.2%
Q2 2022-6.1%-5.8%-6.8%
Q1 2022-8.6%-11.9%-10.0%
Q4 2021-3.7%-0.1%-0.7%
Q3 2021+2.0%+0.4%-2.8%
Q2 2021+0.7%+0.4%-0.1%
Q1 2021-1.9%-2.5%-2.5%
Q4 2020-5.6%-6.3%-3.3%
Q3 2020+0.1%+1.0%+4.9%
Q2 2020+1.8%+2.9%+5.6%
Q1 2020+0.4%+0.9%-6.1%
Q4 2019-0.2%-2.1%-9.0%
Q3 2019-0.7%+0.4%-1.4%
Q2 2019+0.6%-0.4%+5.2%
Q1 2019-2.2%-3.1%+0.9%
Q4 2018-1.9%-0.9%+3.4%
Q3 2018+4.4%+1.0%+7.6%
Q2 2018+0.3%+2.5%+7.0%
Q1 2018+3.0%+6.0%-0.0%
Q4 2017+1.4%+2.4%-10.5%
Q3 2017+1.8%+0.6%-6.6%
Q2 2017+8.0%+10.1%+9.6%
Q1 2017-3.5%-4.6%-7.2%
Q4 2016-5.0%-5.4%-4.0%
Q3 2016-4.3%-5.0%-4.6%
Q2 2016-1.0%-0.8%-5.6%
Q1 2016-2.3%
Q4 2015+5.9%
Q3 2015+0.4%
Q2 2015-3.4%
Q1 2015+0.4%
Q4 2014-2.3%
Q3 2014-0.4%
Q2 2014+0.4%
Q1 2014-3.1%
Q4 2013-2.1%
Q3 2013+5.8%
Q2 2013-1.6%
Q1 2013+5.5%
Q4 2012+0.6%
Q3 2012+1.0%
Q2 2012-3.1%
Q1 2012+2.8%
Q4 2011+0.0%
Q3 2011-0.3%
Q2 2011-2.5%
Q1 2011+0.0%
Q4 2010+0.1%
Q1 2009+0.1%
Q3 2010-0.1%
Q2 2010+0.5%
Q1 2010+0.2%
Q4 2009+0.4%
Q3 2008-1.2%
Q3 2009-1.2%
Q4 2007+0.3%
Q4 2008+0.3%
Q2 2009+0.3%
Q2 2008+0.3%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro