Verizon Q3 Preview: Beat, Raise, Dividend Increase – 3 Ways to Fight Off SpaceX Competition Concerns
Key takeaways
- Verizon’s Q3 earnings will be a key test of its resilience against SpaceX’s Starlink mobile push, with a strong report potentially boosting investor confidence and the dividend yield.
- Revenue Q3 2026: $34.74 billion
- EPS Q3 2026: $1.27
- Dividend Q3/Q4 2026: $0.7075 per share
What happened
Verizon Communications (VZ) is set to report its third‑quarter earnings on Monday, with analysts expecting revenue of $34.74 billion and earnings per share of $1.27. The company has consistently beat revenue estimates for six straight quarters and is poised to raise its dividend to $0.7075 per share for the next two quarters, a 6.3% yield. Concerns linger that SpaceX’s Starlink could launch mobile services in the U.S., potentially eroding Verizon’s subscriber base and margins.
Why it matters
Verizon’s results will test whether the carrier can maintain growth and profitability amid a looming competitive threat from Starlink. A strong earnings beat and dividend hike could reassure investors, while any weakness might amplify worries about market share loss and pricing pressure. The outcome will also…
Short-term and longer-term
Short-term. Over the next few days, traders should watch for a potential upside if Verizon beats revenue and EPS estimates, which could lift the stock and support the dividend yield.
Longer-term. For investors, the Q3 results will shape the medium‑term outlook for Verizon’s growth and profitability.