Q3 Wireless Scorecard: Cue the Verizon iPhone

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The third quarter pretty much explains why we’ll see a Verizon Wireless iPhone in the coming months. AT&T had a robust quarter, adding 2.6 million new connections in the quarter ending Sept. 30, while Verizon added 997,000 subscribers. At $62.84, AT&T’s postpaid average revenue per user is also well above its rivals, including Verizon at $55.66, thanks largely to the iPhone. Verizon still boasts better margins with higher wireless operating income, but when you consider that AT&T registered 5.2 million iPhone activations in the third quarter, it may mean that Big Red is ready to embrace Apple’s iPhone.

Leap Wireless:
Wireless Service Revenue: $565.2 million
Operating Loss: $478.1 million
Wireless Data Revenue: N/A
Net Subscriber Loss: 200,000
Total Subscribers: 5 million
Prepaid Churn: 5.1 percent
Prepaid ARPU: $37.02
Metro PCS:
Wireless Services Revenue: $942 million
Income from operations: $208 million
Wireless Data Revenue: N/A
Net Subscriber Adds: 223,000
Total Subscribers: 7.9 million
Churn: 3.8 percent
Prepaid ARPU: $39.69
T-Mobile:
Wireless Revenue: $4.71 billion
Wireless Net Income: $320 million
Wireless Data Revenue: $1.26 billion
Net Prepaid Subscriber Adds: 197,000
Net Postpaid Subscriber Loss: 60,000
Total Subscribers: 33.8 million
Churn: Postpaid 2.4 percent, Prepaid 7.2 percent
Postpaid ARPU: $52
Sprint:
Wireless Retail Services Revenue: $6.4 billion
Wireless Operating Loss: $448 million
Wireless Data Revenue: N/A
Net Prepaid Subscriber Adds: 471,000
Net Postpaid Subscriber Loss: 107,000
Net Wholesale Subscriber Adds: 280,000
Total Subscribers: 48.1 million
Churn: Postpaid 1.93 percent, Prepaid 5.32 percent
ARPU: Postpaid $55, prepaid $28
Verizon:
Wireless Services Revenue: $14.2 billion
Wireless Operating Income: $4.85 billion
Wireless Data Revenue: $5.1 billion
Net Prepaid Subscriber Loss: 137,000
Net Postpaid Subscriber Adds: 584,000
Net Reseller Subscriber Adds: 550,000
Total Subscribers: 93.2 million
Churn: Postpaid 1.07 percent
ARPU: Postpaid retail $53.66
AT&T:
Wireless Services Revenue: $13.4 billion
Wireless Operating Income: $3.5 billion
Wireless Data Revenue: $4.8 billion
Net Prepaid Subscriber Adds: 321,000
Net Postpaid Subscriber Adds: 745,000
Net Reseller Subscriber Adds: 406,000
Net Connected Device Adds: 1.2 million
Total Subscribers: 92.8 million
Churn: Postpad 1.14 percent Blended 1.32 percent
ARPU: Postpaid $62.84

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