Wireless Scorecard, Recession Edition

[qi:083] The financial results are in, so in order to give you guys an idea of how the major U.S. carriers are doing, we’ve gathered together the relevant data from their fourth-quarter wireless results and laid them out below. It’s looking like cheap is chic and the iPhone is keeping AT&T on a winning streak when it comes to new subscribers. Next quarter we’ll pay attention to Sprint and T-Mobile to see how their prepaid plans are faring after introducing new $50 plans. And perhaps AT&T and Verizon will start breaking out their prepaid customers.

T-Mobile (reported Feb. 27)

  • Wireless Revenue: $4.9 billion
  • Wireless Net Income: $483 million
  • Wireless Data Revenue: $905 million
  • Net Prepaid Adds: 355,000
  • Net Postpaid Adds: 266,000
  • Total Subscribers: 32.8 million
  • Blended Churn (contract and prepaid): 3.3 percent
  • ARPU: Postpaid $54, prepaid $23

Sprint (reported Feb. 19)

  • Wireless Revenue: $6.56 billion
  • Wireless Loss: $1.82 billion
  • Wireless Data Revenue: N/A
  • Net Subscriber Loss Prepaid: 314,000
  • Net Subscriber Loss Postpaid: 1.1 million
  • Total Subscribers: 49.3 million
  • Churn: Postpaid 2.16 percent, prepaid 8.2 percent
  • ARPU: Postpaid $56, prepaid $30

AT&T (reported Jan. 28)

  • Wireless Revenue: $11.5 billion
  • Wireless Operating Income: $2.7 billion
  • Wireless Data Revenue $3.1 billion
  • Net Subscriber Adds Prepaid: 800,000
  • Net Subscriber Adds Postpaid: 1.3 million
  • Total Subscribers: 77 million
  • Churn: Postpaid 1.2 percent, prepaid N/A
  • ARPU: Postpaid $59.59, prepaid N/A

Verizon (reported on Jan. 27)

  • Wireless Revenue: $11.1 billion
  • Wireless Operating Income: $3.57 billion
  • Wireless Data Revenue: $3.2 billion
  • Net Subscriber Adds Prepaid and Postpaid: 1.2 million
  • Total Subscribers: 72.1 million
  • Churn: 1.35 percent blended, postpaid 1.05 percent
  • ARPU: Blended $51.72
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