muicing wrote:
同一篇報導大家各取所...(恕刪)
iphone 3G竟然有第10名耶....
個人積分：41分
文章編號：27415309
個人積分：9分
文章編號：27416421
tom2517 wrote:
iPhone 4 跟 Thunderbolt 在 VZW 推出的時間點不一樣， 在零售店估的也不可能準的。
Anyways, VZW 的財報也出來了， iPhone 4 有 2.2 M 的 activation, Thunderbolt 有 260,000 的 activation. 26 萬支已經很不錯了， 以單一產品來說， 而且對美國人來說 Thunderbolt 並不便宜
是說這個嗎?
Verizon Reports Strong Start to 2011 as Wireless, FiOS and Strategic Services Continue to Generate Profitable Growth
看了半天,還真的看不來您所提出的數據在那??
挑出Wireless的部份及新聞,請痲煩找出您說的部份在那??
Wireless
•6.3 percent year-over-year increase in service revenues in 1Q 2011; data revenues up 22.3 percent; 25.8 percent operating income margin and 43.7 percent Segment EBITDA margin on service revenues (non-GAAP).
•1.8 million net additions, excluding acquisitions and adjustments, includes 906,000 retail postpaid net customer additions; continued low retail postpaid churn of 1.01 percent.
•104.0 million total connections, includes 88.4 million retail customers
NEW YORK -- Verizon Communications Inc. (NYSE, NASDAQ: VZ) today reported strong first-quarter 2011 earnings, as industry leader Verizon Wireless continued to effectively balance customer growth and profitability, while growth in FiOS and strategic enterprise services contributed to another quarter of improvement in wireline margins.
Verizon reported 51 cents in EPS in first-quarter 2011, compared with first-quarter 2010 earnings of 16 cents per share. There are no adjustments to first-quarter 2011 earnings results. Adjusted first-quarter 2010 earnings, excluding the impact of divestitures and non-operational charges (non-GAAP), were 48 cents per share.
On Track to Meet Revenue and Earnings Objectives
“In the first quarter, Verizon Wireless solidified its industry leadership with results that once again showed sustainable, profitable growth,” said Verizon Chairman and CEO Ivan Seidenberg. “We are executing on our business plans and building momentum, and we are on track to meet both our revenue and earnings objectives for the year.”
Seidenberg added, “Wireline EBITDA margins expanded for the fourth consecutive quarter, driven by continued strength in FiOS revenues and disciplined cost management. Our strategic acquisition of Terremark, which closed earlier this month, improves our ability to provide integrated, enterprise-class cloud solutions and accelerate growth.”
Consolidated Revenue Growth Accelerates
On a consolidated basis, Verizon’s total operating revenues were $27.0 billion in first-quarter 2011, an increase of 0.3 percent compared with first-quarter 2010. Last year’s results included revenues from operations that have since been divested.
On a comparable basis (non-GAAP), first-quarter 2011 total operating revenues increased 5.3 percent compared with first-quarter 2010 -- up from growth of 2.3 percent on the same basis comparing fourth-quarter 2010 with fourth-quarter 2009. Approximately 77 percent of first-quarter 2011 revenues were generated by higher-growth wireless, FiOS and strategic enterprise services, compared with approximately 72 percent of comparable first-quarter 2010 revenues.
As previously stated, Verizon is targeting comparable top-line revenue growth rates in the range of 4 percent to 8 percent for full-year 2011. The company is also targeting EPS growth of 5 percent to 8 percent in 2011, over a comparable adjusted base of $2.08 per share in 2010.
Verizon continues to expect 2011 capital spending to be essentially flat, compared with the 2010 investment of $16.5 billion. In first-quarter 2011, Verizon’s capital expenditures totaled $4.4 billion, compared with $3.4 billion in first-quarter 2010, as the company aggressively invested in growth opportunities, including the deployment of Verizon’s nationwide 4G LTE (fourth-generation, Long-Term Evolution) wireless broadband network. With 4G LTE deployment well under way, Verizon’s capitalized interest will be lower in 2011, resulting in higher interest expense of about $150 million for each quarter this year.
Cash flow from operations totaled $5.0 billion in first-quarter 2011, down from $7.1 billion in first-quarter 2010. Operating cash flow from higher net income in first-quarter 2011 was offset by the launch of the iPhone and satisfaction of Verizon’s full-year 2011 pension funding obligation of $392 million. In addition, the first half of last year included cash flows from since-divested properties.
Verizon said its cash flow outlook for 2011 remains strong, and there is no change regarding the anticipated 2012 timing of a Verizon Wireless dividend to its parent companies.
The effective income tax rate attributable to Verizon for the first quarter was 30 percent. For full-year 2011, Verizon anticipates an effective tax rate to be in a range consistent with the past three quarters, post the Frontier and Alltel divestitures.
Verizon Wireless Delivers Strong Operational and Financial Results
Verizon Wireless delivered strong growth in revenues, retail customers and other connections; increased retail postpaid ARPU (average monthly service revenue per user) and smartphone penetration; and delivered a strong EBITDA margin. In the first quarter of 2011:
Wireless Financial Highlights
•Service revenues in the quarter totaled $14.3 billion, up 6.3 percent year over year. Data revenues were $5.5 billion, up $1.0 billion or 22.3 percent year over year, and represent 38.1 percent of all service revenues. Total revenues were $16.9 billion, up 10.2 percent year over year.
•Retail postpaid ARPU grew 2.2 percent over first-quarter 2010, to $53.52. Retail postpaid data ARPU increased to $20.51, up 17.3 percent year over year. Retail service ARPU also grew 2.2 percent, to $51.88.
•Wireless operating income margin was 25.8 percent. Segment EBITDA margin on service revenues (non-GAAP) was 43.7 percent.
Wireless Operational Highlights
•Verizon Wireless added 1.8 million total connections, including 906,000 retail postpaid customers, and 897,000 wholesale and other connections. These additions exclude acquisitions and adjustments.
•At the end of the first quarter, the company had 104.0 million total connections, an increase of 6.1 percent year over year, including 88.4 million retail customers and 15.6 million wholesale and other connections.
•At the end of the first quarter, 32 percent of Verizon Wireless’ retail postpaid customer phone base were smartphones, up from 28 percent at the end of fourth-quarter 2010.
•Retail postpaid churn remained low at 1.01 percent, and total retail churn was 1.33 percent. Both improved year over year.
•Following the launch of its 4G LTE mobile broadband network in 38 markets in December 2010, the company so far has named more than 100 additional markets where 4G LTE is being rolled out. By year-end, Verizon Wireless’ 4G LTE network, the fastest and most advanced 4G LTE network in the U.S., is expected to be available in more than 175 markets, covering a population of more than 185 million people throughout the country.
•The company introduced three 4G LTE devices: the ThunderBolt by HTC, the first 4G LTE smartphone; the Verizon USB551L, a modem made by Novatel Wireless; and a Samsung 4G LTE Mobile Hotspot.
•Demand was strong for new LTE devices -- as well as for Apple’s iPhone 4, which produced the most successful first-day sales in Verizon Wireless history when it was introduced in February to existing customers.
•Verizon Wireless continued to invest in its 3G network, the nation’s largest and most reliable 3G network.
•The company announced plans to open the Verizon Wireless Application Innovation Center in San Francisco later this year, where developers, engineers and others can work together on innovative applications that will run on the company’s 3G and 4G networks.
Continued Wireline Margin Expansion and FiOS Growth
Verizon’s Wireline segment delivered continued margin expansion and growth in FiOS customers and revenues, as well as accelerated growth in revenues for strategic enterprise services. In the first quarter of 2011:
Wireline Financial Highlights
•Segment EBITDA margin (non-GAAP) was 23.6 percent, compared with 21.1 percent in first-quarter 2010. This was Wireline’s fourth consecutive quarter of sequential margin expansion.
•First-quarter 2011 operating revenues were $10.1 billion, a decline of 2.2 percent compared with first-quarter 2010. This is an improvement from a decline of 2.8 percent comparing fourth-quarter 2010 to fourth-quarter 2009. First-quarter 2011 total operating expenses were $9.9 billion, a decline of 3.9 percent compared with first-quarter 2010.
•Revenues for Verizon’s FiOS fiber-optic services to consumer retail customers generated approximately 54 percent of consumer wireline revenues in first-quarter 2011, compared with approximately 45 percent in first-quarter 2010.
•Consumer revenues grew 1.9 percent compared with first-quarter 2010. Consumer ARPU for wireline services was $90.55 in first-quarter 2011, up 10.5 percent compared with first-quarter 2010. ARPU for FiOS customers continues to be more than $146.
•Global enterprise revenues totaled $3.8 billion in the quarter, up 1.0 percent compared with first-quarter 2010. Sales of strategic enterprise services -- such as security and IT solutions, as well as strategic networking -- increased 12.8 percent compared with first-quarter 2010, and accelerated from a growth rate of 8.0 percent comparing fourth-quarter 2010 with fourth-quarter 2009. Strategic services now represent approximately 46 percent of global enterprise revenues.
Wireline Operational Highlights
•Verizon added 207,000 net new FiOS Internet connections and 192,000 net new FiOS TV connections in first-quarter 2011. Verizon had 4.3 million FiOS Internet and 3.7 million FiOS TV connections at the end of the quarter.
•FiOS Internet penetration (subscribers as a percentage of potential subscribers) was 33.1 percent by the end of the first quarter, with the product available for sale to 13.0 million premises. This compares with 29.0 percent and 12.0 million, respectively, at the end of first-quarter 2010. FiOS TV penetration was 29.1 percent by the end of first-quarter 2011, with the product available for sale to 12.6 million premises. This compares with 25.4 percent and 11.5 million, respectively, at the end of first-quarter 2010.
•Broadband connections totaled 8.5 million at the end of first-quarter 2011, a 3.0 percent year-over-year increase. FiOS Internet connections more than offset a decrease in DSL-based HSI connections, leading to a net increase of 98,000 broadband connections from fourth-quarter 2010. These are the most broadband net additions since second-quarter 2009. Total voice connections, which measures FiOS Digital Voice connections in addition to traditional switched access lines, declined 8.2 percent to 25.5 million -- the smallest year-over-year decline since first-quarter 2008.
•During the quarter, Verizon moved decisively to accelerate its “everything-as-a-service” enterprise cloud strategy by announcing its acquisition of cloud and managed IT infrastructure leader Terremark Worldwide, which closed in April.
•Verizon continued to deploy secure IT and communications solutions that enable better business outcomes for multinational enterprise, medium-sized and government customers. These included a new cloud-based unified communications service, an enhanced set of Enterprise Identity Management offerings, and delivery of SAP’s Customer Relationship Management service through Verizon’s flagship cloud offering, Computing as a Service. In addition, Verizon completed new agreements during the quarter with a range of multinational corporations, including Delphi Automotive.
•Verizon expanded its global network infrastructure, continuing to broaden its global scope and capabilities. The company installed 38 additional Private IP edge routers for a total of 852 edge routers in 238 sites throughout 63 countries; activated the first 100GE (gigabit Ethernet) transmission trunk between routers on Verizon’s backbone network; implemented Internet Protocol Version 6 (IPv6) on its public IP backbone in Europe and the Asia-Pacific regions; and activated 7,021 miles of the Europe India Gateway submarine cable system, which connects the United Kingdom, the Middle East, Africa and Asia.
•The Wireline workforce totaled 92,000 at the end of first-quarter 2011, a year-over-year decline of 16,000 (adjusted for divested operations), primarily as a result of incentive offers that led to voluntary separations.
NOTE: Reclassifications of prior period amounts have been made, where appropriate, to reflect comparable operating results for the divestiture of overlapping wireless properties in 105 operating markets in 24 states during the first half of 2010; the wireless deferred revenue adjustment that was disclosed in Verizon’s Form 10-Q for the period ended June 30, 2010; and the spinoff to Frontier of local exchange and related landline assets in 14 states, effective on July 1, 2010. See the accompanying schedules and www.verizon.com/investor for reconciliations to generally accepted accounting principles (GAAP) for non-GAAP financial measures cited in this document.
Verizon Communications Inc. (NYSE, NASDAQ:VZ), headquartered in New York, is a global leader in delivering broadband and other wireless and wireline communications services to mass market, business, government and wholesale customers. Verizon Wireless operates America’s most reliable wireless network, with more than 104 million total connections nationwide. Verizon also provides converged communications, information and entertainment services over America’s most advanced fiber-optic network, and delivers seamless business solutions to customers around the world. A Dow 30 company, Verizon employs a diverse workforce of more than 196,000 and last year generated consolidated revenues of $106.6 billion. For more information, visit www.verizon.com.
VERIZON’S ONLINE NEWS CENTER: Verizon news releases, executive speeches and biographies, media contacts, high-quality video and images, and other information are available at Verizon’s News Center on the World Wide Web at www.verizon.com/news. To receive news releases by email, visit the News Center and register for customized automatic delivery of Verizon news releases.
個人積分：9分
文章編號：27416519
muicing wrote:
Verizon昨日發...(恕刪)
Verizon Reports Strong Start to 2011 as Wireless, FiOS and Strategic Services Continue to Generate Profitable Growth
以上.請找出您所說的數據
個人積分：55分
文章編號：27417144
個人積分：345分
文章編號：27418635
DogHuang wrote:
在YAHOO FIN...(恕刪)
這就是專業打臉文嗎？
第二頁就有提到"Our first-quarter wireless results once again demonstrate our ability to effectively manage growth and sustain profitability. We had a very strong quarter of device sales with 906,000 retail postpaid customer net additions. In a period of less than eight weeks, we activated 2.2 million iPhones, and in two weeks, we activated more than 260,000 of our first 4G LTE smartphone, the HTC ThunderBolt, at the premium price of $249.99."
市調本來就是做給自己爽的，更不要提美國一堆立場有問題的不公正想紅市調公司，會作出任何結果也不意外，市調看看就好，想要自嗨也沒關係，財報公佈才見真章。
個人積分：9分
文章編號：27418936
blizzardscottsun wrote:
第二頁就有提到"Our first-quarter wireless results once again demonstrate our ability to effectively manage growth and sustain profitability. We had a very strong quarter of device sales with 906,000 retail postpaid customer net additions. In a period of less than eight weeks, we activated 2.2 million iPhones, and in two weeks, we activated more than 260,000 of our first 4G LTE smartphone, the HTC ThunderBolt, at the premium price of $249.99."
拿8週的啟動量打2週的啟動量
有些人的思維還真是特殊........
個人積分：345分
文章編號：27419018
個人積分：62分
文章編號：27419153
個人積分：9分
文章編號：27419202
個人積分：345分
文章編號：27419599
Charles_Evo wrote:
數學是這樣學的?"變...(恕刪)
連最基本的統計比較方式都不知道，兩個不同上市週期的產品用平均數比本來就是常識
況且這個樓的標題本來就是對過去發生的事情做統計(市場調查阿，大哥......)，你還跳針到"未來六週"
那乾脆大家一起"預測"上市一年iPhone4 跟TB會賣多少隻好了，偉大的HTC一定會出現爆炸性成長
未來的50週會出現對數式的強力銷售曲線，大賣3000萬隻，這樣你爽不爽？
還變數未知數咧，你國中生喔？
不然你去把影響TB銷售的各factors算出來再去跑一下regression analysis，然後比較一下iPhone與TB未來的銷售曲線告訴我你預估"未來六週"TB到底會賣多少隻，好不好？
話都給你講就好了
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