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SpaceX Trademark Filing Signals "Starlink Mobile" May Soon Take Aim At AT&T, Verizon

“Back at the All-In Summit, David Friedberg asked Musk: "Could you buy some carriers to acquire more spectrum? Maybe buy Verizon?"

Musk replied: "Not out of the question. I suppose that may happen."

https://www.zerohedge.com/technology/spacex-trademark-filing-signals-starlink-mobile-may-soon-take-aim-att-verizon


First in first out

Is anybody else worried that with the never-ending layoffs pretty much everywhere, even if we manage to find a job we'll be out within a few months because of the first in first out rule? I know everybody is getting rid of seasoned employees, but they have to balance it, and new employees usually pay the price.


Gross and Net Adds are somewhat not adding up

Folks, has anyone looked at the latest Gross and Net Adds from all major carriers. Numbers are not adding up.

Are these telcos cooking them up?!?

Given this desperate layoffs, firing of the CEO at Verizon, is everything ok? Is there any scrutiny on the numbers from telco??


The problem has always been SBC.

An inbred, crooked, hillbilly run monopoly that was never equipped to compete in the modern telecommunications economy. Big Ed, with his ginormous golden parachute passing the baton to his simpleton son in law, Randall, who effs it all up and passes the baton to an incompetent flunky named Stankey. Who in their right mind would think that what was AT&T could possibly succeed?


Options: Switching for Verizon to Other Mobile Providers

For laid off people leaving Verizon, we had a thread on this (link below).
It was a good thread, with 20+ responses.

Here is a summary.

T-Mobile / TMO

  • Regular plans cheaper than Verizon even with Verizon employee discount
  • Promo for current and former Verizon employees: 2 months free service and free phones, code: VZEX (through sales reps)
  • Costco / Sams Club T-Mobile deals: about 450 dollars in gift cards per line when signing up
  • Several people report good network quality and paying less than with Verizon
  • In Florida, one person reports faster network and no dead spots with Starlink feature
  • One commenter is joining a T-Mobile family plan via active duty military daughter to save money

Tello

  • Used as a cheap line for kids
  • Around 100 minutes plus unlimited texts for under 10 dollars per month
  • Has unlimited plans, described as the cheapest the commenter has seen

Visible

  • One person planning to sign up, likes the site and the value on Verizon network
  • Another has a 20 dollar per month plan and had no issues
  • Note: Visible is owned by Verizon, which reduces the stick it to Verizon satisfaction

US Mobile

  • Prepaid: 10 dollars per month for unlimited talk, text, and 2 GB data
  • Extra data: 4 dollars per additional 2 GB
  • Has unlimited data plans as well
  • You can choose to use Verizon, AT&T, or T-Mobile network
  • Another deal: if you pay in advance, about 25 dollars per month per line on Verizon or other networks

Helium Mobile

  • App based carrier
  • Three plans: Free, 15 dollars per month, and 30 dollars per month for unlimited everything
  • Likely a T-Mobile reseller
  • Instant new number or option to port your existing number

Spectrum Mobile

  • Uses Verizon network plus its own WiFi offload
  • Around 30 dollars per month with taxes included

Cricket Wireless

  • Uses AT&T network, suggested as an option
  • Cheap but no details

@OP+1kast0jhx | https://www.thelayoff.com/t/1kast0jhx


Facts!

Verizon's number of employees has been declining over the years. Here are the numbers:

  • 2024: 99,600 employees, a 5.5% decrease from 2023
  • 2023: 105,400 employees, a 9.99% decrease from 2022
  • 2022: 117,100 employees, a 1.1% decrease from 2021
  • 2021: 118,400 employees, a 10.44% decrease from 2020
  • 2020: 132,200 employees, a 2.07% decrease from 2019
  • 2019: 135,000 employees
  • 2018: 144,500 employees
  • 2017: 155,400 employees
  • 2016: 160,900 employees
  • 2015: 177,700 employees

The decline in employees is part of Verizon's restructuring efforts under new CEO Dan Schulman, aiming to reduce costs and improve competitiveness in the telecommunications market ¹ ² ³.


AI….the new world order

“In 2025, Verizon launched an innovative upgrade to its customer service program. Deriving its name from its June 24 launch date, Project 624 is only the first step in Verizon’s ambitions of being “the best applied AI company in the world.” The new product utilizes AI-driven tools to enhance the services provided by human agents, significantly upgrading the telecom giant’s customer experience platform and freeing up agents’ time significantly.”

Link:
https://www.bcg.com/publications/2025/driving-growth-innovation-leading-telco?fbclid=IwZnRzaAOFQj1leHRuA2FlbQIxMQBzcnRjBmFwcF9pZAo2NjI4NTY4Mzc5CGNhbGxzaXRlAjI1AAEerLAVPW9q5eP8p9m1WxxdwDETCbPZ7W2aPMXdKgGm30Sv_0fhZNjv6QzaNAc_aem_NdzCqx7G2lXzCBabvBgtpg


As the market rips higher $T just sits there flat or red

Every major index is at all time highs, and AT&T can’t even catch a tailwind. The stock is a DOG, and nobody’s buying what Stinky’s selling. The Street has zero confidence in this leadership team or their “strategy”

Face it, this stock stanks.


Is it always like this?

I joined Verizon two years ago right out of college, and I can’t remember a single stretch of time when layoffs weren’t hanging over everyone’s head. Was it always like this in the past, or is this just how things are now? Is it the same everywhere? Is this what I have to look forward to for the rest of my working life?


CWA DISTRICT 9 reach TA

Sisters, Brothers, and Siblings, I am pleased to announce that your duly elected bargaining committee has reached a tentative agreement (TA) with Frontier Communications after months of hard work, negotiation, and many late nights. This achievement is a testament to the dedication and strength of our
bargaining team. I am also proud to inform you that our National Executive Board voted unanimously in favor of this tentative agreement. This is a significant milestone, and it reflects our commitment to
improving our working conditions and benefits.

-


AT&T is a "Value Trap"

Share price continues to decline after earnings and sales misses. Fiber deployment might be necessary for survival but its not a growth strategy. Fiber is mostly business related - with the economy slowing expect less growth or decline in fiber related revenues. Mobility sales might be a bit better with consumer segment holding up better.

There is no growth driver other than HC reduction in the near term so expect no significant increase in share price even after this sell off. The 16% share price decline since 9-15, which accounts for about four years of dividends, will not be reversed in the near future which is reflected in analyst downgrades. Given the very large decline in share prie prior to the earnings annoucement it is likely the word got out to selected individuals inside and outside the company. The share buyback program has also been a bust having little impact on the share price decline.

What does the future hold? - flat revenues, flat earnings per share, no recovery in share price, no increase in the dividend, a very slow reduction in long term debt (maybe), and a significant reduction in HC.

To be sure AT&T is a slow growth dividend stock that because of technology needs fewer employees over time but just think how much better it would be without $200 billion in long term debt, more spectrum, and better outside management. When Stephenson became CEO the share price was $39.47. When he left it was under $30. Now its under $25. Unfortunately, there is no hope of a change in top management and the BOD. No hope.


A year into 5x RTO… and for what?

We’re a full year into mandatory 5-day RTO and what exactly has it accomplished? The stock is tanking, morale is gone, and the “culture” they promised doesn’t exist.

Wasn’t RTO supposed to be part of some grand plan to save the company? To drive performance? To lift the stock? Because all I see is decline across every metric that matters.

So yeah, maybe it was just another lie. I’m done here. I thought I could stick it out but I can’t do this another year for this dog of a company. Best of luck to all!


Sound the alarm - T-Mobile Post Record Qtr

Total postpaid net customer additions of 2.3 million, best-ever and best in industry
Postpaid phone net customer additions of 1.0 million, highest Q3 in over a decade and best in industry
Postpaid net account additions of 396 thousand, up 26% year-over-year, best-ever and best in industry
Total broadband net customer additions of 560 thousand, up 34% year-over-year, best in industry, including 506 thousand 5G broadband net customer additions, up 22% year-over-year, and 54 thousand fiber net customer additions
Translating Industry-Leading Customer Growth into Durable and Profitable Financial Growth

Service revenues of $18.2 billion grew 9% year-over-year, best in industry growth
Postpaid service revenues of $14.9 billion grew 12% year-over-year, best in industry growth
Strong Net income of $2.7 billion and diluted earnings per share (“EPS”) of $2.41
Core Adjusted EBITDA(2) of $8.7 billion grew 6% year-over-year, best in industry growth
Net cash provided by operating activities of $7.5 billion grew 21% year-over-year
Adjusted Free Cash Flow(2) of $4.8 billion
Extending Overall Network Lead with Best Assets, Customer Centricity and Technology Leadership

Recognized by Opensignal as the 5G Global Winner in 5G Coverage Experience and Global Leader in 5G Reliability, including outperforming other US operators; T-Mobile also ranked the #1 FWA carrier for Consistent Quality and Reliability
Fastest provider in Fixed Wireless Home Internet with median download speeds nearly 50% faster than next closest peer, based on our analysis of Ookla data
Ongoing momentum in network perception with lots of room to run, with highest ever switching consideration based on overall network quality in Q3 and lots more runway ahead
iPhone 17 is fastest on T-Mobile’s network with median overall download speeds nearly 90% faster than one benchmark competitor as we continue to expand our network leadership with industry-leading deployment of new technologies (e.g. L4S deployed on all 5G sites with efficient capacity allocation; ~70% of sites supporting 5- and 6- carrier aggregation)