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kq4ym
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kq4ym,
User Rank: Light Sabre
7/28/2015 | 3:41:04 PM
Re: No surprises
I'm guessing there's lot of folks out there like me trying to cut expenses, getting that $55 Verizon offer seems like a probable winner for at least the near term. If customers find that package sufficient it may foretell a bigger market for those not interested anymore in hundreds of channel selections, most of which are of no interest.
mendyk
50%
50%
mendyk,
User Rank: Light Sabre
7/22/2015 | 9:42:03 AM
Re: No surprises
seven -- I'm sure cost recovery is going to prevent VZ from moving more aggressively to an OTT video position. Now that AT&T is going to have DirecTV for its video distribution channel, I wonder if it will bite the bullet on that sunk cost and just leave video to the birds.
brooks7
50%
50%
brooks7,
User Rank: Light Sabre
7/22/2015 | 9:36:56 AM
Re: No surprises
Dennis,

And that conventional TV overlay cost Verizon a LOT of extra money in FiOS.  The electronics is more expensive at the ONT (the triplexer manufacturing problem never really got solved because it was a single deployer issue).  On top of that they had to build the entire distribution network both optically and electronically.  Microsoft and Alcatel got a LOT of money off of AT&T and U-verse.

So - hey let the vendors get some dollars!

seven

 
mendyk
50%
50%
mendyk,
User Rank: Light Sabre
7/22/2015 | 9:00:25 AM
Re: No surprises
If this were a pure greenfield start, I'm pretty sure that no broadband provider would offer a conventional pay-TV service package. The margins have become horrible, and they have almost no control over content costs. The irony is that VZ and AT&T spent billions on access upgrades precisely to deliver pay-TV services. The grass looked greener at first, but it turned out to be nothing more than a careworn green-colored indoor/outdoor carpet.
steve q
50%
50%
steve q,
User Rank: Light Sabre
7/21/2015 | 11:52:23 PM
Re: No surprises
I see the only way verizon fios can push ahead is by letting those that are cable cutting the ability to use the mobile app or the cloud. More people like the quantum router and speed, with faster wifi for there tablet and wifi game machine. But the key is the cost and that a issue verizon like to look at there tv service over the data plans.
KBode
50%
50%
KBode,
User Rank: Light Sabre
7/21/2015 | 3:01:12 PM
Re: No surprises
Yes. No network expansion and a refusal in many markets to seriously compete on price (Choice TV isn't so great once you add all the fees) means growth certainly isn't going to be stellar. Their gaze is squarely fixed on wireless, and it's kind of clear (at least from a subscriber perspective) that growth is slowing there too. Especially once you eliminate all the tablet adds (many of which are almost being given away on promos). 
jbtombes
50%
50%
jbtombes,
User Rank: Light Sabre
7/21/2015 | 2:11:34 PM
downward pricing
The offer I just received is two years of Custom TV, 50/50 Mbps data, and phone for $90 - pre taxes and other fees. Emphasis on not paying for channels that aren't watched. Downward pricing in play. 
mendyk
50%
50%
mendyk,
User Rank: Light Sabre
7/21/2015 | 12:36:03 PM
No surprises
Since Verizon isn't expanding the FiOS network, it's hardly a surprise that its growth rate would slow.


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