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CLAIM #62498 · VZ (VZ) · 2025Q1 earnings call · Apr 22, 2025 · due Dec 31, 2025

Obviously, the goal here is to grow the business margins for the full year, and we're off to a great start.

Tony Skiadas · CFO

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versus commitment · official band 5 percent
Committed
the goal here is to grow the business margins for the full year
Reported
This was an increase of $1.2 billion or 2.5% from the prior year and within our guided range.

In context

business margins, look, Hans mentioned this earlier, the team is doing a great job in growing the wireless portfolio. If you think about the mix of business shifting more wireless now, Kyle and the team have been growing both mobility and FWA for many quarters now, so that mix shift is skewing more wireless. And as that skews more wireless, that brings more margin with it. And we're also seeing some early contribution from private 5G networks and also AI Connect, where we saw improvements in the fourth quarter. And then on the cost side, the team continues to take cost out, being very disciplined at the deal desk, particularly on business wireline and also the work we're doing around HCL with managed services and also the network decoms as well. So we're pleased to the start to the year. Obviously, the goal here is to grow the business margins for the full year, and we're off to a great start. Ben Swinburne: Thank you, everybody. Brady Connor: Yeah. Thanks, Ben. Brad, we're ready for the next question. Operator: The next question comes from Jim Schneider of Goldman Sachs. Please go ahead, sir. Jim Schneider: Good morning. Thanks for taking my question. Maybe first off, on the consumer side, maybe Sampath or Hans, you could talk to the broad sort of behavior you're seeing from consumers from March into April. Are you seeing any kind of significant change in consumer behavior, trade downs, more reticence to upgrade phones? Or actually are you seeing potentially consumers react to the potential for tariffs and actually pulling forward some upgrades into the month of April. I mean, maybe how are you thinking about that, the impact of the sort of knock-on impact of tariffs on consum

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SEC filings for VZ · Claim quote is verbatim from the 2025Q1 earnings call.