Verizon (VZ): FY26 Q2 earnings call, Jul 24, 2026
On its Jul 24, 2026 earnings call (FY26 Q2), Verizon said 18 of the 29 words Kalshi and Polymarket listed; Parrot’s count agreed with all 29 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
29 words · 18 settled yes · our count agreed on 29 of 29- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Clip | Market |
|---|---|---|---|---|---|---|---|
| Growth 5+ times | Yes | 37 | 37 | ✓ | 92%transcripts from the transcript model | Hear it 4:15, Growth 5+ times | – |
| Quarter 10+ times | Yes | 36 | 36 | ✓ | 87%transcripts from the transcript model | Hear it 0:00, Quarter 10+ times | – |
| Mobile / Mobility | Yes | 28 | 28 | ✓ | 95%transcripts from the transcript model | Hear it 2:35, Mobile / Mobility | – |
| Churn | Yes | 24 | 24 | ✓ | 96%transcripts from the transcript model | Hear it 4:21, Churn | – |
| Fiber | Yes | 17 | 17 | ✓ | 96%transcripts from the transcript model | Hear it 17:52, Fiber | – |
| AI / Artificial Intelligence | Yes | 17 | 17 | ✓ | 95%transcripts from the transcript model | Hear it 10:19, AI / Artificial Intelligence | – |
| Loyalty | Yes | 10 | 10 | ✓ | 71%transcripts from the transcript model | Hear it 12:48, Loyalty | – |
| Satellite | Yes | 10 | 11 | ✓ | 19%n=2+tx from settlement history blended with transcripts | Hear it 54:56, Satellite | – |
| Leverage | Yes | 5 | 5 | ✓ | 93%transcripts from the transcript model | Hear it 5:37, Leverage | – |
| Prepaid | Yes | 5 | 5 | ✓ | 91%transcripts from the transcript model | Hear it 9:37, Prepaid | – |
| Headwind | Yes | 5 | 5 | ✓ | 82%n=1+tx from settlement history blended with transcripts | Hear it 9:44, Headwind | – |
| Spectrum | Yes | 5 | 5 | ✓ | 55%n=2+tx from settlement history blended with transcripts | Hear it 10:29, Spectrum | – |
| Home / MyHome | Yes | 4 | 4 | ✓ | 73%n=2+tx from settlement history blended with transcripts | Hear it 53:40, Home / MyHome | – |
| Integration | Yes | 2 | 2 | ✓ | 77%transcripts from the transcript model | Hear it 10:38, Integration | – |
| Tailwind | Yes | 2 | 2 | ✓ | 58%n=1+tx from settlement history blended with transcripts | Hear it 11:51, Tailwind | – |
| Synergy | Yes | 1 | 1 | ✓ | 81%n=2+tx from settlement history blended with transcripts | Hear it 30:27, Synergy | – |
| America | Yes | 1 | 1 | ✓ | 62%transcripts from the transcript model | Hear it 18:43, America | – |
| Rural | Yes | 1 | 1 | ✓ | 25%n=2+tx from settlement history blended with transcripts | Hear it 57:39, Rural | – |
| C-Band | No | 0 | 0 | ✓ | 80%n=2+tx from settlement history blended with transcripts | – | |
| 5G | No | 0 | 0 | ✓ | 74%n=2+tx from settlement history blended with transcripts | – | |
| Outage | No | 0 | 0 | ✓ | 66%n=2+tx from settlement history blended with transcripts | – | |
| Public | No | 0 | 0 | ✓ | 66%transcripts from the transcript model | – | |
| Starry | No | 0 | 0 | ✓ | 63%n=2+tx from settlement history blended with transcripts | – | |
| New York | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – | |
| China | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Starlink | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Tariff | No | 0 | 0 | ✓ | 14%n=2+tx from settlement history blended with transcripts | – | |
| Fiscal 10+ times | No | 0 | 0 | ✓ | 3%transcripts from the transcript model | – | |
| Income 10+ times | No | 0 | 0 | ✓ | 3%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
37 matches for “Growth”; 5 quoted, at least 25 words apart.
…accounts and lines. Importantly, we are driving our postpaid phone net add growth in a fiscally responsible manner. Consumer postpaid phone churn was 84 basis…
…guiding our Q3 mobility and broadband service revenue to approach 3% year-over-year growth. Our Q4 mobility and broadband service revenue is now anticipated to grow…
…As a result, we are raising our adjusted EPS guidance to 6%-7% growth for the year. One of the stars of the quarter was our…
…year guidance for free cash flow growth from approximately 7% or more growth to 9%-10% growth. This is in sharp contrast to the past five…
…structural shift in our business model. It will also drive improving revenue growth as we add more net subscribers across postpaid, prepaid, and broadband, and…
Where the listed words were said
…our outlook. They do not require us to spend our way to growth, they are designed to compound the operating leverage you are already seeing.…
Good morning, welcome to Verizon's second quarter 2026 earnings conference call. At this time, all participants have been placed in listen-only mode, the call will…
…we are accelerating across every key metric, consequently, we are raising our mobility and broadband service revenue, free cash flow, and adjusted EPS guidance. Our…
…also drove a meaningful improvement year-over-year. I want to pause on our churn number because it is one of the most important metrics in assessing…
…agreement with Google, valued at over $1 billion, to use Verizon dark fiber to connect their data centers. We have other deals that we expect…
…network performance metrics have improved sequentially every month as we embed sophisticated AI models that allow us to autonomously fix network issues in minutes as…
…three elements I'd like to highlight. First, we launched the most comprehensive loyalty program in our industry. Every Verizon customer, not a tier, not a…
…to drive as much convergence as we possibly can. In terms of satellite, we see no impact from satellite providers on our broadband penetration and…
…churn with healthier acquisition economics, you get exactly the kind of operating leverage you are seeing in our financial results. In fact, our financials all…
Moving on to prepaid, our offerings continued their consistent volume growth and positive revenue contributions in the second quarter. Prepaid net adds were 73,000, our…
…the second half of the year. Importantly, we are confident that the headwinds from promo amortization have peaked, and that these pressures will ease across…
…in FCC Auction 113. We're very pleased to have obtained high-quality AWS-3 spectrum that will enhance our network experience in alignment with our commitment to…
Agents: this page as TSV at /api/v1/appearances/verizon:2026-07-24:earnings_call · words: /api/v1/brief?appearance=verizon:2026-07-24:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP