Verizon Communications Inc. (NYSE:VZ) NewStreet Research and BCG Future of Connectivity Leaders Conference March 26, 2025 8:30 AM ET
Company Participants
Frank Boulben – Chief Revenue Officer
Conference Call Participants
Jonathan Chaplin – New Street Research LLP
Jonathan Chaplin
Great. So, let’s get started, guys. I’m delighted to introduce our first speaker of the day, Frank Boulben, Frank’s no stranger to the New Street, BCG events. We love having him here. We’re very lucky to have him here today because he’s sitting sort of right at the center of the biggest controversy impacting the mobile sector in the U.S., which is what’s going on with mobile growth in the first quarter.
So, we’re going to delve into that. But we love having Frank at these events because he’s the Chief Revenue Officer for the consumer business at Verizon now, but he’s been the Chief Strategy Officer. He’s been a CTO. He’s held roles at Verizon for a number of years, but also in Europe, at operators and equipment manufacturers. And so, he has really unparalleled insights into the sector, and he can speak about those insights in an unusually eloquent way for a telecom executive.
Question-and-Answer Session
Q – Jonathan Chaplin
Frank, thanks for being here. So, to kick things off, I’d love to get your perspectives on what’s going on with mobile growth in the first quarter. It looks like all three of the big carriers have had a difficult January, which suggests to us that the market overall might be growing at a slower rate than expected. I think you’ve characterized that the weaker than expected trends in Verizon the first quarter is more of a competition than a issue. I’d love to sort of kick off there.
Frank Boulben
So first of all, good morning, Jonathan. Good to be back
