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Old 05-02-2008, 07:38 PM
Todd Allcock
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Default Re: Disappointing 1Q CY08 for AT&T. iPhone helps Revenue, but AT&T continues to fall far behind Verizon in both total retail customers and in new Wireless Customers


"SMS" <scharf.steven@geemail.com> wrote in message
news:8EISj.8180$LQ4.2566@newssvr11.news.prodigy.ne t...

> I never claimed that the customer base is high paying. On numerous
> occasions I've shown price comparisons that prove that Verizon is usually
> no more expensive than other carriers.


Comparisons that neglect the perks other carriers offer that might allow
customers to select a lower tier rate plan, i.e. rollover, earlier nights,
unlimited circle/fave calling, etc.

> ARPU is not necessarily a good indicator of what the average person pays,
> as it's the mean, not the mode. The slightly higher ARPU is probably
> because Verizon has a lot more business customers...


Or, it could be the data- the difference in ARPU is roughly equal to the
difference in data ARPU. That slight difference might actually be
attributable to the wholesale customers, who aren't typically offered access
to data plans.

> while AT&T is catching up because of the higher cost plans for the iPhone.


Perhaps, but the 2+ million iPhone customers are a relatively small
percentage of AT&T's 70+ million customer base, so the iPhoners can't really
tip the scales very far in that direction, although I've seen reports that
the iPhone customer ARPU is over $90.

Again, the difference between AT&T and Verizon in terms of revenue is small
enough to be, essentially, a non-issue.






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