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Kantar: Verizon taking smartphone share from AT&T, Sprint

  • In addition to  providing fresh global smartphone sales estimates, Kantar Worldpanel has provided estimates for U.S. carrier smartphone sales. Verizon (VZ -0.7%) is the big winner: Kantar thinks the nation's top carrier accounted for 37.1% of U.S. smartphone sales in the June-August timeframe, +520 bps Y/Y.
  • On the other hand, Kantar thinks AT&T's (T -0.5%) share fell 680 bps to 21.7%, and Sprint's (S +1%) share 620 bps to 14.6%. T-Mobile USA (TMUS -0.3%), its fortunes recently improving thanks to iPhone sales and new service plans, is assigned a 13.2% share, +110 bps. Curiously, "Other" carriers are given a 13.4% share, +500 bps.
  • AT&T recently announced it expects its Q3 smartphone upgrades to be up Y/Y, and that it will add 1M smartphone subs during the quarter. However, it also predicted upgrades will drop on a Y/Y basis in Q4.
  • Smartphone users made up 64.4% of Verizon's postpaid base at the end of Q2, up from 61.4% at the end of Q1. That figure still trailed AT&T's 73%. Higher smartphone sales hurt near-term margins, but also boost ARPUs by migrating subs to costlier data plans.
Comments (1)
  • BigAppleGuy
    , contributor
    Comments (123) | Send Message
     
    from their site:
    Kantar Worldpanel is the world leader in consumer knowledge and insights based on continuous consumer panels. Combining market monitoring, advanced analytics and tailored market research solutions we deliver both the big picture and the fine detail that inspire successful actions by our clients. Our expertise about what people buy or use – and why – has become the market currency for brand owners, retailers, market analysts and government organisations internationally.
    30 Sep 2013, 07:24 PM Reply Like
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