& cplSiteName &

Tablets, Prepaid, Competition Shake Up Q2

Sarah Thomas
8/5/2014
50%
50%

Tablets, new pricing plans and the "uncarrier" brought about some interesting subscriber dynamics in the US wireless market in the second quarter.

During the quarter, we saw Verizon Wireless make up for its slip in smartphone additions with huge tablet gains. AT&T Inc. (NYSE: T), on the other hand, trailed Verizon in total postpaid net adds, but far outdid Big Red in the still-important smartphone category, thanks in part to its Next device financing plans. Both lost customers on the prepaid front, with AT&T particularly feeling the burn as it has yet to move Cricket customers to its network and lost some while trying to do so. (See AT&T Plans a Prepaid Cricket Attack.)


Visit the Light Reading Mobile channel for more wireless news, analysis and opinion.


Meanwhile, the big two's smaller competitors and merger-maybes, Sprint Corp. (NYSE: S) and T-Mobile US Inc. , fared quite differently in the quarter. Sprint's customer exodus continued (the figures here refer to Sprint's fiscal first quarter, which ended June 30), albeit at a slower rate than before, and it appeared most of them were going to T-Mobile, which managed to pull in 1.5 million new customers in the quarter. (See Slim Postpaid Pickings for Sprint, T-Mobile .)

To break it down, the chart below details the subscriber wins and losses for the quarter, including the operator's non-human connections.

Table 1: US Tier 1 Wireless Operators Q2

Total Net Customer Adds Postpaid Growth Prepaid Growth Smartphones Added Tablets Added Connected Devices Total Customers
AT&T 634,000 1.03 million 405,000 (loss) 576,000 360,000 175,000 98.6 million
Verizon Wireless 1.4 million 304,000 14,000 (loss) 304,000 1.15 million Not reported 104.6 million
Sprint (fiscal Q1) 220,000 (loss) 181,000 (loss) 542,000 (loss) 5 million Not reported 503,000 (wholesale and affiliate customers) 53 million
T-Mobile 1.5 million 908,000 102,000 6.2 million 329,000 (mobile broadband, mostly tablets) Not reported 50 million

Source: Operators' earnings reports

For more, check out Light Reading's Q2 earnings coverage:

— Sarah Reedy, Senior Editor, Light Reading

(2)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
nasimson
50%
50%
nasimson,
User Rank: Light Sabre
8/5/2014 | 10:55:41 PM
some real competition
Thanks Sarah for the summary. Appears that barring some overlapped customers if the Sprint had not dropped its bid for T-Mobile, it would have made very close to Verizon giving some real competition to both AT&T and Verizon.

For too long now, the US market is divided into the BIG two and the small two - effectively remaining a duopoly.
Featured Video
From The Founder
Light Reading founder Steve Saunders grills Cisco's Roland Acra on how he's bringing automation to life inside the data center.
Flash Poll
Upcoming Live Events
February 26-28, 2018, Santa Clara Convention Center, CA
March 20-22, 2018, Denver Marriott Tech Center
April 4, 2018, The Westin Dallas Downtown, Dallas
May 14-17, 2018, Austin Convention Center
All Upcoming Live Events
Infographics
SmartNICs aren't just about achieving scale. They also have a major impact in reducing CAPEX and OPEX requirements.
Hot Topics
Here's Pai in Your Eye
Alan Breznick, Cable/Video Practice Leader, Light Reading, 12/11/2017
Project AirGig Goes Down to Georgia
Dan Jones, Mobile Editor, 12/13/2017
Verizon's New Fios TV Is No More
Mari Silbey, Senior Editor, Cable/Video, 12/12/2017
Ericsson & Samsung to Supply Verizon With Fixed 5G Gear
Dan Jones, Mobile Editor, 12/11/2017
Netflix Evaluating AI for Personalized Trailers
Aditya Kishore, Practice Leader, Video Transformation, Telco Transformation, 12/8/2017
Animals with Phones
Don't Fall Asleep on the Job! Click Here
Live Digital Audio

Understanding the full experience of women in technology requires starting at the collegiate level (or sooner) and studying the technologies women are involved with, company cultures they're part of and personal experiences of individuals.

During this WiC radio show, we will talk with Nicole Engelbert, the director of Research & Analysis for Ovum Technology and a 23-year telecom industry veteran, about her experiences and perspectives on women in tech. Engelbert covers infrastructure, applications and industries for Ovum, but she is also involved in the research firm's higher education team and has helped colleges and universities globally leverage technology as a strategy for improving recruitment, retention and graduation performance.

She will share her unique insight into the collegiate level, where women pursuing engineering and STEM-related degrees is dwindling. Engelbert will also reveal new, original Ovum research on the topics of artificial intelligence, the Internet of Things, security and augmented reality, as well as discuss what each of those technologies might mean for women in our field. As always, we'll also leave plenty of time to answer all your questions live on the air and chat board.

Like Us on Facebook
Twitter Feed