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
