Thread regarding Verizon Communications Inc. layoffs

So, to explain the arrows here: red is the new green.
This is Dan's AI at work ! downvoting.
Thank you for your consideration Dan !

@b9 he said penetration, huh, huuh, huh huh.

@bb Are you sure you want to be a nightclub comic?

@b5 Starlink will take market share from cellular operators in vehicle telematics (OnStar and the like). New vehicles can be designed with a built-in Starlink antenna and have service everywhere with no dead zones. That’s one of the niches where Starlink has an advantage.

Ships, Drones, Airplanes, and underserved rural areas are also niches where Starlink will do well. It can also be used as a backup in emergency situations.

In short they will take some market share but also open up new segments. Telematics is the one Verizon should be worried about.

@b9 better to be orange with tiny hands than rainbow colored and genderless like you and your bo--y buddies are

@b1 Pushbacks from the Government? He donated 280 million dollars to the orange man with the tiny hands. He will buy what’s left of Vz’s wireless infrastructure to use as relays for further penetration. Wireless is non union. This is all happening.

@ay I was aware of all the facts you brought up and they do not alter my conclusion. Starlink will be successful in certain niches but they cannot replace terrestrial networks and they’re not trying to. Whether they end up merging with one of the telcos is anybody’s guess. The businesses are complementary not direct competitors.

BTW Globalstar hasn’t been sitting idle for the last 30 years. As a matter of fact they were the first to offer direct to device service through an exclusive deal with Apple. They were recently acquired by Amazon Leo (aka project Kuiper) which is a competitor to Starlink.

@am I see it now. Thanks for your patience.

I’m confused - I’ve watched our Chief Cellular Network Officer up on stage saying Starlink’s threat is minimal — mostly just rural niche stuff because of spectrum and other limitations — and that it could never really carry voice to displace cellular. Meanwhile T-Mobile’s service is already live and expanding, and the industry is forming JVs and partnerships to respond. Feels like the folks at the top might be underestimating how fast this is actually moving.

@ay maybe you have not idea what you are talking about either....Verizon as it stands Today it is around the 300B + yes with the B in valuation. Any Co that buys it must assume it's Debt....no one in its right mind...not even Elon would make that move...specially considering the pushback from governments and the unions

I mean my local Home Depot is getting ready to sell it. So Starling is about to become much more ubiquitous.

@a3 To "RF / SP Engineer " ...
You have no idea what are you talking about.
Iridium, Globalstar, and their competitors are yesterday's technology — and no, they were never a true replacement for modern connectivity. Starlink is a whole different animal. Its low Earth orbit (LEO) configuration puts it light-years ahead of the competition.
Think about it for a second: GPS runs on roughly 60 satellites, and you still manage to pull a signal inside your house. Starlink is operating with thousands of satellites — flying lower and punching a much stronger signal. It will reach you inside your home. Will it match the speeds of some terrestrial 5G networks today? Probably not quite there yet — but make no mistake, it's coming.
They're also buying up spectrum aggressively (and already hold a solid position). Pair that with Verizon's current leadership struggles and its crushing debt load, and Starlink's parent company could realistically acquire Verizon as a complementary asset without breaking a sweat.
Here's the bottom line: the cost of launching a satellite isn't the story — the technology and the frequencies behind it are. Starlink currently operates on the 1900 MHz band, which isn't flashy, but it's far from a handicap. And the kicker? They're nowhere near done launching satellites. The buildout is still in full swing.

@a6 You and everyone else. What a disaster the great 5 G project was.

@a2 hey engineer dude. You know how many people have said that X tech won’t replace y tech because xyz? Lots! SpaceX having 10% of the market in such little time with , according your analysis, a technology that’s inferior is not a good sign. Imagine when it becomes ferior? It’s night for Verizon Consumer Group!

@a8 oh for God sakes is it really necessary to play grammar finger wagging in adulthood? Everyone else did the real time correction to be “Scorched Earth”.
You are loved just the same.

@OP wth is "scotch earthed" ?

Cant even get 5g thru my brick walls

I have starlink, good speed and latency, as soon as it gets cheaper it’s probably good nite verizon. Major mistake was made when T-Mobile partnered with them and we did not. Probably hubris or ignorance or a combo. Having never done anything but demand work, I might enjoy watching the parasites that have done nothing but feast on verizon suffer. I’ll put my faith in gods plan for me, good luck everyone

@OP RF / SP Engineer here with a lot of experience in all these technologies and here to tell you don’t believe the hype! The numbers you quoted are less than 10% of the market share of any single tier 1 operator and less than 3% of the cumulative US market.

There are certain niches where satellite networks have the advantage but they won’t replace terrestrial networks. No way, no how! I was around when Qualcomm & co launched Globalstar and Motorola & co launched Iridium. There was a lot of hype back then too. The technology has advanced and SpaceX launches satellites for tenth of what it used to cost but that’s still not enough to displace terrestrial networks.

Stock valuations are influenced by hype and feelings more so than by sober, objective analysis of the fundamentals.