How Verizon, AT&T, and T-Mobile Are Outperforming the Market in 2026
Strong Performance of U.S. Telecom Giants: Verizon, AT&T, and T-Mobile have shown impressive returns in 2026, outperforming the S&P 500 index, with Verizon leading at 23%, followed by AT&T at 18% and T-Mobile at 6%.
Verizon's Earnings Report: Verizon reported significant earnings gains, with a 12% stock increase following its latest earnings report, which exceeded expectations in sales growth and earnings per share.
AT&T's Growth Strategy: AT&T's fiber-optic service continues to thrive, contributing to its revenue growth, with a notable increase in postpaid wireless subscribers and a strong dividend yield of 3.8%.
T-Mobile's Future Outlook: T-Mobile has announced optimistic projections for 2027, expecting substantial revenue growth and a solid increase in net additions, despite some short-term weaknesses in subscriber growth.
Trade with 70% Backtested Accuracy
Analyst Views on VZ
About VZ
About the author

- Job Cuts Announcement: Verizon has announced it will cut hundreds of jobs nationwide as part of its operational overhaul, indicating the company's strategic response to market challenges.
- Operational Restructuring: A company spokesperson noted that while job reductions are occurring, Verizon is simultaneously adding headcount in growing business segments, reflecting a dual strategy of resource optimization.
- Historical Layoffs: In November, Verizon executed its largest single round of layoffs, cutting over 13,000 positions, which underscores the pressure the company faces amid intensified industry competition.
- Market Impact: The news of these job cuts may negatively affect Verizon's stock price, prompting investors to monitor whether the company can effectively restore growth and enhance profitability post-restructuring.
- Customer Losses Intensify: Comcast's Xfinity lost 65,000 high-speed internet subscribers last quarter, while Charter's Spectrum shed 117,000 residential broadband customers, indicating a significant acceleration in the trend of customer attrition in the cable industry.
- Increased Competition: With T-Mobile and Verizon leveraging their 5G mobile broadband networks to offer fixed wireless access, existing broadband customers are migrating to these emerging competitors, resulting in a loss of over 1 million subscribers for Comcast and Charter since their peaks in 2023.
- Significant Revenue Impact: Internet services account for approximately 20% of Comcast's revenue and about 40% for Charter, making the weak performance in their high-speed internet businesses a critical factor in their declining EBITDA, which poses a serious concern for both companies.
- Market Outlook Cannot Be Ignored: As the trend of customer migration continues, shareholders must pay close attention to the long-term implications this shift may have on future performance, especially in an increasingly competitive market landscape.

Job Cuts Announcement: Verizon has announced that job cuts will impact a few hundred workers across the nation.
Company Statement: The company provided a statement regarding the job cuts, indicating the scale and scope of the layoffs.

- Verizon's Job Reductions: Verizon has announced targeted job reductions to optimize its business operations where necessary.
- Focus on Business Needs: The company emphasizes that these reductions are aimed at specific areas of the business that require adjustments.

- Workforce Reduction: Verizon is cutting several hundred workers, which represents less than 1% of its total headcount.
- Business Impact: The layoffs are part of a broader strategy to streamline operations within the company.
- Stock Price Fluctuation: VTV's 52-week low is $167.6328 and high is $208.35, with the latest trade at $206.18, indicating the stock is oscillating near its high, which may influence investor buying decisions.
- Technical Analysis Tool: Comparing the latest stock price to the 200-day moving average can provide valuable technical analysis insights for investors, helping to assess market trends and potential buying opportunities.
- ETF Trading Mechanism: Exchange-traded funds (ETFs) trade like stocks, where investors are actually buying and selling 'units' that can be created or destroyed based on investor demand, impacting ETF liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding for ETFs focuses on those experiencing notable inflows (new units created) or outflows (old units destroyed), assessing their impact on underlying assets.







