Acquisition StrategyVerizon is acquiring Frontier at a reasonable or likely favorable price, indicating potential value for investors.
Financial PerformanceResults were solid with upside record fiber adds, Consumer fiber ARPU up 5%, and EBITDA up 8%.
Growth PotentialFurther penetration sensitivity analysis suggests the acquisition is a long-term positive for Verizon, with potential 2026 fair valuation reaching $50+.