AT&T posted some strong numbers this morning esp. on the mobile data side with $1.65B in data revenues, 17.30% of the overall ARPU (data ARPU at $8.77). iPHone sales 146K units in 2 days. Picture will become clear next quarter and might get some indication from Apple earnings tomorrow.

Also, the overall ARPU jumpted to $50.63.

More in our upcoming Q2 update next month