Communications Inc. 报告称，其第三季度无线客户净增数创下五年来最强表现，超过分析师预期的两倍多，显示首席执行官 Dan Schulman 执掌第一年的扭亏计划已初见成效。
Communications Inc. reported its strongest third-quarter performance in wireless customer additions in five years, more than twice analysts’ expectations, a sign that the first year of Chief Executive Officer Dan Schulman’s turnaround plan is bearing fruit.
这家美国最大移动运营商在截至 9 月 30 日的季度里，净增 40.6 万条月付手机线路，远超华尔街预期的 20.2 万条。公司还上调了全年多项关键指标的指引。尽管因担心现有“三大”移动运营商将面临 Elon Musk 即将推出的 Starlink Mobile 服务带来的竞争加剧，无线运营商股价震荡，但 Verizon 仍交出了大幅超预期的业绩并给出乐观预测。
The largest US mobile provider added a net 406,000 monthly phone lines in the period ended Sept. 30, well above Wall Street projections for 202,000 additions. The company also raised full-year guidance for several key metrics. The significant beat and optimistic forecast comes even though the share prices of wireless operators are wobbling over fears that the Big Three established mobile companies will face increased competition in wireless from Elon Musk’s forthcoming Starlink Mobile service.
为保持竞争力，总部位于纽约的 Verizon 正在 Schulman 带领下进行大规模改革。在他上任一年间，公司裁减数千个岗位，推出简化版无线服务套餐，并推出全新忠诚度奖励计划。他还勾勒出将人工智能深度融入公司运营的雄心勃勃战略。
To stay competitive, New York-based Verizon is undergoing a substantial overhaul under Schulman, who has cut thousands of jobs, announced a simplified wireless service plan and introduced a new loyalty rewards program in the year that he’s been in the job. He’s also outlined an ambitious strategy for integrating artificial intelligence into company operations.
Schulman 去年 10 月接任时，Verizon 正饱受用户增长放缓和股价滞涨之苦。这位前 PayPal Holdings Inc. 首席执行官誓言夺回 Verizon 的市场领先地位，并承诺坚持以客户为先。今年以来 Verizon 股价上涨 9%，跑赢 AT&T Inc. 和 T-Mobile US Inc. 的跌幅。
When Schulman took over last October, Verizon was plagued with slowing subscriber growth and a lagging stock price. The former PayPal Holdings Inc. CEO set out to reclaim Verizon’s leading market position and vowed to put customers first. Verizon shares are up 9% this year, outperforming declines for AT&T Inc. and T-Mobile US Inc.
总营业收入增长 1.5% 至 343 亿美元。无线和宽带服务收入的增长抵消了设备销售下滑的影响，后者源于用户换机周期拉长。Verizon 实现 31.4 万条宽带净增，低于分析师预期的 37.91 万条。
Total operating revenue rose 1.5% to $34.3 billion. Gains in wireless and broadband service revenue offset a decline in equipment sales with customers holding on to their phones longer. Verizon notched 314,000 broadband net additions, below the 379,100 that analysts hoped.
经调整每股收益同比增长 8.3% 至 1.31 美元。根据彭博汇编数据，分析师平均预期为 1.28 美元。
Adjusted earnings per share rose 8.3% year over year to $1.31. That compared with the average projection by analysts of $1.28, according to data compiled by Bloomberg.
该公司上调了全年指引，涉及月度手机净增用户数、利润、自由现金流以及移动和宽带服务收入增长。该公司现在预计将新增多达120万条月度手机线路，高于此前指引的多达100万条。
The company raised full-year guidance on monthly phone net additions, profit, free cash flow and mobile and broadband service revenue growth. The company now expects to add as many as 1.2 million new monthly phone lines, up from earlier guidance of as many as 1 million.
关于SpaceX成为第四家无线挑战者的雄心，从而给客户带来额外竞争，仍存在重大疑问。上周，彭博社报道称SpaceX正在寻求大量无线塔站点，这将标志着其目标迈出重要一步，随后Verizon及其同行的股价下跌。
Big questions persist about SpaceX’s ambitions to become a fourth wireless challenger, creating additional competition for customers. Shares of Verizon and its peers fell last week after Bloomberg reported that SpaceX is seeking a significant number of wireless tower sites that would mark a major step toward its goal.
Verizon还于周一宣布，已与Amazon.com Inc.的网络服务部门达成一项价值超过20亿美元的人工智能基础设施交易。
Verizon also announced Monday that it has inked an AI infrastructure deal with Amazon.com Inc.’s Web Services unit, worth more than $2 billion.
Verizon是主要电信公司中第二家发布第三季度财报的公司。上周，AT&T Inc.公布了总体积极的财务结果，但马斯克重申其打算让SpaceX成为“主要移动运营商”后，其股价下跌。T-Mobile将于周三收盘后发布财报。
Verizon is the second of the major telecom companies to report third-quarter earnings. Last week, AT&T Inc. saw generally positive financial results, but its shares fell after Musk reaffirmed his intention to make SpaceX a “major mobile carrier.”T-Mobile will follow with its report on Wednesday after the market’s close.