Verizon vs T-Mobile
This page provides a neutral comparison of Verizon Communications Inc. and T-Mobile US, Inc. stocks. We examine their respective business models, financial performance, and market context to help you understand the key differences and similarities between these two telecommunications giants. This analysis aims to offer an accessible overview of their investment profiles. Educational content, not financial advice.
This page provides a neutral comparison of Verizon Communications Inc. and T-Mobile US, Inc. stocks. We examine their respective business models, financial performance, and market context to help you ...
Why It's Moving
Verizon Seals $20B Frontier Deal, Supercharging Fiber Ambitions Amid Telecom Rally
- Acquisition completion hands Verizon instant scale in fiber, targeting 40 million passings by 2028 and billions in Frontier synergies to boost margins.
- New leadership and price-lock promotions reversed subscriber losses, with 44,000 net phone adds signaling renewed customer loyalty.
- Strategic 5G partnerships and fixed wireless growth project 8-9 million FWA subscribers by 2028, tapping high-margin demand without heavy installs.
T-Mobile Hits One-Year Low as Analysts Slash Targets Amid Debt Moves.
- Bernstein lowered its price target to $245 with a 'market perform' rating, while Citigroup cut to $220 and BNP Paribas to $275, signaling cooling optimism on growth.
- Wells Fargo trimmed its target from $260 to $225 but held an 'overweight' rating, as the stock tests attractive valuations after share weakness.
- T-Mobile announced a proposed senior notes offering to refinance debt and plans to redeem 4.750% notes due 2028, sparking concerns over capital structure in a tough telecom environment.
Verizon Seals $20B Frontier Deal, Supercharging Fiber Ambitions Amid Telecom Rally
- Acquisition completion hands Verizon instant scale in fiber, targeting 40 million passings by 2028 and billions in Frontier synergies to boost margins.
- New leadership and price-lock promotions reversed subscriber losses, with 44,000 net phone adds signaling renewed customer loyalty.
- Strategic 5G partnerships and fixed wireless growth project 8-9 million FWA subscribers by 2028, tapping high-margin demand without heavy installs.
T-Mobile Hits One-Year Low as Analysts Slash Targets Amid Debt Moves.
- Bernstein lowered its price target to $245 with a 'market perform' rating, while Citigroup cut to $220 and BNP Paribas to $275, signaling cooling optimism on growth.
- Wells Fargo trimmed its target from $260 to $225 but held an 'overweight' rating, as the stock tests attractive valuations after share weakness.
- T-Mobile announced a proposed senior notes offering to refinance debt and plans to redeem 4.750% notes due 2028, sparking concerns over capital structure in a tough telecom environment.
Investment Analysis
Verizon
VZ
Pros
- Verizon offers a high dividend yield of 6.73%, exceeding T-Mobile's 1.82%.
- Verizon exhibits lower volatility at 5.57% compared to T-Mobile's 7.98%, indicating reduced price risk.
- Verizon leads in 5G Video Experience and 5G Live Video Experience metrics.
Considerations
- Verizon's substantial CAPEX investments in mmWave 5G and fibre risk margin pressures.
- Verizon trails T-Mobile in 5G download speed, scoring 176.6Mbps versus T-Mobile's 249.0Mbps.
- T-Mobile demonstrates stronger expected EPS growth of 9.83% for 2025 over Verizon.
T-Mobile
TMUS
Pros
- T-Mobile leads in 5G download speed at 249.0Mbps and wins 12 of 16 network categories.
- T-Mobile's mid-band 5G strategy drives customer acquisition and positions it for growth.
- Analysts project T-Mobile's 2025 sales growth at 6.48% with recent positive EPS revisions.
Considerations
- T-Mobile faces regulatory scrutiny over aggressive marketing practices and fee increases.
- T-Mobile experiences high prepaid churn despite solid postpaid service demand.
- T-Mobile trades at a premium forward P/E ratio of 20.33 versus Verizon's 9.01.
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Verizon (VZ) Next Earnings Date
Verizon Communications (VZ) is scheduled to report its next earnings on Friday, January 30, 2026, before the market opens, with the conference call at 8:00 AM ET. This release will cover the fourth quarter of 2025, ending December 2025. The date aligns with Verizon's official investor calendar and consensus analyst expectations.
T-Mobile (TMUS) Next Earnings Date
T-Mobile US (TMUS) will host its next earnings call for Q4 and full year 2025 on Wednesday, February 4, 2026, at 4:30 p.m. ET. The earnings release and related materials are scheduled for approximately 4:05 p.m. ET that day. This date reflects the company's official announcement, ahead of some analyst estimates ranging from February 4 to 11.
Verizon (VZ) Next Earnings Date
Verizon Communications (VZ) is scheduled to report its next earnings on Friday, January 30, 2026, before the market opens, with the conference call at 8:00 AM ET. This release will cover the fourth quarter of 2025, ending December 2025. The date aligns with Verizon's official investor calendar and consensus analyst expectations.
T-Mobile (TMUS) Next Earnings Date
T-Mobile US (TMUS) will host its next earnings call for Q4 and full year 2025 on Wednesday, February 4, 2026, at 4:30 p.m. ET. The earnings release and related materials are scheduled for approximately 4:05 p.m. ET that day. This date reflects the company's official announcement, ahead of some analyst estimates ranging from February 4 to 11.
Which Baskets Do They Appear In?
The 5G Spectrum Shake-Up
AT&T's $23 billion acquisition of EchoStar's spectrum licenses is set to significantly boost its 5G network capabilities. This major industry move creates a ripple effect, potentially benefiting companies involved in telecommunications infrastructure as competitors race to keep up.
Published: August 27, 2025
Explore BasketTelecom's New Bundle Play
T-Mobile's strong subscriber growth, fueled by premium plans with bundled streaming, signals a major shift in the telecommunications industry. This creates an investment opportunity focused on companies at the forefront of the convergence between connectivity and content.
Published: July 24, 2025
Explore BasketWhich Baskets Do They Appear In?
The 5G Spectrum Shake-Up
AT&T's $23 billion acquisition of EchoStar's spectrum licenses is set to significantly boost its 5G network capabilities. This major industry move creates a ripple effect, potentially benefiting companies involved in telecommunications infrastructure as competitors race to keep up.
Published: August 27, 2025
Explore BasketTelecom's New Bundle Play
T-Mobile's strong subscriber growth, fueled by premium plans with bundled streaming, signals a major shift in the telecommunications industry. This creates an investment opportunity focused on companies at the forefront of the convergence between connectivity and content.
Published: July 24, 2025
Explore BasketBuy VZ or TMUS in Nemo
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