Just noticed something interesting about how Verizon's shaking things up under new leadership. Dan Schulman took over as CEO last October, and this guy's got serious track record from his PayPal days. What caught my attention was how aggressively he's been moving to turn things around, especially after the company lost some ground to competitors.

Looking at the numbers from Q4, Verizon added 616,000 postpaid phone subscribers, which actually beat analyst expectations by a lot. They were predicting around 417,000, so this is a pretty solid performance. Revenue hit $36.4 billion, up 2% year-over-year, and the wireless service division alone brought in $21 billion. Given the competitive pressure from T-Mobile and others constantly fighting for customers, this result is definitely noteworthy.

What's interesting is how Schulman's approach differs from the previous playbook. He initiated some serious layoffs in November and keeps talking about being more agile, which is basically corporate speak for cutting costs and moving faster. For someone with his background in fintech and now leading one of the nation's largest telecom providers, the net worth implications of his strategic moves are worth watching. His financially disciplined growth strategy seems to be resonating with the market so far.

The broadband side is where things get really strategic though. Verizon just closed that $9.6 billion Frontier Communications deal, which boosted their fixed-wireless and fiber connections to 16.3 million. They added 372,000 broadband subscribers in Q4 alone, and another 319,000 fixed-wireless subscribers. This bundled mobile and home internet strategy is clearly working, and it shows how Schulman's vision extends beyond just phone subscribers.

For 2026, they're projecting to add between 750,000 and 1 million net postpaid subscribers, which would be a significant jump. Capital expenditures are expected between $16 billion and $16.5 billion, down from the $17 billion they planned before. This efficiency focus is classic Schulman—maximize growth while tightening the belt. Whether his net worth and compensation package reflect the success of this turnaround strategy remains to be seen, but the early indicators suggest investors are buying into his vision. The wireless service revenue is expected to stay flat while total mobility and broadband revenue grows 2-3%, so the real growth engine is clearly shifting toward bundled services.