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VZW q2 Results (prediction)

MidnightDT

Jul 18, 2006, 12:56 PM
should be out soon.

1.7m net adds
1.2 churn
.95 postpay churn

I wont speculate on the rest.
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brentgodwin

Jul 18, 2006, 2:04 PM
where's nextel18 for this...
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johnnyslick

Jul 18, 2006, 2:24 PM
I predict the numbers will look very, very good but that nextel18 will find some secondary statistic to slam Verizon over and justify his screen name.
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Anxiovert

Jul 18, 2006, 4:00 PM
Our results come out Thrusday. Can you explain why is that Cingular always comes up with the results before VZW does? I was just wondering that. 😕 🤨
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gunny

Jul 18, 2006, 4:21 PM
Its easy to do when you don't care about accuracy. lets just say 50 post paid and 2 million Go phones. 🤣
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wfine81

Jul 18, 2006, 4:40 PM
:lol 🤣 🤣 🤣 🤣 🤣 🤣 🤣 🤣 🤣 🤣 🤣 🤣
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duckbutter

Jul 18, 2006, 4:24 PM
You don't have to count as many!!!!!
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Anxiovert

Jul 18, 2006, 6:19 PM
Yes we do. As a matter of fact; we always add more than you do (gross adds) If it wasn't for our churn which is a somewhat higher than Vzw we would lead each quarter in net adds.
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gunny

Jul 18, 2006, 6:21 PM
Anxiovert said:
If it wasn't for our churn .
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Anxiovert

Jul 18, 2006, 6:26 PM
That's right. If it wasn't for our churn (which gets lower and lower each quarter) 😉
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gunny

Jul 18, 2006, 6:31 PM
😉
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kerwin7777

Jul 18, 2006, 6:52 PM
Anxiovert said:
That's right. If it wasn't for our churn (which gets lower and lower each quarter) 😉

It gets lower and lower, ha. VZW has had theirs get lower and lower and each time it got lower it ws a new record for least churn. 🤣
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z34007

Jul 18, 2006, 7:33 PM
I'm sure that will continue with the new upgrade policy that is being talked about in the Cingular forum. That should work wonders with churn.



ps. Why do you troll so much?
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crazyeaglefan236

Jul 19, 2006, 12:14 AM
up until now...*new upgrade policy for Cingular*

Tell your upper management how greatful we will be for their continued stupidity. Reminds me of the commercial where all the decision makers were monkies running around with bananas in their hands...
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duckbutter

Jul 19, 2006, 10:12 AM
I was just messing with you anyways, I don't really care about any of this.
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z34007

Jul 18, 2006, 7:31 PM
Does it really matter who releases them first?
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Anxiovert

Jul 19, 2006, 1:47 AM
No, not really. I just wanted to know the reason why it just seems to take longer for Vzw to report the results. If Im not mistaken your results will be posted next month.
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VZWrep1906

Jul 19, 2006, 12:30 PM
Well VZW doesn't release the info. Verizon Communications and Vodafone do
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nextel18

Jul 19, 2006, 9:21 AM
There is not really a reason why they post differently then each other, other then the date they want to report their earnings. Maybe, they just want to re-check the earnings to make sure it is right and according to GAAP and other things. I remembered that Cingular actually had to re-state a few numbers and that is problematic towards the investors of both BLS and ATT. Sometimes they want to do it deep into the quarter so they can tell the investors what is going on now, and sometimes they just want to report earlier. It really depends on if they get all the numbers down, signed off by their accountants and lawyers and other things. It truly doesn’t make a difference.
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Want_New_Phone

Jul 18, 2006, 6:26 PM
Q1 was the first time that Cingy had stats comparable to VZW. VZW then starts prorating ETFs and giving earlier upgrades. I hope Cing is competitive with VZW. The competition is good for us customers.
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Anxiovert

Jul 18, 2006, 6:29 PM
No it wasn't. Do you remember Q4 of 2004? How about Q3 and Q4 of 2005?
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RUFF1415

Jul 18, 2006, 8:32 PM
Want_New_Phone said:
Q1 was the first time that Cingy had stats comparable to VZW.

Not really. 🤨
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bkw79

Jul 18, 2006, 9:32 PM
Guys, honestly, Cingular has not had many quarters comparable to VZW's. If they did, VZW wouldn't be so close to Cingular right now in the amount of customers that they have. Cingular's CEO said that himself in August of last year in the newspaper here in Atlanta( Cingular's Headquarters). Remember, it was just 2 years ago that Cingular bought AT&T and acquired so many more customers to take the lead. Well, obviously that big lead is not so big now, and most analysts predict VZW to regain the lead by the way stats have been going. So the stats haven't been that close each quarter. However, last quarter, Cingular did give VZW a run for their money.
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RUFF1415

Jul 18, 2006, 10:44 PM
There is still a 3+ million customer gap and Verizon hasn't been gaining on Cingular any faster than they were immediately after the merge.

You're right, Cingular's CEO made those comments last year. A lot has changed in that time. That's nearly a full year ago.

I think you've missed a few quarters in between if you honestly think that Cingular hasn't been largely gaining on Verizon in key metrics.
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bkw79

Jul 18, 2006, 11:02 PM
3+ million gap is not big looking at the fact that lead had decreased significantly. And how have they "largely" gained on Verizon in key methods? Every quarter has shown Verizon doing the best.
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RUFF1415

Jul 18, 2006, 11:48 PM
Churn has dropped every quarter, remaining second to only Verizon in the indusrty. If it continues to decline in the same manner (and it has for two years now and will continue to do so) Cingular will be impeding on Verizon's "industry low" churn rate.

Net adds have been comparable for several quarters, especially the most recent quarters between the two companies.

ARPU is a tug-of-war back and forth between each company. They are almost always dead on with one another.

Data ARPU is Cingular's game. Even with EVDO being launched "nationwide" and HSDPA lagging behind, Cingular is stomping Verizon and others in that area.

As I have said, key metrics keep pulling closer and closer between the two with each quarter. We'll see how it ...
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bkw79

Jul 19, 2006, 6:19 AM
Well, yes, net adds have been close for the past few quarters alone. And yes, if Cingular can improve their churn, and keep up their net add success from last quarter, then they will stay on top, however, probability, according to how Cingular and Verizon have been doing since the merger, says Verizon will be on top, because overall, they are doing better without question. I am not pro either one, because I chose to have service with both. I am just stating the obvious.
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Anxiovert

Jul 19, 2006, 10:58 AM
bkw79 said:
I am just stating the obvious.


The obvious is that we are already having very similar quarters even though:

-We don't have as many 3G markets as you do (yet)
-We have NOT completed network integration (yet) Once this is complete there won't be any difference in the two networks (if it is not the same; it'll be better)


Once this is achieved (hopefully by mid 2007) You'll really understand what the merger was intended for.
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bkw79

Jul 19, 2006, 12:53 PM
Actually you had maybe 2 quarters recently where your net adds were close to Verizon's. Unfortunately, as usual though, your churn was higher. And you are right, you haven't completed the network integration, and maybe you will have a better network than Verizon's. I don't doubt that it possible, I mean a large company buying another large company should be better. However, we'll have to wait and see.
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ArmySF

Jul 19, 2006, 12:58 PM
i just don't thing gsm will ever be as good as CDMA, is been proved CDMA is the superior technology
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nextel18

Jul 19, 2006, 2:00 PM
The two recent quarters were similar to Verizon’s but Cingular is still no match to say that they will be better than Verizon with all of the problems they are facing. The network integration should not be a problem because they had a very similar network with TDMA and GSM it should be seamless. (Not have the amount of problems they had) When the integration is 100% they will not have a bigger network and better network than Verizon and that is a dumb statement to say. Verizon has a better network- period.
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nextel18

Jul 19, 2006, 11:10 AM
I actually agree with you. I think Cingular needs to drastically improve on their metrics and to do better or else they will be behind Verizon. Perhaps not this year, as first though, but next year it could happen.

In my view, I think if Cingular does the neccessary steps to improve, they will be a victor in the race against Verizon.

Time will tell.
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bkw79

Jul 19, 2006, 12:56 PM
You are right, 2 large networks combined(AT&T, and Cingular) has no real excuse in the end. They should definitely improve their metrics. However, I thought they would have improved a little more by now. However, the race is far from over, and the ball's in Cingular's hands. They have the size advantage of 2 networks, and the most customers. And I agree as you said, time will tell the tale.
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nextel18

Jul 19, 2006, 1:32 PM
I think they are on the right step of getting rid of the problems that they were facing earlier, however, with the recent lawsuit accusing them of forcing customers to switch, paying the $18 to upgrade and degrading the service, are some serious charges against them, which only makes people more wary about Cingular and stay away. The most important question is why if they have a similar network (Cingular and ATTWS) why were there so many problems integrating? It should be seamless. I am also a bit worried, because they have stepped into the right step, but are still facing all kinds of problems with their network, customers, and products. By now, they should not have any more problems with the finishing of the integration between the network...
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Anxiovert

Jul 19, 2006, 1:38 AM
bkw79 said:
3+ million gap is not big looking at the fact that lead had decreased significantly. And how have they "largely" gained on Verizon in key methods? Every quarter has shown Verizon doing the best.


Stop worring about us being on the lead. We will remain on the lead unless you buy Alltel. Don't forget you have Sprextel only a couple million customer behind you too. They already have nicer phones than you do. Let Vzw take a little misstep and we'll see you slip to number three. 😳

🤣 j/k (I doubt it will happen; but it'd be funny as heck)
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bkw79

Jul 19, 2006, 6:29 AM
Sprintel being only a couple million behind verizon, is the result of the only reason why CIngular is obviously ahead of verizon. Merger. If Cingular's big lead over verizon has diminished to just 3 million, I doubt Verizon will have to worry about Sprint. In fact, doesn't sprint have one of the highest churn rates? LOL, lets be real here.
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nextel18

Jul 19, 2006, 9:25 AM
Yes, but Sprint has the highest Data and Voice ARPU, and does quite well with the overall net adds. In addition, Verizon is horrible at prepaid, and they aren’t doing that well with their EV-DO product either. That is the problem with Verizon- they are just basically a voice company with a very good network and that is it. You would think their prepaid would do well too, but nope because of the likes of T-Mobile and Boost.
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MidnightDT

Jul 18, 2006, 11:26 PM
this post is about vzw q2 but every reply but one is about cingular, stay on topic ffs
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satch of the moe

Jul 19, 2006, 7:29 AM
👀 be very careful we are hunting cingular trolls. They appear to out in full force on this thread. You can see all the have eaten candy bar papers lying around... oops that was me.
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nextel18

Jul 19, 2006, 9:17 AM
Channel checks have indicated that Verizon will continue to do very strongly in 2006 but mainly in this 2nd quarter report. My estimates for the carrier are 2.0 million net new subscribers with .80% post pay churn with overall churn to be around 1%. I think voice ARPU will slightly increase (close to the $50 level), but Data ARPU will increase a nice amount (around $5-6). I think that their EV-DO, however, will continue to struggle against the competitors.
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satch of the moe

Jul 19, 2006, 1:00 PM
thanks anything on cingular and sprint nextel.
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nextel18

Jul 19, 2006, 1:52 PM
Channels checks indicated that Cingular is doing a lot better than in the first quarter, but still facing problems with the Radio Shack implementation. Prepaid is still indicated to be struggling a bit, while postpaid will do ok. My estimates for Cingular is as follows; 1.5 million net adds during this 2nd quarter report, $49 voice ARPU and around $6 in data ARPU. UMTS/HSDPA will be rapidly be expanding with their footprint. There have been more stores that have been eliminated due to overlapping and underperforming stores. At the end of this year, billing systems should be combined. It is being shown that their high speed data roll out will be getting a lot of traction. I cannot give anymore because Cingular will be reporting earnings July ...
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dca

Jul 19, 2006, 2:50 PM
"Perhaps that will change throughout this 2nd half."

Nah, probably not...


"Sprint-Nextel on the other hand seems to be struggling a bit as the confusion in the market place still continues, but is subsiding."

Do you see them placing a push on getting the dual-mode phones to market faster? Or perhaps changing marketing strategies all together?
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nextel18

Jul 19, 2006, 2:57 PM
Well, I want to be optimistic about T-Mobile but it is hard too especially when they are lacking in so many areas. I really hope they turn that around and stop depending on their “get more mins” campaign because it seems to be not working. They definitely need this new spectrum to grow, but I think for now, they better enhance their coverage.

No, the dual modes will come out in October, and there is not a push to bring them to the market further because they need to put more CDMA infrastructure onto IDEN cell sites to improve on the coverage. I think marketing strategies should be looked at but I think overall it is very good, the problem is however, there is so much confusion in the market place it is tough. In addition, there have bee...
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Anxiovert

Jul 19, 2006, 4:13 PM
nextel18 said:My estimates for Cingular is as follows; 1.5 million net adds during this 2nd quarter report, $49 voice ARPU and around $6 in data ARPU.


For some reason you love to underestimate Cingular. I guess you'll be as surprised as you were when Q1 results came out on April 19th 2006. 😲
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nextel18

Jul 20, 2006, 8:15 AM
Check out my estimates against their report that was today, and I have posted it on the Cingular forum. The only thing I underestimated was churn.
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