Verizon周一在新增手机客户表现强劲后上调了2026年的预测。它还宣布与亚马逊网络服务（AWS）达成一项价值超过20亿美元的协议，以支持AI工作负载。
Verizon raised its forecasts for 2026 on Monday after a strong quarter for new phone customers. It also announced a deal worth more than $2bn with Amazon Web Services (AWS) to support AI workloads.
根据AWS协议，Verizon将提供高容量网络连接，并帮助在许多站点增加算力。该协议面向生成式AI和代理式AI，后者可以自行执行任务。
Under the AWS agreement, Verizon will provide high-capacity network connections and help add computing power spread across many sites. The deal is aimed at generative and agentic AI, which can carry out tasks on its own.
该协议紧随Verizon去年7月达成的一项价值超过10亿美元的协议，用于通过未使用的光纤连接谷歌的数据中心。
The deal follows a Verizon agreement in July worth more than $1bn to connect Google’s data centres over unused fibre.
截至9月的三个月内，Verizon新增40.6万名后付费手机用户，即每月支付账单的人。据路透社引用Visible Alpha数据报道，分析师此前预计约为20.9万名。
In the three months to September, Verizon added 406,000 postpaid phone subscribers, people who pay a bill each month. Analysts had expected about 209,000, according to Reuters, citing Visible Alpha data.
因此，Verizon现在预计今年新增110万至120万名后付费手机客户。此前，该公司的目标是75万至100万名客户区间的高位。
As a result, Verizon now expects 1.1 million to 1.2 million new postpaid phone customers this year. Before, it had aimed for the top half of a range from 750,000 to 1 million.
该公司还将调整后的每股收益预测上调至5.04至5.06美元。它现在预计自由现金流将增长近12%。
The company also lifted its adjusted earnings forecast to $5.04 to $5.06 a share. It now expects free cash flow to grow by almost 12%.
营收增长1.5%至343亿美元，低于分析师预期的347.4亿美元，据路透社引用LSEG数据报道。由于Verizon削减了设备折扣，升级手机的客户减少，路透社报道称。
Revenue rose 1.5% to $34.3bn, short of the $34.74bn analysts expected, according to LSEG data cited by Reuters. Fewer customers upgraded their phones after Verizon cut device discounts, Reuters reported.
利润更为强劲。净利润增长5.2%至53亿美元。调整后的每股收益增长8.3%至1.31美元，自由现金流增长12.1%至78亿美元。
Profit was stronger. Net income rose 5.2% to $5.3bn. Adjusted earnings per share grew 8.3% to $1.31, and free cash flow rose 12.1% to $7.8bn.
Verizon维持了今年在网络及其他资产上投入160亿至165亿美元的计划。
Verizon kept its plan to spend $16bn to $16.5bn on its network and other assets this year.
“我们将继续提高标准，而多年增长故事才刚刚开始一年，”首席执行官丹·舒尔曼表示。
“We are continuing to raise the bar, and we are only one year into a multi-year growth story,” said chief executive Dan Schulman.
舒尔曼在大约一年前接管公司以来一直在进行重组。6月，Verizon还推出了定价更清晰的更简单手机套餐。
Schulman has restructured the company since taking over about a year ago. In June, Verizon also launched simpler phone plans with clearer pricing.
Verizon股价在开盘前上涨2.4%。此外，对算力的需求推动了今年其他几笔大型AI数据中心交易。
Verizon shares rose 2.4% before the market opened. Elsewhere, demand for computing capacity has driven other large AI data-centre deals this year.