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7/27/2019 Lec8 Verizon
1/16
Dick LynchDick Lynch
MIT Sloan School of Management
October 1, 2003
MIT Sloan School of Management
October 1, 2003
7/27/2019 Lec8 Verizon
2/16
7/27/2019 Lec8 Verizon
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Wireless devices will be
the centerpiece of information
and services for customers
anytime, anywhere.
Wireless devices will be
the centerpiece of information
and services for customers
anytime, anywhere.
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Wireless EnvironmentWireless Environment
Growth
Consolidation
Pricing
Spectrum
Growth
Consolidation
Pricing
Spectrum
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Strategic ImperativesStrategic Imperatives
Subscriber Growth
Revenue Growth
OCF Growth
Results-focused culture
Subscriber Growth
Revenue Growth
OCF Growth
Results-focused culture
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Strong FundamentalsStrong Fundamentals
Quality of ...
Subscriber base
Network
Cost structure
Customer value proposition
Profitability
Quality of ...
Subscriber base
Network
Cost structure
Customer value proposition
Profitability
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Strong FundamentalsStrong Fundamentals
Quality of Base
Most subs in US (34.6 M)
Base: Primarily contract
Churn: 1.7% (2Q03)
ARPU accretion
Data Subs: 6.7 M
Quality of Base
Most subs in US (34.6 M)
Base: Primarily contract
Churn: 1.7% (2Q03)
ARPU accretion
Data Subs: 6.7 M
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Strong FundamentalsStrong Fundamentals
Quality of the Network
Capex: $4.4 $4.7B
Highly efficient: cost & capacity 100% POPs digital
Early provision of new products
Quality of the Network
Capex: $4.4 $4.7B
Highly efficient: cost & capacity
100% POPs digital
Early provision of new products
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Strong FundamentalsStrong Fundamentals
Low Cost Structure
Merger integration Systems conversions Procurement flexibility
National Company Branding Standardization
Distribution
Customer Service
Low Cost Structure
Merger integration Systems conversions Procurement flexibility
National Company Branding Standardization
Distribution
Customer Service
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Strong FundamentalsStrong Fundamentals
Value Proposition for the Customer
Pricing National, regional
Simplified
Products
Voice
Data
Loyalty
Value Proposition for the Customer
Pricing National, regional
Simplified
Products
Voice
Data
Loyalty
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7/27/2019 Lec8 Verizon
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Core
IP
Netwo
rk
CircuitS
witched
Netw
ork
Messaging
Telematics
Intl Roaming
Location Svcs
OTA
WIN
VPN
Compression
Products and Services
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Products and Services
Customer Applications
PC Connection Client
Corporate
Ethernet
Corporate
802.11
Public Hot
Spot (802.11)
VZW
1X EV-DO
(Future)
Enterprise Applications
VZW
1XRTT
Internet
Connectivity transparency is a must
Firewall
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Enterprise Service Platform
Wired Network
Wireless Network
Customer Prem
AAA Server
1XEVDO 1XRTT 802.11
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Consumer Service Platform
Voice Service
Push-to-Talk
SMS Messaging
IM
Video Clips
MP3 Downloads
Get It Now
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In wireless, the right technology
is the platform to success..