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  1. #1
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    WSJ: AT&T Stuck Behind Verizon

    http://online.wsj.com/article/SB1000...googlenews_wsj

    Interesting; behind on nearly every metric. Most interesting to me was loss even before tmob payment and pension charge. What do you think?

  2. #2
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    I think cellphones company are making less revenue because smartphone users use more data and text. smartphone users don't go over the limit on the call plans. Remember cellphone company charge about .40 cents a minutes for overage.

  3. #3
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    Quote Originally Posted by moto94536 View Post
    I think cellphones company are making less revenue because smartphone users use more data and text. smartphone users don't go over the limit on the call plans. Remember cellphone company charge about .40 cents a minutes for overage.
    Less revenue???? VZW July 2010 Data alone was bringing in 5 Billion a quarter

  4. #4
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    Would've been nice to read the WHOLE article.
    AT&T/Apple Fanboy... Sad, I know

  5. #5
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    Quote Originally Posted by Wide_opeN View Post
    Would've been nice to read the WHOLE article.
    I know! I was confused too! I blamed it on my ad-blocking software, but I guess you have to subscribe to see the nitty-gritty.


    Verizon Wireless: America's fastest, largest and most reliable mobile broadband network.

    Just a twenty-something year old college graduate speaking geek on HoFo!

  6. #6
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    Quote Originally Posted by Wide_opeN View Post
    Would've been nice to read the WHOLE article.
    Sorry about that. I didnt know. When I first saw it, I was able to read the whole article which was very interesting and thinking nothing of it, I created the thread. When I went back to it, I got the normal "must subscribe". Any suggestions? Any subscribers here who can paste it here?

    Sent from my DROID BIONIC using HowardForums

  7. #7
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    I love how the carriers brag to Wall Street about how much they can raise our rates:

    "An AT&T spokeswoman said the higher-priced data plans should help drive ARPU this year, as will the move by customers upgrading to smartphones. "We also get more than $6 more in postpaid ARPUs (Average Revenue Per User) than any of our competitors," she added."

  8. #8
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    Quote Originally Posted by budone View Post
    Less revenue???? VZW July 2010 Data alone was bringing in 5 Billion a quarter
    More revenue, less profit. In verizon's case I think they claimed a net loss, but that is likely due to the costs of LTE expansion, or so I assume.

  9. #9
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    http://webcache.googleusercontent.co...&ct=clnk&gl=us

    this pulled up the full article, your luck may vary.

  10. #10
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    Quote Originally Posted by RavenSoft View Post
    http://webcache.googleusercontent.co...&ct=clnk&gl=us

    this pulled up the full article, your luck may vary.
    Thank you...worked great for me! This article reiterates what I have said about AT&T: they sign up fewer customers than Verizon and bleed more customers than Verizon. They are far too dependent on the iPhone. And they only expect to cover 150 million pops with LTE by day 1 2013? Verizon has ~205 today! I realize they have HSPA+ which works great in some places, but wow...deploying LTE at the same pace? If AT&T plans to complete their LTE by the end of 2013 as stated,

    A- their footprint will be tiny even though we know they can do more
    or
    B- they will miss that deadline altogether, which wouldn't surprise anyone
    or
    C- they have to light up a TON of LTE in 2013.

    I am anxious to see where both carriers stand at day 1 2013...

  11. #11
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    http://ca.reuters.com/article/techno...80U05Q20120131

    AT&T is rolling heads now...I personally think having an engineer in the #2 position (Stankey) is a nice move. Also, from the capital expenditures released, it is apparent AT&T is at least trying. That's not saying they still don't have trouble spots but it's a start.

    Edit: to fix broken link, thanks Tapatalk.
    Last edited by fraydog; 01-31-2012 at 07:22 PM.

  12. #12
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    As long as the eyephone remains 3G only, AT&Tingular will have an advantage in competing for the eyephone customers due to their higher speed 3G network. But, like the former exclusive agreement with Apple, this one is a ticking clock. AT&Tingular needs to have enough LTE coverage to retain their iSheep once Apple adds 4G; they don't necessarily need as much LTE coverage as VZW to compete, since their 3G is faster (at least sometimes...).
    Tom

    "Fundamentally, there are only two ways of coordinating the economic activities of millions. One is central direction involving the use of coercion - the technique of the army and of the modern totalitarian state. The other is voluntary cooperation of individuals - the technique of the marketplace."
    -- Milton Friedman

  13. #13
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    I'd like to see Randall head role primarily.

    That's when I KNOW change would be in place.

  14. #14
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    Quote Originally Posted by Wide_opeN View Post
    I'd like to see Randall head role primarily.

    That's when I KNOW change would be in place.
    Who would you want as a replacement? Remember these are Bell people, they're only going to hire people in the system.

    I would prefer an engineer like Stankey or Donovan to be CEO, and retain Stephenson but only as the Chairman of the Board.

  15. #15
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    Quote Originally Posted by Dakota View Post
    As long as the eyephone remains 3G only, AT&Tingular will have an advantage in competing for the eyephone customers due to their higher speed 3G network. But, like the former exclusive agreement with Apple, this one is a ticking clock. AT&Tingular needs to have enough LTE coverage to retain their iSheep once Apple adds 4G; they don't necessarily need as much LTE coverage as VZW to compete, since their 3G is faster (at least sometimes...).
    If AT&T went to HSPA+ 42 in non-LTE areas and heck, even upgraded EDGE areas to HSPA+ 42, that would buy time. In the 17% of areas that are spectrum constrained where LTE deployment without refarming can't happen, HSPA+ would buy AT&T more time until they can land a national spectrum band similar to VZW's.

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