Verizon's Quiet Turnaround: What Dan Schulman Has Up His Sleeve

Verizon, under new CEO Dan Schulman, is pursuing a major turnaround but remains mum on the specifics of a new value proposition. Analysts expect a strategy that leverages wireless and wired assets, possible third-party services, and strategic partnerships (e.g., FIFA World Cup sponsorship), along with pricing changes and a renewed focus on network performance and contractor relations. Details are anticipated at the Q1 2026 earnings call on April 27.