John G. Stratton – EVP and President of Operations Need to grow revenue per sub ” And when we talk about the wireless business it’s really become a simple strategy of acquiring and maintaining the account and then growing the … Continued
Verizon Communications (VZ) Q4 2016 Results Matt Ellis We’re making investments on a 10 year horizon so it doesn’t matter who’s in office “In terms of your second question, so look there is a lot of changes going on in … Continued
Lowell McAdam – Chairman and CEO 5G could change the architecture of the network to the home “Well, so let’s be clear on what we mean by 5G, I call it wireless fiber. If you think about the way we … Continued
Verizon Communications’ (VZ) Management on Q3 2016 Smartphones obviously going to be slower growth “as we came into the year, we said that one of the top priorities we had was to protect our high quality base and that’s what … Continued
Consumer wallet spend on telecommunications has not changed for 20 years “So, if you look at consumer wallet spend, consumer wallet spend on telecommunications products, and telecommunications products includes cable, wireless, and telephone. It really, the percentage of spend by … Continued
VZ’s plan for AOL and Yahoo is to create a consumer brand company, in contrast to Facebook and Google’s emphasis on social Yes, I would say just again super high level is, there is two strategies that it won’t work. … Continued
Verizon Communications (VZ) Lowell C. McAdam on Q2 2016 Results 5G will essentially be wireless fiber “Yesterday the SEC approved our lease arrangement with XO, so that we have a clear spectrum path toward 5G deployment, which like 4G, will … Continued
3M (MMM) Inge G. Thulin on Q2 2016 Results Earnings up 3%, sales down slightly “Looking at the numbers, earnings were $2.08 per share, up 3% year over year. Organic sales were down slightly, at minus 20 basis points. Our … Continued
Lowell McAdam – Chairman and Chief Executive Officer You have to be the best at the connectivity layer “As I look across my career, you can’t be good at the upper stack things if you aren’t the best at the … Continued
Francis J. Shammo – Chief Financial Officer & Executive Vice President Millimeter wave spectrum “During the quarter we announced our intention to acquire XO Communications, which will provide us the opportunity to deepen and expand our fiber assets nationwide, as … Continued