Verizon lub taub hau rau qhov poob qis tshaj plaws hauv ob xyoos raws li cov nyiaj tau los qhia 'kev nyuaj' txoj hauv ntej

Shares ntawm Verizon Communications Inc. tau nyob rau hauv kev sib tw rau lawv qhov kev poob loj tshaj plaws nyob rau hauv ntau tshaj ob xyoos rau hnub Friday tom qab lub tuam txhab kev sib txuas lus tau pom qhov poob ntawm cov neeg siv xov tooj them rov qab thaum muaj kev sib tw nyuaj.

Verizon
VZ,
-5.64%

Hnub Friday tau tshaj tawm tag nrho cov xov tooj them rov qab poob ntawm 36,000 tus neeg rau npe rau thawj peb lub hlis twg, thiab nws tau hais tias nws muaj wireless khw muag khoom xov tooj poob ntawm 292,000 hauv nws cov neeg siv khoom lag luam. Consumer wireless khw muag khoom tom qab them xov tooj churn yog 0.77%.

Lub tuam txhab tau sau tseg hauv nws qhov kev tshaj tawm tias thaum "khiav tsis tu ncua," nws cov xov tooj them nyiaj tom qab tau raug mob los ntawm "kev sib tw muaj zog hauv kev lag luam."

Verizon shares tau tawm 6.1% nyob rau hauv nruab nrab trading hnub Friday thiab nyob rau hauv txoj kev mus teev lawv qhov phem tshaj ib hnub feem pua ​​poob qis txij li thaum Lub Peb Hlis 12, 2020, thaum lawv poob 6.6%. Cov khoom lag luam kuj tseem nyob ntawm qhov nrawm tshaj plaws rau nws cov nyiaj khwv tau los qis tshaj plaws txij li thaum poob 11.8% tom qab lub tuam txhab lub Rau Hli-lub hlis twg daim ntawv tshaj tawm ntawm 2000, raws li Dow Jones Market Data thiab FactSet cov ntaub ntawv.

Daim ntawv tshaj tawm yuav ua rau cov tub ua lag luam saib ntau dua ntawm "tus nqi ntawm kev sib tw wireless" ntawm cov paj thiab cov nyiaj tau los nruab nrab ntawm ib tus neeg siv, nrog rau seb cov kev hloov pauv no "yuav ua rau muaj kev cuam tshuam ntau dua rau kev ua tau zoo nyiaj txiag rau Verizon thiab qeb," sau Citi Research kws tshuaj ntsuam. Michael Rollins.

MoffettNathanson tus kws tshuaj ntsuam Craig Moffett tau hais qhia tias Verizon tam sim no nyob rau hauv txoj haujlwm nyuaj ntawm kev ua lag luam wireless "txoj cai xeev." Lub tuam txhab tau siv los txhawb nqa lub zog ntawm nws lub network, thiab nws tau xaiv rau "tus nqi siab" thiab kev txwv ntau dua rau kev tshaj tawm, nws hais.

"Qhov uas tau txais lawv tsis ntev los no yog ... zoo, tsis ntau. AT&Tis cov neeg siv khoom loj hlob. T-Mobile tab tom loj hlob txhua yam. Cableis koom nrog (txawm tias Verizon tau txais txiaj ntsig kev nplij siab hauv lawv cov nyiaj tau los muag). Los ntawm kev sim tuav txoj kab - tsam lawv txoj kev lag luam mus rau hauv kev ua tsov rog txawm tias muaj ntshav ntau dua - Verizonhas qhia txog kev loj hlob paltry, thiab lawv cov nqi Tshuag tau poob qis."


- Craig Moffett, MoffettNathanson

Moffett pom "tsis muaj lus teb yooj yim" rau Verizon. Nws tuaj yeem "hmoov rau lub siab" thiab nce kev txhawb nqa, tab sis nws tau sau tseg tias qhov no yuav txwv tsis pub cov nyiaj tau los nruab nrab ntawm ib tus neeg siv kev loj hlob rau Verizon thiab kev lag luam dav. Lub tuam txhab tuaj yeem ua raws li nws cov nqi thiab cov tswv yim tshaj tawm, tab sis ua li ntawd yuav ua rau muaj kev pheej hmoo ntxiv rau cov neeg siv khoom poob rau lub sijhawm thaum Verizon lub network kom zoo dua cov neeg sib tw yog qhov txaus ntshai.

"Nyob rau hauv cov ntsiab lus, txoj kev mus rau pem hauv ntej tseem yog ib qho nyuaj," nws xaus lus.

Lub tuam txhab wireless tseem tau hloov kho nws qhov kev pom zoo tag nrho rau hnub Friday, hais tias tam sim no nws cia siab tias yuav poob rau "qis kawg" ntawm nws qhov kev taw qhia yav dhau los ntawm ntau qhov kev ntsuas, suav nrog cov nyiaj tau los thiab cov nyiaj tau los hloov pauv ib feem. Verizon tau cia siab tias 9% mus rau 10% cov nyiaj tau los loj hlob thiab $ 5.40 txog $ 5.55 hauv cov nyiaj tau los ntawm ib feem thaum nws pib qhov kev xav.

Rau thawj peb lub hlis twg, Verizon tau tshaj tawm cov nyiaj tau los ntawm $ 4.7 billion, lossis $ 1.09 ib feem, nqis los ntawm $ 5.4 billion, lossis $ 1.27 ib feem, hauv lub quarter dhau los. Tom qab kev hloov kho, lub tuam txhab khwv tau $ 1.35 ib feem, nqis me ntsis ntawm $ 1.36 ib feem ntawm ib xyoos ua ntej. Qhov kev pom zoo FactSet yog rau $ 1.34 ib feem.

Cov nyiaj tau los tau nce mus rau $ 33.6 nphom, sib piv FactSet kev pom zoo thiab nce los ntawm $ 32.9 billion ib xyoos ua ntej.

Verizon tau hu tawm 229,000 tag nrho broadband net ntxiv, ua rau qhov nws tau hais tias yog nws lub quarter zoo tshaj plaws hauv ntau tshaj kaum xyoo ntawm kev ntsuas. Nws muaj 194,000 tsau-wireless net ntxiv.

Daim ntawv tshaj tawm ua raws li ib tag kis sawv ntxov los ntawm AT&T Inc.
T,
-3.41%
,
uas hais tias nws tso nws qhov zoo tshaj plaws thawj peb lub hlis twg rau kev them nyiaj hauv xov tooj net ntxiv nyob rau hauv ntau tshaj ib xyoo caum. Thaum lees paub tias cov neeg sib tw tseem tsis tau tshaj tawm lawv tus kheej cov txiaj ntsig, AT&T Tus Thawj Coj John Stankey tau hais tias nws muaj kev nkag siab tias kev lag luam wireless "tseem muaj zog heev."

Shares ntawm Verizon tau poob 2.8% hauv peb lub hlis dhau los raws li Dow Jones Industrial Nruab Nrab
DJIA,
-2.82%

tau poob 0.2%.

Tau qhov twg los: https://www.marketwatch.com/story/verizon-earnings-show-loss-of-phone-subscribers-but-strong-broadband-gains-11650629381?siteid=yhoof2&yptr=yahoo