{"podcast":{"title":"Charged Alpha Stock Encyclopedia","slug":"charged-alpha-stock-encyclopedia-7819792","podcast_index_feed_id":7819792,"rss_url":"https://feed.podbean.com/chargedalpha/feed.xml","website_url":"https://chargedalpha.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22241603/charged_alpha_logo_2048.png","author":"Colton Thomas","episode_count":1630,"summary":"Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.","last_synced_at":"2026-09-04T06:17:14.359815+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"Verizon Stock: Beat, RAISED Guidance, 6% Yield — Why We Say BUY While Wall Street Waits (VZ)","slug":"verizon-stock-beat-raised-guidance-6-yield-why-we-say-buy-while-wall-street-waits-vz","published_at":"2026-07-24T19:47:30+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/verizon-stock-beat-raised-guidance-6-yield-why-we-say-buy-while-wall-street-waits-vz","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/verizon-stock-beat-raised-guidance-6-yield-%e2%80%94-why-we-say-buy-while-wall-street-waits-vz/","audio_url":"https://mcdn.podbean.com/mf/web/65cxvpy42zj2de6k/audio_z.mp3","summary":"Verizon Communications (VZ) Q2 2026 — Verizon Communications (VZ) reported a strong Q2 2026: adjusted EPS of $1.30 beat the ~$1.27 estimate (+6.6% YoY) and management RAISED full-year guidance for the second straight quarter (adjusted EPS to $4.99-$5.04, free cash flow growth to 9-10%). Total revenue was $34.3B (-0.7% YoY as equipment fell ~20% on lower upgrades), but service revenue grew 3.5%, adjusted EBITDA hit a record $13.7B at a record 40.1% margin, and Verizon added 184,000 postpaid phone customers — its best Consumer Q2 in five years and a swing from a loss a year ago — with churn down to 0.92%. Q2 free cash flow jumped 24% to $6.4B, funding a ~6% dividend (about 19 straight years of raises, covered ~1.9x by FCF). The stock popped ~5% to ~$46, yet still trades at ~9x earnings and an ~11% free-cash-flow yield with $128.7B of net debt (2.5x). Our owner-earnings / DCF pegs fair value near $58 — about 25% above the price. Our call: BUY. Verizon is maybe the most unloved blue chip in America — a ~$192B wireless giant so out of favor it yields almost 6%, trades at ~9x earnings, and gets written off as a slowly melting ice cube. But Q2 2026 was the quarter the bears did not see coming: Verizon added 184,000 postpaid phone customers (its best Consumer Q2 in five years, versus a loss a year ago), churn fell to 0.92%, adjusted EBITDA hit a record $13.7B at a record 40.1% margin, free cash flow jumped 24% to $6.4B, and — for the second straight quarter — management RAISED full-year guidance (adjusted EPS to $4.99-$5.04, FCF growth to 9-10%, about $22B). New CEO Dan Schulman's transformation — simpler plans, a converged Verizon-One bundle, a loyalty program, and the newly closed Frontier fiber acquisition (~30M homes) — is showing up in the numbers. The ~6% dividend (about…","meta_description":"Verizon Communications (VZ) Q2 2026 — Verizon Communications (VZ) reported a strong Q2 2026: adjusted EPS of $1.30 beat the ~$1.27 estimate (+6.6% YoY) an…","key_points":[],"chapters":[],"topics":[],"duration_seconds":866,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/verizon-stock-beat-raised-guidance-6-yield-why-we-say-buy-while-wall-street-waits-vz/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/verizon-stock-beat-raised-guidance-6-yield-why-we-say-buy-while-wall-street-waits-vz.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}