GLG News by Handset Evaluators
Analysis of:
VZW improves metrics, adds 1.5 million new customers (www.rcrnews.com)
AT&T Mobility may be bigger in subscribers, but Verizon’s wireless results are more favorable in four metrics: 1) Greater net adds, 2) Lower churn, 3) Postpaid growth, 4) Higher ARPU.
Analysis of:
CTIA: Mobile Data Use Up, But Voice Remains King (www.informationweek.com)
Wireless researchers keep getting the voice to data point wrong, and they shouldn't still be making this mistake. Consumers aren't using data because they have been given poor devices with poor interfaces, not because they wouldn't use the Internet or other data if the device was better. ...
Analysis of:
CTIA: Mobile Data Use Up, But Voice Remains King (www.informationweek.com)
The CTIA survey and ABI Research show the high growth of wireless data while voice is still the user priority. AT&T’s first quarter results with a flat ARPU could imply a voice price war.
Analysis of:
Report: AT&T Mobility to sell $100 femtocells (www.rcrnews.com)
The purported trial of femtocells by AT&T implies a technology solution and marketing initiative for wireless indoor coverage, but actually might be a retention tactic for fixed-line DSL.
Analysis of:
AT&T Announces 22% Rise in Profit (www.wirelessweek.com)
The 2008 first quarter AT&T results show three distinct factors for wireless data: 1) 57% year-on-year increase; 2) 22% of total wireless revenue; 3) Only 11 million 3G-capable devices.
Analysis of:
WSJ: Comcast, Time Warner May Fund WiMax (biz.yahoo.com)
The delay in Sprint's Xohm initiative is absolutely telling, telling that there are many problems with WiMax. The truth is that the U.S. needs faster broadband speeds to compete with Japan and Europe, but I'm not sure if Sprint has the answer. This article discusses some of the major problems,...
Analysis of:
Google Profit Rose 30%, Quelling Investor Fears (online.wsj.com)
Comscore's absurd data caused a seismic roar in the media world, but it turned out that the data was awry, as it is unfortunately with all analytic firms. Google's growth is relentless, as is the growth of all online. This article looks at a few of the ways other companies can compete with...
Analysis of:
AT&T gets unlimited pricing freedom (www.newsobserver.com)
The North Carolina Utilities Commission could be concerned about the pricing of standalone residential telephone lines compared to bundled services tying in TV and Internet.
Analysis of:
TracFone in Low-Income Phone Program (www.forbes.com)
The prepaid provider TracFone being approved for the Universal Service Fund does not threaten existing landlines, but reduces the potential for new connects among low income consumers.
Analysis of:
FCC: Verizon did not breach privacy laws (news.moneycentral.msn.com)
Although federal regulators are recommending that Verizon did not violate consumer privacy laws in retention activities, the key issue is using landline billing to control customer ownership.
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