Comments on: Wireless Results Scorecard http://gigaom.com/2008/08/07/wireless-results-scorecard/ The Business of Technology Tue, 02 Dec 2008 04:00:01 +0000 http://wordpress.org/?v=MU hourly 1 By: Tough Times Ahead for U.S. Phone Companies? - GigaOM http://gigaom.com/2008/08/07/wireless-results-scorecard/#comment-893237 Tough Times Ahead for U.S. Phone Companies? - GigaOM Mon, 11 Aug 2008 20:07:03 +0000 http://gigaom.com/?p=16850#comment-893237 [...] is making people pick a wireless-only option — a theory supported by robust growth in the wireless additions at Verizon (1.5 million net new subscribers) and AT&T Wireless (1.3 million net new [...] [...] is making people pick a wireless-only option — a theory supported by robust growth in the wireless additions at Verizon (1.5 million net new subscribers) and AT&T Wireless (1.3 million net new [...]

]]> By: Q2 Mobile Provider results… Huh? http://gigaom.com/2008/08/07/wireless-results-scorecard/#comment-892791 Q2 Mobile Provider results… Huh? Fri, 08 Aug 2008 21:12:55 +0000 http://gigaom.com/?p=16850#comment-892791 [...] was just reading one of my favorite blogs GigaOM and Stacey Higginbotham compiled the jist of the Q2 US mobile provider results. I find it very interesting that it seems like [...] [...] was just reading one of my favorite blogs GigaOM and Stacey Higginbotham compiled the jist of the Q2 US mobile provider results. I find it very interesting that it seems like [...]

]]> By: vinnie mirchandani http://gigaom.com/2008/08/07/wireless-results-scorecard/#comment-892749 vinnie mirchandani Fri, 08 Aug 2008 17:25:08 +0000 http://gigaom.com/?p=16850#comment-892749 Stacey I did not divide by 3 for the quarter - duh! thanks Stacey I did not divide by 3 for the quarter - duh! thanks

]]> By: Brian http://gigaom.com/2008/08/07/wireless-results-scorecard/#comment-892725 Brian Fri, 08 Aug 2008 16:01:11 +0000 http://gigaom.com/?p=16850#comment-892725 T-Mobile's data ARPU is driven mostly by SMS and MMS revenues and plans. T-Mobile’s data ARPU is driven mostly by SMS and MMS revenues and plans.

]]> By: Techboy2000 http://gigaom.com/2008/08/07/wireless-results-scorecard/#comment-892577 Techboy2000 Thu, 07 Aug 2008 19:47:28 +0000 http://gigaom.com/?p=16850#comment-892577 T-Mobile's ARPU does not seem to make sense. T-Mobile has the worst data network of the big 4. I would expect AT&T to have a much larger ARPU than T-Mobile because of the superior 3G network and the more sophisticated data related services/apps that AT&T offers. Anyhow, love the quick summaries. T-Mobile’s ARPU does not seem to make sense. T-Mobile has the worst data network of the big 4. I would expect AT&T to have a much larger ARPU than T-Mobile because of the superior 3G network and the more sophisticated data related services/apps that AT&T offers.
Anyhow, love the quick summaries.

]]> By: Stacey Higginbotham http://gigaom.com/2008/08/07/wireless-results-scorecard/#comment-892566 Stacey Higginbotham Thu, 07 Aug 2008 19:12:12 +0000 http://gigaom.com/?p=16850#comment-892566 Vinnie, here's the AT&T presentation and the data is on page 4: http://www.att.com/Investor/Financial/Earning_Info/docs/2Q_08_IB_FINAL.pdf Vinnie, here’s the AT&T presentation and the data is on page 4: (link)

]]> By: Stacey Higginbotham http://gigaom.com/2008/08/07/wireless-results-scorecard/#comment-892565 Stacey Higginbotham Thu, 07 Aug 2008 19:09:31 +0000 http://gigaom.com/?p=16850#comment-892565 vinnie, I pulled that number from the AT&T Q2 investor presentation. It refers to the blended wireless ARPU based only on services revenue. My AT&T revenue number includes non-services revenue. The services revenue totaled $11B, and since the ARPU reflect monthly usage, you dived the revenue by the subscriber base and then divide that by three to reflect the months in the quarter. I'm still 30 cents off AT&T's ARPU number, but that's probably a result of differing ARPU for postpaid and prepaid accounts that should be averaged out. Hope that helps. vinnie, I pulled that number from the AT&T Q2 investor presentation. It refers to the blended wireless ARPU based only on services revenue. My AT&T revenue number includes non-services revenue. The services revenue totaled $11B, and since the ARPU reflect monthly usage, you dived the revenue by the subscriber base and then divide that by three to reflect the months in the quarter. I’m still 30 cents off AT&T’s ARPU number, but that’s probably a result of differing ARPU for postpaid and prepaid accounts that should be averaged out.

Hope that helps.

]]> By: vinnie mirchandani http://gigaom.com/2008/08/07/wireless-results-scorecard/#comment-892545 vinnie mirchandani Thu, 07 Aug 2008 17:15:13 +0000 http://gigaom.com/?p=16850#comment-892545 Stacey, something you can clarify ...does ARPU include land line subscribers? ...if you divide ATT mobile revs by mobile subscribers ARPU is closer to $ 165 - even those on family plan pay 9.99 a month or 120 a year...am I missing something? Stacey, something you can clarify …does ARPU include land line subscribers? …if you divide ATT mobile revs by mobile subscribers ARPU is closer to $ 165 - even those on family plan pay 9.99 a month or 120 a year…am I missing something?

]]> By: Stacey Higginbotham http://gigaom.com/2008/08/07/wireless-results-scorecard/#comment-892538 Stacey Higginbotham Thu, 07 Aug 2008 16:28:50 +0000 http://gigaom.com/?p=16850#comment-892538 Dawson, thanks for the eagle eyes. We've fixed it. Dawson, thanks for the eagle eyes. We’ve fixed it.

]]> By: Dawson Hunter http://gigaom.com/2008/08/07/wireless-results-scorecard/#comment-892531 Dawson Hunter Thu, 07 Aug 2008 15:59:48 +0000 http://gigaom.com/?p=16850#comment-892531 Verizon's Q2 revenue was 12.1 BILLION... not million. I was real confused until I checked that one out. Verizon’s Q2 revenue was 12.1 BILLION… not million. I was real confused until I checked that one out.

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