US Mobile Market Update – 2019
http://www.chetansharma.com/publications/us-mobile-market-update-2019/
5G Industry Transition – We have worked on every single G transition and as we move into the 5G cycle, we continue to stay heavily engaged with players across the ecosystem and around the globe from very advanced markets to just emerging. Chetan Sharma Consulting is involved in several 5G strategic projects across three continents, across the value chain, so we have a front row seat into what’s coming. We have penned 12 research papers on 5G already – most in-depth in the industry, many of them industry firsts, and have several in the works for the coming months based on what we are learning from our work on the ground.
Summary of US Mobile Market Q4 2019
In a bit of a positive news for the industry, both overall and service revenues increased for the year albeit by a sliver. Q4 2019 was marked by feverish 5G activity with all four major operators deploying 5G in select new markets and launching new Android handsets. The biggest pure-play merger in the US wireless industry is finally coming to end with T-Mobile winning approval of the court. Overall, the net revenues jumped with the help of device sales. Churn increased though the numbers are still quite low from a historical perspective. T-Mobile dominated the postpaid phone adds. AT&T continued to lead the overall net-adds on the back of its dominance of connected devices growth. Wearables grew. Tablets shrank further.
Topics covered in the research update
- Q4 2019 US Mobile Market Highlights
- 2019 Snapshot (YoY)
- Connected Intelligence 2030
- Novel Corona Virus Implications
- The Race to the 5G icon – A Status Update
- 5G Race Update
- 5G: Platform for Innovation and Disruption
- Edge Computing: A Paradigm Shift?
- 5G Policy Recommendations for Governments, Regulators, and the Ecosystem
- The Rise of Smartwatches and the Decline of Cellular Tablets
- 5G – Known Knowns and Known Unknowns
- T-Mobile/Sprint Merger – Rule of Three Prevails
- 4th Wave: Operator’s 5G Destiny
- What to Expect in the Coming Months?
- US Wireless Market Q4 2019 Analysis
- Service Revenues
- ARPU
- Subscribers
- 5G Progress
- 4th Wave Progress
- Connected Devices
- Handsets
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