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Talley_Talley-Sheet_Q3-2026

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Verizon and Google Cloud expand AI partnership across service, network, and data Enterprise-wide overhaul puts Gemini agents on Google Cloud in live network opera ons In sum – what we know: • Customer service live now – Gemini systems already handle the majority of inbound consumer calls and chats in certain channels, with the new deal formalizing and extending that rollout. • Autonomous network agents – AI agents get programma c API access to network systems for automated patching, re-rou ng, and configura on without a human in the loop. • Unified data via Agen c Data Cloud – Verizon plans to integrate sca ered customer, network, and opera ons data into a single pla orm, with marke ng the most visible beneficiary. Verizon and Google Cloud have announced a new partnership, and it's a significant escala on of a rela onship that has been building for years. What started as targeted customer service AI projects is now an enterprise-wide overhaul, with Verizon deploying Google Cloud's full AI stack across customer service, network opera ons, and marke ng. Financial terms, revenue targets, and the exact dura on of the agreement haven't been disclosed. The implementa on meline is similarly vague — expect a phased rollout across the three main areas rather than a single switchover, and expect the usual technical and organiza onal hurdles along the way. Customer service and internal opera ons The customer service piece is the least specula ve part of the deal, because much of it is already running. Gemini-powered systems currently handle the majority of inbound consumer calls and chats in certain channels, and the new agreement formalizes and extends that deployment. The AI diagnoses issues, walks customers through solu ons, and escalates the complex cases to human agents. Earlier experiments with Vertex AI and Gemini reportedly produced high rates of accurate responses and be er agent produc vity than Verizon's legacy service processes — results that clearly helped build the case for going bigger. Frontline staff get their own AI layer too. Verizon plans to use AI agents as personal research assistants for human agents, surfacing relevant informa on and suggested ac ons mid-interac on rather than leaving reps to dig through internal systems while a customer waits. Internally, Gemini-powered agents will coordinate workflows, analyze network incidents, prepare reports, and manage cross-team ac vi es. Talleycom.com You Connect the World. We Make it Easy. ® 12 QUARTER 3 2026 SHEET®

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