U.S. mobile service provider average revenue per user decreased by $0.45 over the last year, says analyst Chetan Sharma.
Average voice ARPU declined by $0.98 while the average data ARPU grew by $0.53.
Therein lies the problem: mobile service providers are growing data revenues, but losing voice revenue faster than they are able to replace the lost revenues.
That isn't to say they will not ultimately succeed in replacing the lion's share of lost voice revenue. But few executives likely believe the substitution will be one-for-one, or greater, at least in terms of broadband access replacing core voice revenues.
source
Tuesday, March 2, 2010
Mobile ARPU Illustrates Service Provider Issues
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mobile ARPU
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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