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1st QT 2006 is almost up, what are your expectations for Verizon?

nextel18

Mar 29, 2006, 10:43 AM
what are they?

mine;

1.8-1.9 million subscribers (net)
churn; 1.3%
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ArmySF

Mar 29, 2006, 10:52 AM
verizon has a great marketing team they will continue to do well with the numbers. as far as this king of the hill bs i dont care.
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nextel18

Mar 29, 2006, 10:55 AM
well, give some numbers.
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ArmySF

Mar 29, 2006, 10:57 AM
over 2 million the razr could have made the numbers even go higher,
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nextel18

Mar 29, 2006, 11:19 AM
why do you feel that they will do 2 million?
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MidnightDT

Mar 29, 2006, 11:20 AM
i think it will be between 1.8m an 2m the razr bogo offer has brought alot of new customers/lines.
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nextel18

Mar 29, 2006, 11:30 AM
what about with verizon's broadband access?
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carlsberg

Mar 29, 2006, 11:31 AM
i am dissappointed and this post is not meant to criticize verizon.

people bought the razr because it is a "new" phone. on the contrarary it is not. cingular and t-mobile have been using the razr LONG ago.

making money from an old phone is a brilliant idea. gotta say the marketing department is definitely smart.

so, how about some of the new promised phones that are long due??? 👿
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ArmySF

Mar 29, 2006, 11:39 AM
its new to all verizon customers and thats all the matters to them. it doesn't matter the other carriers had it before, verizon did not so its new. just the way i see it atleast
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nextel18

Mar 29, 2006, 11:51 AM
we can say that it is new, but the concept is old.. it is new becuase it is being used on a differnt technology and network, but the concept is the same becuase as he mentioned tmobile and cingular already had/have it.
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nextel18

Mar 29, 2006, 11:49 AM
you will probably have to keep waiting..
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chaos987123

Mar 29, 2006, 11:29 PM
carlsberg said:
i am dissappointed and this post is not meant to criticize verizon.

people bought the razr because it is a "new" phone. on the contrarary it is not. cingular and t-mobile have been using the razr LONG ago.

making money from an old phone is a brilliant idea. gotta say the marketing department is definitely smart.

so, how about some of the new promised phones that are long due??? 👿


HUH? The RAZR may not be "new", but its packed with more features. I had the Cingular RAZR with a VGA camera and no video recorder. The Verizon RAZR I purchased when I switched to Verizon has a 1.3 megapixel camera and video recorder and Vcast. The RAZR I had from Cingular was a cheap piece of ...
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SystemShock

Mar 29, 2006, 12:30 PM
They'll probably continue to roll, beatin' everyone with another 2 million customers net added. I'd expect churn to stay about the same.

VZW looks pretty unstoppable right now. They is so confident, they ain't even offerin' a $59.99 Family Plan like they should. 😳

Their internal numbers must be great, 'cuz you'd think if they were gonna lose a quarter, this'd be the one, what with the Radio Shack thing hitting the hardest right now... takes peeps awhile to figure out to go elsewhere than RS to get Verizon.

A'course, RS ain't doin' so well, from what I hear.
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nextel18

Mar 29, 2006, 12:34 PM
radio shack is doing horrible... lol.

but just becuase radio shack and verizon wireless arent in a relationship together, i dont think it really means that they would get hurt becuase of it, becuase they can always get other means of additions.. such as; internet, stores, calling up.. we will have to see throughout this year if in fact they will get affected by them getting rid of or splitting ways with radio shack..

nice assessment though.
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Celling_it

Mar 30, 2006, 9:14 AM
Dropping Radio Shack was such a benefit to VZW. Radio Shack had a higher churn for VZW customers than any other distribution method that VZW offered.
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nextel18

Mar 30, 2006, 10:34 AM
very true....

so do you think verizon will pay for dropping RS in this first half of the year or not?
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simplymarcus

Mar 30, 2006, 12:34 PM
This is actually Radio schack's second time as a dealer for Cingular. The first time did not go so well. A lot of issues
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nextel18

Mar 30, 2006, 1:29 PM
we arent talking about cingular here.. please stick the to topic at hand.
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Celling_it

Mar 30, 2006, 2:32 PM
Not at all, Radio Shack was a hinderence rather than a positive. VZW will see no ill effects of droping Radio Shack, as a matter of fact I would be surprised if they did not see churn go even lower than it has been. Radio Shack had the highest churn of any VZW distributuion channel. VZW has soo many retail locatons and now adding Wal Mart into the mix, WOW! Cingular does not stand a chance of holding on to that largest customer base claim for very long. And guess what VZW is going to take it back the old fashioned way, they are gonna earn it, not buy it like Cingular did. I am thinking fiorst quarter is gonna over 2 million for VZW. Oh yeah and they do not have to add a bunch of MVNO companies to there claims in order to inflate the n...
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nextel18

Mar 30, 2006, 2:50 PM
well done;

"Oh yeah and they do not have to add a bunch of MVNO companies to there claims in order to inflate the numbers either."

they can, becuase frankly it counts as revenue and network use against the system so they can.

----

i think verizon needs to improve on their broadband and prepaid, but besides that they are doing very well.
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Celling_it

Mar 30, 2006, 6:34 PM
nextel18 said:
well done;

"Oh yeah and they do not have to add a bunch of MVNO companies to there claims in order to inflate the numbers either."

they can, becuase frankly it counts as revenue and network use against the system so they can.

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i think verizon needs to improve on their broadband and prepaid, but besides that they are doing very well.



Well I disagree with counting those customers because the MVNO customers did not sign up to be with Cingular or Sprint/Nextel. They signed up to be with Boost or Virgin or whatever other MVNO's are out there. So while I understand it brings in revenue those people are not Cingular or Sprint/Nextel customers they are customers of other compan...
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nextel18

Mar 31, 2006, 10:05 AM
boost mobile, which isnt an mvno, is owned by sprint/nextel and virgin mobile and other mvnos at their disposale hits their network; so they can claim it as theirs becuase it is..

"That would be like VZW claiming that they can count Alltell and US Cellular customers who roam off of there network, because they bring revenue into VZW and use VZW's network"

lol no it wouldnt.. verizon wireless gets roaming revenue becuase of that.. there is a differnce between roaming revenue and revenue that you actually get by having mvnos leasing out and signing up subscribers..


well, verizon wireless better do something about prepaid, becuase there is a certain limit where they will exaust their continued rapid growth in postpaid, becuase obvio...
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z34007

Mar 29, 2006, 12:50 PM
I say 2 million+, the razr promo really brought in a lot of people to sign up. It will also probably assist with churn, many people resigned to get the razr deal.
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nextel18

Mar 29, 2006, 12:59 PM
makes sense.. but do you think just becuase the razr made 2 million customers sign up or with something else?
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z34007

Mar 30, 2006, 11:00 AM
On any given quarter, vzw would do 1.5 to 1.8. I think the razr will push usual numbers above 2.
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nextel18

Mar 30, 2006, 11:03 AM
thanks...

one more thing, if i didnt ask this, what do you think their broadband access would do?
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z34007

Mar 30, 2006, 11:42 AM
There really have not been any big changes, I would guess a similar growth to previous quarters.
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nextel18

Mar 30, 2006, 11:47 AM
very true.
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OhSoKorny

Mar 29, 2006, 7:59 PM
I'm going to be the odd duck and say that churn may be as high as 1.5 this quarter. Only reason why I'm saying this is because of what I experenced.

Before december I used to get a call saying, "I wanna cancel" like, once a month. It was sooo rare (that's partly where I work. I work in the sales dept. You have to be pretty lame to click the sales option if you want to cancel.)

But now I'm getting those calls about, once a week. Are people just getting more stupid or is the chrun increasing?

Still, it's much different than Cingular when I used to work there. I would get that kind of call several times a day.
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nextel18

Mar 29, 2006, 9:15 PM
verizon's churn is actually decreasing..

what do you think they will get this 1st quarter? (net subscribers)
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MidnightDT

Mar 29, 2006, 11:22 PM
1.8m to 2m with churn at 1.4 percent.

the razr deal was huge for us but it was also bad. seems like people want the razr so bad (for some reason) that they go crazy. they start up new lines renew new deals and its all great, but it also hurts cuz you get that customer who wants their razr and just got a lg 8100 3 months ago. they are willing to pay the 175 ETf so they can go to cingular and get a free razr.

so who knows. i stick with my prediction.
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norollovermin

Mar 29, 2006, 11:50 PM
Sales wise, it seemed like it started to pick up more just before the razr sale started. I would have to say that... 2 weeks prior I saw more additions to VZW then I have seen in a while. My prediction, has to do with everyones tax returns. Returns are coming in, and people are buying tvs, computers, and cell phones. The Razr promotion was an amazing idea to cap on the mot. gsm razr problem. Not only was VZW the only carrier to have it for a good week, but it really gave people a good look at why our razr is different from the 2 year old one cingy is tring to pass by. 🙄

Radioshack... thank god they are gone. The churn alone should shrink .5 points just from those idiots not being around.

I think VZW will add 2 mil people this q...
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nextel18

Mar 30, 2006, 11:20 AM
excellent! we shall see 🙂
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MidnightDT

Mar 30, 2006, 2:11 PM
yes, the evil empire continues to roll 🙂
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nextel18

Mar 30, 2006, 2:15 PM
hahaha.

do you think they will have problems at all? (perhaps problems with prepaid, content, high speed data etc..)
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SprintBGN

Mar 30, 2006, 2:17 PM
verizon is the company that everyone wants to be( you too cingular)
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nextel18

Mar 30, 2006, 2:21 PM
well; they are having problems with their high speed broadband service, not great data or voice ARPU numbers, and having problems with prepaid. so not sure if everyone wants to be like verizon with those products/metrics lacking, but with everything else such as; net adds, churn, voice and network quality, then yes, i would agree that companies want to be like them.
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MidnightDT

Mar 30, 2006, 2:31 PM
I'll concede that our Prepay division is lacking. Verizon Wireless could benefit from making the prepay more on par with tmo to go and virgin mobile type pricing. I realize that Verizon Wireless prepay service is on the VZW network which is probably worth a bit more but I dont think it justifys the diff in price that is currently available.

If we made the prepay a bit more affordable, and im not saying as cheap as T-Mobile to go or Virgin Mobile, but cheaper then it currently is. I think that would help alot for prepay net adds.

Postpay continues to roll and if there is less then 1.8 million I will be extremely shocked. I see verizon Wireless beating all others by atleast 500k net adds and that is without counting our resellers (*cough...
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nextel18

Mar 30, 2006, 2:46 PM
well done.


few things i will mention; is that prepaid is very essential but resellers is too becuase they still count as revenue but the costs to get a subscriber is a lot less then postpaid. it is good to be balanced with postpaid, prepaid and wholesale. with prepaid, i think verizon should do better to entice more users, becuase they will do quite well- take a look at Boost Mobile, Tmobile's and Cingular(doing better) prepaaid units becuase they are doing quite well. Verizon would obviously increase that net adds to more then 2 million per quarter. i think it is a good idea to go after the prepaid market too..

their broadband access is actually doing not that great, especially when sprint is there.
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Animosity_Reigns

Mar 30, 2006, 4:06 PM
I definitally agree with you there on prepaid, but I think vzw does fine on our broadband. Many businesses use our blackberry and broadband.
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nextel18

Mar 30, 2006, 4:35 PM
yea...

prepaid= not good at all.

broadband= it should be better..
(sprint's powervision ev-do is on fireeeee)
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MidnightDT

Mar 30, 2006, 5:17 PM
I would imagine that broadband is doing pretty good nearly everyone with a pda phone has some sort of broadband access on it most unlimited, then you have all the businesss and government agencys using broadband access aswell as core choice package customers and the normal aircard user.
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nextel18

Mar 31, 2006, 9:57 AM
i dont think they are doing that well actually, becuase in their qt reports they arent stating their numbers; which one can think that it isnt as good... (sprint reports their numbers in their qt reports and in presentations)

problem is; lack of content and deals.
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