Q4 Estimate?
What are your Q4 estimates just for net subscribers?
I think they will get from 2.0-2.5 million subscribers.
I think they will get from 2.0-2.5 million subscribers.
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Nope just a very random guess. I think this will be VZW's highest quarter but I dont see 2.5 thats a very high number. I figured 2.2 would be doable
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Verizon will get 2 million net adds easy in Q4. They just got 1.9 mil in a non-holiday quarter, so 2+ million for the holidays is a no-brainer.
The real question is how well the other carriers will do. If they're aggressive with their holiday phone promotions they'll do well (though not Verizon-well), if not they'll get smoked. Like always.
The exception is Sprint-Nextel. Can't help but feel that they're snakebit right now, and are having some really huge merger pains. They probably go home with a lump of coal in their stocking for Xmas no matter what. ☹️
The real question is how well the other carriers will do. If they're aggressive with their holiday phone promotions they'll do well (though not Verizon-well), if not they'll get smoked. Like always.
The exception is Sprint-Nextel. Can't help but feel that they're snakebit right now, and are having some really huge merger pains. They probably go home with a lump of coal in their stocking for Xmas no matter what. ☹️
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Yes, that is true, they seem to average around the 1.9-2 million-customer net additions per quarter and I think this will be a bigger quarter for them as the 4th quarter for them is always pretty good.
I do think their prepaid and data platforms will still be the laggard while their voice will obviously take over.
Sprint will obviously be having problems this quarter but will rebound next year obviously, since there are issues going on with the company. (it is somewhat obvious what are the laggard and the leader in the whole IDEN and CDMA platform.). The good thing is that there is still continued growth in the data and prepaid. They just need to try to get those 4 million gross net ads to actually sign up and close with them instead...
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I do think their prepaid and data platforms will still be the laggard while their voice will obviously take over.
Sprint will obviously be having problems this quarter but will rebound next year obviously, since there are issues going on with the company. (it is somewhat obvious what are the laggard and the leader in the whole IDEN and CDMA platform.). The good thing is that there is still continued growth in the data and prepaid. They just need to try to get those 4 million gross net ads to actually sign up and close with them instead...
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i agree nextel. personally i wouldnt doubt if all goes as planned they may push 2.5 or so. not a really hard number to hit. especially with the holidays and all. but again it depends a lot on releases of phones and marketing as with the others...... and fallout from other carriers hopefully. 🙂
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In 2005 for the 4th quarter Verizon Wireless signed up 2.0 million customers, and they have a lot more going for them now such as devices and products then 1 year ago so I think 2 million will be an easy number to hit and that’s why I expect them to beat that 2 million. Also in the 4th quarter of 2004, Verizon signed up 1.7 million net additions, and 2 years later, they again have a lot more things to offer now then earlier. Lastly, in 4th quarter of 2003, Verizon signed up 1.5 million net additions.
Therefore, as we can see from 2003-2005 they got 1.5 million, 1.7 million and 2 million respectively. So just by doing some simple math they should at least get 2.3 million and I think that is very conservative.
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Therefore, as we can see from 2003-2005 they got 1.5 million, 1.7 million and 2 million respectively. So just by doing some simple math they should at least get 2.3 million and I think that is very conservative.
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You though nextel18 i still don't get why cingular doesn't hand over a 90 dollar gsm phone to the 4 million TDMA customers with no contract extensions just hands them a phone and takes the loss on it.
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its the calling plan a lot of them are on like 19.99 plans i beleive, so thats why they dont switch, but it is funny bc then they get pissed at cingy for chargin them 5 bucks extra a month, and switch to vzw and pay between 34.99 and up......it just goes to show that customer satisfaction beats prices almost all the time.....i think this is why verizon does so well.
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the only problem with that is, that it would cost more to keep that customer than to let them go cingular i believe has a cost per customer of about $33 a month so if a customer is on a 19.99 plan there is no revenue for that customer they are better off taking the loss or switching them to prepay.....
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the idea though is to get them off the tdma network. so they can discontune it.
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But give them some kind of incentive for doing so, or else they can jump ship and go to VZW or somewhere else.
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I would agree with you on that front, especially since those 4 million customers can go to Verizon or somewhere else.
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I say VZ will get 2.3 million net ads and lower their overall churn to 1%. They have too many nice handsets, coverage is great to average just about everywhere they are, and they are just the best overall choice right now. Im am a Cingy customer and NO ONE can deny that VZ is not on top of their s**t right now.
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ygbhen said:
I say VZ will get 2.3 million net ads and lower their overall churn to 1%. They have too many nice handsets, coverage is great to average just about everywhere they are, and they are just the best overall choice right now. Im am a Cingy customer and NO ONE can deny that VZ is not on top of their s**t right now.
Wow, that's a heck of an admission from a Cingy customer. Verizon MUST be doin' a lot right. 😎
Those numbers you quote are pretty hard to hit though, even for VZW. I think the record right now is like 2.05 million net adds in a quarter (set by Verizon of course), I guess its breakable, but not by much. And 1% overall churn? Really hard to do. Though they did do that already for POS...
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I really think that my numbers are realistic. With Sprint going through its woes, I can realistically see VZ picking up close to 2.3 million adds. I just think they have the right handsets, network, and perception to pull this off for this holiday season. As far as churn, I think that 1% is also attainable. I think that postpay will go down slightly while prepay stays the same. The main reason whiy I think that they will post record breaking numbers though is b/c of Sprint. If they have a quarter like this last one, VZ will benefit the most.
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Actually, that does make sense. Sprint-Nextel is running almost one million net adds a quarter SOUTH of where they should be, and VZW would stand to pick up a good chunk of the slack.
Okay okay, you made a convert. 2.3 mil net adds it is. 🙂
Okay okay, you made a convert. 2.3 mil net adds it is. 🙂
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