Can you buy your own phone outright and activate it without violating the terms of service that would surrender your unlimited plan? That wouldn't be a new plan having them just activate a phone..... Maybe that wouldn't work but if it does then you must be prepared to shell out some good coin to buy the 5 or 5S outright..
The satellite and local cable bundlers along with low quality/viewership content companies will suffer the most as IP TV goes mainstream. Cable can at least reposition as the broadband/ISP delivery pipe. Satellite players have the most to lose.
DTV=AOL rerun. Stephenson will be this decades version of Gerald Levin
In order to build a competitive 5G network it will require a significant boost in capex which puts AT&T into problems for dividend coverage.
Ignorant post. FCF measure as a measure of ability to pay is quite stretched. Cunial failed to account for new capital expenditure requirements (promised FTTP builds of 12.5 million to get DTV approval), new debt obligations on the both the DTV cash purchase portion AND the big, big expenditure from the spectrum auction. AT&T slashed its YOY capex from 2014. AT&T barely covered their dividend payments from FCF in 2014 at 97%. (DTV acquisition is hardly a NET gain in FCF after consideration of new debt issuance AND the NEW dividend obligation on all the new shares issued in the deal. =AT&T is more bloated - more shares but no real increase in dividend cover). ***AT&T refused to comment on small cells deployed after they announced their big capex plan was ending early. Capex is going back up to meet the fiber build requirements and keep up with the competitions move toward densification. 5G moves by competition will force T's hand to bump capex back to prior level or get left behind. Dividend cover becoming suspect in a couple years as TV middle man bundler is finding itself among new competition and a full CIRCUMVENTION by content producers as bandwidth expansion opens the door to IP TV and direct sales from content producer to consumers. DTV will become a cash flow negative acquisition in time. Cord cutting will go main stream as ample bandwidth comes to the masses. That time is swiftly approaching. FCF may be getting bigger with DTV acquisition but so are the capex AND dividend obligations. It's all about dividend coverage ratios and AT&T's was razor thin before the big capex cut backs.
A good read: "3 reasons television cord-cutting trend is expected to keep accelerating" TV ratings are plummeting is a canary but the sign IP TV competition is exploding...more launched in the first nine months this year the last nine years combined. Yet, a klown on this message board has been in denial of OTT competition.
I see no news. Do you realize you could be imprisoned for several years and receive heavy fines for posting false information like this? Apparently not.
We will assume that is tongue in cheek. DTV is losing its market barrier that has enjoyed monopolistic status for a couple decades with its only competition being DISH and the local cable provider choice. Bring in ala carte bundling, streamlined bundles, direct to consumer (completely bypassing bundlers like DTV,DISH, cable providers) and FREE online video options. DTV margins will be crushed as they try to defend market share. Exactly what happened when AOL-Time Warner imploded as AOL's market barrier was decimated as dial up became a dinosaur. Title II move for ISPs was the death knell of the market moat. Randall Stephenson will be this decades version of Gerald Levin.
That and the other part of VZ premium would be VZ didn't buy a buggy whip in a TV bundler and will target organic growth in the bundler market. Margins are going to get squeezed in pay TV bundling.
Actually, 5G has been defined. Just a couple months back.
ITU defines 5G as speed of 20 Gbps. That was announced in June. I wonder what they will call the U.K. wireless research that hit the 1 tbps announced back in March. 4.5G will be more than ample bandwidth for buffer free streaming video which means we will likely see the cable providers forced to make a move into wireless market to have any hope of retaining their market share. Wireless talk/text is about to see the earnest convergence of pay TV regardless of a middle man or direct from content producer to consumer using wireless pipes.
Do you not realize the mountain of debt at Sprint and the TMUS parent wanting to get out of their position? VZ has the hands down best network and unless Softbank plows a mother lode of money into Sprint's shoddy network there is little to fear. AT&T however has a mountain of debt with about as much hope as Sprint when it comes to swift debt level reduction. VZ on the other hand expects to halve its debt by 2019. VZ has a lot more room to play with cash flow than all others AND capex needs.
Sprint has shoddy coverage outside of population centers and drops calls like no other even within them. Interesting statement by adam claiming Sprint will have the largest number of customers next year. Sprint does have an advantage in owning a lot of the 2.5 as the 5G design comes but there will be adjustments by the opposition. Sprint needs a mountain in capex needs to get a nationwide network comparable to VZ. He who offers a solid 5G network and brings true wireless unlimited data to the table first will be the 'early bird who gets the worm'.
cardinal7769 • 30 minutes ago Flag
VERIZON RUMORED TO HAVE HUGE NEWS TOMMOROW !!!
9000 Jobs gone and new technology coming next year that will change the internet and how content is delivered. VZ is in the position to lead the new content delivery revolution!!! Call option buying is very high on tomorrow options above 46 strike too?
I guess we will mark your post to see if there is any delivery.
Read between the lines. That wired line is indeed a cash cow and would beg the question to why VZ would give up so much EBITDA for a one time cash price that would be a very solid ROI for the buyer..... Read between the lines... VZ is selling the buggy whip before it becomes mostly irrelevant and inferior that leads to big decline in its value and cash flow.
The same 5G that will really unleash the VZ telematics and IoT is what will bring that wired line cash flow and value to the outhouse. Revenues will be transferred from wired line to wireless. Yes, there will be competition, that makes it all the more important to be the quality network provider with FIRST to market 5G deployments that lead to market capture/retention. If Softbank can pull it off with the capital needs, I find Sprint (or Google if they choose to enter the fray) to be more of a threat than T or TMUS. They have the spectrum that is more capable in 5G mesh design than any other carrier.
Will be interesting to watch the FCC actions in mmW being doled out. So far the FCC has handed out 150MHz worth for open 'general authorized use'. This kicks the door open for the likes of cable players to erect localized wireless networks in areas of their monopolistic markets as they exist with little beyond small cell capex. Some of the big boys in cable already have existing MVNO agreements (i.e. Comcast/Verizon) that could be put to work to provide wireless coverage needs outside of their local/regional coverage areas. The sectors will quickly converge. VZ is looking to lead the industry with the 5G development and deployment announcement while AT&T sits back and throws jabs instead of acting. Same that happened with 4G.
Price action will be good in five years as VZ throws off lots of cash flow after having paid off half its debt balance. Dividend increase or share buybacks likely at that point. AT&T on the other hand is mired in debt for a very long time. ~$120B worth on a much, much longer time frame.
Jul 30, 2014 5:37 PM Flag
yep, treword is his most recent iD .. "trewwood" or "trewword" was the previous ID that he may not be able to use anymore - probably for behavioral problems ya know ?
Treword77 was after Yahoo dumped his ability to post before your 57. You spoofed treword the name, not specifically "treword77". How about your childish spoofing of my smalls ID? Going to throw out dates for that too?
ROFL Attempting to do the klown's homework for him I see. Still waiting for him to answer. Nice try. Is that an $83B or is it supposed to be $8.3B? LOL Going to be some major upward pressure on capex IF A&T stands behind its word to upgrade Mexico infrastructure, build the 12.5MM FTTP per the FCC requirement for DTV approval, and keep up with VZ's push into 5G. Stephenson has done little but load T with a mountain of debt to buy a buggy whip TV bundler in DTV. He will go down as this decades version of Gerald Levin.
elrod is treword57 which he spoofed from a poster using treword77. He also uses multiple spoofs off my moniker as well with his latest favorite being a "z" in place of the s in Smallz. His antics are nothing but a klown act as he avoids the discussion of numbers and industry trends etc. He has an endless number of aliases including warmwithaslightbreeze and many others including lap dog.
Payout because VZ is retiring debt at a VERY high clip that will bring debt levels to half in a few years. Your payout ratio is very misleading....kind of like AT&T's during 2015 that made MAJOR capex cuts to make it appear their is adequate cash flow to cover the dividend. Do your DD on payout ratios before opening your trap. No-growth while VZ gets ready with 5G technology that will keep them at the forefront AND bring them the growth factor in nationwide 5G areas to become a buffer free wireless 4K TV pipe let alone the big pumping of IoT potential as claimed by all in the wireless industry.
The post I was replying to within a topic string when a poster was speaking to "Zoop". I was laughing with the tongue in cheek post. Gave Zoop the idea to eliminate the bird poop problem on his trailer. (Maybe the klown can turn police informant and start calling in his neighbors for the street walker issue)
jrsept1 • Jul 15, 2010 2:18 PM Flag
pretty weak zoop...you are posting about installer jobs now. next it will be something about solar not working again...I fell of my barstool chuckling at that one.
Our site manager in Adelaide AU just told me he is zero cost annually on electrical with his home PV system...I told him to contact you to get his head straight. Friend in Hawaii told me they generate electrical from oil thre...told him to contact you to get his head straight.
Speaking of bird poop, I suspect the flat roof of your trailer gets a good layer during the year...especially considering the landfill view you have. Hey, you can get some good carbon gas off that baby ya know, sneak a line to the gas risers...good for boiling up some mac and cheese for later with a vintage Bud.
Just tit for tat :) Later....been cooking hot around chicago...hope they keep those nukes on line...is that a mushroom cloud up by Zion I see ?
.....just as they announce 5G development and deployment that will render that wire a redundant and inferior asset. They aren't just "selling some wireline". VZ dumped assets that will no longer be needed as well as offloading some significant long term pension liabilities. 5G will leave final mile fixed line in population centers as a higher cost and less efficient network structure.