Verizon Communications Inc. (VZ): Modelo de Negócios Canvas [Jan-2025 Atualizado]

No mundo dinâmico das telecomunicações, a Verizon Communications Inc. é um titã tecnológico, tecendo um intrincado modelo de negócios que transforma a conectividade de uma mera utilidade em um ecossistema digital abrangente. Ao integrar estrategicamente a infraestrutura 5G de ponta, diversas parcerias e a prestação inovadora de serviços, a Verizon criou uma tela comercial que não apenas conecta milhões, mas também antecipa o cenário de comunicação digital em constante evolução. Mergulhe no plano que alimenta um dos gigantes de telecomunicações mais influentes da América e descubra como a Verizon transforma desafios tecnológicos complexos em experiências perfeitas de clientes.

Verizon Communications Inc. (VZ) - Modelo de negócios: Parcerias -chave

Fabricantes de equipamentos de rede

A Verizon mantém parcerias estratégicas com os principais fabricantes de equipamentos de rede:

Parceiro	Valor do contrato	Foco em parceria
Nokia	US $ 1,2 bilhão (2023)	Desenvolvimento de infraestrutura 5G
Ericsson	US $ 1,5 bilhão (2023)	Equipamento de rede e tecnologia 5G

Provedores de conteúdo

O ecossistema de parceria de conteúdo da Verizon inclui:

• Disney: Contrato estratégico de distribuição de conteúdo de mídia
• Netflix: Serviços de streaming agrupados
• TV do YouTube: Parceria para streaming de vídeo móvel

Provedores de serviços em nuvem

Parceiro em nuvem	Valor anual de colaboração	Escopo de serviço
Amazon Web Services	US $ 750 milhões (2023)	Enterprise Cloud Solutions
Microsoft Azure	US $ 500 milhões (2023)	Infraestrutura em nuvem híbrida

Fabricantes de dispositivos móveis

Principais detalhes da parceria de dispositivo:

• Apple: distribuição do iPhone e integração 5G
• Samsung: ecossistema de smartphone Galaxy
• Google: colaboração de smartphone Pixel

Parceiros de Tecnologia da Enterprise Strategic

Parceiro de tecnologia	Foco em parceria	Investimento anual
Sistemas Cisco	Soluções de rede corporativa	US $ 400 milhões
IBM	AI e integração de segurança cibernética	US $ 350 milhões

Verizon Communications Inc. (VZ) - Modelo de negócios: Atividades -chave

Desenvolvimento de infraestrutura de rede 5G

No quarto trimestre 2023, a Verizon investiu US $ 6,7 bilhões em despesas de capital para infraestrutura de rede. A cobertura total da rede 5G atingiu 230 milhões de pessoas em 2.700 cidades nos Estados Unidos.

Métrica de infraestrutura	2023 dados
5G implantações de pequenas células	45.000 sites
Miles de rede de fibras	128.000 milhas de rota
Investimento de equipamentos de rede	US $ 6,7 bilhões

Prestação de serviços móveis e de banda larga

A Verizon atende a 142,8 milhões de conexões sem fio e 7,2 milhões de assinantes de banda larga da FIOS a partir do quarto trimestre 2023.

• Base de assinante sem fio: 142,8 milhões
• Assinantes de banda larga da FIOS: 7,2 milhões
• Uso médio mensal de dados móveis: 12,4 GB por assinante

Segurança de rede e proteção de dados

A Verizon investiu US $ 1,2 bilhão em tecnologias de infraestrutura de segurança cibernética e proteção de ameaças em 2023.

Métrica de segurança	2023 dados
Investimento de segurança cibernética	US $ 1,2 bilhão
Centros de Operações de Segurança	12 centros globais
Incidentes anuais de detecção de ameaças	2,3 milhões

Atendimento ao cliente e suporte técnico

A Verizon opera 1.650 lojas de varejo e mantém canais de suporte digital e telefônico 24/7.

• Locais totais de lojas de varejo: 1.650
• Canais de suporte ao cliente: telefone, bate-papo, online, na loja
• Tempo médio de resolução de atendimento ao cliente: 7,2 minutos

Transformação digital e inovação tecnológica

A Verizon alocou US $ 3,4 bilhões em relação à pesquisa e desenvolvimento em tecnologias emergentes durante 2023.

Métrica de inovação	2023 dados
Investimento em P&D	US $ 3,4 bilhões
Projetos de AI/Aprendizado de Máquina	87 iniciativas ativas
Pedidos de patente arquivados	532 novos aplicativos

Verizon Communications Inc. (VZ) - Modelo de negócios: Recursos -chave

Extensa infraestrutura de telecomunicações

A partir do quarto trimestre 2023, a Verizon opera:

Ativo de infraestrutura	Quantidade/escopo
Torres de celular	68.500 em todo o país
Miles de rede de fibras	4,65 milhões de milhas
Cobertura de banda ultra largura 5G	230 milhões de pessoas

Holdings de grande espectro

Detalhes do portfólio de espectro:

• Espectro de propriedade na banda C: 160 MHz
• Espectro de ondas milimétricas: 28 GHz e bandas de 39 GHz
• Valor do espectro total estimado em US $ 45,5 bilhões

Pesquisa e desenvolvimento tecnológico

Métricas de investimento em P&D:

Métrica de P&D	2023 valor
Gastos anuais de P&D	US $ 1,8 bilhão
Patentes de tecnologia	Mais de 7.400 patentes ativas

Força de trabalho qualificada

Composição da força de trabalho:

• Total de funcionários: 117.100
• Possuência média de funcionários técnicos: 8,3 anos
• Funcionários com graus técnicos avançados: 62%

Reputação da marca e base de clientes

Métricas de clientes:

Segmento de clientes	Número
Conexões sem fio	142,4 milhões
Assinantes de Internet de banda larga	15,2 milhões
Clientes empresariais corporativos	Mais de 22.000 clientes corporativos

Verizon Communications Inc. (VZ) - Modelo de Negócios: Proposições de Valor

Conectividade móvel e internet de alta velocidade confiável

A cobertura da rede móvel da Verizon a partir do quarto trimestre 2023:

Métrica de rede	Estatística
Cobertura 4G LTE	99% da população dos EUA
5G Cobertura nacional	230 milhões de pessoas
Cobertura de banda ultra largura 5G	Mais de 200 cidades

Soluções abrangentes de comunicação digital

Ofertas de serviço de comunicação da Verizon:

• Planos de voz e dados sem fio
• FiOS Internet e serviços de TV
• Soluções de comunicação comercial

Tecnologia avançada de rede 5G

5G Investimento e desempenho de rede:

5G Métrica de investimento	Quantia
Investimento anual de infraestrutura 5G	US $ 10,3 bilhões em 2023
5g de velocidade média de download	494,4 Mbps

Serviços integrados de entretenimento e comunicação

Métricas de serviço de entretenimento:

• Disney+ empacotado com planos sem fio
• NFL Mobile Streaming
• Plataforma de mídia da Verizon

Soluções de tecnologia corporativa e de consumo

Receita de Serviços de Tecnologia da Enterprise:

Categoria de serviço	Receita anual
Serviços de comunicação comercial	US $ 31,2 bilhões em 2023
Soluções de nuvem e segurança	US $ 8,7 bilhões em 2023

Verizon Communications Inc. (VZ) - Modelo de Negócios: Relacionamentos do Cliente

Plataformas de suporte ao cliente digital

A Verizon mantém canais de suporte ao cliente digital 24/7 com as seguintes métricas:

Canal de suporte	Volume anual de interação	Tempo médio de resposta
Suporte de bate -papo online	47,3 milhões de interações	2,4 minutos
Suporte ao aplicativo móvel	36,8 milhões de interações	3,1 minutos
Apoio à mídia social	22,5 milhões de interações	4,2 minutos

Planos de celular e internet personalizados

A Verizon oferece planos personalizados com a seguinte penetração no mercado:

• 5G Planos ilimitados: 62% da base de clientes móveis
• Internet em casa e serviços móveis: 38% dos clientes
• Planos personalizados corporativos: 45% do segmento de clientes de negócios

Programas de fidelidade e recompensas

O Programa de Fidelidade da Verizon 'Verizon Up' inclui:

Métrica do programa	Valor
Total de membros inscritos	73,4 milhões
Valor anual de recompensa	US $ 287 por membro
Taxa de retenção	84%

Aplicativos móveis de autoatendimento

Estatísticas de uso de aplicativos móveis da Verizon:

• Downloads de aplicativos totais: 156,2 milhões
• Usuários ativos mensais: 89,7 milhões
• Pagamento da fatura através do aplicativo: 67% dos clientes
• Planejar gerenciamento por meio de aplicativo: 72% dos clientes

Gerenciamento de conta de negócios e empresas dedicadas

Métricas de relacionamento com o cliente corporativo:

Segmento corporativo	Total de clientes	Valor médio do contrato
Grandes empresas	12.600 clientes	US $ 3,4 milhões por contrato
Negócios no meio do mercado	47.300 clientes	US $ 780.000 por contrato
Segmento de pequenas empresas	134.500 clientes	US $ 185.000 por contrato

Verizon Communications Inc. (VZ) - Modelo de Negócios: Canais

Lojas de varejo e redes de revendedores autorizados

A Verizon opera 1.642 lojas de varejo de propriedade da empresa a partir de 2023. A empresa mantém uma rede adicional de aproximadamente 4.500 locais de revendedores de varejo autorizados nos Estados Unidos.

Tipo de canal	Número de locais	Cobertura
Lojas de varejo de propriedade da empresa	1,642	Em todo o país
Locais autorizados de revendedores	4,500	Em todo o país

Plataformas de vendas on -line

O canal de vendas digital da Verizon gera US $ 31,4 bilhões em receita anual por meio de sua plataforma on -line principal verizon.com. O site processa aproximadamente 45% das transações de dispositivos de consumo e serviço da empresa.

Plataforma online	Receita anual	Porcentagem de transações
Verizon.com	US $ 31,4 bilhões	45%

Aplicativo móvel

O aplicativo móvel da Verizon possui 78,3 milhões de usuários mensais ativos a partir de 2023. O aplicativo suporta mais de 65% das interações de atendimento ao cliente e funções de gerenciamento de contas.

• Usuários ativos mensais totais: 78,3 milhões
• Interações de atendimento ao cliente: 65%
• Funções de gerenciamento de contas: abrangente

Centros de atendimento ao cliente

A Verizon opera 23 centros de atendimento ao cliente com 12.500 representantes de suporte ao cliente dedicados. Esses centros lidam com aproximadamente 85 milhões de interações com os clientes anualmente.

Métrica de call center	Valor
Tota de call centers	23
Representantes de suporte ao cliente	12,500
Interações anuais do cliente	85 milhões

Equipes de vendas diretas para clientes corporativos

A Verizon mantém 1.750 representantes de vendas corporativos que visam grandes clientes corporativos e governamentais. Essas equipes geraram US $ 22,7 bilhões em receita do segmento corporativo em 2023.

Métrica de vendas corporativas	Valor
Representantes de vendas corporativos	1,750
Receita do segmento corporativo	US $ 22,7 bilhões

Verizon Communications Inc. (VZ) - Modelo de negócios: segmentos de clientes

Usuários de consumo móvel e internet

A partir do quarto trimestre de 2023, a Verizon registrou 142,8 milhões de conexões de varejo sem fio. A receita do segmento de consumo sem fio foi de US $ 22,5 bilhões no quarto trimestre 2023.

Detalhes do segmento	Dados quantitativos
Total de conexões sem fio do consumidor	142,8 milhões
Receita sem fio do consumidor (Q4 2023)	US $ 22,5 bilhões
Assinantes de telefone pós -pago	94,1 milhões

Pequenas e médias empresas

O Segmento de Negócios da Verizon atende a aproximadamente 1,3 milhão de clientes comerciais em vários setores.

• Receita do segmento de negócios: US $ 8,4 bilhões no quarto trimestre 2023
• A base de clientes corporativos abrange vários setores, incluindo assistência médica, finanças e manufatura
• 5G soluções de negócios direcionadas à transformação digital

Grandes clientes corporativos e governamentais

A Verizon fornece serviços de rede para 95% das empresas da Fortune 500.

Segmento do governo/empresa	Estatística
Cobertura do cliente da Fortune 500	95%
Receita do contrato do governo	US $ 3,2 bilhões anualmente

Consumidores de entretenimento digital

As ofertas de entretenimento da Verizon incluem:

• 5,4 milhões de assinantes de TV da FIOS
• Disney+, Netflix Partnerships
• Receita da plataforma de mídia: US $ 1,8 bilhão em 2023

IoT e organizações focadas na tecnologia

As conexões da IoT da Verizon atingiram 123 milhões em 2023.

Métricas do segmento de IoT	Pontos de dados
Conexões totais de IoT	123 milhões
Receita da IoT	US $ 2,3 bilhões em 2023

Verizon Communications Inc. (VZ) - Modelo de negócios: estrutura de custos

Manutenção de infraestrutura de rede

Os custos de manutenção de infraestrutura de infraestrutura da Verizon para 2023 totalizaram US $ 17,4 bilhões. Isso inclui despesas para:

• Expansão da rede 5G
• Atualizações de infraestrutura de fibra óptica
• Manutenção da torre celular
• Substituição de equipamentos de rede

Categoria de custo de infraestrutura	Despesa anual (2023)
Manutenção da rede de fibras	US $ 6,2 bilhões
Manutenção da rede sem fio	US $ 5,8 bilhões
Infraestrutura do data center	US $ 3,4 bilhões
Atualizações de segurança de rede	US $ 2 bilhões

Pesquisa e desenvolvimento de tecnologia

A Verizon investiu US $ 5,6 bilhões em despesas de P&D Durante 2023, concentrando -se em:

• Avanço da tecnologia 5G
• Soluções de computação de borda
• AI e integração de aprendizado de máquina
• Inovações de segurança cibernética

Salários e treinamento de funcionários

O total de despesas relacionadas ao pessoal em 2023 atingiu US $ 18,3 bilhões, incluindo:

Categoria de despesa	Custo anual
Salários da base	US $ 14,2 bilhões
Programas de treinamento de funcionários	US $ 640 milhões
Benefícios e compensação	US $ 3,46 bilhões

Marketing e aquisição de clientes

As despesas de marketing da Verizon em 2023 foram US $ 3,9 bilhões, com o colapso da seguinte forma:

• Publicidade digital: US $ 1,2 bilhão
• Publicidade da mídia tradicional: US $ 1,5 bilhão
• Programas de retenção de clientes: US $ 700 milhões
• Campanhas promocionais: US $ 500 milhões

Licenciamento de espectro e conformidade regulatória

As despesas regulatórias e relacionadas ao espectro para 2023 totalizaram US $ 2,7 bilhões:

Categoria de conformidade	Despesa anual
Taxas de licenciamento de espectro	US $ 1,8 bilhão
Custos de conformidade regulatória	US $ 900 milhões

Verizon Communications Inc. (VZ) - Modelo de negócios: fluxos de receita

Assinaturas de serviço móvel

No quarto trimestre 2023, a Verizon registrou receitas de serviço sem fio de US $ 18,2 bilhões. As adições da rede telefônica pós -paga foram de 283.000 para o trimestre. A receita total de serviço sem fio para o ano inteiro de 2023 foi de US $ 73,7 bilhões.

Categoria de assinatura	Receita (2023)
Linhas telefônicas pós -pagas	US $ 45,6 bilhões
Linhas telefônicas pré -pagas	US $ 5,2 bilhões
Dispositivos conectados	US $ 1,9 bilhão

Serviços de Internet de banda larga

Os serviços de Internet da Verizon Fios geraram US $ 3,4 bilhões em receita de banda larga de consumidores em 2023. O total de receitas da Internet fixo do consumidor atingiu US $ 15,2 bilhões.

• Assinantes da Internet da FIOS: 4,3 milhões
• 5G assinantes da Internet em casa: 1,2 milhão

Enterprise Technology Solutions

As receitas do segmento de negócios totalizaram US $ 33,8 bilhões em 2023. A Enterprise Solutions gerou especificamente US $ 12,6 bilhões em receita anual.

Categoria de serviço corporativo	Receita (2023)
Serviços em nuvem	US $ 4,5 bilhões
Soluções de segurança	US $ 2,3 bilhões
Serviços de rede	US $ 5,8 bilhões

Taxas de vendas e equipamentos de dispositivos

A receita do equipamento para 2023 foi de US $ 22,1 bilhões. O preço médio de venda do smartphone foi de US $ 550.

• Vendas totais de dispositivos: 21,4 milhões de unidades
• Receita de atualização do dispositivo: US $ 6,7 bilhões

Conteúdo digital e serviços de entretenimento

As receitas de mídia digital e entretenimento atingiram US $ 1,8 bilhão em 2023.

Serviço de entretenimento	Receita anual
Streaming de vídeo	US $ 780 milhões
Publicidade digital	US $ 1,02 bilhão

Verizon Communications Inc. (VZ) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose Verizon Communications Inc. as of late 2025. It's not just about having a signal; it's about the proven quality of that signal and the flexibility built around it.

Industry-leading network speed and reliability (RootMetrics, J.D. Power 1H 2025)

Verizon's value proposition starts with its network performance, which independent testing firms consistently validate. This translates directly into dependable service for both consumers and businesses.

Verizon was named America's Most Awarded Brand for Network Quality by J.D. Power for an unprecedented 35 times in a row in the J.D. Power 2025 U.S. Wireless Network Quality Study - Volume 2. Furthermore, the 1H 2025 RootMetrics study recognized Verizon for having the Best 5G Network, Fastest 5G Network, and Most Reliable 5G Network. The company's 5G Ultra Wideband network covers more than 280 million people, and the overall network covers 99% of the U.S. population.

Here are the specific performance metrics from the 1H 2025 RootMetrics testing:

Metric Category	Award/Ranking	Number of Awards/Score
Overall Network Performance (States)	Overall RootScore Award Winner	32 states
5G Reliability (National Score)	Best 5G Reliability Award	99.0 score
Responsiveness (National)	Led all carriers	43 awards
Video Performance (National)	Led all carriers	37 awards
Metro Area Performance (Cities)	Overall RootScore Award Winner	110 of 125 cities

The network is definitely built for scale and consistency.

Customizable mobile plans (myPlan) with streaming and perk bundles

The myPlan structure allows customers to tailor their mobile service by adding specific value-adds, or Perks, which are priced to undercut direct subscription costs. This moves the value beyond just talk, text, and data.

Verizon Communications Inc. is offering up to 40% off top streaming services via these Perks. Customers can select from various options, often at a significant discount:

• Disney+, Hulu, ESPN+ (With Ads) bundle starts at $10/mo (saving $9.99/mo off the $19/month proposition).
• Netflix Standard with ads and ad-supported Max package is priced at $10/mo (normally $17/month).
• Walmart Plus (includes Paramount Plus) is offered for $10/mo (normally $13/month).
• YouTube Premium is available for $10/mo (normally $14/mo).

The adoption of these bundles is strong; Verizon had over 10 million perk subscriptions at the end of the first quarter of 2025, with an anticipation to reach 15 million subscriptions by the end of the year. You can get 8 of the most popular streaming services from Verizon for $50.

High-speed, no-contract Fixed Wireless Access (FWA) home internet

Verizon is aggressively pushing its FWA offering as a high-speed, no-contract alternative to traditional home broadband. This segment is a key growth driver, though the pace of additions has recently moderated.

As of Q3 2025, Verizon added 261,000 Fixed Wireless Access (FWA) subscribers, bringing the total base to nearly 5.4 million. Of those Q3 additions, 121,000 were residential customers. At the end of 2024, the median download speed for Verizon FWA was 150.47 Mbps. The top-tier plan, 5G Home Plus, can deliver up to 1 Gbps download speeds using 5G Ultra Wideband or mmWave spectrum. For capacity management, Verizon has started capping standard FWA download speeds at 300 Mbps. The company is targeting an increase of nine million FWA subscribers by the timeframe ending in 2028.

Converged offerings (mobile + home internet) for simplified billing and savings

The combination of mobile and home internet services is designed to simplify the customer experience while delivering tangible financial benefits and improving retention metrics.

Customers who bundle their mobile and home services are eligible for a $15/mo discount on their home internet bill, which can bring Verizon Home Internet plans down to as low as $35/mo. This convergence strategy is proving effective for retention; Verizon observed a churn rate nearly 40 percent lower for customers who have both fiber and a mobile line. In Q1 2025, the vast majority of broadband customers who signed up were on a converged offering. Combining services also yields a 50% reduction in mobility churn when fiber is involved. Bundled customers can also receive up to $10/mo credit toward entertainment perks.

Enterprise-grade private 5G networks and advanced business security solutions

For the Business segment, Verizon Communications Inc. is focusing on deploying dedicated, secure, low-latency private 5G networks to drive enterprise digital transformation and operational gains.

The funnel for private 5G and edge compute exploded by a triple-digit percentage in new business during 2024, signaling strong momentum into 2025, where private wireless is expected to move into the mainstream. The company touts over 30+ years of experience managing complex customer networks worldwide. Specific enterprise value propositions include enabling applications like AR/VR employee training, cashierless checkout, and real-time inventory tracking using RFID tags and sensors. Globally, revenue from private cellular networks is forecast to reach $12.2 billion by 2028, representing a 114% increase from 2025 levels. Verizon's private 5G solutions are positioned to capture a portion of this market, which is expected to be valued at $5.6 billion in 5G revenue by 2028.

Verizon Communications Inc. (VZ) - Canvas Business Model: Customer Relationships

You're looking at how Verizon Communications Inc. keeps its massive customer base engaged and loyal in late 2025. It's a mix of high-tech automation and targeted human support, which is necessary given the scale of their operations. Honestly, the numbers show a clear tension between what the business thinks is efficient and what the customer actually experiences.

Automated and AI-driven customer service for scale and efficiency

Verizon Communications Inc. is heavily invested in using Artificial Intelligence to handle customer interactions for efficiency, but this strategy has a measurable customer satisfaction gap. According to the 2025 CX Annual Insights report, human-led interactions achieve an 88% satisfaction rate, while encounters primarily handled by AI systems only reach 60% satisfaction. This 28-percentage-point difference is significant.

The biggest friction point is access to a person. A full 47% of consumers cite the inability to quickly reach a live human agent as their main frustration with automated systems. Furthermore, personalization efforts using AI haven't fully landed well; 30% of consumers reported that personalization actually detracted from their experience, compared to only 26% who felt it improved it. To be fair, executives see internal benefits, but 65% of them report that data privacy regulations limit their ability to fully leverage AI for personalization. Still, 44% of brands, including Verizon Communications Inc., plan to place equal investment priority on both AI-driven and human-driven CX improvements going forward.

High-touch, dedicated account management for Enterprise and Government clients

For the Enterprise and Government segments, the relationship model shifts sharply away from automation. For large corporations managing big deployments, having dedicated account managers or 24/7 technical support is considered invaluable. This high-touch approach supports the core business, which saw third quarter consolidated revenue hit $33.8 billion, with wireless service revenue growing 2.1% year-over-year. Management has explicitly committed to a 'customer-first culture' to drive disciplined, profitable growth, suggesting that these key accounts receive the necessary personalized attention to stem account declines, which were a noted concern.

Retention focus via the 'Verizon Value Guarantee' (3-year price lock)

To directly combat churn and strengthen long-term relationships, Verizon Communications Inc. introduced a major value commitment. The 'Verizon Value Guarantee,' implemented in April 2025, provides a three-year price lock on the core monthly plan prices for calling, data, and texting for customers on myPlan and myHome network plans. This is a strategic pivot aimed at giving customers predictability. However, you have to read the fine print; the lock only covers the base rate and specifically excludes 'taxes, fees, surcharges, additional plan discounts or promotions, and third-party services.' For example, Verizon Communications Inc. had recently ratcheted up the "Administrative and Telco Recovery Charge" from $3.30 to $3.50 a month for each voice line. As an added incentive for new myPlan subscribers, the company offers a free phone with the trade-in of any Apple, Google, or Samsung device, regardless of condition.

Digital self-service via the My Verizon app and online portals

Digital self-service is the primary channel for routine consumer interactions, centered around the My Verizon app. This app consolidates management for both Mobile and Home Internet accounts, including 5G Home and Fios. Mobile customers use it to view their Simplified Bill, schedule Auto Pay, and make secure payments. For immediate help, the app features a voice-enabled Verizon Assistant available 24/7 for chat support, troubleshooting, and account details. The app is a major touchpoint, evidenced by its 1.25 million reviews on Google Play. Data collection within the app is extensive, with reported types including Location, Personal info, and 9 others.

Here's a quick look at the satisfaction disparity in service channels:

Customer Service Channel	Customer Satisfaction Rate	Key Customer Frustration Point
Human-led Interactions	88%	Inability to access a human agent (cited by 47% of consumers for automated systems)
AI-driven Interactions	60%	Personalization detracting from experience (cited by 30% of consumers)

Customers definitely prefer self-service for routine tasks like bill payments and plan changes, which is why the digital tools are so heavily used.

Finance: draft 2026 projected customer service cost savings from AI by end of Q1.

Verizon Communications Inc. (VZ) - Canvas Business Model: Channels

You're looking at how Verizon Communications Inc. gets its products and services into the hands of customers as of late 2025. This is a multi-pronged approach, blending physical presence with digital reach, and it's currently undergoing a significant structural shift to manage costs.

Verizon-owned retail stores and kiosks across the US

The physical footprint is being actively re-evaluated. As of November 2025, Verizon Communications Inc. announced plans to convert 179 corporate-owned retail stores into franchised operations and close one store. This move is part of a larger cost-cutting and restructuring effort. Before this announcement, the company maintained a substantial network of company-owned locations, which serve as primary points for device sales, plan changes, and customer support.

The channel strategy is clearly shifting away from direct corporate ownership in some retail locations. This change is intended to streamline the operating model. The retail channel's performance is often tied to device upgrade cycles and promotional activity, which remains fierce against rivals.

Direct online sales via Verizon.com and the My Verizon app

Digital channels are a critical component, especially given the industry trend showing significant shifts toward online purchasing. While specific direct online sales revenue is not broken out separately from total Consumer revenue, the focus on digital experience is clear. For instance, the Consumer segment reported a Consumer wireless postpaid Average Revenue Per Account (ARPA) of $147.91 in the third quarter of 2025, which reflects the success of segmented digital offerings like myPlan. The company is focused on mobile experiences, as mobile platforms are the primary interface for many customers, even when interacting with physical retail concepts.

The company's overall wireless service revenue for the Consumer segment in the third quarter of 2025 was $17.4 billion. This revenue is supported by digital self-service capabilities within the My Verizon app.

Third-party retailers (e.g., Best Buy) and authorized dealers

Third-party distribution, including authorized dealers and major electronics retailers, extends Verizon Communications Inc.'s reach beyond its owned footprint. These partners are essential for volume sales and market penetration, especially for consumer electronics and new customer acquisition. The performance of these channels is implicitly captured within the overall Consumer wireless service revenue figures, which stood at $17.4 billion in the third quarter of 2025. The success of these indirect sales points is vital for achieving the full-year guidance for total wireless service revenue growth, projected between 2.0% and 2.8% for 2025.

Indirect Channel Partners for Business and Enterprise sales

The Business segment relies heavily on indirect partners to reach small, medium, and large enterprises. This channel supports the sale of complex solutions, including network services, IoT, and private networks. The total revenue for the Verizon Business segment in the third quarter of 2025 was $7.1 billion. The operating income for this segment, however, saw a year-over-year increase of 12.7% to $637 million in the same quarter, suggesting channel efficiency or margin improvement despite a revenue decrease of 2.8%.

The Business segment reported 110,000 wireless retail postpaid net additions in the third quarter of 2025. These partners are crucial for delivering offerings like the My Biz Plan for small and medium-sized businesses.

Telesales and dedicated corporate sales teams

Dedicated corporate sales teams handle high-value, complex Enterprise accounts directly, while telesales support both Consumer and Business segments. These direct sales forces are responsible for selling solutions that drive the Business wireless service revenue, which was $3.6 billion in the third quarter of 2025. The dedicated teams manage the customer relationships that result in the Business segment's Segment EBITDA of $1.7 billion for the third quarter of 2025.

The overall channel strategy is being refined to reduce costs, as evidenced by the planned elimination of 13,000 to 15,000 jobs, which is about 15% of the nonunion workforce, to streamline the operating model and fund growth investments.

The following table summarizes the key revenue contributions from the two primary reporting segments, which are heavily influenced by the channel strategies employed:

Metric (Q3 2025)	Consumer Segment	Business Segment	Consolidated Total
Total Revenue (Millions of USD)	$26,100	$7,100	$33,800
Wireless Service Revenue (Billions of USD)	$17.4	$3.6	$21.0
Operating Income (Millions of USD)	$7,700	$637	N/A

The Consumer segment's revenue was $26.1 billion in the third quarter of 2025, a 2.9% increase year-over-year. The Business segment's revenue was $7.1 billion in the same period.

You should track the success of the franchise conversions closely, as they represent a material change in the direct retail channel management.

Verizon Communications Inc. (VZ) - Canvas Business Model: Customer Segments

You're looking at the specific groups Verizon Communications Inc. targets for service delivery as of late 2025. It's a mix of high-value wireless users, growing home internet customers, and the enterprise space.

Consumer Postpaid

This segment targets high-quality, affluent customers, defined in part by an average FICO around 720. For the third quarter of 2025, the Consumer wireless retail postpaid average revenue per account (ARPA) stood at $147.91, showing a 2.0 percent year-over-year increase. Still, the segment saw 7,000 wireless retail postpaid phone net losses in Q3 2025, while the overall retail postpaid churn rate was 1.12 percent.

Consumer Prepaid

Verizon addresses the value-conscious market through its premium prepaid offerings, Visible by Verizon and TracFone Wireless. In Q3 2025, the Consumer segment added 47,000 wireless retail core prepaid net additions, marking the fifth consecutive quarter of positive growth here. The prepaid average revenue per user (ARPU) reached $32.70 for the quarter. At the time of its acquisition, TracFone and its family of brands represented about 21 million subscribers, though it has since lost about 2 million subscribers.

• Visible by Verizon
• TracFone Wireless
• Brands like StraightTalk and Total Wireless are part of this portfolio.

Small and Medium Businesses (SMBs)

SMBs are a key focus for simple connectivity solutions, including Fixed Wireless Access (FWA). Verizon Business reported wireless service revenue of $3.6 billion in Q3 2025, with a retail postpaid churn rate of 1.56 percent. The business segment added 110,000 wireless retail postpaid customers in the quarter.

Large Enterprise and Government Clients

These clients require more complex, custom networking and security solutions. For Q3 2025, total Verizon Business revenue was $7.1 billion, a year-over-year decrease of 2.8 percent, but operating income for the segment grew by 12.7 percent.

Residential Broadband Users

This group is served by both Fios fiber and FWA. Overall, Verizon's total broadband connections grew to over 13.2 million connections as of the end of Q3 2025, an 11.1 percent increase year-over-year. The total broadband net additions for the quarter were 306,000.

Here's a quick look at the Q3 2025 broadband and wireless subscriber activity:

Metric	Net Additions (Q3 2025)	Base/Revenue Figure
Total Broadband Connections	306,000	13.2 million connections
Fixed Wireless Access (FWA)	261,000	Nearly 5.4 million base
Fios Internet	61,000	$2.94 billion revenue
Consumer Prepaid Net Adds	47,000	ARPU of $32.70

The total U.S. mobile network base for Verizon Communications Inc. stood at 146.1 million subscribers as of June 30, 2025.

Verizon Communications Inc. (VZ) - Canvas Business Model: Cost Structure

High Capital Expenditures (CapEx) for 2025

Verizon Communications Inc. has a projected capital expenditure range for the full year 2025 of $17.5B to $18.5B. This spending supports the continued buildout of 5G infrastructure, Fixed Wireless Access (FWA) deployments, and the Fios fiber network.

Significant debt servicing costs on total unsecured debt

The total unsecured debt for Verizon Communications Inc. stood at $119.7 billion as of the end of third-quarter 2025. The net unsecured debt at that time was $112.0 billion. The ratio of net unsecured debt to consolidated adjusted EBITDA was 2.2 times at the end of Q3 2025. Quarterly interest expense, a direct cost of servicing this debt, ran around $1.6 billion in Q3 2025, specifically reported as $1.66B for the fiscal quarter ending in September of 2025.

Spectrum license acquisition and maintenance costs

• Verizon announced an intent in late 2024 to purchase spectrum licenses from UScellular for a total of $1.0 billion.
• The company is still in negotiations with EchoStar for a paired AWS-3 spectrum license for an undisclosed amount.
• Full-year 2025 financial guidance does not factor in any new spectrum spending.

Network operating expenses (cell site leases, utilities, maintenance)

Total operating expenses for the twelve months ending September 30, 2025, were reported at $105.815B. A more granular look at the first quarter of 2025 shows the following expense components (amounts likely in millions):

Expense Category	Amount (Reported Units)
Cost of services	28,100
Cost of wireless equipment	26,787
Selling, general and administrative expense	32,745

The reported Operating Expenses for the fiscal quarter ending in September of 2025 were $7.71B.

Cost of Equipment (COGS) for device sales and subsidies

The cost structure includes significant expenses related to the equipment sold to customers, which is reflected in the Cost of Goods Sold (COGS) components. For the third-quarter 2025, wireless equipment revenue was $5.6 billion. The Cost of wireless equipment for the first quarter of 2025 was reported as $26,787 (likely in millions).

Verizon Communications Inc. (VZ) - Canvas Business Model: Revenue Streams

You're looking at how Verizon Communications Inc. actually brings in the money, which is crucial for understanding their valuation, especially with the new CEO signaling big shifts. Honestly, the revenue streams are still heavily anchored in the core wireless business, but the fixed-line and enterprise services are where the strategic battles are being fought right now.

The bedrock of Verizon Communications Inc.'s revenue is its wireless offering. For the third quarter of 2025, the company reported industry-leading Wireless Service Revenue of $21.0 billion, which was up 2.1 percent year-over-year. This sticky, recurring revenue is what the market values most highly. This total is composed of both consumer and business service revenues.

Here's a quick look at the primary components of the wireless top line for Q3 2025:

Revenue Component	Q3 2025 Amount	Year-over-Year Change
Total Wireless Service Revenue	$21.0 billion	Up 2.1 percent
Consumer Wireless Service Revenue	$17.4 billion	Up 2.4 percent
Business Wireless Service Revenue	$3.6 billion	Up 0.7 percent
Wireless Equipment Revenue (Device Sales/Financing)	$5.6 billion	Up 5.2 percent

The Wireless Equipment Revenue, covering device sales and financing arrangements, also showed solid growth, hitting $5.6 billion in Q3 2025. This suggests customers are still upgrading or financing new hardware, which helps the top line even if service revenue growth is more modest.

Next up, you have the fixed connectivity side, which is seeing significant investment and growth, particularly with Fixed Wireless Access (FWA). This is where you see the monthly subscription fees for broadband.

• Fios Internet revenue for Q3 2025 reached $2.94 billion.
• The FWA annualized revenue has surpassed $3 billion.
• The total broadband base grew to over 13.2 million connections, an 11.1 percent increase year-over-year.
• FWA added 261,000 net subscribers in the quarter, bringing the total FWA base to nearly 5.4 million.
• Fios Internet added 61,000 net subscribers in the quarter.

For the Enterprise solutions revenue, which bundles IoT, private 5G, security, and managed services under the Verizon Business segment, the picture is more complex. While Business wireless service revenue grew, the overall Business segment revenue declined. Specifically, the Enterprise and public sector revenue component fell to $3.31 billion in Q3 2025, down 6.4 percent year-over-year, reflecting the ongoing shift away from traditional wireline services.

Finally, don't forget the recurring revenue from device protection and insurance plans. Verizon Communications Inc. actually reclassified these revenues from 'other revenue' into 'wireless service revenue' starting in the first quarter of 2025, so those amounts are now baked into the $21.0 billion service revenue figure you see reported. It's a subtle accounting change, but it means that number is cleaner now, reflecting more of the high-margin recurring elements of the core offering.