Hound7
join:2006-03-08
Princeton, NJ | reply to Rick
Re: Comments? Comcast 2Q earnings were below analysts
forecasts. Verizon's 2Q earnings exceeded
analysts forecasts.
Comcast added 555,000
VOIP subs. Verizon added 1,500,000 wireless subs. Verizon' s DSL and landline losses include subs lost in the Fairpoint sale.
Verizon added 176,000
FIOS TV subs in a footprint less than 20 percent of Comcasts. Comcast lost 138,000 video subs. When was the last Q that Comcast added video subs except by acquisition? Comcast has 5.6 million VOIP subs. Comcast announces about one in five subs have triple play. That means that virtually all VOIP subs are bundled. Average revenue per VOIP sub
dropped $3 per sub due to bundling. Will VOIP turn a profit after bundling expires? When is Comcast going to start adding video subs? Verizon Wireless is a symmetrical offset to
landline losses. What
is Comcast's offset to video losses? Comcast claims to have the most video experience. Why is Comcast last in HD? |
