价格战下Verizon Q3流失移动用户，新帅Schulman誓言“大胆变革”破局

智通财经10-29

智通财经APP获悉，美国最大移动服务提供商Verizon(VZ.US)第三季度遭遇无线电话用户流失，这是新任首席执行官Dan Schulman上任后面临的首次重大考验。根据Verizon周三发布的财报，截至9月30日的三个月内，这家总部位于纽约的运营商消费级移动用户减少了7000户，相比之下，该公司去年同期则实现了1.8万户的增长。Schulman原为PayPal(PYPL.US)首席执行官，在...

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Vestberg执掌公司。目前，美国三大电信运营商正陷入激烈的新用户争夺战，三家公司均推出高成本促销活动与激励措施来吸引用户转网。上周，AT&T(T.US)公布第三季度新增40.5万名用户，T-Mobile(TMUS.US)则新增100万名用户。但由于华尔街对愈演愈烈的价格战表示担忧，两家公司的股价均出现下跌。过去几年，Verizon通过提高月费与各项收费来提振营收，但这种做法本质上是从不断缩小的用户群体中榨取更多收益。尽管公司整体资产负债表表现稳健，但部分华尔街观察人士认为，Verizon已被AT&T和T-Mobile更激进的促销策略甩在身后，他们正在关注Schulman阐明新发展方略。Schulman表示，他会立即采取行动推动变革。“在公司这一关键转折点，我们将采取大胆且财务稳健的行动，重新定义Verizon的发展轨迹，”他在声明中称，“这些变革不会是渐进式的调整。我们将积极改造企业文化、成本结构与财务状况，以客户为中心，有效参与竞争，并为股东带来可持续回报。”据悉，Verizon周一宣布与Tillman Global Holdings旗下的Eaton Fiber LLC建立合作，拟将宽带服务拓展至Fios网络覆盖范围之外。同时，Verizon还在推进对Frontier Communications Parent Inc.(FYBR.US)光纤网络的收购，该交易预计将于明年初完成。法国巴黎银行分析师Sam McHugh在一份研究报告中指出，这些举措“表明Verizon的战略将持续演进，会更侧重于光纤业务与业务融合”。他强调，“T-Mobile与AT&T的强势表现使行业竞争压力达到临界点，这最终促使Verizon作出最高领导层更迭的决定”。第三季度业绩尽管面临挑战，Verizon第三季度业绩表现依然稳健。该公司Q3营收达338亿美元，同比增长1.5%。其中，不包含设备购买与升级费用的无线服务营收为210亿美元，符合分析师预期。扣除部分成本后的每股收益为1.21美元，市场预期为1.19美元。随着新一代iPhone系列上市，该公司推出的系列促销活动成功助力其吸引更多客户，第三季度消费级和商业部门共新增4.4万名按月付费的无线用户，超出市场预期的1.9万户。其中，Verizon推出的定制化套餐方案myPlan提供三年价格保障承诺，持续受到市场青睐。该公司超过18%的消费级后付费用户已选择包含宽带服务的套餐。第三季度，该公司新增30.6万名宽带用户。对于全年业绩，Verizon重申，调整后EBITDA预计增长2.5%至3.5%，自由现金流预计为195亿至205亿美元，资本支出将控制在此前指引的175-185亿美元区间内或低于该区间。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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