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Dec 31, 2023

Verizon Q4 2023 Earnings Report

Verizon's Q4 2023 results were marked by strong cash flow and wireless customer growth, with double-digit gains in fixed wireless and total wireless postpaid net additions.

Key Takeaways

Verizon reported a consolidated net loss of $2.6 billion for Q4 2023, compared to a net income of $6.7 billion in Q4 2022. Total operating revenue was $35.1 billion, a slight decrease of 0.3 percent year over year. However, the company saw growth in total wireless service revenue, which increased by 3.2 percent year over year.

Total broadband net additions reached 413,000, marking the fifth consecutive quarter with over 400,000 net additions.

Total wireless service revenue increased by 3.2 percent year over year, reaching $19.4 billion.

Retail postpaid phone net additions totaled 449,000, and retail postpaid net additions reached 1,460,000.

Consumer postpaid phone gross additions increased nearly 17 percent year over year, representing the best quarterly performance in four years.

Total Revenue
$35.1B
Previous year: $35.3B
-0.3%
EPS
$1.08
Previous year: $1.19
-9.2%
Consumer Wireless Postpaid Conn.
93.85M
Previous year: 91.86M
+2.2%
Consumer Fios Internet Conn.
6.98M
Previous year: 6.74M
+3.5%
Consumer Wireless Retail Net Adds
879K
Previous year: 804K
+9.3%
Gross Profit
$19.9B
Previous year: $19.5B
+2.4%
Cash and Equivalents
$2.07B
Previous year: $2.61B
-20.7%
Free Cash Flow
$4.07B
Previous year: $14.1B
-71.1%
Total Assets
$380B
Previous year: $380B
+0.2%

Verizon

Verizon

Verizon Revenue by Segment

Forward Guidance

For 2024, Verizon expects total wireless service revenue growth of 2.0 percent to 3.5 percent, adjusted EBITDA growth of 1.0 percent to 3.0 percent, adjusted EPS of $4.50 to $4.70, and capital expenditures between $17.0 billion and $17.5 billion.

Positive Outlook

  • Total wireless service revenue growth of 2.0% to 3.5%.
  • Adjusted EBITDA growth of 1.0% to 3.0%.
  • Adjusted EPS of $4.50 to $4.70.
  • Capital expenditures between $17.0 billion and $17.5 billion.
  • Adjusted effective income tax rate in the range of 22.5% to 24.0%.

Revenue & Expenses

Visualization of income flow from segment revenue to net income