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More from Sharma's report: In a sign of how the U.S. wireless industry could be nearing a...

More from Sharma's report: In a sign of how the U.S. wireless industry could be nearing a saturation point, it's mentioned the U.S. mobile penetration rate now stands at 110% (thanks to consumers having multiple accounts). Moreover, the industry's total ARPU fell by $0.43 in Q4, as declining voice revenue outweighed rising data revenue. Verizon (VZ) had the most postpaid net adds, while AT&T (T) added the most connected devices (tablets, modem cards, etc.).
Comments (1)
  • muoio
    , contributor
    Comments (2957) | Send Message
     
    The ARPU will increase with 4G (It uses more allocation than 3G). Frequency of trade ins (new phones) will lengthen and subsidies will diminish or disappear.

     

    T and VZ are positioned perfectly....AAPL/Samsung may not be.

     

    Good trading.
    14 May 2012, 01:28 PM Reply Like
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