Monday, November 14, 2016

U.S. Net Mobile Account Growth Now Driven by IoT

Of the 5.38 million net account additions gained the top-four U.S. mobile service providers, about 1.79 million were of the postpaid smartphone type that are prized by carriers. In other words, about 66 percent of the net account gains were devices of other types, such as tablets, connected cars or machine-to-machine links. Included in that bucket are wholesale accounts, such as net adds by mobile virtual network operators.

One common feature of all those types of connections is lower average revenue per account than smartphones represent.

Note that connected car and IoT accounts represented about 57 percent of the total retail net additions in the third quarter of 2016, vastly more numerous than the 10 percent of tablet adds.

To the extent that MVNOs continue to exist, it is as niche specialists, many serving credit-challenged or language and culture minorities.



Verizon
AT&T
T-Mobile
Sprint
140,100,000
130,400,000
65,500,000
58,800,000
Operator Brands

Cricket Wireless
GoSmart Mobile
Boost Mobile


MetroPCS
Virgin Mobile
America Movil US MVNO Brands
25.7 million subs
Tracfone
Tracfone
Tracfone
Tracfone
Net10
Net10
Net10
Net10
StraighTalk
StraightTalk
StraightTalk
StraightTalk
Page Plus Cellular

Simple Mobile

Total Wireless

Telcel America

Other MVNOs
GreatCall
Consumer Cellular
Consumer Cellular
Republic Wireless
Red Pocket Mobile
H2O Wireless
Ultra Mobile
Ting
Selectel Wireless
Airvoice Wireless
Ting
Credo Mobile
ROK Mobile
Red Pocket Mobile
Lyca Mobile
iWireless (Kroger)


Red Pocket Mobile
Red Pocket Mobile


TPO Mobile
TPO Mobile


Univision Mobile (Ultra)
Kajeet


Family Mobile
Text Now


Project Fi
Project Fi


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