#telecom

https://share.google/d1FWUxB9z3RX5ZCEJ

I haven’t heard this many Fios commercials since it was first being rolled out. After the 5 G disaster, smart to give our customers what they want. It’s all about Fios now. Which it should’ve been the whole time. Take your Metamucil or get on the fiber train

Been in the works for some time now - Anyone care to spill details?

Verizon is cutting several hundred US workers. This action follows 13,000 job reductions in November. The current cuts represent less than one percent of its total workforce. Impacted employees are located across the US, with a focus on New Jersey headquarters. The company confirmed these layoffs are not due to artificial intelligence.

Basking Ridge, New Jersey

https://www.businessinsider.com/verizon-cuts-hundreds-of-jobs-in-latest-round-of-layoffs-2026-5

What real estate is actually getting sold off?

https://share.google/lMIH9G6uLhPZau0in

These people keep getting spared every layoff and they're the ones at the water cooler, long overdue for retirement. They are good at showing up on time in a crisply ironed shirt with a positive attitude, much like the old IBMers. But as far as carrying the load when half the team gets axed (strictly according to their manager's own specific preferences and prejudices), the work output won't scale accordingly. They have one speed. The speed of every telephone company. Because every telephone company is comprised of them.

Let’s see what happens tmm

Rogers Communications Inc. RCI-B-T +1.10%increase
is offering voluntary departure packages to 50 per cent of its employees, excluding Maple Leaf Sports & Entertainment, as telecom industry revenue growth has slowed across the industry and as companies look to shed costs.

https://share.google/4ngeV04IsIvD0qMR0

Any person, young or old, should steer wide of telecom which is a capital intensive business subject to large bo-m-bust cycles resulting in ever present layoffs and dead end careers. Ever since the IT people took over in the early 2000s, it's been an endless rip and replace operation and a meat grinder for anyone employed in it. You'll get worked long hours for stagnant pay then kicked out the door on a whim.

Good advice from @qq+1kpkaw8fk.

https://finance.yahoo.com/markets/stocks/articles/t-mobile-deutsche-telekom-consider-184900959.html

https://stocks.apple.com/AINSWRZqdTmCMMLj_ShPjhw

Layoffs continue to loom large across the U.S., spreading through nearly every sector of the economy.
From major technology companies like Meta Platforms and Disney announcing thousands of job cuts to store closures and bankruptcy filings in retail, including the recent turbulence surrounding QVC’s bankruptcy filing, have fueled fresh concerns about further workforce reductions.
As companies prepare to report earnings, many are continuing to trim costs, simplify operations, and redirect spending towards automation and efficiency.
The telecommunications sector, long viewed as more stable than tech, is now feeling the pressure as well.
The trend is playing out at a major connectivity player, T-Mobile, which filed multiple Worker Adjustment and Retraining Notification (WARN) filings in April, impacting hundreds of workers across several states.
T-Mobile files 326 layoffs in April
After announcing 393 job cuts in Washington just two months ago, the company announced further cuts in Tennessee, Texas, and Colorado, with layoffs expected to begin in June.
Recent WARN filings show the largest reduction in Chattanooga, Tennessee, where the company disclosed 200 permanent layoffs at its facility on Customer Delight Drive, effective June 8, 2026.

https://www.reuters.com/business/french-telecoms-trio-raise-offer-rival-altices-sfr-24-billion-2026-04-17

This week Washington House hearings on Artic Frost... get ready... Vz will be back in news and the puzzle on CEO immediate termination further exposes incompetence at Vz BOD!

T-Mobile will lay off 200 employees in Chattanooga. These job cuts affect its customer service center. The layoffs are scheduled to take effect on June 8th. The facility currently employs over 900 workers. A regional workforce team will provide support services to those affected.

Chattanooga, Tennessee

https://fox17.com/news/local/t-mobile-layoffs-in-chattanooga-t-mobile-layoffs-chattanooga-2026-customer-care-drive-job-cuts-warn-notice-tennessee-layoffs-chattanooga-call-center-workforce-impact

The Telecom Paradox
More Traffic. Same Revenue.

Telecom is working harder than ever.

Traffic is exploding.
AI, video, cloud, 5G, FWA, everything runs on our networks.

But revenue?

Flat.

We operate one of the most capital-intensive industries in the world on a model that rewards volume… but not value.

This isn’t temporary pressure. It’s structural imbalance.

The digital economy is expanding exponentially. Yet the infrastructure enabling it
captures a shrinking share of the value.

The Reality & Problem for Verizon:

It’s like claiming that LCD manufacturers should benefit from more pixels being displayed when users watch more video

Hearing rumors the deal is closing in the coming weeks, that T sold AT&T Mexico to Televisa (Izzi telecom division ) , Televisa is like Cablevision in Mexico they have both media and a Telecom arm (Izzi) . Curious if anyone knows any details and specifically how much it sold for considering it cost $4.3B in 2014-15 to acquire Nextel and Lusocel

Can someone give me some idea or insight to how few years ago my service was pretty good in most areas .Now my service it terrible and spotty all over the place .Some areas I used to have no issue now have no or slow service.I mean it’s all over the place all over the country.Is this have anything to do with which unlimited plan I have or is it just our network has taken a total dump.This is no joke a serious question please

Cricket selling Fiber????

Heard from a sales manager today Alpharetta is closing

Or is it just speculation?

Not layoff related so I apologize for that. But it is getting exceedingly difficult to see a winning strategy with this bold move, Cotton.

https://www.thestreet.com/retail/att-puts-loyalty-at-risk-with-stern-warning-to-customers

https://www.radioworld.com/news-and-business/business-and-law/fcc-approves-order-to-accelerate-high-speed-network-rollouts

Verizon isn’t a tech company. It’s a vendor-management company.

Strip away the marketing and the glossy 5G ads and what do you actually own?
• Spectrum licenses
• Some real estate (towers, buildings, fiber easements)

Everything else—core network gear, handsets, billing platforms, even the “innovative” services—is rented, outsourced, or white-labeled from someone else. Verizon doesn’t build; it integrates, negotiates, and marks up.

For a decade-plus that was more than enough. Mobile-device penetration went from ~60 % to nearly 90 % and then kept climbing. All the company had to do was count the cash. Hundreds of billions—bordering on trillions in cumulative revenue—rolled in with almost no heavy lifting. The network largely ran itself, churn was low, and Wall Street rewarded the steady dividend growth.

Then the hands came off the wheel.
Greed set in. Prices crept up, customer service eroded, and the attitude became “we’re Verizon—we’re great, right?”

Meanwhile, hyperscalers quietly swallowed the home: they own the routers, the streaming boxes, the smart TVs, the voice assistants. Cable operators and upstarts kept building fiber and fixed-wireless networks. Suddenly every carrier looks the same to the average customer. The only variable left is price.

And that’s exactly where we are today: a commoditized, stagnated industry where differentiation has vanished and the only remaining game is who can squeeze the last margin out of the pipe.

The easy-money era is over. The gig is up.
And now the board and execs woke from their stupor and are taking it out on loyal employees with the temporary, non-sustainable, oldest trick in the book: mass layoffs to “cook” the books for a short-term stock pop.

What is new, Dan?
What’s the plan and the big idea? Keep firing people?
AI may be part of it, but what else are you going to bring to build real, sustainable growth?

Please sit tight. If and when you are impacted, you will be told. Yes, certain divisions will be announced (notified) Monday. Healthspring and legacy Blue are treated the same way…within a given division. It is so easy for these threads to go off the rails.
OP: @at+1kmqxfe37

Bumping this for visibility, before we all get tied in knots trying to figure it out.

Mike Katz, brought up in the Mike Sievert school of lies and bullsh-t, likes to talk a big game on stage about how worried our competitors are about us, but he has failed to mention that:

1. AT&T won their appeal against T-Mobile for deceptive advertising claims, claiming that our services were so much cheaper than our competitors, and T-Mobile was told to discontinue these adds.
2. AT&T won their appeal to the NARB against T-Mobile for its deceptive advertising claims related to T-Satellite and T-Mobile was told to modify or discontinue these ads.
3. T-Mobile is going to lose the lawsuit with AT&T related to "Easy Switch," as this is obviously illegal, and were the roles reversed, we would definitely be suing them.
4. T-Mobile is no different than any of its competitors. It is not unique or interesting in any way and their ads SU-K! Someone should let that liar, Mike Katz know this.

https://www.linkedin.com/posts/malady_im-proud-to-share-that-verizon-was-again-activity-7437148008309411840-z8da?utm_source=share&utm_medium=member_android&rcm=ACoAACV8i2YBVYHcvhwuBHASFvRcqvSymR2yU9M

Another round of layoffs at Verizon is again being presented as part of the company’s transformation. Employees have heard this language before. Each cycle promises a reset and a stronger future for the business.

At the same time former CEO Hans Vestberg has moved into an advisory role at Consello. Like many executives before him he has transitioned from leading a major telecom operator into a position where his relationships and experience in the industry become the product.

For employees watching these cycles repeat the contrast is hard to miss. Workers face uncertainty and job losses while leadership often moves on to new opportunities within the same industry ecosystem.

Telecom is entering one of the largest investment periods in decades. Artificial intelligence data demand and digital infrastructure are reshaping the industry. The real question is whether Verizon is positioning itself to lead that next phase or simply managing costs while others shape the future.

Employees have heard the transformation message many times.

At some point the question becomes simple.

Dan, can you hear them now.

Increasing bill didn't work
Matching paper bill didn't work
Delaying port outs didn't work and Dan had to back out

That organization cannot solve churn, they need expertise ASAP!!!

https://www.reuters.com/business/media-telecom/us-agency-considers-limits-telecom-foreign-call-centers-requiring-english-2026-03-04/

Net Adds will happen

Can these retired financial guys manage a telecommunications company?

I’m so glad T has an extra $25M to sponsor the Pebble Beach golf tournament. After all, the majority of the people watching golf have NO idea who AT&T is, or what the company sells!! I’m sure people are flooding to the stores for millions of new net adds…

The T & Stinky way…whine about cash and then drive up costs on stupid sh-t! Followed by subsequently hacking away at the labor force…

Look at all the clowns posting on Linked on how wonderful Vz did at the super bowl, no one gives a flying f….k on how ur speeds were….a normal mal customer just wants his phone working and optimal speeds where majority can use internet. Ask these clowns who spent millions in preparation, what is the ROI on such investments. Tmob and ATT know the future at the current times and wont spend money in useless investments, oh well VZ is used to do pointless investments anyways, so not a shocker!!!!!

Verizion has a new CEO. His name is Dan Schulman. He used to run PayPal.

He is bringing in his old team. Alfonso Villanueva, also from PayPal, is now a top leader at Verizon. This is a big change.

What This Means for Telecom

Telecom companies usually focus on networks. They care about 5G and cell towers. PayPal is different. PayPal is a tech company. It focuses on apps and user experience.

The industry might shift. It may look more like Silicon Valley. We will see more focus on software. We will see less focus on hardware.

What This Means for Verizon

Verizon is changing its strategy.

Better User Experience: PayPal makes payments easy. Verizon wants to make phone plans easy. Expect simpler apps and better customer service.
More Digital Sales: PayPal is an online business. Verizon will sell more online. They might close some stores.
New Services: Verizon might offer more than just phone service. They could offer financial tools. They could offer new digital products.
This is a risk. Verizon knows networks well. It does not know software as well. But Schulman knows software. He wants to modernize Verizon. He wants to make it move fast.

The old Verizon is gone. A new, faster Verizon is here.