Peak Mobile? Data is Mounting

It is too early to tell whether one sign of a peak product life cycle has been reached in the U.S. mobile market. It is possible a current bout of price competition will ameliorate and reverse as the U.S. market consolidates.

Also, mobile operator data data revenue growth was negative, for the first time ever, in the first quarter of 2017. That matters because such growth has driven overall revenue growth for 17 consecutive years.

Altogether, about $3 billion worth of quarterly revenue has disappeared from the U.S. mobile service provider market in the second quarter of 2017, representing a $12 billion annual loss, if the trend continues.

Verizon suffered its first ever decline in service revenues, year over year, according to analyst Chetan Sharma. 

Also, for the first time, net adds for connected (cellular) tablets were negative as well. For the first time, while postpaid net-adds were negative as well. 

To be sure, T-Mobile US has taken market share and revenue. But the bigger story is the revenue shrinkage.




To be sure, T-Mobile US has taken market share and revenue. But the bigger story is the revenue shrinkage.



Post a Comment

Popular posts from this blog

Voice Usage and Texting Trends Headed in Opposite Directions

Who Are the Key Telco Competitors?

Jio is Succeeding at "Destroying" the India Mobile Market