Competitor Insight #48.2007: Verizon Communications Inc.

A solid performer that shows some exceptional revenue growth potential

Publication Date	September 2007
Publisher	IE Market Research
Product Type	Report
Pages	19
ISBN Number	not applicable
Product Code	IEM00175

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Summary

This market research report on Verizon Communications provides a comprehensive analysis and review of its 2Q07 strategies as well as its operational and financial metrics. It covers the key strategic challenges the company presently confronts with an assessment of its potential for continued growth in the various markets in which it competes. We also consider the prospects for Verizon's fiber optic program (FiOS) along with a selection of its other offerings, as well as providing some customer feedback. There's included a breakdown of Verizon's revenues and expenses in its voice, video, and data pricing strategies. We also devote extensive analysis to the company's overall financial performance with an emphasis on forecasting 2008 results.

Content

Strategic Outlook
- Will Vodafone acquire an additional stake in Verizon?
- Consumer broadband adoption rates declining with Cable winning share
- Denny Strigl (President and COO) brings excellent management credentials
- Stable Pricing in residential market
  - 1) Voice: telcos selectively raising prices
  - 2) Data: holding the line
  - 3) Video: telco pricing in line with cable
- Verizon's FiOS is seeing solid demand
- The bottom line
Operational Summary & Forecasts
- Wireline: FiOS having a positive impact
- Wireline progress, revenues and expenses
- Directories spin-off complete
Financial Summary & Forecasts
- Good Second quarter
- Wireless on track, including MVNO writedown
- Verizon Trading at Premium over SprintFigures:
List of Tables and Charts:
- Chart 1: Verizon FiOS penetration compares favorably to initial cable telephony share gains
- Chart 2: Revenue trends are improving on a YoY basis
- Chart 3: Verizon customer count estimates
- Chart 4: Percentage of Verizon FiOS net additions taking video
- Table 1: Implied multiple suggests consumer wireline perpetual declines
- Table 2: Verizon Wireless 2Q07 actual versus IEMR estimates
- Table 3: Indications of positive relationship between access line loss rates (% change YoY)and FiOS introduction
- Table 4: Estimates and Valuation, 2005A - 2009E
- Table 5: Verizon 2Q07 actual versus IEMR estimates, 2Q07 - 2Q06
- Table 6: Verizon income statement, 2006 - 2009E
- Table 7: Verizon balance sheet, 2006 - 2009E
- Table 8: Verizon Wireless, 2006 - 2009E
- Table 9: Verizon statement of cash flows, 2006 - 2009E
- Table A1: Key Income Statement Data (Dec), 2005 - 2009E
- Table A2: Key Income Statement Data Continued (Dec), 2005 - 2009