NYSE$VZ

Verizon · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Verizon's Q4 2022 results were marked by wireless service revenue growth and the highest total wireless retail postpaid net additions in seven years.

Verizon's Q4 2022 earnings showcased strong wireless service revenue growth, with the highest total wireless retail postpaid net additions in seven years. The company reported EPS of $1.56, up from $1.11 in Q4 2021, but adjusted EPS was $1.19, down from $1.33 in Q4 2021. Total operating revenue increased by 3.5% year over year to $35.3 billion.

  • Total operating revenue increased 3.5% year over year to $35.3 billion.
  • EPS was $1.56, compared to $1.11 in Q4 2021.
  • Adjusted EPS was $1.19, compared to $1.33 in Q4 2021.
  • Total wireless service revenue increased 5.9% year over year.

Headline financials

Total Revenue

$35.3B

Previous: $34.1B+3.5%
EPS (adj)

$1.19

Previous: $1.31-9.2%
Postpaid phone net adds

41.0K

No prior period
Broadband net adds

302.0K

No prior period
Free Cash Flow

$14.1B

No prior period
Net Income

$6.7B

Previous: $4.61B+45.2%
Operating Income

$7.23B

Previous: $7.61B-5.0%
Gross Profit

$19.5B

Previous: $19.1B+2.2%
Cash & Equivalents

$2.61B

Previous: $2.92B-10.8%
Total Assets

$380B

Previous: $367B+3.6%

Revenue & EPS history

Verizon · Revenue · Quarterly

$35.3B

Q4 2022+3.5%vs Q4 2021
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

Verizon · $34.7B total across 2 segments · Q4 2022

  • Consumer
    $26.8B+4.2%
  • Business
    $7.9B+1.2%

Forward guidance

For 2023, Verizon expects total wireless service revenue growth of 2.5 percent to 4.5 percent, 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 percent to 24.0 percent, and capital spending in the range of $18.25 billion to $19.25 billion.

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%.
  • Capital spending includes the final approximately $1.75 billion of the incremental $10 billion of C-Band-related capital spending.

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 Q4 2022

Historical avgQ4 2022

-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%

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