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WSJ Tech News Briefing · Friday, July 24, 2026

Verizon Revenue Dips Amid Equipment Sales Decline, Eyes AI Infrastructure

Verizon Communications reported a 0.7% year-over-year decrease in second-quarter revenue, amounting to $34.25 billion, which fell short of analyst expectations. The company cited a nearly 20% drop in equipment revenue due to longer device holding periods. Verizon is exploring new revenue streams, including AI infrastructure, and announced a deal with Google worth over $1 billion for dark fiber usage.

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In the second quarter, Verizon Communications revenue fell 0.7% year-over-year to $34.25 billion, missing analyst estimates.
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Verizon attributed the decrease to a nearly 20% decline in equipment revenue, as customers hold on to their mobile devices longer.
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The company said it's pursuing new revenue opportunities including from the AI infrastructure boom, as its turnaround effort continues.
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Verizon's CEO said today it signed a deal with Google worth over $1 billion, in which the tech giant will use the carrier's dark fiber to connect its data centers.
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Heard on WSJ Tech News Briefing — “TNB Tech Minute: Trump Threatens New EU Tariffs Over Tech Fines, published Friday, July 24, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
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