I think verizon did quite good in the quarter, especially if they got 1.9 million subscribers. I am not sure if they owned the quarter yet because sprint hasn’t recorded their sub growth but we shall see, however, if verizon did they deserved to. Cingular needs to step up to the plate soon or else they would be facing problems, however, verizon has the only wireless high speed data out there so they basically have an advantage out there. Wait for hsdpa comes out we will see how verizon does against cingular and I think we will all be surprised of that outcome. For now, verizon doesn’t have to worry, but soon they will especially with no future plan other then ev-do.

nextel18 said:
I think verizon did quite good in the quarter, especially if they got 1.9 million subscribers. I am not sure if they owned the quarter yet because sprint hasn’t recorded their sub growth but we shall see

Far as I know, 1.9 million net adds is a RECORD for any US carrier, Sprint included. So its a bit better than 'quite good'. 😎

I like Sprint, but its seriously doubtful that they came anywhere close to that.

Well, Sprint + NexTel might have beaten it... maybe...

According to my calculations and this quarters Nextel’s numbers (763k) and just adding their 1.3 million they got in quarter 1 that would be the case, however, we will find out on Wednesday of the true number that sprint pcs will get. I believe they will easily seek the 1.3 million for total subscriber growth including core and affiliates/mvnos, which do count towards arpu, revenue, churn, and other metrics, which should be taken into consideration, which they are.

What you are forgetting is that Sprint and Nextel are not one and the same yet. They report their numbers separately.

Its pretty obvious that Sprint, by itself, will come nowhere near what Verizon did this quarter.

VZWVan said:
What you are forgetting is that Sprint and Nextel are not one and the same yet. They report their numbers separately.

Its pretty obvious that Sprint, by itself, will come nowhere near what Verizon did this quarter.

But Nextel18 comes from that magical land called "Fantasy" where the merger already went through. At least that's what I get from his constant referrals to both companies being one.

That is of course that sprint wont outpace verizon, for this quarter, however, you never know, but to frank I doubt it.

With regards to combining Nextel/sprint’s numbers I am allowed to since, shareholders have approved and doj and the FCC will approve shortly. Thus, I can combine their sub growth, other metrics and net income etc.

So is this a special that your masters at Sprint and Nextel "allow" you to do? Maybe the stockholders and the DOJ gave you permission. Oh wait! The cell phone fairy told you it was ok! Yeah, because you're such a special little person.

If the merger hasn't gone through yet, they are still 2 seperate companies. How is the weather in your little world? 🙄

waste of bandwidth and post. sorry, now you will be added to my lovely ignore/block list. have fun. i dont deal with stupidity and you fit there. 🙂

WOO HOO!!!!! How does you think I'm stupid? I'm the one that realizes that you can't combine 2 companies numbers until after the merger is approved. This would be the part where you would start telling me that I didn't read the post and start twisting everyting around to make you sound right. If you want to block me, good ridance. 🤣

I can't believe it.

Ha-ha.

It was a waste of bandwidth that affects arpu! Loll

nextel18 said:
waste of bandwidth and post. sorry, now you will be added to my lovely ignore/block list. have fun. i dont deal with stupidity and you fit there. 🙂

Ignore list? WTF? there's no ****ing ignore list here... what do you think this is... gay.com?

Probably where he whines to the moderator. "The bad man made fun of me for saying something really stupid 😢" Or maybe in his little world there is an ignore list.

No, it is my ignore list, meaning I do not respond to them. It is that simple.

nextel18 said:
With regards to combining Nextel/sprint’s numbers I am allowed to since, shareholders have approved and doj and the FCC will approve shortly. Thus, I can combine their sub growth, other metrics and net income etc.

No, youre not, since theyre still reporting as separate companies.

Or, fairer to say, you can, but it wont matter, since everyone will ignore you and still consider them separate companies, since they are still reporting separately and the merger has not gone through. 🙂

Sorry to say, my friend, but many brokerage firms, articles and analysts have been mentioning them as combined entities so I will do the same.

🙂

(arpu arpu arpu)

Sorry, but youve just been ignored on this point for being stubbornly and willfully wrong.

Next. 🙂

i dont think so, my friend. sorry ☹️

No, trust me, on this point I have indeed chosen to ignore your point of view. 😁

great for you. 🙂 it isnt my loss.

mycool said:
Well, Sprint + NexTel might have beaten it... maybe...

Yeah, if they were one in the same...but they're not. At least not yet...

While they aren't merged yet, it is likely, so you could add the numbers up together or read them out seperately, whichever the person looking at the data prefers.

Thank you and that is what I am doing. The brokerage firms, analysts, and others are all looking at them as a combined entity so I have a right to as well.

nextel18 said:
The brokerage firms, analysts, and others are all looking at them as a combined entity so I have a right to as well.

To live out your fantasy of things yet to come. They are seperate and until the merge should be looked as such. Once they merge, there will be people leaving because they didn't want to be switched just like the AT&T/Cingular merge. No one tried combinig their numbers a quarter early. Get a life corporate boy.

nextel18 said:
Thank you and that is what I am doing. The brokerage firms, analysts, and others are all looking at them as a combined entity so I have a right to as well.

Yeah, except you, the brokerage firms, analysts, and others don't realize there's been no merger yet. It hasn't been approved. Let's stop living in "make believe" land.

Careful. He'll put you on his "ignore list". I know how much you would hate that.

mycool said:
While they aren't merged yet, it is likely, so you could add the numbers up together or read them out seperately, whichever the person looking at the data prefers.

"Likely" doesn't mean "certain". When they merge we'll count them as one company...until then I'll count them separately.

Perhaps, but you have to factor in sprint’s wireless growth and we have no idea what that is since they did not release their earnings. When you calculate that with Nextel’s I do believe it will be higher then Nextel’s, though. Nextel got 763,000 subscribers for quarter 2, which means that sprint would have to get 1.137 million subscribers, which does seem easily for them. I believe their core business would be getting around 450,000 while their other businesses easily get around 700,000-800,000 subscribers for 1.2 million (took the medium of 700-850k). by the way sprint got 1.3 million subscriber growth in the first quarter of 2005 so that 1.2 million that I figured could be even more especially with Nextel and verizon doing extremely well,...
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A few observations here.

"To verizon’s numbers I did not like that their arpu declined to $49.42, because that is a bad sign, however, I did like their decrease in churn to 1.2 percent which is unbelievable. In addition, their data arpu increased too, which is very important."

While a decline in ARPU is not a good sign it is not as disastrous for Verizon as for other carrirers. Remember ARPU in and of itself is totally meaningless. You have to compare it to the operating costs. So while Verizon has one of the lowest ARPU's in the industry they also have the lowest operating costs of all the major carriers and thus have the highest operating and profit margins which are a lot better measures of performance.

Also Sprint just relea...
(continues)

Great observations. 🙂

Yea, sprint I was extremely surprised with their numbers and I thought they would get more then 87k from their wholesale business, but their core, arpu, churn and data arpu did extremely well and that is a very good sign. Well combined Nextel/sprint got about 1.365 million subscribers vs. cingular’s 1.1 and verizon’s 1.9 so verizon had a great quarter and I give them kudos. For the first quarter, however, Nextel/sprint did better then verizon and cingular in sub growth as well as obviously, arpu, data arpu and lifetime revenue per user. It is great to see that all of the carriers are improving their very important metrics and I am looking forward for another great year for the wireless industry as people leave thei...
(continues)

nextel18 said:
For now, verizon doesn’t have to worry, but soon they will especially with no future plan other then ev-do.

And how do you know what they have planned for beyond 3g? If you think Sprint is the only carrier courting new 4g technologies, you're very wrong.

texaswireless said:
I am curious to see the actual numbers. Your statement isn't quite accurate. I would be willing to bet Cingular added more gross numbers, they just lost more to churn. That doesn't translate to great offerings but actually a great job at retention.

If they start beating Cingular in gross ads as well it will be scary. You'll start seeing quarterly ads exceeding 2 million with consistancy. Hopefully then we'll see their stock return to gains as well.

From what we know, Verizon very likely beat cingular in gross adds as well.

Cingular reported their churn as holding at 2.2%, which means they lost about 1.1 million customers to churn in the quarter. Verizon's churn has been improvi...
(continues)

You have to remember that he has been brainwashed.

bigoltexasboy said:
You have to remember that he has been brainwashed.

LMGAO

Funny how a company has the best quarter in Cellular history for the US and all Nextel18 can talk about is how ARPU isn't where it needs to be and how he isn't impressed. I guarantee the Stan Sigman is getting his butt chewed and the boys at Sprint are also wondering how the company that isn't in the middle or just past a mega merger is kicking the crap out of everyone.

Pathetic, jay, very pathetic. I mean I was not impressed because according to my channel checks, they did well in the quarter anyway and they proved it. They do have very good products and just introduced many services and because of that, they increased their subscriber growth for the quarter as well as their base, but I look at arpu, churn, lifetime revenue per user and data arpu as metrics. As long as they do a great job with their sub growth, which they did, the other metrics come into play, which I look at very closely. Verizon only got around 600k or so more then Nextel/sprint did when you combine sprint’s 600k and Nextel’s 763k subscribers, which is quite good, but Nextel/sprint did better then verizon in quarter 1. Regardless both co...
(continues)

nextel18 said:
Verizon only got around 600k or so more then Nextel/sprint did when you combine sprint’s 600k and Nextel’s 763k subscribers

"Only" 600k more? C'mon now, 600k more adds in a quarter is huge. In customer adds, Verizon blew doors on Sprint, on Nextel, and on Sprint AND Nextel COMBINED. Why qualify it?

He's making comments about how well Sprint-Nextel did this quarter before they technically even exist. What he doesn't realize is that once they do merge their numbers might be extraordinary, but they won't last. We all saw Cingular have a record breaking quarter, but that was it, one record breaking quarter. Now look at them, back to where they were in the old days. He isn't considering that when Sprint and Nextel combine things aren't going to be the same, and those numbers aren't going to last. Verizon has it good. 😎

RUFF1415 said:
He's making comments about how well Sprint-Nextel did this quarter before they technically even exist.

Yea, and everyones dinged him in on it, rightfully so. His response has been to put his hands over his ears and scream "LALALALA", so all we can do is acknowledge that he's wrong on that one and move on.

What he doesn't realize is that once they do merge their numbers might be extraordinary, but they won't last. We all saw Cingular have a record breaking quarter, but that was it, one record breaking quarter. Now look at them, back to where they were in the old days. He isn't considering that when Sprint and Nextel combine things aren't going to be the same, and tho

...
(continues)

As far as Cingular's additions go, I'm actually quite shocked and a bit disappointed. Cingular has awesome potential and a great advertising strategy, but for some reason they just didn't attract as many customers as they should/could have this quarter (possibly due to their family plan pricing). I'm also a bit shocked with Verizon's numbers this quarter, but for obviously different reasons. As good as a company as Verizon Wireless is, I did not expect them to do as well as they did. Taking into consideration their immaculate churn, net adds that high are to be exptected though. In the last quarter Verizon's churn was so extremely low (for a wireless company) that I thought it nearly impossible to take it any lower. They obviously prov...
(continues)

Unfortunately you will probably see churn numbers like this for a few more quarters. Think about it they are in the process of integrating two very large, culturally different companies with somewhat different customer bases into one. They are combining two fragmented (AMPS, TDMA, GSM, W-CDMA) networks into one hopefully coordinated network. Upgrading more of the existing network to UMTS/HSDPA. Combining several (I imagine someone in here knows just how many) accounting, and billing systems into one system. Realigning their retail and customer service functions. And one of the biggest - reducing headcount. Unfortunately all of these factors can lead to high churn as some customers will feel slighted due to policy changes, experience ne...
(continues)

Albie said:
Unfortunately you will probably see churn numbers like this for a few more quarters. Think about it they are in the process of integrating two very large, culturally different companies with somewhat different customer bases into one. They are combining two fragmented (AMPS, TDMA, GSM, W-CDMA) networks into one hopefully coordinated network. Upgrading more of the existing network to UMTS/HSDPA. Combining several (I imagine someone in here knows just how many) accounting, and billing systems into one system. Realigning their retail and customer service functions. And one of the biggest - reducing headcount. Unfortunately all of these factors can lead to high churn as some customers will feel slighted due t

...
(continues)

You have some very valid points there, but some of your information is a little off. You also seem to be overlooking what Verizon had to pull off, before it became Verizon.

First of all, Cingular no longer owns any analog so they obviously have no reason to be integrating that nonexistant system into their network.

Secondly, instead of the two TDMA networks being integrated, the entire TDMA network is slowly being decomissioned. That means no more TDMA for Cingular. I will give you that Cingular is bound to lose a few customers over dropping TDMA, but no significant amount.

Next, you mentioned upgrading the entire network to UMTS/HSDPA, but I see no reason at all for this to cause customers to leave. The UMTS/HSDPA upgrade is go...
(continues)

Oh, I understand what Verizon went through. It took them from 2001 to about 2003 to get most of their act toghther. They had their share of problems back then, they just happened to be doing it at a time when the mobile business was going through some serious growth which masked a lot of the problems Cingular is now experiecing now. Believe me if the industry was as mature then as it is now and there were forums like this back then, we would have been discussing Verizons growing pains just as we are Cingular's.

As far as some of your other points.

Analog - Cingular does have analog, they might not offer it to many of their customers but any 850 Mhz license they hold requires them to maintain some analog bandwidth (however small) unt...
(continues)

Yea, I am just saying it is not such a big deal that verizon got 600k more then Nextel/sprint combined. If sprint had their wholesale business going then they would easily have exceeded them, however, their wholesale business was terrible for this quarter.

By the way that is the first quarter that they beat them, because last quarter sprint/Nextel outpaced verizon.

In addition, if you combine Nextel and sprint’s net income it exceeded verizon’s.

Nextel= $ 524 Million
Sprint= $2.5 billion
Total= $3 billion

Verizon= $2.1B

nextel18 said:
Yea, I am just saying it is not such a big deal that verizon got 600k more then Nextel/sprint combined. If sprint had their wholesale business going then they would easily have exceeded them, however, their wholesale business was terrible for this quarter.

By the way that is the first quarter that they beat them, because last quarter sprint/Nextel outpaced verizon.

In addition, if you combine Nextel and sprint’s net income it exceeded verizon’s.

Nextel= $ 524 Million
Sprint= $2.5 billion
Total= $3 billion

Verizon= $2.1B

You might want to check those figures. That $2.5 billion is Sprint's free cash flow which is a far cry from $600 million which was their acutal net income. ...
(continues)

I know those numbers were for consolidated numbers and that’s why I did it.

Oops, thanks for the error adjustment, I appreciate it.

In addition to that, I have said that verizon had a great quarter and will continue to say that, however, their apru, and data arpu has to start to increase because those are important metrics. Their churn is unbelievable but their other metrics need to step up to the plate too. I am not saying anything bad about verizon, so I hope you do not see that I am just a person who likes to see what the competition does in this industry. Look for more growth throughout this year and a continuation on next year. All I am saying is that I want verizon’s metrics to increase more then they had, it is truly not such a big deal, so please do not make it to be.

You're making it a big deal by comparing Verizon's numbers to a non-existant company. Again, Sprint and Nextel are 2 seperate companies. They operate as 2 seperate compainies and they will be 2 seperate companies until the FCC approves the merger.

If the meger takes place and their numbers are as good as they are now, or even if they are better than Verizon's, that's good and great, but that will be when they are actually one company.

Analysts and brokers are looking at combined numbers to get an idea of stock value once the merger is finished, but no one (other than you) is dumb enough to try to make a single company out of a merger that hasn't been approved and will require a lot of lawsuits to be settled.

Everyone here ha...
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