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 Analysis | Contract | No contract | Wholesale and Connected Devices | Total |
AT&T | 187,000 -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 Wireless | 501,000 -706,000 | 223,000 -29,000 | * | 724,000* |
Leap Wireless | 258,000 +79,000 | 258,000 +79,000 | ||
Metro PCS | 131,000 -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 |
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