Lub sijhawm thaum AT&T Inc. yog yeej qhuas rau disentangling nws tus kheej los ntawm recent deals, nws puas yog lub sijhawm rau kev sib tw Verizon Communications Inc. los xav txog kev sib koom ua ke ntawm nws tus kheej?
LightShed Partners kws tshuaj ntsuam Walter Piecyk thiab Joe Galone tab tom nug seb Verizon puas yuav tsum tau ua "kev txav siab" los txhawb nws txoj kev lag luam tom qab xyoo nyuaj. Verizon cov shares
VZ,
-0.19%,
tawm 29% txog tam sim no hauv 2022, muaj txiaj ntsig zoo ntawm AT&T Inc.
T,
-0.93%
thiab T-Mobile US Inc.
TUS,
-3.35%
raws li Verizon tau ua tsis tiav los tsim cov neeg muag khoom muag kev loj hlob thiab muab kev sib txuas lus zoo rau T-Mobile.
Verizon, rau nws feem, zoo li lees paub tias qee qhov kev hloov pauv xav tau. Nws tau tshaj tawm ua ntej lub lim tiam no tias Manon Brouillette, tus thawj coj ntawm nws cov neeg siv khoom lag luam, yuav tsum tso tseg tom qab tsawg tshaj li ib xyoos tuav lub luag haujlwm ntawd. Hans Vestberg, CEO ntawm tag nrho lub tuam txhab, yuav pib saib xyuas cov neeg siv khoom lag luam.
Tab sis qhov kev txav no ua rau cov kws tshuaj ntsuam LightShed yog "kawg heev."
"Vestberg yog CEO. Cov neeg siv khoom yog qhov loj tshaj plaws pab rau cov nyiaj tau los thiab cov nyiaj tau los. Xav tias nws tau pom zoo qhov kev txav ntawm Brouillette thiab Ronan Dunne, uas ua ntej nws. Qhov no twb yog nws lub luag haujlwm lawm. Nws tseem tsis tau paub meej tias Vestberg ncaj qha khiav Consumer yuav tsim cov tswv yim tshiab li cas. Ua ntej Verizon, Vestberg tau siv 25 xyoo ntawm Ericsson, lub tuam txhab tsom mus rau kev lag luam."
Piecyk thiab Galone tsis raug muag ntawm Verizon txoj kev loj hlob muaj peev xwm hauv wireless, thiab ib sab ntawm tus nqi nce, lawv tsis pom cov kev xaiv zoo tshaj plaws uas lub tuam txhab tuaj yeem coj los tig nws cov neeg siv khoom lag luam.
Saib kuj: Verizon tab tom nrhiav kom 'nce kev ua kom tiav' thaum muaj kev hloov pauv thawj coj
"Thaum tsis muaj kev loj hlob ntawm cov organic lossis cov phiaj xwm ua tsis tiav, CEOs feem ntau tig mus rau cov kev daws teeb meem tsis zoo," lawv sau. "Tuck-in acquisitions tsis hais txog qhov teeb meem no. Nws yuav tsum yog ib yam dab tsi hloov pauv nrog loj thov kev sib koom ua ke. Peb tsis tau sib cav hais tias qhov no yog qhov zoo tshaj plaws lossis yog qhov ua tau, tab sis tsuas yog sau cia tias nws yog kauj ruam tom ntej uas tuaj yeem kwv yees tau. "
Tus qauv AT&T tsis yog qhov zoo, nrog rau lub tuam txhab Time Warner qhov kev pom zoo ntawm cov kev sib txawv ntawm kev sib tham uas tau ua tiav ua rau "kev poob nyiaj poob haujlwm." Tab sis T-Mobile tus qauv yog qhov zoo dua, hauv lawv qhov kev xav, vim tias lub tuam txhab kev cog lus rau Sprint yog ib feem ntawm cov qauv ntawm kev yuav khoom wireless uas tau them nyiaj rau cov neeg siv xov tooj.
"Convergence yog qhov kawg kev ua si," cov kws tshuaj ntsuam tau sau, thiab nyob rau hauv qhov kev nkag siab ntawd, "[qhov] loj tshaj plaws, tsis tau digestible deal muaj rau Verizon yog yuav Charter."
Qhov ntawd yuav "tej zaum" yog "dab tsi zoo," lawv xav, tab sis lawv kuj pom txoj hauv kev nws tuaj yeem tau txais kev tswj hwm thiab kev pom zoo los ntawm cov tswv cuab Charter Communications Inc.
CHTR,
-0.15%.
"Qhov tseeb, tsuas yog mega deal sab laug uas tuaj yeem tau txais ib qho piv txwv ntawm kev txhawb nqa los ntawm cov tub ua lag luam telco yuav yog kev sib koom ua ke ntsug ntawm cov kev pabcuam txuas," lawv sau.
Verizon tsis tau teb tam sim ntawd rau MarketWatch thov kev tawm tswv yim seb nws puas yuav muaj kev txaus siab rau qhov kev pom zoo no.
Tau qhov twg los: https://www.marketwatch.com/story/verizon-stock-has-had-a-tough-year-is-a-drastic-shakeup-in-order-11670543680?siteid=yhoof2&yptr=yahoo
Verizon Tshuag tau muaj lub xyoo nyuaj. Puas yog 'drastic' shakeup nyob rau hauv kev txiav txim?
Lub sijhawm thaum AT&T Inc. yog yeej qhuas rau disentangling nws tus kheej los ntawm recent deals, nws puas yog lub sijhawm rau kev sib tw Verizon Communications Inc. los xav txog kev sib koom ua ke ntawm nws tus kheej?
LightShed Partners kws tshuaj ntsuam Walter Piecyk thiab Joe Galone tab tom nug seb Verizon puas yuav tsum tau ua "kev txav siab" los txhawb nws txoj kev lag luam tom qab xyoo nyuaj. Verizon cov shares
-0.19% ,
-0.93%
-3.35%
VZ,
tawm 29% txog tam sim no hauv 2022, muaj txiaj ntsig zoo ntawm AT&T Inc.
T,
thiab T-Mobile US Inc.
TUS,
raws li Verizon tau ua tsis tiav los tsim cov neeg muag khoom muag kev loj hlob thiab muab kev sib txuas lus zoo rau T-Mobile.
Verizon, rau nws feem, zoo li lees paub tias qee qhov kev hloov pauv xav tau. Nws tau tshaj tawm ua ntej lub lim tiam no tias Manon Brouillette, tus thawj coj ntawm nws cov neeg siv khoom lag luam, yuav tsum tso tseg tom qab tsawg tshaj li ib xyoos tuav lub luag haujlwm ntawd. Hans Vestberg, CEO ntawm tag nrho lub tuam txhab, yuav pib saib xyuas cov neeg siv khoom lag luam.
Tab sis qhov kev txav no ua rau cov kws tshuaj ntsuam LightShed yog "kawg heev."
"Vestberg yog CEO. Cov neeg siv khoom yog qhov loj tshaj plaws pab rau cov nyiaj tau los thiab cov nyiaj tau los. Xav tias nws tau pom zoo qhov kev txav ntawm Brouillette thiab Ronan Dunne, uas ua ntej nws. Qhov no twb yog nws lub luag haujlwm lawm. Nws tseem tsis tau paub meej tias Vestberg ncaj qha khiav Consumer yuav tsim cov tswv yim tshiab li cas. Ua ntej Verizon, Vestberg tau siv 25 xyoo ntawm Ericsson, lub tuam txhab tsom mus rau kev lag luam."
Piecyk thiab Galone tsis raug muag ntawm Verizon txoj kev loj hlob muaj peev xwm hauv wireless, thiab ib sab ntawm tus nqi nce, lawv tsis pom cov kev xaiv zoo tshaj plaws uas lub tuam txhab tuaj yeem coj los tig nws cov neeg siv khoom lag luam.
Saib kuj: Verizon tab tom nrhiav kom 'nce kev ua kom tiav' thaum muaj kev hloov pauv thawj coj
"Thaum tsis muaj kev loj hlob ntawm cov organic lossis cov phiaj xwm ua tsis tiav, CEOs feem ntau tig mus rau cov kev daws teeb meem tsis zoo," lawv sau. "Tuck-in acquisitions tsis hais txog qhov teeb meem no. Nws yuav tsum yog ib yam dab tsi hloov pauv nrog loj thov kev sib koom ua ke. Peb tsis tau sib cav hais tias qhov no yog qhov zoo tshaj plaws lossis yog qhov ua tau, tab sis tsuas yog sau cia tias nws yog kauj ruam tom ntej uas tuaj yeem kwv yees tau. "
Tus qauv AT&T tsis yog qhov zoo, nrog rau lub tuam txhab Time Warner qhov kev pom zoo ntawm cov kev sib txawv ntawm kev sib tham uas tau ua tiav ua rau "kev poob nyiaj poob haujlwm." Tab sis T-Mobile tus qauv yog qhov zoo dua, hauv lawv qhov kev xav, vim tias lub tuam txhab kev cog lus rau Sprint yog ib feem ntawm cov qauv ntawm kev yuav khoom wireless uas tau them nyiaj rau cov neeg siv xov tooj.
"Convergence yog qhov kawg kev ua si," cov kws tshuaj ntsuam tau sau, thiab nyob rau hauv qhov kev nkag siab ntawd, "[qhov] loj tshaj plaws, tsis tau digestible deal muaj rau Verizon yog yuav Charter."
Qhov ntawd yuav "tej zaum" yog "dab tsi zoo," lawv xav, tab sis lawv kuj pom txoj hauv kev nws tuaj yeem tau txais kev tswj hwm thiab kev pom zoo los ntawm cov tswv cuab Charter Communications Inc.
-0.15% .
CHTR,
"Qhov tseeb, tsuas yog mega deal sab laug uas tuaj yeem tau txais ib qho piv txwv ntawm kev txhawb nqa los ntawm cov tub ua lag luam telco yuav yog kev sib koom ua ke ntsug ntawm cov kev pabcuam txuas," lawv sau.
Verizon tsis tau teb tam sim ntawd rau MarketWatch thov kev tawm tswv yim seb nws puas yuav muaj kev txaus siab rau qhov kev pom zoo no.
Tau qhov twg los: https://www.marketwatch.com/story/verizon-stock-has-had-a-tough-year-is-a-drastic-shakeup-in-order-11670543680?siteid=yhoof2&yptr=yahoo