to Dan Schulman to lead the company through one of its toughest chapters yet.
New Verizon CEO is known for turning companies around
Dan is a seasoned and decisive leader with a unique set of experiences, and a proven record of transformative leadership and operational excellence. He is the right leader to chart Verizon’s next phase of increased customer focus and financial growth.
Mark Bertolini, Chairman Verizon Board of Directors, October 2025
Verizon is at a critical juncture. We have a clear opportunity to redefine our trajectory, by growing our market share across all segments of the market.
Dan Schulman, Chief Executive Officer Verizon, October 2025
Verizon is counting on Schulman’s diverse set of experiences, operational excellence, and transformative leadership style to steer it through a difficult phase. The company has been performing below market expectations and losing postpaid subscribers this year.
Schulman doesn’t have a magic wand
We view this as a negative for VZ and a broader negative for the Wireless industry. For VZ, we find the timing, seeming lack of consideration of other candidates, and Mr. Schulman’s experience, which is likely more as a change agent as opposed to direct Wireless experience, all to be interesting.
KeyBanc Capital Markets financial analysts, October 2025
Also, while Schulman may have a proven track record of leading companies to success, his expertise lies more in corporate turnarounds than wireless innovation.
While there may not be any immediate changes for customers, a high churn rate appears to be one of the key reasons a new CEO was brought in. This is a good sign for subscribers and could lead to more competitiveness within the wireless industry. Verizon has already started a price war of sorts.
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