GLG News by Mobile Phone Handset Experts (North America)

Employees posting full profiles at work certainly poses dangers to employees, should they be arrogantly drawn and rudely sketched. But this and other elements of the Social Web allow for benefits to both employee and employer.  More importantly, this two-way conversation is inevitable, so it is...

In the short-term, Sprint has salvaged their WiMax opportunity, but a quick look back shows you how much they have really lost.  On the other hand, sly Google had another ace up its sleeve, and their wireless strategy is becoming clearer by the day.

Beyond the rollout of a 3G version of the iPhone, Apple is altering the distribution model with the non-exclusive contracts of two carriers in Italy and the Vodafone contract for ten countries.

In switching from reselling Sprint Nextel to Verizon Wireless, Qwest has accomplished three objectives: 1) Full line of mobile devices, 2) Major wireless branding, 2) Broadband data applications.   

The Convergence Group’s two studies imply the strength of TV delivery over online video for advertising revenue, but also show the dominance of cable MSOs over telcos for broadband access.

AT&T’s launch of MediaFLO mobile TV appears to more a ploy to drive retail store traffic and compete with Verizon than to launch a significant revenue-generating service.

Because the revenue results of AT&T and Verizon for the first quarter of 2008 showed only one month for the effect of unlimited voice plans, subsequent quarters could be different.

The rumors about AT&T dropping the price and limiting the distribution of an upgraded Apple iPhone could be tactics to match Verizon in data usage, total ARPU, and postpaid net adds.

Verizon and AT&T mobile data results differ in two areas: 1) Verizon’s data ARPU is $11.94 compared to AT&T’s $10.79; 2) Verizon has 39 million 3G handsets to AT&T’s 11 million.

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.