Wireless carrier financial results

Here are US carrier financial reports on wireless revenue, subscribers, churn, and ARPU.  The numbers were collected by GigaOm but I re-sorted to show a side by side comparison.

No big surprises here.  AT&T and Verizon are fairly evenly matched in market share, though AT&T is acquiring new subs faster.  Sprint continues to fail.  T-Mobile growing nicely, but remains the underdog.  Annoyingly each carrier reports prepaid/postpaid differently, so it's a hard to compare churn and ARPU.

Will be very interesting to see how the recession impacts these numbers.  Will prepaid gain rapidly resulting in a lower ARPU?  What impact will flat rate voice/data plans have?

Wireless revenue:
AT&T    $11.5 billion
Verizon    $11.1 billion
Sprint    $6.56 billion
T-Mobile    $4.9 billion

Wireless income:
AT&T    $2.7 billion
Verizon    $3.57 billion
Sprint    (loss of $1.28 billion)
T-Mobile    $.483 billion

Data revenue:
AT&T    $3.1 billion
Verizon    $3.2 billion
Sprint    N/A
T-Mobile    $.9 billion

Total subscribers:
AT&T    77 million
Verizon    72.1 million
Sprint    49.3 million
T-Mobile    32.8 million

Subscriber additions:
AT&T    800k prepaid / 1.3 million postpaid
Verizon    1.2 million prepaid and postpaid
Sprint    (loss of 314k prepaid and 1.1 million postpaid)
T-Mobile    355k prepaid / 266k postpaid

Churn:
AT&T    postpaid 1.2% / prepaid N/A
Verizon    1.35% blended / postpaid 1.05%
Sprint    postpaid 2.16% / prepaid 8.2%
T-Mobile    3.3% blended

ARPU:
AT&T    postpaid $59.59 / prepaid N/A
Verizon    $51.72 blended
Sprint    postpaid $56  / prepaid $30
T-Mobile    postpaid $54 / prepaid $23

Mobile Market Declines by 12.6% (breaking down the IDC report)

Lots of speculation recently on how the economic troubles are impacting the mobile phone industry.  IDC reports on how handset sales are getting hit with a 12.6% worldwide decline in Q4 of 2008.

What will be the downstream impact on data consumption?  Since consumers with new phones are the most active in using data, there will be some downward pressure there.  On the other hand, smart phones as a percentage of sales are rising (by double digits in Q4), so there should be enough of an increase to counteract falling handset sales.

Here are the numbers on smart phones for the year 2008:

  • North America:  70.1%
  • EMEA (Europe, Middle, East Africa):  25.0%

(wow, NA is blowing away EMEA)


And here are IDC’s numbers for the Big 5 in Q4 2008 (in millions):



Vendor

Q408 Unit Shipments

Q408 Market Share

Q407 Unit Shipments

Q407 Market Share

4Q08/4Q07 Change

1. Nokia

113.1

39.1%

133.5

40.4%

-15.0%

2. Samsung

52.8

18.3%

46.3

14.0%

14.1%

3. LG Electronics    

25.7

8.9%

23.7

7.2%

8.4%

4. Sony Ericsson

24.2

8.4%

30.8

9.3%

-21.4%

5. Motorola

19.2

6.6%

40.9

12.4%

-53.0%

Others

54.0

18.7%

55.6

16.8%

-2.9%

Total

289.0

100.0%

330.8

100.0%

-12.6%