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Let the predictions begin!!

bigdaddyjay

Mar 27, 2005, 1:18 PM
There are a lot of us in here that fight over who is smarter and who is better in business and math. We fight over what company is better or why some mergers were worth the cost. In a month the fourth quarter results will start rolling in. How about if we all put in our estimate for the top 5 carriers and see who is the best at pedicting this!! Here is where I see the numbers and this is strictly Net additions without reseller and MVNO numbers and partnership numbers. I would love to see Kingfrog, MuchDrama, PhoenixAshes, Nextel18 and anyone else willing to put their numbers on the line join in. Good Luck to all that participate and Happy Easter!

Cingular 1.2 Million
Verizon 1.6 Million
Sprint 500,000
Next...
(continues)
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nextel18

Mar 27, 2005, 1:45 PM
nextel= 525k per quarter
sprint= 525k per quarter
verizon wireless= 1.7 million per quarter
cingular= 1.5 million per quarter.
tmobile= 1 million per quarter


ps. sometimes carriers include their mvno's, affiliates and prepaid with their quart and yearly subs.. (so lets keep that in mind)


those are my numbers...
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bigdaddyjay

Mar 27, 2005, 2:01 PM
Thanks for being the first to lay your sack on the line! Good Luck with your predictions.
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nextel18

Mar 27, 2005, 2:05 PM
thanks... we have to be aware that what i said in the other post that a lot of the providers include their mvno's affiliates and partners and prepaid.. we should be aware of that. i can get the numbers anyway for each so thats not a problem.

why wont we add mvno's and affiliates though? i can understand not adding prepaid becuase its at a higher churn and lower arpu, (cept boost mobile) but why not add mvno's and affiliates? they still lease capacity and pay arpu.

do we want to change it to adding mvno and affiliates as well? (i think we should)
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bigdaddyjay

Mar 27, 2005, 2:11 PM
MVNO and resellers are advertised as seperate companies, I think we should look at what the Company can add with their advertising and marketing strategies.
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nextel18

Mar 27, 2005, 2:13 PM
well, they are advertised as seperate companies, however, they still pay revenue to the provider that they are leasing capacity from. some of those carriers like nextel pays for boost mobile and sprint pays for some of their partners and affiliates marketing and advertising. i mean it does effect Cost per gross add or CPGA which does effect net income.

i think we should add those, but if you dont want to then we dont have to. you are the ref.

i just think we should add them. (becuase of the revenue gains and things like that. )
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bigdaddyjay

Mar 27, 2005, 2:18 PM
Start a thread that includes what you want, I wanted to see the Company Net adds and not tally up what some weirdo on a unicorn is selling over at Virgin Mobile so that it can be added to Sprints numbers.
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nextel18

Mar 27, 2005, 2:21 PM
sprint doesnt add virgin mobile, i dont belive. (i dont see anything mentioning on the sprint's web site saying virgin mobile being added)

it says on their web site about direct adds, mvno's affiliates and things like that. (not virgin mobile)

we can do what you want, but it will be wise to add all of their subscribers, but not prepaid.
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bigdaddyjay

Mar 27, 2005, 1:45 PM
We are going on a half hour and no responses yet! I know some of you are in here so don't be afraid, hit me with the digits.
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85percent

Mar 27, 2005, 2:39 PM
bigdaddyjay said:
We are going on a half hour and no responses yet! I know some of you are in here so don't be afraid, hit me with the digits.


I think VZW will be at 1,043,432,312,889 customers by the end of 05.

Actually. Based on customer feedback regarding reception, I really don't think Cingular's momentum will stay strong throughout the year. I believe they will slow down and VZW will overcome them by the end of 05.

I think Sprint and Nextel will build a space ship and have its' 40 million customers try and take over the moon then a comet will hit the space ship when it lands up there, leaving Nextel and Sprint with 164 customers.
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nextel18

Mar 27, 2005, 2:42 PM
wow, what a stupid thing to say....

he asked you for predictions ie NUMBERS and you give him bologna. come on now.
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85percent

Mar 27, 2005, 2:52 PM
i gave numbers. just because they weren't in your favor doesn't mean its bologna.

fine. end of 05.

VZW= 54m
Cingular= 54m
Sprint/Nextel= 44m

who cares about the rest. those are the powerhouses.
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nextel18

Mar 27, 2005, 3:12 PM
you didnt give any numbers before. and its not total numbers after 2005 its WHAT THEY GET PER QUARTER. (hint there are 4 quarter in a year)

so tell us what each will get per quarter without mvno's affiliates, partners and prepaid. (see our predictions for an example)
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85percent

Mar 27, 2005, 3:49 PM
nextel18 said:
you didnt give any numbers before. and its not total numbers after 2005 its WHAT THEY GET PER QUARTER. (hint there are 4 quarter in a year)

so tell us what each will get per quarter without mvno's affiliates, partners and prepaid. (see our predictions for an example)


i understand the question. don't talk all condescending to me. i chose to answer it by end of the year results.

quarterly?

i cant make predictions about two company's that haven't even merged yet. that said.. by quarterly results. maybe something like this..

cingular/att- 1.6m, 1.5m, 1.5m
verizon- 1.8m, 1.8m, 1.9m
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nextel18

Mar 27, 2005, 3:53 PM
oh god.

so do it separately with nextel and sprint like i have done and that jay has done..

by the way you did it for only 3 quarters.

try again.
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bigdaddyjay

Mar 27, 2005, 3:54 PM
Maybe he needs to change his name to 75%, hahaha
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nextel18

Mar 27, 2005, 3:58 PM
ahhaha. yea maybe.
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85percent

Mar 27, 2005, 5:17 PM
nextel18 said:
oh god.

so do it separately with nextel and sprint like i have done and that jay has done..

by the way you did it for only 3 quarters.

try again.


geez. freakin average them and that's my answer. who cares.
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nextel18

Mar 27, 2005, 11:00 PM
why cant you do it? by the way you did it by 3, not by 4.
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CingularguyinTN

Mar 30, 2005, 11:26 AM
Cing= 1.7
Ver= 1.3
T-mobile= 950,000
Sprint= 480,000
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nextel18

Mar 30, 2005, 4:13 PM
thanks.. you forgot nextel by the way.

please say it again with your nextel target. thanks.
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bigdaddyjay

Mar 27, 2005, 3:52 PM
85percent said:
bigdaddyjay said:
We are going on a half hour and no responses yet! I know some of you are in here so don't be afraid, hit me with the digits.


I think VZW will be at 1,043,432,312,889 customers by the end of 05.

Actually. Based on customer feedback regarding reception, I really don't think Cingular's momentum will stay strong throughout the year. I believe they will slow down and VZW will overcome them by the end of 05.

I think Sprint and Nextel will build a space ship and have its' 40 million customers try and take over the moon then a comet will hit the space ship when it lands up there, leaving Nextel and Sprint with 164 customers.


I think t...
(continues)
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nextel18

Mar 27, 2005, 3:57 PM
i dont think it will be 12-18 months for the integration because it is not as detailed and they arent on different networks. they have and use same or similar frequencies and have a lot of towers which they can get rid of. i think it will take 6-12 months. the Nextel/sprint deal is a different story because i think that will take 12-18 months maybe 24 months before Nextel migrates most or all of its iden network to cdma.
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bigdaddyjay

Mar 27, 2005, 4:02 PM
They are on different networks, most areas where they have both are using 800 and 1900mhz networks so having towers on both won't work well until some type of filter technology is in place to allow seamless handoff from 800-1900 and from 1900-800 without dropping calls. Plus they have to balance TDMA/GSM/UMTS-WCDMA/HSDPA and analog all on one network without overloading channels and causing call blockage. From a Network viewpoint this isn't easy to do and should require a lot more effort than changing some signs in from of a bunch of stores and claimimg that you are raising the bar.
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nextel18

Mar 27, 2005, 4:05 PM
yea, i dont think so. its on the same network. (gsm) even though its different frequencies. they can always do dual mode phones or something like that. they have plenty of spectrum and towers to worry about any overloading.
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bigdaddyjay

Mar 27, 2005, 4:14 PM
you are missing the point. Even with dual band phones if the network can't hand off from one frquency to the other without dropping then the customers are still using two networks that have ranked poorly in recent times. People keep talking smack about 45,000 towers and more coverage with more towers but is they can't align them all and fit the GSM/TDMA/AMPS/HSDPA-UMTS-WCDMA/EDGA channels within the spectrum in good balance then they will continue to get slammed for poor network quality. please remember that Cingular uses many different technologies within their network and will continue to until all of their customers are free from TDMA devices and Analog devices which suck a lot of spectrum per user compared to the newer technology they...
(continues)
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nextel18

Mar 27, 2005, 4:18 PM
yea, that is a good point. i didnt think of that, however, your 12-18 month time line for the whole integration is way too long in my opinion. nextel/sprint said that it would take till probably 2007-2008 for the integration to be completed. half of nextel's towers will be on the cdma network by 2007. so i mean if thats 2 years i would think that cingular/att wireless will take less becuase they dont have as different spectrum and network then nextel and sprint.

we will see though, but i dont think so. maybe, if we can find a presentation from IR about the whole migration situation with cingular/att wireless to find out exactly or just email them. (i should have probably done that but again, i dont care about it that much becuase i wante...
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nextel18

Mar 27, 2005, 4:25 PM
jay, i searched through cingular's 10k as of 3/07/05 and this is what i saw.


"Network Integration

The acquisition of AT&T Wireless provided Cingular with significantly more cell sites covering its footprint than any other operator in the U.S. To ensure that the additional cell sites result in improved coverage for our customers, we have activated “home-on-home roaming” between the previous AT&T Wireless and Cingular systems allowing former AT&T Wireless customers to roam onto Cingular networks where they previously did not have coverage and similarly for Cingular customers. We intend to maintain this improved coverage and to continue network construction to add a large number of new cell sites to further bolster our coverage advan...
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bigdaddyjay

Mar 27, 2005, 8:58 PM
So we are talking 12 to 18 months as stated earlier. That will be 12 to 18 months where their customers will be using phones designed to roam off of the other network thus not having both networks combined. Basically two piles of crap owned by one company that will take 12 to 18 months to turn into one big pile of crap for all Cingy customers to enjoy? That leaves a long time for other companies to sieze their unhappy customers that aren't seeing the claims of raising the bar.
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nextel18

Mar 27, 2005, 11:12 PM
its not 12-18 months.. it would be 21 months.

yea, most of nextel/sprint's and verizon's new adds are becuase of other providers loss.
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SForsyth01

Mar 27, 2005, 9:26 PM
You are starting to see our frustrations with nextel18. It is virtually impossible to get him to understand and accept that he could be missing the point in any way.
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bigdaddyjay

Mar 27, 2005, 9:27 PM
I still think that KingFrog is ten times more annoying. At least Nextel18 researches things that he posts but the Tadpol just flames.
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SForsyth01

Mar 27, 2005, 9:33 PM
You have a point there....but nextel18 has this obsession with having the last word in an argument, whether he was right or not.

And most of the time, he does great research....but he really makes you wonder how he forms the opinions he has from the research that he does. Logic is not his strong point.
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bigdaddyjay

Mar 27, 2005, 10:24 PM
This forum would be a little boring without people like him, froggy, drama and a few others I'll not mention. I think it is great that we can all disagree and rip on each other a little. We all have our theories and some have valid reasons while others point out generic reasons but hey we are all having a good time so it's worth it!
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SForsyth01

Mar 28, 2005, 8:16 AM
bigdaddyjay said:
We all have our theories and some have valid reasons while others point out generic reasons but hey we are all having a good time so it's worth it!


I agree completely.
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85percent

Mar 27, 2005, 3:57 PM
bigdaddyjay said:
85percent said:
bigdaddyjay said:
We are going on a half hour and no responses yet! I know some of you are in here so don't be afraid, hit me with the digits.


I think VZW will be at 1,043,432,312,889 customers by the end of 05.

Actually. Based on customer feedback regarding reception, I really don't think Cingular's momentum will stay strong throughout the year. I believe they will slow down and VZW will overcome them by the end of 05.

I think Sprint and Nextel will build a space ship and have its' 40 million customers try and take over the moon then a comet will hit the space ship when it lands up there, leaving Nextel and Sprint with 164
...
(continues)
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SForsyth01

Mar 27, 2005, 9:35 PM
My predictions:

Cingular - 1.3 million
Verizon - 1.75 million
Sprint - 550,000
Nextel - 450,000
TMobile - 1 million

But I am probably wrong about T-Mobile. I don't follow their growth enough.
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SPCSVZWJeff

Mar 28, 2005, 11:54 AM
Here's my 2 cents:

Cingular retains its momentum through on entire customer cycle (24 months) so adds about 1.25-1.5 million customers per quarter. At the end of that customer cycle they drop to 750,000- 1 million per quarter with an increased churn.
Verizon builds momentum and adds 1.5-2 million customers per quarter. Due to the new markets they will enter and the success of V-Cast and othe innovations. They pass Cingular in early 2007.
Sprint-Nextel struggles at first with the merger and only is able to add 750,000-1 million per quarter and sometime in 2007 gain momentum and rival Verizon in customer growth after they successfully implement the new networks and begin marketing Flarion.

T-Mobile remains adding 1 million customers p...
(continues)
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muchdrama

Mar 28, 2005, 1:58 PM
SPCSVZWJeff said:
Here's my 2 cents:

Cingular retains its momentum through on entire customer cycle (24 months) so adds about 1.25-1.5 million customers per quarter. At the end of that customer cycle they drop to 750,000- 1 million per quarter with an increased churn.
Verizon builds momentum and adds 1.5-2 million customers per quarter. Due to the new markets they will enter and the success of V-Cast and othe innovations. They pass Cingular in early 2007.
Sprint-Nextel struggles at first with the merger and only is able to add 750,000-1 million per quarter and sometime in 2007 gain momentum and rival Verizon in customer growth after they successfully implement the new networks and begin marketing Flarion.

T-Mobil
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SPCSVZWJeff

Mar 28, 2005, 7:30 PM
I feel Cingular's churn will increase because when UMTS is released nationwide people will want it without signing a new contract or anything. Just like when Airtouch and USCC released CDMA their churn rose because some people who were on analog wanted the new system and the new phone with no additional cost or strings attached. They were left with a bad taste in their mouth and resolved to leave at that time. I also believe that their reps are overselling the benefits of GSM. At least the former ATTWS has been.
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bigdaddyjay

Mar 28, 2005, 9:25 PM
Word on the street is that Cingular will bypass UMTS and go straight to HSDPA.
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nextel18

Mar 28, 2005, 9:26 PM
I thought that they are deploying umts and hsdpa as an overlap or simultaneous?
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bigdaddyjay

Mar 28, 2005, 9:33 PM
Word is that they are going to deploy it over their current UMTS markets (former blue areas) but go straight to it starting at the end of this year and have the whole thing wrapped up by the end of 2006. I heard this from a cell tech that I ran into that works for Cingular in Chicago.
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nextel18

Mar 28, 2005, 9:34 PM
i posted a post on that situation.. go check the next post that was at you.

they arent skipping umts becuase umts/hsdpa are basically one. basically hsdpa is an upgrade and overlaps umts.
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nextel18

Mar 28, 2005, 9:31 PM
you know how i love facts and evidence so here is what i found from cingular's 10k as of 3/7/05

"In January 2005, Cingular field tested a higher speed downlink component of UMTS called “High Speed Downlink Packet Access” (HSDPA), which we intend to offer in all of our UMTS markets. Our successful field trial of the first phase of HSDPA, which provides up to 3.6 megabits per second (Mbps) peak speed, demonstrated that HSDPA is the fastest wide-area wireless high speed data solution available for consumer access in the U.S. In the next two years, HSDPA will have average throughput in the 400-700 Kbps range and theoretical speeds of 14 Mbps. Cingular has awarded UMTS/ HSDPA contracts to three infrastructure vendors, Lucent Technologies, Inc...
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bigdaddyjay

Mar 28, 2005, 9:47 PM
Just telling you what a cell tech on the payroll advised so take it for what it is worth.
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nextel18

Mar 28, 2005, 9:48 PM
oh, i will. but i would rather read what the 10k says though and their conference calls over that person.
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bigdaddyjay

Mar 28, 2005, 9:57 PM
I wouldn't, they will say whatever investors and the public want to hear. I would rather hear it from the guy installing the hardware.
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nextel18

Mar 28, 2005, 10:00 PM
they cant say things that are false or else shareholders will be suing them and they dont want bad PR or a lawsuit.

but again, i would rather belive 10k's and from the CTO then from people there. CTO's run the technology there. its ok i guess we have diff preferences but i would rather listen to the horses' mouth them from your guy.
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bigdaddyjay

Mar 28, 2005, 10:03 PM
All they have to say is that they plan to launch, or that their goal is more bars in more places. Get where I'm comming from? This guy never lies and tells me what is up, I used to know him from the nightclubs I've worked at here in Chi Town and he has always been pretty acurate.
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nextel18

Mar 28, 2005, 10:06 PM
hahahah. nice.
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bigdaddyjay

Mar 28, 2005, 10:06 PM
muchdrama said:
SPCSVZWJeff said:
Here's my 2 cents:

Cingular retains its momentum through on entire customer cycle (24 months) so adds about 1.25-1.5 million customers per quarter. At the end of that customer cycle they drop to 750,000- 1 million per quarter with an increased churn.
Verizon builds momentum and adds 1.5-2 million customers per quarter. Due to the new markets they will enter and the success of V-Cast and othe innovations. They pass Cingular in early 2007.
Sprint-Nextel struggles at first with the merger and only is able to add 750,000-1 million per quarter and sometime in 2007 gain momentum and rival Verizon in customer growth after they successfully implement the new networks and
...
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kingfrog77

Mar 28, 2005, 8:44 PM
I am way ahead of you. I made my predictions a year ago and they were calling me Nostradamus.

So far they are right....Cingular will continue to lead Verizon in adds...This QTR and beyond.
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Grantizzle

Mar 28, 2005, 8:45 PM
kingfrog77 said:
I am way ahead of you. I made my predictions a year ago and they were calling me Nostradamus.

So far they are right....Cingular will continue to lead Verizon in adds...This QTR and beyond.

and you will continue to be a douche.
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SPCSVZWJeff

Mar 28, 2005, 9:20 PM
How's this for predictions:

KingFrog will become the most popular guy on this forum just days before he becomes CEO of Cingular.

He will make peace with the Jihadists and be elected President of the USA.

Hell will freeze over five days later and the Tampa Bay Devil Rays will win their 5th straight world championship to match the Cincinnati Bengals.

All of this began with a stupid prediction that anyone with a clue could see. Cingular would do like really well after the merger and would give Verizon a run for their money.
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muchdrama

Mar 28, 2005, 11:05 PM
SPCSVZWJeff said:
All of this began with a stupid prediction that anyone with a clue could see. Cingular would do like really well after the merger and would give Verizon a run for their money.
Uh, I didn't see it coming. At least so soon. Or are you being sarcastic?
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kingfrog77

Mar 29, 2005, 1:15 PM
SPCSVZWJeff said:


All of this began with a stupid prediction that anyone with a clue could see. Cingular would do like really well after the merger and would give Verizon a run for their money.


This link is from YOUR Verzon rep who apparently could NOT see Cingular would do very well......

https://www.phonescoop.com/carriers/forum.php?fm=m&f ... »
>>>>>>>>>Laughing Laughing Laughing

I hate individuals that try to speak like their educated in the wireless industry. We all know that VZW will remain ahead of the competition and that we'll continue with positive growth.

It's completely stupid for others in this forum to make assumptions and state something that isn't even close to b...
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bigdaddyjay

Mar 29, 2005, 5:05 PM
Am I blind or do you still not have the cajones to post sum actual net add numbers?? You are pathetic and can't even put your numbers out there, hahaha.

🤣 🤣 🤣 🤣 🤣 🤣 🤣
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VZWVan

Mar 28, 2005, 8:49 PM
kingfrog77 said:
I am way ahead of you. I made my predictions a year ago and they were calling me Nostradamus.

You misheard. They were actually calling you Nostradumbass. Duh.
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kingfrog77

Mar 28, 2005, 9:17 PM
Keep em comming...all the comedians out of work and all...... 🙄

🤣 🤣 🤣 🤣 🤣 🤣
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bigdaddyjay

Mar 28, 2005, 9:23 PM
Don't forget about all of the circus freaks and clowns out of work in Vegas yet Kingfrog still has a job, Kudos to the top clown of them all--Viva Kingfrog!!
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kingfrog77

Mar 29, 2005, 12:41 PM
NAmes names names..thats all you guys can do....you re running out.....and please try to be more original kids!
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bigdaddyjay

Mar 28, 2005, 9:45 PM
kingfrog77 said:
I am way ahead of you. I made my predictions a year ago and they were calling me Nostradamus.

So far they are right....Cingular will continue to lead Verizon in adds...This QTR and beyond.


Hey Froggy, too afraid to actually post numbers?? Show us numbers or get back to helping Siegfried and Roy clean Tiger Poop. Put your froglegs on the line and show us how great you really are at predicting!!!
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