Friday, January 4, 2008

The ARPU Gap is the Issue

One might quibble with the precise Yankee Group numbers indicated here for voice and data average revenue per user. What remains incontestable is that there is a revenue gap between voice and data services, on either the wired or wireless business segments. So as broadband starts to become the foundation service upon which other applications and revenue streams are built, there is immense work to be done. I suppose everybody knows this, by now.

No comments:

SpaceX Might Not Play the Same Game as T-Mobile, AT&T and Verizon

SpaceX mobile service might be a ways off, but many market watchers argue the impact of new competition already is being seen in equity val...