Verizon Archives - Analysis Branch

$80B 5G Auction: AT&T & Verizon rich enough to afford it

AT&T is a $207 billion company. Verizon’s market cap is $237 billion. Each has about $20 billion in cash flow per year. $40 billion is a helluva lot of money even for companies that size. Some pundits are panicking. But Craig Moffett points out the result could be “free cash flow accretive” after tax...

Verizon 5G Edge Net. Fuhgeddaboudit! (At least for now)

Verizon has abandoned plans to build an Edge Network only 18 months after announcing an audacious program. What Verizon has deployed runs at 4G speeds and Vestberg should not be calling it an “Edge Network.” It just marketing hype for a deal between Verizon and Amazon’s distributed cloud, with no interesting technical advantages. “”Improved...

Moffett’s Remarkable Insight: Low marginal cost means nothing if you can’t sell it

The low cost per bit of 5G means almost nothing if you can’t sell the bandwidth. I’ve been warning for at least five years that telcos’ biggest problem is overcapacity. In 95% of locations, most of the time, major telcos have excess capacity. The tech is moving incredibly fast, driving cost per bit down...

AT&T, Verizon Praying People Won’t Switch to T-Mobile’s Better 5G

The U.S. 5G market is T-Mobile’s to lose. The golden 2.5 GHz Sprint spectrum will give T-Mobile the best network in 40-60% of the U.S. over the next 4-9 months. Speeds will typically be 100-300 Mbps, occasionally higher. Verizon may have triple the speed in their millimeter wave network, but that’s only in about...

Does Korea Slowdown Mean 5G Demand is Falling?

Korea added only 313,000 5G users in December, half the August total. It missed the 5 million year end 2019 goal. The 15 million projection for 5G users in Korea at the end of 2020 is now uncertain. Phone subsidies have been cut sharply from the $400-600 earlier in the year. Coverage, at over...

Millimeter Wave: What’s Goin’ On

Verizon has the only substantial mmWave network on the planet. They may have already covered 5% of the US, but most is not yet turned on. The company refuses to release any figures other than 30 million passed one day, about a quarter of the US. The majority of Verizon’s “5G” will be low...