Does Dan Schulman’s Appointment as CEO Signal a New Strategic Era for Verizon (VZ)?

• Earlier this month, Verizon Communications announced the appointment of Dan Schulman, former PayPal CEO and longtime board member, as its new Chief Executive Officer, succeeding Hans Vestberg and coinciding with ongoing collaboration initiatives and a planned integration with Frontier Communications.
• Schulman’s unique experience leading digital transformation across telecom, technology, and finance signals a potential shift in Verizon’s strategic priorities, especially as it expands its offerings through new technology partnerships.
• We'll explore how Schulman's leadership and Verizon's partnership with AST SpaceMobile could reshape the company's growth and innovation narrative.

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Verizon Communications Investment Narrative Recap

To be a Verizon shareholder today, you need to believe that expanding into new broadband markets, leveraging advanced partnerships, and executing on network upgrades will offset the risks of postpaid subscriber churn and high capital requirements. The recent CEO transition to Dan Schulman appears unlikely to materially disrupt the most important near-term catalysts, broadband subscriber gains and successful integration of Frontier Communications, but it may shape longer-term strategy. The most significant current risk remains whether customer retention initiatives can prevent further erosion of the core wireless base.

Among recent announcements, Verizon’s expanded alliance with AST SpaceMobile stands out, as it could help close rural coverage gaps and reinforce growth in next-generation connectivity. This complements the short-term focus on broadband subscriber expansion and technology-driven differentiation, factors central to the company’s current growth narrative.

However, in contrast, one crucial factor investors should be aware of is how persistent competitive pressure could intensify if recent customer churn trends…

Read the full narrative on Verizon Communications (it's free!)

Verizon Communications is projected to reach $144.5 billion in revenue and $22.1 billion in earnings by 2028. This forecast assumes a 1.8% annual revenue growth rate and a $3.9 billion increase in earnings from the current $18.2 billion.

Uncover how Verizon Communications' forecasts yield a $48.61 fair value, a 20% upside to its current price.

Exploring Other Perspectives

Eighteen members of the Simply Wall St Community estimate Verizon’s fair value ranges from US$42.83 to US$123.42 per share. While many see opportunity as broadband expansion continues, ongoing competitive pressure in the wireless market may lead to sharply divided outcomes for future returns, explore more viewpoints to see why opinions vary so widely.

Explore 18 other fair value estimates on Verizon Communications - why the stock might be worth over 3x more than the current price!

Build Your Own Verizon Communications Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Verizon Communications research is our analysis highlighting 6 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Verizon Communications research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Verizon Communications' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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