Saturday, July 7, 2012

Net Subscriber Growth Falls 36% at Major U.S. Service Providers in First Quarter 2012

The largest U.S. mobile service providers experienced a 36 percent year-over-year fall-off of wireless net additions, causing a 32 percent decline in revenue-generating unit (RGU) additions during the first quarter of 2012, according to Fitch Ratings.

Some would argue that points to the maturation or saturation of the U.S. mobile market. 


The largest telecommunication service providers added approximately 2.7 million RGUs during
the first quarter of 2012, led by approximately 2.5 million wireless subscriber additions, according to Fitch Ratings.


Fitch estimates the largest wireless service providers activated approximately 6.8 million smart phones during the first quarter of 2012, reflecting a 19 percent decline relative to the smart phone activation activity during the year earlier period.



1Q 12 Subscriber AnalysisContractNo contractWholesale and Connected DevicesTotal
AT&T187,000
-530,000
125,000
-34,000
414,000
-1,207,000
726,000
-1,771,000
Sprint(192,000)
-353,000
489,000
-18,000
785,000
-169,000
1,082,000
T-Mobile(510,000)
+196,000
249,000
+29,000
448,000
+487,000
187,000
+713,000
Verizon Wireless501,000
-706,000
223,000
-29,000
*724,000*
Leap Wireless258,000
+79,000
258,000
+79,000
Metro PCS131,000
-66,000
131,000
-66,000
US Cellular(38,000)
-18,000
4,000
-3,000
(34,000)
-21,000
Clearwire *49,000
+18,000
537,000
-367,000
586,000
-287,000
Tracfone *
(MVNO)
369,000
-124,000
369,000
-124,000
Total(52,000)
-1,711,000
1,897,000
-86,000
1,815,000
-266,000
4,029,000
-1,694,000

source

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