Mobile analytics firm Validas estimates data consumption by AT&T (T) and Verizon (VZ)...

|By:, SA News Editor

Mobile analytics firm Validas estimates data consumption by AT&T (T) and Verizon (VZ) smartphone owners grew 116% and 150%, respectively, over the last 6 months - likely fueled by soaring iPhone and Android sales, and higher mobile video usage. ERIC, JNPR, FFIV, and ALLT are some of the names that stand to gain from higher capex to support mobile data services.