Beruflich Dokumente
Kultur Dokumente
Q1 2011 Update
May, 2011
http://www.chetansharma.com
May, 2011
T-Mobiles HSPA+ drive is starting to pay dividends. While the postpaid net-adds were still in the red, its data growth is starting to match with its peers. The 27% smartphone base definitely helps.
For the quarter, AT&T and Verizon accounted for 69% of the market data services revenues and 65% of the subscription base. AT&T edged past China Mobile to become #3 operator by mobile data revenues. Verizon is already at #1 followed by NTT DoCoMo. Sprint and TMobile maintained their #6 and #8 rank in the top 10 mobile data operators list for Q1 2011. The proposed merger of AT&T and T-Mobile will make AT&T #1 by a distance and place 20% of the global mobile data revenues in the hands of the top two US operators. The Overall ARPU increased by $0.11. Average voice ARPU declined by $0.36 while the average data ARPU grew by $0.47 or 3% Q/Q. The average industry percentage contribution of data to overall ARPU was 35% in Q111 and is likely to touch 40% by years end. Verizon and Sprint were neck-and-neck in data ARPU followed by AT&T. In terms of % contribution, all the top three operators exceeded the 30% mark. T-Mobile ended the quarter with approximately 29% of its revenue coming from the data services. We expect data revenues to exceed voice revenues in the US market before Q2 2013.
ARPU
Subscribers
Helped by the growth in connected devices, the overall net-adds increased by 4.9M.
For the sixth straight quarter, AT&T reported more net-adds from connected devices than postpaid subs. Connected devices are now almost 12% of AT&Ts subscription base. Overall, AT&T has 43% of the connected device share of the market. The connected device segment grew 9.6% Q/Q and 48% Y/Y. Sprint is on good comeback adding over million customers. Sprint extended its streak of positive net-adds to four quarters by adding over a million subs for the second straight time since Q1 2006. T-Mobile however continues to be sandwiched between the top three and the next three and is having a hard time adding postpaid subscribers. While the percentage share of the data revenues is declining for messaging, the revenue growth stays strong with almost $5B in revenues. The market is finally starting to see activity in the mobile commerce and payment services as well as in various industry verticals like healthcare, retail, and education. The fight for the 3% block is finally in the open. Operators, financial institutions, and the internet players are all vying for a piece of the mobile wallet. Much more to come in 2H 2011.
http://www.chetansharma.com
May, 2011
Global Update Race to a billion - India went past 800M in Q1 2011 subs and is closing on China and we expect that by the end of the year, India will become the largest mobile market on the planet. By early 2012 both India and China will have more than a billion subscriptions. China Mobile crossed the 600M subscription mark however its 3G introduction has had a tepid response thus and its 4G strategy remains in flux. More details to come in our global market update.
Your feedback is always welcome. Thanks. Chetan Sharma We will be keeping a close eye on the trends in the wireless data sector in our blog, twitter feeds, future research reports, and articles. The next US Wireless Data Market update will be released in Aug 2011. The next Global Wireless Data Market update will be issued in Jun 2011. Disclaimer: Some of the companies mentioned in this paper are our clients.
http://www.chetansharma.com
May, 2011
http://www.chetansharma.com
May, 2011
http://www.chetansharma.com
May, 2011
http://www.chetansharma.com
May, 2011
http://www.chetansharma.com
10
May, 2011
http://www.chetansharma.com
11
May, 2011
http://www.chetansharma.com
12
May, 2011
http://www.chetansharma.com
13
May, 2011
http://www.chetansharma.com
14
May, 2011
http://www.chetansharma.com
15
May, 2011
Impact of iPhone
http://www.chetansharma.com
16
May, 2011
http://www.chetansharma.com
17
May, 2011
http://www.chetansharma.com
18
May, 2011
This is from our extensive research study Competition and the Evolution of Mobile Markets available at http://www.chetansharma.com/mobilecompetition.htm
http://www.chetansharma.com
19
May, 2011
This is from our extensive research study Competition and the Evolution of Mobile Markets available at http://www.chetansharma.com/mobilecompetition.htm
http://www.chetansharma.com
20
May, 2011
http://www.chetansharma.com
21
May, 2011
http://www.chetansharma.com
22
May, 2011
http://www.chetansharma.com
23
May, 2011
http://www.chetansharma.com
24
May, 2011
25
May, 2011