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John Hodlik

Managing Director and Senior Equity Research Analyst at UBS

John Hodulik is a Managing Director and Senior Equity Research Analyst at UBS, specializing in the technology, media, and telecommunications sectors. He covers companies such as Netflix, Fox, Charter Communications, Comcast, T-Mobile US, Verizon, AT&T, and Walt Disney, with a success rate of approximately 64% and an average return of around 10.4% per rating. Hodulik brings experience from previous roles at Lazard before joining UBS. His professional credentials likely include FINRA registration and relevant securities licenses, though specific details are not available.

John Hodlik's questions to VERIZON COMMUNICATIONS (VZ) leadership

Question · Q3 2025

John Hodlik asked Verizon CEO Dan Schulman to elaborate on his vision for the company, specifically detailing his plans for the first 100 days and strategies to improve consumer volumes.

Answer

CEO Dan Schulman outlined a three-pillar vision: shifting to a customer-centric approach focused on delighting customers and achieving the lowest industry churn; driving shareholder returns through sustainable revenue, accelerated adjusted EPS growth, and a sacrosanct dividend, funded by OpEx savings; and a full review of CapEx and capital allocation, including investing in growth areas, portfolio rationalization, debt repayment, and potential capital returns. He emphasized winning responsibly and growth through retention.

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