Any bets on what to expect on this call? Q3 Results plus the usual Ai lecture, or something new and bigger? Any chance for good news?
36 replies (most recent on top)
@dr " VZ used to have principles and everyone believed in the credo". haha, nostalgic nonsense
@eq well… at least Hans was good Pretending……1000% better than these elephants n tiger and Amazon-Bezos Books
@f7 pulling copper from ground, but these id--ts then said, we will reuse for AI expansion??? How? Isn’t there. fiber comes in pictures?? Just say anything to show savings… really copper reuse?
None of it impressed me except for pulling copper out of the ground. The silly accomplishments of the tiger teams are normal bau stuff we should have done years ago. Kairos is a joke. Many examples of mistaking AI for basic automation.
@dx we learned something about oxen which tells me everything I needed to know about Verizon's future.
I think he's going to use cows or sheep next time.
@eq right? She was the best candidate out of the 20 or so Dan said he interviewed? She looks and sounds clueless just like the man who promoted her.
@ef Vidyut Naware
We are clearly redefining the definition of leadership. The bar has dropped to the ground. And if that HR lady got promoted well…
That guy chewing gum! Who is he?
@dx yes, that mo--n on the right who kept chewing a gum while responding on the stage? His speech was just like the gum - empty bubbles
@dv I don't think they know. I think they're making it up as they go, hoping to unload portions of the business.
Smoke and mirrors
This is hilarious. A bunch of nothing or things already known. We all need to start asking our leaders for more information and ask specific questions about direction and the business plan on how we are going to get there. They will have no idea how to answer or they will channel their inner Kamala and serve up word salad answers. It is clear that employees are being left in the dark, with vague direction and a lot of distraction.
Why is it that every new technology is meant to make our lives easier, yet our leaders just push for us to be faster and work with more Urgency.
You want reality?
These are the people making the decisions, steering the ship.
And some wonder why we are where we are.
Let that sink in.
VZ used to have principles and everyone believed in the credo. They also believed in security and not letting anyone outside the US have access to any US equipment big no no. Now the are outsourcing engineering which is big mistake. Hire outside like Hans that has not idea what the landscape is like in the US. Now they have Dan that talks about himself and has a complex issue and has not provided any value to the company.. sad all execs now days care about stock and buyouts no real value.
@av pretty spot on so far
@dm The Verizon goal is to always exceed the last result, so each all hands must be worse than the last one.
I would like to see any one of them make a correct and detailed statement explaining how AI or telecommunications technology in general actually works so I can have confidence in any anything else that comes outta their mouths. Especially if they are making the decisions regarding it's future.
Self help book analogies won't cut it if you have no technical experience in how to implement it in a specific field.
AI developers have already called him out. One actually said, "Another CEO without a technical degree who sees AGI within 18 months and a century of progress in a decade. America is being ruined by these types of know it all CEOs who don't try to fully understand AI and its applications before they form opinions."
@dm Hold my beer…
My goodness, this all hands call is worse than the last one.
How is that possible?
@OP I am hoping he will go into more detail on what he meant last month when he said:
"Verizon has more than 250,000 employees and contractors and will need to move from a workforce organized around “very defined roles and functions” to a “much more fluid organization.”
How will Techs, Engineers, Analysts, Customer Service, Sales, etc., etc., know what their role or function is if they aren’t “very defined”?
Do we just go where the wind takes us and do whatever feels good in the moment?
https://fortune.com/2026/09/30/this-revolution-is-happening-in-years-not-decades-verizon-ceo-dan-schulman-sees-agi-within-18-months-and-a-century-of-progress-in-a-decade/
@d9 or don't watch it at all and spend the time learning, exercising, playing with your kids or whatever
@a3 I think they learned their lesson and switched into a RIF stealth mode - no announcements, no confirmations, just smaller steady drips below to avoid triggering threshold
@b8 Just watch it later at 3x speed.
You won't miss much.
ELIMINATE ENGINEERING
It will be a nothing burger... AI, AI, AI.... you will want your time back real fast.
@av oh yes… maybe status on whether we are elephant or tiger right now, that analogy from prior transformation
Just a victory lap for Ferry (platypus - love it) before he moves to VBG and the AI Connect job. Don’t expect anything not said at earning. Probably more “it takes a village” BS from Alfonso.
Set your expectations low and be prepared to be disappointed
Have we ever had a 4Q VSP announcement?
Q3 earnings bs, ai bs, coffee sip, fake tough talk about punching back and then he’ll pass it to the platypus to talk tiger team bs which no one knows what it is and even after they explain it no one will continue to know. Verizon is in shambles
I wouldnt bother anymore. just do the minimal and look for another job
I wish he would just tell us when the next round of big layoffs is going to be. I don’t want to hear the bs he gave the street. I am tired of hearing him talk about AI. Just lay out your next plan. Be transparent Dan.
Tiger Teams will demonstrate how they are poopin' the bed.
@OP talk about Gemtrophic!
I don't think he will announce any RIFs during the all-hands anymore.
The last time he did so was in October 2025, when he first became CEO
They dont announce a RIF on AHC
Q 3 results and home for the holidays rif coming