What do operator earnings tell us? January 30, 2009Posted by chetan in : US Wireless Market , trackback
AT&T and Verizon reported pretty good mobile business earnings earlier this month. Total combined AT&T and VZ accounted for $6.1B in data revenues which is a darn good growth. We have been saying that mobile data segment seems to be weathering the downturn well (at least so far) and these numbers prove that. We still have Sprint and TMO to give us the final numbers but it is looking like we will be awfully close to our yearly projections. As we predicted, both AT&T and Verizon exceeded $10B in data revenues for the year for the first time.
Full US market analysis will be out after T-Mobile reports earnings on Feb 27.
In the meantime, DoCoMo and KDDI in Japan reported solid mobile data earnings. DoCoMo became the first operator to exceed $4B in data earnings in a quarter while KDDI inched towards $3B.
Our global analysis will also be available in March.