Solid Quarter 1 2007.
This was another good quarter by Verizon Wireless for the first quarter 2007. They got 1.7 million net new customers, which obviously is in line to q1 of 2006, but lower than my estimates of 1.8 million net new customers. They continue to gain market share from Sprint and from AT&T and they will continue to seek these gains going into the future. The only issues that are in my mind of what they are going to do to counter WIMAX, HSDPA/HSUPA and other types of higher speed data. Moreover, their prepaid is starting to become a little bit better, which their lackluster in growth have always been my concerns.
Finally, I think they will become number one very soon and they should continue to dominate the industry when it comes to postpaid voic...
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Finally, I think they will become number one very soon and they should continue to dominate the industry when it comes to postpaid voic...
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i agree 100% this will only feul the merger rumors more. vzw will cont. to raise the bar {no pun} in net customer gain, apru and data.
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Merger rumors with whom?
VZW is doing great, but they need to now focus on prepaid and data ARPU and try to expand those metrics. I do not think they are in trouble, but they need to start focusing on other revenue streams besides for postpaid voice ARPU.
VZW is doing great, but they need to now focus on prepaid and data ARPU and try to expand those metrics. I do not think they are in trouble, but they need to start focusing on other revenue streams besides for postpaid voice ARPU.
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nextel18 said:
Merger rumors with whom?
VZW is doing great, but they need to now focus on prepaid and data ARPU and try to expand those metrics. I do not think they are in trouble, but they need to start focusing on other revenue streams besides for postpaid voice ARPU.
They have the highest Data ARPU in the industry
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Verizon Wireless’ data ARPU;
$8.95
Sprint’s Data ARPU;
$9.25 blended
$12.25 just CDMA
Thus, blended and just CDMA Sprint leads Verizon in data ARPU.
Verizon need to focus on DO more as well as coming out with their 4G plan, which they have not announced yet. They are well behind Sprint when it comes to DO and AT&T is starting to do better with their HSDPA network than Verizon.
$8.95
Sprint’s Data ARPU;
$9.25 blended
$12.25 just CDMA
Thus, blended and just CDMA Sprint leads Verizon in data ARPU.
Verizon need to focus on DO more as well as coming out with their 4G plan, which they have not announced yet. They are well behind Sprint when it comes to DO and AT&T is starting to do better with their HSDPA network than Verizon.
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I like how you try to put a positive spin on sprint when they are bleeding customers like there is no tomorrow, and then act like verizon is dropping the ball just because they haven't announced their 4G plans 😕
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But it's not like Sprint will go out of business either. He's just trying to counter-act the exaggerated negativity about Sprint in the Phone Scoop Forums. Sure they aren't all that competitive but they still have their revenue and a big gorilla won't go away very quickly.
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Sure I agree with you there, it just seems like allot of his statements are exaggerated.
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Well the previous poster said that Verizon is the leader in data ARPU and I was showing the data that he is wrong. Therefore, I was responding to that person.
Sprint is bleeding customers but at a slower rate and more importantly, other metrics such as Data ARPU as well as prepaid and wholesale channels continue to expand. I was just simply saying that Sprint, although continues to have difficulties, the turnaround story is happening.
With Verizon Wireless, I was saying about my opinion on their business segments when it comes to the difference revenue and ARPU mix. I was just disappointed that Verizon Wireless is not focusing their efforts on prepaid and data as much as they are on voice and postpaid.
Sprint is bleeding customers but at a slower rate and more importantly, other metrics such as Data ARPU as well as prepaid and wholesale channels continue to expand. I was just simply saying that Sprint, although continues to have difficulties, the turnaround story is happening.
With Verizon Wireless, I was saying about my opinion on their business segments when it comes to the difference revenue and ARPU mix. I was just disappointed that Verizon Wireless is not focusing their efforts on prepaid and data as much as they are on voice and postpaid.
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Cingular's HSDPA network has issues. When browsing on Media Net, it freezes intermittently. Sure, they're good at selling it but eventually the word will get around that it doesn't work as well and reliably as Verizon Wireless's EV-DO even if it's theoretically faster.
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nextel18 said:
The only issues that are in my mind of what they are going to do to counter WIMAX, HSDPA/HSUPA and other types of higher speed data.
WiMax is theoretically outstanding as the Orthogonal (OFDM) based process has a strong superiority to so many technologies. I understand the allure. However, in application and build out, will be a tough road. True that Sprint has a good stock of licenses in the frequencies needed to roll out WiMax, they do not have enough to have a national overlay and I will promise that getting additional ones will be hard. Reason being, these bands are often hoarded by Government and Military use. There is a good chunk of good luck with get a wider footprint above what is ...
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Oh of course building out a new network will be hard to do, but I think with the CTO that Sprint has can deliver on their abundance or spectrum plus the costs will be decreasing for ASPs as well as other costs. They have enough spectrum to deploy the Wimax networks in the areas that are very strong when it comes to covered pops. I can tell you where the spectrum is if you would like but they control many areas in which they do not need to team up with Clearwire in order to deploy a true nationwide network. If you can recall, the education institutions actually have MMDS spectrum too in which can be leased or as a joint venture with Sprint to expand that spectrum. Moreover, the FCC is planning on, if I can recall correctly, that they would b...
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