Verizon Communications Inc. · NYSE:VZ
Verizon Communications — Q4 2024 Earnings Presentation
12 slides from Verizon Communications's earnings presentation, Jan 24, 2025
Slide 1: 4Q 2024 Earnings & Business Update
4Q 2024 Earnings & Business Update January 24, 2025
Slide 2: “Safe Harbor” Statement
“Safe Harbor” Statement In this presentation we have made forward-looking statements. These statements are based on our estimates and assumptions and are subject to risks and uncertainties. Forward-looking statements include the information concerning our possible or assumed future results of operat
Slide 3: Agenda
Agenda Earnings Recap AI Strategy Update 3
Slide 4: Strong momentum going into 2025
Strong momentum going into 2025 4Q24 2024 2024 Highlights 〉Nearly 900K postpaid phone net adds 〉Executed strategic moves (e.g., brand Wireless Service $20.0B $79.1B for full year and Consumer positive excl. refresh, Frontier, towers deal, UScellular Revenue1 +3.1% Y/Y +3.1% Y/Y impact of 2 number of
Slide 5: 2025 Guidance
2025 Guidance Guidance Total Wireless Service Revenue growth1,2 2.0% - 2.8% Adjusted EBITDA growth3 2.0% - 3.5% Adjusted EPS growth3 Flat - 3.0% Capital Expenditures $17.5B - $18.5B Free Cash Flow3 $17.5B - $18.5B 1 Sum of Consumer and Business segments. 2 Reflects the reclassification of recurring
Slide 6: Verizon 2025
Verizon 2025 1 Grow Wireless Service Revenue, expand Adjusted EBITDA and generate strong Free Cash Flow 2 Accelerate mobility momentum and broadband growth, and scale private networks 3 Focus on operational excellence, customer experience and financial discipline 4 Execute on our capital allocation
Slide 7: Agenda
Agenda Earnings Recap AI Strategy Update 7
Slide 8: AI @ Verizon
AI @ Verizon 1 2 3 Enhance experiences Personalize Connect the and drive efficiencies products & solutions AI ecosystem Today’s focus 8
Slide 9: Connecting the AI Ecosystem
Connecting the AI Ecosystem Connectivity 〉Ubiquitous long-haul and metro Verizon OneFiber 〉Edge-to-cloud connectivity 〉Intelligent and programmable AI Connect Edge Compute 〉Distributed telco facilities 〉Available capacity in most markets Our view of total addressable market for telco AI delivery is
Slide 10: Industry-leading assets to meet evolving customer needs
Industry-leading assets to meet evolving customer needs Connectivity Edge Compute OneFiber in 71 cities # of Near-net Enterprises # of Near-net Data Centers Available UPS Power (within 500 ft., 250+ FTEs, in the US) (within 500 ft., in the US) (MW in the US) Note: Based on data from 451 Research, Ge
Slide 11: Enabling the AI ecosystem with Verizon AI Connect
Enabling the AI ecosystem with Verizon AI Connect Early Adopters Building Partnerships ~$1B+ of business in short-term funnel leveraging existing infrastructure verizon.com/aiconnect 11
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Verizon Communications — Q4 2024 Earnings Presentation on 6ix