Google dark-fiber agreement creates a new AI-infrastructure revenue stream expected to start contributing in 2027.
Central-office retrofits are being converted into edge data centers for inference workloads.
New Simplicity, Verizon One and loyalty value proposition is expected to improve acquisition, retention and account growth.
Raised 2026 mobility and broadband service-revenue guidance with acceleration expected in the second half.
AWS-3 spectrum deployment expected within weeks adds network capacity without incremental capital spending.
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