https://www.barrons.com/podcasts/streetwise/the-problem-with-verizon/A5BEEE9F-47DD-4E17-BD18-43AECE571403
5 replies (most recent on top)
Verizon can't merge with ATT. It would never be approved for anti monopoly reasons.
Verizon needs to merge with AT&T ( if allowed). Verizon will never be able to catch up to the degree necessary to compete with T Mobile. Weighed down with too much debt. No pricing power. Verizon can get more subs if they give the service away but there will be no revenue.
How the f*** did Verizon allow T-Mobile to run laps around them and take the lead in 5G? VZ's customer service always sucked, but it had a great network. I feel sad for anyone who remains.
Is fixed wire access all it's hyped up to be and compete against the incumbents?
From the podcast 1. At the end of 2023 when Verizon completely rolls out the mid band And as more customers sign on to fix wireless access, Will the network be able to handle all the new traffic from the growth vz expects?
- Confirm that T-Mobile has become the leader for now. Maps matter.
- Until the end of 2023, Verizon will have to leverage lots of promotions and device deals in order to retain customers and that gets very expensive.