# Verizon's 3 Long-Term Investor Takeaways

> Verizon's strategic shifts boost long-term growth for investors.
- Title: Verizon's 3 Long-Term Investor Takeaways · The Motley Fool
- Summary: Verizon's strategic shifts boost long-term growth for investors. Verizon's subscriber growth, AI infrastructure contracts, and millimeter wave spectrum…
- Keywords: verizon, subscribers, ai infrastructure, millimeter wave spectrum, broadband, finance, money, Verizon's, Long-Term, Investor, Takeaways, The Motley Fool
- Source: The Motley Fool — https://fool.com/earnings/takeaways/2026/10/26/verizon-3-key-takeaways-for-long-term-investors
- Author: The Motley Fool Team
- Published: 2026-10-26T20:53:01+00:00
- Read time: 1 min
- Topics: verizon, subscribers, ai infrastructure, millimeter wave spectrum, broadband, finance, money
## Subscriber Growth Without Promotions
Verizon added 406,000 net postpaid phone subscribers while reducing acquisition costs by 41% year over year.

> Our postpaid phone net additions were up 820% year-over-year to 406,000, our strongest Q3 in five years
## AI Infrastructure Contracts
Verizon secured $4 billion in signed contracts with major cloud providers including a dark fiber agreement with Amazon Web Services.

> We now have signed contracts for approximately $4 billion, and based on the demand we are seeing, we expect both our fiber and edge computing to add meaningfully to our future growth
## Millimeter Wave Spectrum Deployment
Verizon uses millimeter wave spectrum to roll out 1-gigabit Fixed Wireless Access across major cities.

> Using our millimeter wave spectrum, we have developed an innovative solution that will enable us to deliver a 1 gig FWA product in metro areas across the country
## Key takeaway

Verizon's subscriber growth, AI infrastructure contracts, and millimeter wave spectrum deployment create long-term value for investors.