MAAT INDEX

CLAIM #62610 · VZ (VZ) · 2025Q4 earnings call · Jan 30, 2026 · due Dec 31, 2026

I'm hopeful that LTVs go up this year as we act responsibly, and we reduce churn.

Dan Schulman · CEO

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: Customer churn rate (postpaid/consumer, as reported), directional LTV trend

It came true if: Full-year 2026 reported churn rate lower than full-year 2025 reported churn rate

Where: Company quarterly earnings releases and 10-K disclosures on postpaid churn

In context

ional and very fiscally responsible when it comes to promotional activity. Again, I think we are targeting a very reasonable number given our momentum and given the percentage of the net new to the market. And so I think we're going to be able to move after our targets in a fiscally responsible way without stepping up on the promotional side. I think we're going to be able to lower churn. I think we have a lot of opportunity there. And then as I look at convergence, that combination of having an ARPU associated with your broadband service and an ARPU with your mobility at much lower churn rate is a higher LTV for us as well. And when we sell broadband, the majority of our customers have our mobility solution with that, too. We're really pleased with the attach rate on that as well. And so I'm hopeful that LTVs go up this year as we act responsibly, and we reduce churn. Churn will be a key lever for that. Anthony Skiadas: And Ben, on your question on CapEx, as we said in the prepared remarks, our first priority is to invest in the business, that hasn't changed. And the guidance that we gave at $16 billion to $16.5 billion is all in and sufficient to address all of the growth initiatives that we have in the business. And we're going to continue to invest in the RAM, the wireless RAM. We talked about 90% of our planned sites have C-Band, and we expect to be substantially complete with our C-Band build here in 2026. And the remaining C-Band additions, just for some color, are mostly on small cells, where lower CapEx is required. And then from a fiber perspective, we're not slowing down. Dan touched on this. We'll continue the fiber build pace at least 2 mil

Verify independently

SEC filings for VZ · Claim quote is verbatim from the 2025Q4 earnings call.