General Meeting(10/29/2014)

Stock pitch

Verizon communications

Overview

  • Largest wireless service provider in the U.S by retail connections and revenue.

Completed 100% stake acquisition of Vodafone Group Feb 2014

  • Two sections: Verizon Wireless& Verizon Wireline

Stock and Financials Overview

  • Market Cap207.13B
  • P/E 10.78
  • EPS:4.63
  • 3rd quarter report: increase in revenue
  • Added 1.5 million new subscribers to its wireless service, beating analysts’ estimate.

Risk Factors

  • Missed expected 92 cents per share
  • Significant domestic and global competition faced by both the Wireless and Wireline segment.
  • Rapid technological development and changing consumer demand
  • Verizon’s has a significant amount of debt and it could further increase if Verizon incurs additional debt or does not retire existing debt.

Competitors

  • ATT
  • Sprint
  • T-Mobile

Opportunities

  • Increasing demand in mobile data and broadband service
  • Strong subscriber addition:
  • Wireless segment adds 1/4M postpaid connections
  • Wireline: Verizon added 130,000 net new FiOS Internet connections and 100,000 net new FiOS Video connections