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The Telecom Paradox More Traffic. Same Revenue.

The Telecom Paradox
More Traffic. Same Revenue.

Telecom is working harder than ever.

Traffic is exploding.
AI, video, cloud, 5G, FWA, everything runs on our networks.

But revenue?

Flat.

We operate one of the most capital-intensive industries in the world on a model that rewards volume… but not value.

This isn’t temporary pressure. It’s structural imbalance.

The digital economy is expanding exponentially. Yet the infrastructure enabling it
captures a shrinking share of the value.

The Reality & Problem for Verizon:

It’s like claiming that LCD manufacturers should benefit from more pixels being displayed when users watch more video


More Layoffs

Chatanooga and Denver....

https://www.local3news.com/local-news/t-mobile-laying-off-200-employees-at-chattanooga-call-center/article_6e4434d6-af84-49f5-8cbd-d77e92f1e95d.html

https://whatnow.com/denver/local-news/major-telecommunications-firm-t-mobile-usa-to-cut-51-jobs-at-denver-office/


When the Best Network Is Not Enough

For years, Verizon Communications built its brand on one idea. The best network.

That worked when the gap was real. It is not anymore.

Today, every major carrier is good enough. Most customers do not see a meaningful difference in daily use. But they do see the bill. And they do feel the experience.

That is where the problem is.

You cannot charge a premium if people do not feel it. Not in speed. Not in service. Not in how easy it is to deal with you.

This is not really about the network. It is about everything around it.

Simple plans
Clear pricing
Fixing issues the first time
Respecting the customer’s time

These are not big ideas. These are basics. And when the basics are off, no network claim can save you.

The real shift is this. Telecom is no longer about who has the best signal. It is about who delivers the best overall experience for the price.

Verizon is now being forced to face that reality.

The next move will matter. If it is just more promotions, nothing changes. If it is a real reset in how the company serves customers, then there is a path forward.

Right now, the message is simple.

Having the best network is expected.
Making it worth paying for is what matters.


T-Mobile and Others Checking Uniti Assets?

Buckle up! Now tell us Frontier’s clan didn’t come over for any other reason but to help secure the sale. The writing has been on the wall.

“One source told the publication that T-Mobile (TMUS) and TPG could be partnering for an offer for the entire company, according to the report.”

www.msn.com/en-us/money/companies/uniti-group-jumps-amid-report-tpg-t-mobile-looking-at-assets/ar-AA1ZQk1g


How layoffs will likely unfold

There will ALWAYS be layoffs. It is the Verizon way. It's also the Verizon way to pretend they don't happen, and do them under the table. The big one on 11/20 was too big to ignore, and got national media coverage. But going forward, I suspect the layoffs will be more "traditional", where specific groups or programs are targeted to be shutdown, as opposed to another "20% across the board" type of action. The Frontier integration will no doubt result in "redundancies" being identified. Other areas that have been mentioned are parts of Enterprise, specifically overseas, so I'd expect some cuts there as well.

Bumping this up for visibility, from @ad+1kk9jn5e2


This is the career moment you’ve been waiting for.

Make a career-defining move

We’ve hit the ground running in 2026 and are laser-focused on building a new Verizon! We’re re-writing playbooks, upskilling our teams, embracing AI tools, and renewing our commitment to delight customers in unexpected ways. Yes, we're transforming but we're also making time to recharge for peak performance. Read on for the latest from Verizon and learn about where we're hiring.
Explore open roles
Verizon 4th Quarter results.
This is a new Verizon

We closed out the year strong, with our fourth-quarter performance proving that we can grow by delighting our customers. 2026 is the year we plan to win, building deep trust and loyalty with our customers. Go team.
View results
Frontier & Verizon employees
Introducing Frontier, a Verizon company.

“Closing the Frontier acquisition marks a significant milestone in Verizon’s evolution and is a bold step forward in the Company’s transformation to regain market leadership.” - Dan Schulman, CEO
Learn more

Verizon BOLD employees
A bold future for all.

Did you know this February marks the 50th anniversary of Black History Month, a time to celebrate the contributions of the Black community? At Verizon, BOLD (our Employee Resource Group focused on issues of interest to the Black community) is leading the way with programming all month long that creates space for reflection, celebration and learning.
Learn more about our ERGs
Verizon red chair.
Yes, we're hiring!

We’re at a pivotal moment in Verizon’s transformation — and we’re looking for new V Teamers to join us! We’re looking for a diverse set of skills and individuals to fill open positions across frontline, tech, sales and corporate. If you’re ready to grow and make a serious impact in your role, apply now.


ATT vs Starlink

All rural fiber needs to stop being placed . Satellite is the most cost effective and starlink is about to take on a lot of new country fans after seeing starlink advertisements during the NASCAR race ! I need my T stock to go up and I just don’t think we need to place fiber too far past city limits for a couple connections. It is not cost effective… I know because I am in C&E in the South y’all. Does anyone have starlink tha could compare the service to fiber ?


Dan Schulman

Dear Dan Schulman,
I am writing to respectfully urge decisive leadership in reaching a timely and forward-looking agreement with the union representing Verizon’s workforce. A prolonged contract dispute is more than a labor issue — it is a strategic business risk that affects competitiveness, brand trust, operational stability, and long-term shareholder value.
In today’s telecommunications environment, reliability and service quality are inseparable from workforce stability. Highly skilled technicians, customer service professionals, and infrastructure specialists form the backbone of network performance and customer satisfaction. When negotiations extend unnecessarily, uncertainty erodes morale, productivity declines, and institutional knowledge becomes vulnerable to attrition. The financial impact of workforce disruption — even without a strike — often exceeds the cost of reaching a fair agreement earlier.
More importantly, resolving an extended contract now positions Verizon Communications for strategic advantage in several measurable ways:

  1. Operational Continuity and Service Excellence
    A secure and engaged workforce delivers more consistent network performance, faster deployment of infrastructure upgrades, and stronger customer experience metrics — all critical differentiators in a highly competitive market.
  2. Cost Predictability and Risk Reduction
    Prolonged labor uncertainty introduces hidden costs: contingency planning, delayed projects, reputational exposure, and potential customer churn. A stable contract converts uncertainty into predictable budgeting and planning horizons.
  3. Competitive Positioning in 5G and Next-Generation Infrastructure
    Network expansion and technological innovation require cooperation and trust between leadership and labor. Alignment accelerates deployment timelines, improves implementation quality, and strengthens execution discipline — all essential in maintaining industry leadership.
  4. Talent Retention and Recruitment
    The telecommunications sector competes aggressively for technical expertise. A demonstrated commitment to fair, timely agreements signals stability and respect, strengthening recruitment and reducing costly turnover.
  5. Brand Reputation and Investor Confidence
    Markets reward stability. Customers and investors view constructive labor relations as a sign of strong governance and long-term strategic clarity. Early resolution communicates disciplined leadership and operational foresight.
  6. Long-Term Financial Performance
    Sustained productivity, reduced disruption risk, and improved execution capability directly support revenue growth, margin stability, and capital efficiency. In practical terms, a timely agreement is not simply a labor expense — it is an investment in operational resilience.
    History across multiple industries shows that companies that treat labor negotiations as strategic partnerships — rather than prolonged contests — consistently outperform peers in reliability, innovation adoption, and customer loyalty. The telecommunications sector, where infrastructure and human expertise are deeply intertwined, magnifies this effect.
    Resolving the contract sooner rather than later is not a concession. It is a leadership decision that aligns economic prudence with strategic vision. Stability now enables focus on growth, innovation, and market leadership rather than internal uncertainty.
    Strong companies build durable advantages not only through technology and capital, but through trust, alignment, and shared purpose. A timely agreement reinforces all three.
    Thank you for your leadership and consideration of the long-term interests of the company, its workforce, and the customers who depend on both.
    Respectfully,

Verizon being called put in congress

Both, Senators J Kennedy and Hawley - calling out VZ for NOT protecting the privacy of customers and handing over data to specific GOP officials with NO question whatsoever. HAtchet man being called out by obe of the senators:
https://www.instagram.com/reel/DUnxKc_EQTw/?igsh=M2xha3I2MDl0Nnlw

They should has told the senator that Dan was too busy drinking coffee and takkng selfies for his said: “baby”


Verizon Wireless + Frontier bundling has started

Verizon is now offering a better deal than Xfinity mobile or Spectrum mobile.

https://www.linkedin.com/posts/verizon_frontier-is-joining-verizon-activity-7422324405147598849-GOkc

We now go back to our regularly scheduled programming of hating on Verizon and its leadership


One Way to Keep Customers from Leaving

Verizon’s prepaid services add a 365-day wait to unlock phones

The Verge by Emma Roth, January 21, 2026

Verizon is extending the phone unlocking period for its sub-brands – including Visible, TracFone, Straight Talk and Total Wireless – to 365 days of paid service. Phones purchased before January 20 will still unlock after 60 days.


Switched lines to T Mobile

Since I had to get a new phone for my old concession line anyways I went ahead and switched to TMobile. I see why they are eating Verizon for breakfast. Everything is better! The customer service online and in store as well as the network. I had been overwhelmed with spam calls and missed calls before now no more! They even called me to make sure I understood all the processes. Dan was right they have surpassed Verizon in all areas. Do yourself a favor go ahead and switch those lines.


Would I be safer from layoffs as a telecommuter or as an office employee?

I'm technically assigned to an office but never go in. About half of my team is assigned to an office and the other half are officially remote, but we all work from home every day. I'm thinking of asking my manager to switch me to a telecommuter in order to protect me from a potential upcoming RTO mandate, but I'm wondering if becoming a telecommuter would actually increase the chances that I get laid off.


Verizon Communications, Inc. + Frontier Telecommunications (NOT the low budget airlines)

Yes, Verizon is in the process of acquiring Frontier Communications in a major $20 billion deal announced in September 2024, with the goal of integrating Frontier's significant fiber network to expand Verizon's broadband offerings nationwide, and the acquisition has received regulatory approval (like from the FCC and state PUCs) with an expected closing by early next month. This acquisition combines Frontier's pure-play fiber assets with Verizon's wireless and existing fiber (Fios) services, aiming to create a stronger, combined broadband and mobile provider.


Verizon Strategic Growth Analysis: Competing for the Top Line

Verizon Strategic Growth Analysis: Competing for the Top Line
Note

This document analyzes Verizon's position relative to T-Mobile and AT&T as of late 2024/early 2025, focusing on strategies to improve top-line revenue.

Executive Summary
Verizon faces a bifurcated challenge: defending its premium user base against T-Mobile's aggressive value-plus-performance attacks while igniting new growth engines to match AT&T's fiber momentum. To improve the top line, Verizon must pivot from being a "utility" provider to a "platform" provider, leveraging its massive 5G Ultra Wideband investment for high-ARPU services in both consumer (FWA, Bundles) and enterprise (Private 5G, MEC) segments.

  1. Competitor Landscape: The "Big Three" Dynamics
    Feature Verizon (The Premium Defender) T-Mobile (The Growth Engine) AT&T (The Balanced Builder)
    Primary Strength Network reliability brand equity, massive B2B base. "Un-carrier" value proposition, 5G mid-band spectrum lead. Fiber footprint + Mobility cross-selling.
    Top-Line Strategy Yield over Volume. Focus on ARPA (Account Revenue Per Account) via "myPlan" upsells and perks. Strong FWA push. Volume + Value. Aggressive net adds (Postpaid), attacking rural markets, and entering fiber via JVs. Convergence. Bundling Fiber + Wireless to reduce churn and boost LTV (Lifetime Value).
    Weakness Consumer postpaid net adds have historically lagged. Perception of "expensive". Lack of owned fiber assets (relying on partnerships/acquisitions like Lumos/Metronet). Debt load remains a factor; legacy wireline decline.
  2. Strategic Pillars for Top-Line Growth
    A. Consumer Wireless: The "myPlan" Average Revenue Per Account (ARPA) Lever
    Verizon cannot win a price war with T-Mobile. It must win on value density.

Strategy: Aggressively migrate base to "myPlan" tiers. By decoupling perks (Disney+, Apple One, Walmart+) from the base rate, Verizon turns low-margin "freebies" into a recurring revenue marketplace.
Action:
Increase "perk" penetration to drive ARPA up by $2-3/mo per user.
Target the "Switcher Pool" with premium device on us offers only on the highest tier plans (Unlimited Ultimate).
B. Broadband: FWA as the "Gatekeeper"
Fixed Wireless Access (FWA) is Verizon's fastest-growing segment. It is the key to winning households where Fios doesn't exist.

Strategy: Position 5G Home Internet not just as a "cheap" alternative, but as a "smart home" hub.
Action:
Bundle Deeply: Offer significant discounts for FWA + Mobile subscribers to lock in the household (churn reduction = sustained top line).
SMB Expansion: Aggressively market FWA Business Internet to small businesses currently stuck on expensive cable legacies.
C. Enterprise (B2B): Private 5G & MEC Focus
Verizon historically owns the Fortune 500 relationship. This is the biggest differentiator against T-Mobile.

Strategy: Move beyond connectivity to managed industry solutions.
Action:
Private Networks: Scale "Network in a Box" solutions for logistics, manufacturing, and stadiums.
MEC (Mobile Edge Compute): Monetize low latency. Collaborate with AWS/Azure to sell "cloud at the edge" for real-time AI inference (e.g., computer vision in factories).
Public Safety: Compete with AT&T's FirstNet by leveraging Frontline's superior mmWave capacity in dense urban centers.
D. Innovation: The API Economy
The industry is moving toward "Programmable Networks" (GSMA Open Gateway).

Strategy: Monetize the network ITself via APIs.
Action:
Sell "Quality on Demand" (QoD) APIs to broadcasters, drone operators, and gaming companies who will pay a premium for guaranteed throughput/latency slices.
Implement "Silent Authentication" APIs to banks for fraud prevention (replacing SMS 2FA), creating a high-margin B2B2C revenue stream.

  1. Summary of Recommendations
    Stop chasing empty calorie net adds; focus on High Value adds who take phones + watches + home internet.
    Accelerate the "Platform" narrative: You aren't just selling data; you are selling the ability to run real-time AI at the edge.
    Defend the Enterprise Moat: Use Private 5G to make Verizon indispensable to industrial operations, locking out T-Mobile.

The Wireline Museum

As a stranger things fan it’s awesome to work in the COs and see all the equipment from the EIGHTIES still in place and running. I can imagine how cool it must have been to be alive in that time and how shiny that SLC-96/DMS-100 was back then. As an employee, however, it’s completely embarrassing that these machines are still standing in a Fortune 100 multi billion dollar company. But hey, at least I get to work in a museum every day, pretty cool stuff.


T-Mobile and Verizon figured it out, ATT slow in the draw

Fixed Wireless Johnny Stinkey. Not everyone wants or needs Ferrari like Fiber Speeds. 9/10 are content with Fixed Wireless. Running Fiber all over the map is a Stinkey move. Johnny Stinkey is always a day late and a dollar short.


Dan’s grand plan going on now. A race to the bottom!

Verizon's Competitive Pricing Strategy
Aggressive Holiday Promotions
Verizon has recently implemented aggressive holiday promotions that significantly undercut T-Mobile's pricing. This strategy aims to attract customers by offering larger discounts across various price tiers. Analysts suggest that Verizon is now positioned as the discount provider in the market, a role that T-Mobile previously held.
Financial Implications
Despite the attractive deals, Verizon is reportedly incurring losses with these promotions, estimated at $640 per account. The company believes that retaining customers through these discounts will lead to long-term profitability as subscribers typically upgrade their plans and purchase additional services over time.
Market Positioning
Verizon's new pricing strategy includes a "Bring Your Bill" promotion, which allows customers to bring their current bills from T-Mobile or AT&T to receive a customized offer that often matches or slightly undercuts their existing costs. This initiative is part of Verizon's effort to reverse recent customer losses and enhance its competitive stance in the wireless market.
Conclusion
Overall, Verizon's current pricing strategy is designed to attract customers from T-Mobile by offering better deals, even at the cost of short-term losses. This shift in strategy marks a significant change in the competitive landscape of the telecommunications industry.

The result of this is T-Mobile has already followed Verizon’s lead and has started laying off employees in order to cut costs. Dan is a genius, the race to the bottom has begun!


Today i began the process of porting to T-Mobile

It felt good. Really good. I know of three friends doing the same from the layoffs. Total lines are 26 leaving. The bill becomes untenable. Twice the price for the same customer service. Same overseas reps too. DPAs are paid too. No commitment. Just pay the final bill.