The number of tablets with mobile data subscriptions will basically double over the next years to more than 200 million, according to a new report from research firm Strategy Analytics. The forecast comes as many U.S. carriers continue to rely on tablet subscriptions for growth, with a long runway of tablet subscriber additions potentially ahead of them.
Regional operator and Sprint wholesale partner nTelos Wireless said it is ahead of schedule in deploying LTE across its footprint. The carrier also reported stronger year-over-year subscriber growth in the second quarter.
AT&T Mobility added fewer postpaid customers in the second quarter than analysts were expecting and many fewer than it gained in the year-ago period. AT&T notched 410,000 postpaid subscribers in the quarter and the company relied heavily on connected cars and prepaid customers for subscriber growth in the second quarter.
Verizon Wireless edged out T-Mobile US in terms of postpaid subscriber additions in the second quarter, but relied far more heavily on adding tablet customers to do so. Despite losing feature phone and prepaid customers in the period, Verizon said it remains happy with its mix of customers.
Verizon Wireless made a strong push into equipment installment plans (EIPs) in the second quarter, according to analysts' preview of the carrier's earnings, which will be reported tomorrow. That push mirrors AT&T Mobility's enthusiasm for EIP, though Verizon is likelier going to report stronger postpaid subscriber results for the second quarter than AT&T, according to Evercore ISI.
T-Mobile US' pre-release yesterday of its second-quarter subscriber numbers--which showed strong momentum, especially in postpaid subscribers--prompted financial analysts to raise their expectations for the carrier's revenue in the period. However, analysts also think T-Mobile's EBITDA and margins could come under pressure as a result.
AT&T Mobility likely added around 500,000 postpaid customers in the second quarter thanks to tablet subscriber additions as Verizon Wireless racked up subscribers with promotional shared data plan pricing, according to analysts at Wells Fargo.
Verizon Wireless likely added more postpaid customers in the second quarter than analysts at Wells Fargo had previously thought, as the carrier scored thanks to promotions it launched in April.
Sprint is going to show positive postpaid subscriber additions in the second quarter thanks to improved network performance and the continued adoption of its "Cut Your Bill in Half" promotion, according to a research note from analysts at Wells Fargo.
How are the largest U.S. carriers faring on key metrics like subscribers, revenue and ARPU? The following charts the top U.S. wireless carriers in the first quarter of 2015 by subscriber base, according to research firm Strategy Analytics. Special report