The business climate for tier one providers is quite a bit better than it was just several years ago, when some analysts feared the best tier one telcos could do was hold steady in terms of revenue and profit. "In the past 18 months, we talked a lot about growth for Verizon," says Greg Miller, Deutsche Bank Securities analyst.
"Only two to three years ago, it was something that many people didn't think was going to happen, considering what was going on with the competitive dynamic in cable."
"Clearly, we've started to see some fairly significant growth within the business," he says. Also, the growth is "not just confined to one segment in the business."
Friday, June 13, 2008
Verizon Growth Profile Has Changed
Gary Kim was cited as a global "Power Mobile Influencer" by Forbes, ranked second in the world for coverage of the mobile business, and as a "top 10" telecom analyst. He is a member of Mensa, the international organization for people with IQs in the top two percent.
Subscribe to:
Post Comments (Atom)
Yes, Follow the Data. Even if it Does Not Fit Your Agenda
When people argue we need to “follow the science” that should be true in all cases, not only in cases where the data fits one’s political pr...
-
We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
-
It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
-
One recurring issue with forecasts of multi-access edge computing is that it is easier to make predictions about cost than revenue and infra...
No comments:
Post a Comment