Comments on: Why Verizon's Next Few Quarters Look Promising http://gigaom.com/2009/10/26/why-verizons-next-few-quarters-look-promising/ Fri, 10 Feb 2012 21:06:29 +0000 hourly 1 http://wordpress.com/ By: Verizon's 3Q Profit Takes a Hit (VZ) « InvestorGuide http://gigaom.com/2009/10/26/why-verizons-next-few-quarters-look-promising/#comment-228214 Wed, 18 Nov 2009 22:30:53 +0000 http://gigaom.com/?p=76806#comment-228214 [...] Why Verizon’s Next Few Quarters Look Promising — Verizon may be able to make a turnaround after all. [...]

]]> By: Blackberry 5.0, T-Mobile Price Cuts & More Mobile Monday Madness http://gigaom.com/2009/10/26/why-verizons-next-few-quarters-look-promising/#comment-228213 Mon, 26 Oct 2009 18:26:20 +0000 http://gigaom.com/?p=76806#comment-228213 [...] Verizon (VZ) is betting that a slew of new devices including the Android-powered Droid are going to push their sales up in coming quarters. They need [...]

]]> By: Mark Kelley http://gigaom.com/2009/10/26/why-verizons-next-few-quarters-look-promising/#comment-228212 Mon, 26 Oct 2009 15:59:02 +0000 http://gigaom.com/?p=76806#comment-228212 Would VZ sell off the copper in the future? Will copper go the way of the payphone in many markets – private 3rd party providers once FIOS is in the neighborhood? FIOS and wireless is how VZ makes money today…and exclusively someday in the future…if they can deal with net neutrality and universal service.

VZ has really tested the patience of the loyal followers with their weak smartphone offering. the Storm is such a dog, and between that pushing people towards AT&A and the iPhone pulling people VZ is poised for a full frontal assault (with Droid anyway) this holiday season.

APPL seems to be in the middle of the S curve of iPhone additions: 3.2 million activations in Q3, 2.4 M in Q2, 1.6M in Q1, 1.9M in Q408 (Holiday). New subs are 40% of the Q3 activations, again, pushing churn down. If VZ times it right and plays it right they’ll be able to steal those subs back in 24 months during the 2011 summer/holiday season.

]]> By: Ingersoll http://gigaom.com/2009/10/26/why-verizons-next-few-quarters-look-promising/#comment-228211 Mon, 26 Oct 2009 15:06:00 +0000 http://gigaom.com/?p=76806#comment-228211 Unless Verizon has finally learned a lesson they’ve failed to learn many times in the past, namely that crippled, locked down handsets are not what consumers want, then I’m not very optimistic.

On the plus side perhaps Android can kick the dust loose since I definitely don’t see Apple opening up their walled garden on the iDon’t, errrr iPhone

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