Comments on: More Proof that the Internet Will Save Wireless Carriers

By: 3G and Wi-Fi hotspots - old rivals become best friends « Amit Jain’s Blog

Sat, 24 Jan 2009 06:45:24 +0000

[...] shut down Philly’s network. While public Wi-Fi floundered, 3G prospered and generated billions of dollars for its [...]

By: Carriers Spend Billions on Networks and Millions to Dress Them Up - GigaOM

Carriers Spend Billions on Networks and Millions to Dress Them Up - GigaOM — Fri, 17 Oct 2008 04:01:41 +0000

[...] revenue per user by 5 percent to 50 cents, offsetting a 5-cent decline in voice ARPU, according to data released in August by Chetan Sharma Consulting. So to avoid becoming the dreaded dumb pipes, carriers are funding startups to get exclusive access [...]

By: McGuire’s Law » Blog Archive » Business Observations: September 5, 2008 Edition

Thu, 11 Sep 2008 11:38:36 +0000

[...] More Proof that the Internet Will Save Wireless Carriers [...]

By: Where to Get the Cheapest Mobile Data Plans - GigaOM

Where to Get the Cheapest Mobile Data Plans - GigaOM — Wed, 03 Sep 2008 19:18:28 +0000

[...] market hasn’t protested. But with the iPhone, reasonably priced 3G data plans and the carrier focus on increasing data usage, how long before consumers believe 5GB isn’t [...]

By: Will Verizon Give in to Google on Mobile Search? - GigaOM

Will Verizon Give in to Google on Mobile Search? - GigaOM — Fri, 22 Aug 2008 13:23:19 +0000

[...] are positives for Google and Verizon, which has the most robust 3G network in the country. However it appears that Verizon is stuck on the same issue that surprised me about the deal, the [...]

By: Even Moms Love Mobile Data Cards - GigaOM

Even Moms Love Mobile Data Cards - GigaOM — Tue, 19 Aug 2008 13:53:24 +0000

[...] were 13 million mobile data cards in the US at the end of June 2008. Not a big surprise, since wireless carriers in the US are having a blockbuster year as far as mobile Internet revenues are [...]

By: iPhone in Japan: The REAL Story « Andrew Currie on WordPress

iPhone in Japan: The REAL Story « Andrew Currie on WordPress — Tue, 12 Aug 2008 16:13:51 +0000

[...] Following the first external link leads to a story about KDDI losing subscribers to rival carrier SoftBank because of the iPhone. The page also states that SoftBank currently boasts more than double the subscribers of the mighty DoCoMo — a bit hard to believe, given that DoCoMo reached the impressive milestone of 50 million subscribers back in 2005. In fact, the company experienced a 41% growth in profits for Q1 2008, and continues to lead the world in revenue from mobile data. [...]

By: Stacey Higginbotham

Stacey Higginbotham — Mon, 11 Aug 2008 22:00:52 +0000

@John Z, the report says, “Non-messaging continues to grab 50-60% of the data revenues for the US carriers,” but messaging may be more than just SMS texts. That should help somewhat though.

By: Paul

Paul — Mon, 11 Aug 2008 20:28:53 +0000

Thanks, Andreas. I’d still like to see another 80% drop…

By: John Z

John Z — Mon, 11 Aug 2008 20:07:52 +0000

Moble broadband is on a tear, but most carriers still include their text messaging (SMS) in their data revenue, skewing the results and growth rates dramatically. Text messaging is far more profitable and less susceptible to competitive market pressures than either voice or data plans.

It would be helpful to see a more complete analysis of data revenue by type of traffic and handset.

By: Wireless - It’s All about Data « Media Experiences 2 Go

Wireless - It’s All about Data « Media Experiences 2 Go — Mon, 11 Aug 2008 19:10:43 +0000

[...] GigaOM has a piece up today on data revenues for US wireless carriers. With a saturated voice market, data is where the money is, and new numbers out from Chetan Sharma Consulting prove just how much 3G data use is contributing to the wireless bottom line. According Chetan Sharma, data spending was up to $8.2 billion in Q2 2008, accounting for 21% of total wireless carrier revenue. The average revenue per user (ARPU) jumped by 5%, even with a 5-cent decline in voice ARPU. [...]

By: SingTel Buys Growth - GigaOM

SingTel Buys Growth - GigaOM — Mon, 11 Aug 2008 17:17:41 +0000

[...] for a relatively small country that’s packed with mobile phones. Sure, you’ll focus on increasing data revenue, but if you’re smart, you’ll buy into growing operators in other countries, too. [...]

By: AC

AC — Mon, 11 Aug 2008 17:00:49 +0000

Going to forward this to the CEOs of all Canadian Wireless Carriers right now… Thanks!

By: Andreas

Andreas — Mon, 11 Aug 2008 16:28:28 +0000

The cost of delivering mobile data is much higher. But the price of mobile data is seldom based on cost. Five years ago the standard price for mobile data was 20 USD per megabyte in Sweden. Now the price is 20 USD per month. Thats a price drop of about 99.999%.

By: Paul

Paul — Mon, 11 Aug 2008 16:07:56 +0000

How does the cost of delivering mobile data compare to that of delivering broadband data over DSL or cable? Unless it is much higher, expect a collapse of mobile data revenues, or some attention from the FTC, since I pay for mobile data about what I pay for DSL, and for a fraction of the DSL traffic.

By: Andreas

Andreas — Mon, 11 Aug 2008 15:48:40 +0000

The growth for mobile broadband has been explosive in Sweden. At the end of this year there will be 1 million mobile broadband subscriptions (ITresearch). And there are only 9 million of us in total.

Sure, some people use the mobile broadband instead of ADSL. But most people just add it for mobile use or for the country house or boat.

And of top of that people are surfing on their phones.