Comments on: So Far, Wireless Data Looks Recession-proof

By: U.S. Wireless Data Revenue on the Brink

U.S. Wireless Data Revenue on the Brink — Mon, 02 Mar 2009 15:43:25 +0000

[...] Other worrying signs include a decrease in certain kinds of content downloads on handsets, and the possibility of declining sales of data subscriptions for the first quarter, which won’t include the holiday boost fromconsumer devices such as iPhones and subsequent activations. [...]

By: rumba.jwtechno.com

rumba.jwtechno.com — Thu, 19 Feb 2009 16:36:35 +0000

[...] don’t have much choice other than to spend on their data networks. For AT&T and Verizon, mobile data represented 10 percent and 12 percent, respectively, of their overall revenues for the f…. Unless they spend big to keep the data users happy, this gold mine is going to dry up real [...]

By: Mobile Internet Usage on the Rise : rumba.jwtechno.com

Mobile Internet Usage on the Rise : rumba.jwtechno.com — Wed, 18 Feb 2009 01:17:07 +0000

[...] — don’t have much choice other than to spend on their data networks. For AT&T and Verizon, mobile data represented 10 percent and 12 percent, respectively, of their overall revenues for the f…. Unless they spend big to keep the data users happy, this gold mine is going to dry up real [...]

By: No Stopping the Mobile Internet Growth | The Click

No Stopping the Mobile Internet Growth | The Click — Tue, 17 Feb 2009 07:48:41 +0000

By: No Stopping the Mobile Internet

No Stopping the Mobile Internet — Mon, 16 Feb 2009 02:36:38 +0000

[...] don’t have much option but to spend on their data networks. For AT&T and Verizon, mobile data represented ten and twelve percent of their overall revenues for the fourth quarter of 2…. Unless they spend big to keep the data users happy, this gold mine is going to dry up real [...]

By: Has the U.S. Wireless Data Boom Stalled? | The Click

Has the U.S. Wireless Data Boom Stalled? | The Click — Tue, 03 Feb 2009 08:38:39 +0000

[...] together, the results were, as Stacey noted in her post last week, making wireless data looks recession-proof. A week later, we’re not so [...]

By: Has the U.S. Wireless Data Boom Stalled?

Has the U.S. Wireless Data Boom Stalled? — Mon, 02 Feb 2009 16:18:03 +0000

[...] together, the results were, as Stacey noted in her post last week, making wireless data looks recession-proof. A week later, we’re not so [...]

By: PlanetCellPhone Blog » Blog Archive » Wednesday Links: Wireless Data, Economics, iPhone

Fri, 30 Jan 2009 07:21:58 +0000

[...] Gigaom says that wireless data appears to be recession proof … at least something is. Comment (RSS) [...]

By: Zombix (The Chronicles of…) » Samo linkovi

Zombix (The Chronicles of…) » Samo linkovi — Thu, 29 Jan 2009 21:08:04 +0000

[...] So Far, Wireless Data Looks Recession-proof After taking a look at the earnings of the largest U.S. wireless carriers, it’s clear that growth in wireless data at the top carriers is still going strong, despite a recession. There are concerns that some of this is the result of holiday sales (all those new iPhones for Christmas), so we’ll keep an eye on next quarter’s numbers to see if folks are ditching their data plans so they can pay rent, or if the ongoing layoffs are resulting in disconnects as employers stop subsidizing plans. [...]

By: Readings 01/29/09 | Venture Capital Bloggers Network

Readings 01/29/09 | Venture Capital Bloggers Network — Thu, 29 Jan 2009 19:45:28 +0000

[...] So Far, Wireless Data Looks Recession-proof (GigaOm) [...]

By: DailyWireless » Blog Archive » Wednesday Links: Wireless Data, Economics, iPhone

Thu, 29 Jan 2009 11:56:43 +0000

[...] Gigaom says that wireless data appears to be recession proof … at least something is. [...]

By: sameer

sameer — Thu, 29 Jan 2009 08:26:32 +0000

You are using the word recession proof incorrectly. Just because something grows during any one particular recession does not make it recession proof. If however you believe it has some intrinsic quality that makes it immune to recessions then you label it as recession proof.

In this case the business is growing due to the very recent proliferation of phones that make good use of wireless data especially 3g. Not because it’s recession proof.

By: McGuire’s Law » Blog Archive » Observations: Uncategorized - January 28, 2009

Thu, 29 Jan 2009 04:02:24 +0000

[...] So Far, Wireless Data Looks Recession-proof [...]

By: Ron Feldman

Ron Feldman — Wed, 28 Jan 2009 23:54:50 +0000

Stacey – I’m fairly certain that both Verizon and Cingular are both counting SMS (text messaging) and associated plans as “wireless data” and that this is what accounts for most of the growth and absolute revenue and “data plan subscriptions”. Since SMS uses the control channel of the voice network, this is simply obfuscation. The carriers want to justify their past and future massive expenditures on data networks and with the exception of At&t and the iPhone, they’ve been very slow to monetize actual wireless “data”. I’m generally shocked that Wall St. analysts don’t call them out on this and force them to report SMS revenues as separate from data.

By: Jesse Kopelman

Jesse Kopelman — Wed, 28 Jan 2009 22:14:53 +0000

You’ve got to consider the effect of early termination fees. Even if dropping the contract makes good long-term sense, it is hard to take that immediate $200 hit. This is the same reason so many people only pay their minimum credit card balance, even though taking years to pay off the card is financial suicide. I think the real question is what is the involuntary churn rate (people don’t cancel the service, they just stop paying) starting to look like. Also, they don’t cancel/suspend your account for a single missed payment — what percentage of high ARPU customers are in arrears? I bet that number is already at an all time high.