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| 9 | Vestberg: Verizon’s network can handle new Tracfone traffic | ----------- | |
| FierceWireless: Wireless | 2020-09-16 02:30 | ????0? | |
| At a Goldman Sachs Annual Communacopia Conference this morning, lingering questions around Verizon’s network preparedness for 5G and the need to bolster capacity with mid-band spectrum prompted analysts to ask Vestberg about his confidence in the carrier’s readiness to handle millions of new subscribers from Tracfone.“Ellis expects that the incremental 7M subscribers not already using Verizon’s network will be easily accommodated from a network capacity perspective, nothing that those customers over-index in geographies where Verizon currently under-indexes” wrote MoffettNathanson’s Craig Moffett in a Monday investor note about takeaways from the conversation. .It falls into one of five growth categories that run in parallel to the "Verizon 2.0" vision that the team has been working to execute over the last couple of years. Smaller endeavors like all-digital brand Visible, as well as Yahoo Mobile are also within that “growth vector” as Vestberg called it, which aims to address new segments for Verizon’s network of service potential. Tracfone, however, is much bigger and will give Verizon the largest prepaid base in the U.S. Having put less emphasis on prepaid in the past, Verizon currently has just 4 million prepaid subscribers, compared to AT&T at 18 million, T-Mobile around 20.5 million and Dish at over 9 million from its recent Boost Mobile acquisition.“Perhaps the most interesting part of the Tracfone deal is not that Verizon is buying it – it’s a clear win for Verizon – but instead it’s that America Movil is selling it,” wrote Moffett, adding the seller’s decision to exit the U.S. “speaks volumes about the state of wireless competition.” -- ???????? | |||
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