电信市场竞争白热化 Verizon(VZ.US)Q1用户流失暴增

智通财经2025-04-22

智通财经APP获悉，美国电信巨头Verizon(VZ.US)第一季度移动用户流失数量远超市场预期，这反映出当前电信市场的激烈竞争态势，也暴露出政府机构缩减开支带来的影响。受此影响，该股盘前应声下跌。周二公布的财报显示，这家全美最大无线运营商本季度净流失28.9万月付费用户，远超分析师平均预期的18.55万。这一表现与去年第四季度净增56.8万用户形成鲜明对比，流失规模更达到上年同期的两倍有余。...

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Boulben警告称，由于“竞争强度持续攀升”，用户增长“可能会表现疲软”。他表示，圣诞节过后，Verizon结束了季节性促销活动，而竞争对手仍在持续发力。此外，消费者换机周期延长也成为影响因素。为提升持续五个季度停滞不前的营收，Verizon近年持续上调资费标准。为挽留用户，本月该公司推出三年资费锁定承诺，并为办理移动及家庭宽带套餐的用户提供免费以旧换新服务。第一季度营业收入增至335亿美元，略高于333亿美元的市场预期。经调整后每股收益1.15美元，符合预期。公司维持全年业绩指引不变，包括调整后EBITDA增长率2%-3.5%的预期。宽带业务仍然是该公司的亮点，本季度新增33.9万用户。通过提供基于5G网络的光纤接入及家庭无线服务，并与移动套餐和内容服务捆绑销售，Verizon及其同行正从有线电视运营商手中夺取市场份额。不过，Verizon即将收购Frontier Communications Parent Inc.(FYBR.US)以扩大光纤覆盖的计划可能遭遇阻力，美国联邦通信委员会主席Brendan Carr近期批评该公司推行的多元化政策，称将叫停包含此类条款的交易。另外，Bloomberg Intelligence分析指出，凭借聚焦美国本土的市场策略及类公用事业商业模式，目前为止Verizon及其同行目前基本未受特朗普政府全球关税政策冲击。但长期来看，高端套餐用户降级消费等影响或将显现。Recon Analytics的分析师Roger Entner在一封电子邮件中表示，在短期内，“受消费者赶在关税生效前集中购机影响，终端设备更换率将保持稳定或小幅上升”。虽然第一季度设备销售未见增长，但Verizon预计这一指标将在年内回升。作为美国三大电信运营商中首家公布季报的企业，Verizon的表现拖累板块走势，盘前股价下跌超5%，AT&T与T-Mobile分别下挫3%和1%，后两家公司将于本周三、周四陆续发布财报。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","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":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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