Verizon improves churn, but still #2 to AT&T/Cingular

Andy S wrote:
> But those numbers are inclusive of ALL subscribers to Cingular and VZW.
> If one were to take just post paid the numbers are closer

In fact, Verizon has retaken the US wireless subscriber lead from AT&T.

See
"http://www.engadgetmobile.com/2007/04/11/verizon-retakes-us-wireless-subscriber-lead-from-atandt/"

Verizon is at 56.8 million retail postpaid. 58.5 million retail
including prepaid, 0.89% retail postpaid churn, and $50.73 ARPU.

AT&T is at 56.3 million retail (including prepaid) at 1.3% retail
postpaid churn, and $49.21 ARPU. The data as to retail postpaid is not
available from AT&T, but AT&T's prepaid service is much more popular
than Verizon's, so their retail postpaid number will be a lot lower than
Verizon's.

These numbers do not include MVNO subscriber numbers, which some
carriers add to their own subscriber totals to try to gain bragging rights.

The other key indicator is the trends. This where things look extremely
bad for AT&T, and why analysts were so unhappy with the AT&T first
quarter results.

Verizon added 1.7 million customers during the quarter, 1.5 million of
which were retail postpaid. Their ARPU increased nicely, from $50.12 to
$50.73

AT&T added 1.2 million customers during the quarter, about 700,000 of
which were retail, postpaid customers. Their ARPU fell slightly from
$49.29 5o $49.21.

So the bottom line is that besides retaking the lead from AT&T for the
most subscribers, Verizon is also adding the most profitable customers
at a rate twice as fast as AT&T. It's very difficult for other carriers
to compete with a 0.89% churn rate!

AT&T may get a bump in the second quarter from the iPhone, at the
expense of Verizon and other carriers. Maybe AT&T's poor 1Q2007
performance is because potential customers are waiting for the iPhone.


[Copied to alt.cellular.attws. Please post all alt.cellular.cingular
posts to alt.cellular.attws as well. The Cingular name is going away,
and alt.cellular.attws is the proper venue for posts regarding AT&T's
Wireless Service.]

---

› See More: Verizon improves churn, but still #2 to AT&T/Cingular

SMS wrote:
> In fact, Verizon has retaken the US wireless subscriber lead from AT&T.

I thought it was at&t. We shouldn't call them AT&T because that's their
old name. It's easy to see that the difference between AT&T and at&t is
substantial.

--
Music hath charms to soothe the savage breast.
That's why stereo has two channels.

clifto wrote:
> SMS wrote:
>> In fact, Verizon has retaken the US wireless subscriber lead from AT&T.
>
> I thought it was at&t. We shouldn't call them AT&T because that's their
> old name. It's easy to see that the difference between AT&T and at&t is
> substantial.

Yes, my mistake.

You need to watch "http://tinyurl.com/22d4a9" in order to understand the
difference between AT&T and at&t.

"SMS" <[email protected]> wrote in message
news:[email protected]...
> clifto wrote:
>> SMS wrote:
>>> In fact, Verizon has retaken the US wireless subscriber lead from AT&T.
>>
>> I thought it was at&t. We shouldn't call them AT&T because that's their
>> old name. It's easy to see that the difference between AT&T and at&t is
>> substantial.
>
> Yes, my mistake.
>
> You need to watch "http://tinyurl.com/22d4a9" in order to understand the
> difference between AT&T and at&t.

No. You were right the first time. It's AT&T. It's only at&t if it's
accompanied by the globe.


--
Andrew D. Sisson
LG VX-8100 VZW 14 years
SonyEricsson W300i CINGULAR NATION SINCE MARCH 2006

On Tue, 01 May 2007 15:51:14 -0700, SMS <[email protected]>
wrote in <[email protected]>:

>Andy S wrote:
>> But those numbers are inclusive of ALL subscribers to Cingular and VZW.
>> If one were to take just post paid the numbers are closer
>
>In fact, Verizon has retaken the US wireless subscriber lead from AT&T.
>
>See
>"http://www.engadgetmobile.com/2007/04/11/verizon-retakes-us-wireless-subscriber-lead-from-atandt/"
>[SNIP]

<http://www.nytimes.com/2007/05/01/technology/01verizon.html>

Verizon’s wireless business, which Verizon owns jointly with the
Vodafone Group, reported revenue of $10.3 billion in the first
quarter. The unit added 1.7 million wireless subscribers, ending the
quarter with 60.7 million subscribers, second only to AT&T Wireless,
which serves 62.2 million customers.

So much for claims here to the contrary.

--
Best regards, FAQ FOR CINGULAR WIRELESS:
John Navas <http://en.wikibooks.org/wiki/Cingular_Wireless_FAQ>

Andy S wrote:
You need to watch "http://tinyurl.com/22d4a9" in order to understand the
>> difference between AT&T and at&t.
>
> No. You were right the first time. It's AT&T. It's only at&t if it's
> accompanied by the globe.

Ah, so they only use lower case in the logo. Maybe it was cheaper to use
only lower case letters.

Whatever. The important thing to remember is that whatever the logo, it
didn't help them much in terms of customer additions or ARPU.

"http://www.informationweek.com/mobility/showArticle.jhtml;jsessionid=GZS4HVCWRLF4WQSNDLRCKH0CJUNN2JVN?articleID=198800153"

Sprint actually got a rare bit of good news, moving ahead of Verizon in
data ARPU, $8.32 versus $7.91. Cingular was a strong third at $7.88.

On Wed, 02 May 2007 16:01:10 -0700, SMS <[email protected]>
wrote in <[email protected]>:

>Andy S wrote:
>You need to watch "http://tinyurl.com/22d4a9" in order to understand the
>>> difference between AT&T and at&t.
>>
>> No. You were right the first time. It's AT&T. It's only at&t if it's
>> accompanied by the globe.
>
>Ah, so they only use lower case in the logo. Maybe it was cheaper to use
>only lower case letters.
>
>Whatever. The important thing to remember is that whatever the logo, it
>didn't help them much in terms of customer additions or ARPU.

In your opinion. Most observers think the AT&T name gives the company a
significant boost.

--
Best regards, FAQ FOR CINGULAR WIRELESS:
John Navas <http://en.wikibooks.org/wiki/Cingular_Wireless_FAQ>