Overview:
LATAM smartphone shipments surge 21.9% YoY in Q1 2024. This is the region’s third consecutive quarterly rise. Part of the growth was because the sell-in in most markets in Q1 last year had declined to clear inventory. On the other hand, this year, operators and retailers were building inventory for Monther’s Day. All this managed to defy traditional seasonality and showed that the region’s sales channels were confident enough about the demand to build some inventory.
This report analyzes which brands are winning and which are losing in this growing market. How smartphone price segments have evolved and the OS technology contribution to it. Brazil and Mexico are the most important markets in the region. This report takes a closer look at them. We forecast a 10.3% increase in the 2024 smartphone. The report analyzes the macroeconomy and what countries are driving the growth.
Table of Contents:
- LATAM Key Trends
- LATAM GDP Growth
- LATAM Handset Shipments Quarterly 2018-2024
- Smartphone OEM Quarterly Market Share Q1 2022 – Q1 2024
- Smartphone OEM Market Share by Country Q1 2024
- Smartphone Price Band Market Share Q4 2022 – Q1 2024
- Q1 2024 Smartphone Price Band Analysis
- 4G and 5G Model Performance Q1 2024
- Brazil – Brand and Price Band Performance in Q1 2024
- Mexico – Brand and Price Band Performance in Q1 2024
Number of Pages: 15
Publication Date: May 2024
Overview:
The streaming space has seen significant changes since the start of 2024. As the overall market for streaming continues to grow, winners and losers within the space are beginning to reveal themselves. Streaming platforms are constantly trying to find new methods of achieving subscriber growth and lowering churn. This has led many to turn to live content, sports rights and bundled offers with other streaming platforms to entice potential subscribers. The market for streaming is growing and rapidly changing. The platforms that are adapting to change are seeing growth, while those who are not are starting to face difficulty.
Table of Contents:
- Domestic Streaming Performance and Trends
- ‘Bluey’ Drives Disney+ to New Heights
- Online Influencers Enter the Streaming Space
- The New Age of Sports Broadcasting
Number of Pages: 5
Publication Date: May 2024
Overview:
America Movil is one of the largest telecommunication corporations in LATAM. It provides wireless and wireline services under its brands: Telcel, Claro, Telmex and Telekom Austria, among others. Headquartered in Mexico City, it is a public company listed on various stock exchanges worldwide. Hence, every quarter discloses its earnings to inform the public about its performance. This report summarizes the performance of America Movil’s first quarter of 2024, focusing on the main business lines by region, important quarter news, and financial highlights.
Table of Contents:
- Key Takeaways from Q1 2024
- Wireless Performance
- Wireline Performance
- Equipment Sales Performance
Number of Pages: 13
Publication Date: May 2024
Overview:
TELUS reports positive wireless revenue growth in the Q1 2024 earnings presentation by 0.6%. Product revenue down due to market competition but service revenue maintaining the YoY growth.
This report analyzes the Q1 2024 earnings results for the wireless and wireline segments and provides insights on the outlook guidance provided by TELUS and what can be expected for the rest of the year. This report also provides the promotions for the top flagship devices and how the promotional trends within TELUS has played out in Q1.
Table of Contents:
- Financial Performance
- Wireless Performance
- Bi-Weekly Promotions
- Broadband and Media
Number of Pages: 14
Publication Date: May 2024
Overview:
UScellular’s Q1 earnings release was highlighted by the loss of 47,000 postpaid handset subscribers and 13,000 prepaid subscribers. Despite shrinking handset subscribers, UScellular showed optimism for the future after a strong quarter in its fiber broadband segment and growth in its Fixed Wireless service. This report provides a breakdown of UScellular’s earnings, as well as commentary on UScellular’s status, strategy, and outlook.
Table of Contents:
- Key Takeaways
- Postpaid Performance
- Prepaid Performance
- FWA & Coverage News
Number of Pages: 16
Publication Date: May 2024
Overview:
Bell reports positive wireless revenue growth in the Q1 2024 earnings presentation by 5%. Service revenue growth being a driving factor as subscribers decline QoQ in both the postpaid and prepaid segment.
This report analyzes the Q1 2024 earnings results for the wireless, cable and media segments and provides insights on the outlook guidance provided by Bell and what can be expected for the rest of the year. This report also provides the promotions for the top flagship devices and how the promotional trends within Bell has played out in Q1.
Table of Contents:
- Financial Performance
- Wireless Performance
- Bi-Weekly Promotions
- Broadband and Media
Number of Pages: 17
Publication Date: May 2024
Overview:
Despite a 26% YoY decline in mobile net adds, Spectrum and Xfinity Mobile posted another strong quarter of growth and continued to lure mobile subs away from the big 3 carriers. This report will provide an earnings breakdown for Xfinity and Spectrum mobile, as well as commentary on the pricing, strategy and outlook of these cable providers.
Table of Contents:
- Key Takeaways
- Wireless and Financial Performance
- Pricing and Promotions
- Broadband Update
Number of Pages: 17
Publication Date: April 2024
Overview:
Verizon announced is Q1 2024 performance on April 22nd, 2024. Service revenue continued growing due to FWA revenue increases and wireless service pricing actions, while equipment revenue was down, predominantly due to lower upgrade volumes. MyPlan subscribers and streaming bundles were highlighted again as revenue drivers. It projects to have positive consumer postpaid phone net-adds this year. C-Band momentum and FWA subscriber growth are the other two major highlights for Verizon. In 2024, we expect Verizon’s new prepaid leadership team to focus on boosting brick and mortar presence of Total by Verizon stores and making Visible its online competitor in the prepaid space.
This report analyzes Verizon’s mobile and broadband segments noting emerging strategies and the impacts of promotions in Q1.
Table of Contents:
- Key Takeaways
- Postpaid Performance
- Prepaid Performance
- Weekly Promotions
- FWA
- 2024 Outlook
Number of pages: 29
Publication date: April 2024
Overview:
AT&T announced is Q1 2024 performance on April 24th, 2024. It exceeded market expectations despite facing network and cybersecurity issues. It managed to post modest net adds in combination with record low churn. It accomplished this with relatively lower device promotions than the competition. AT&T has painted a clearer picture of its strategy for its Internet Air service with hopes to bring Internet Air for Business nationwide while keeping Internet Air for consumers available in select markets. The carrier stands firm on its commitment to shed more of its debt in the coming periods with hopes to reach a comfortable ratio in the first half of 2025.
This report analyzes AT&T’s mobile and broadband segments noting emerging strategies and the impacts of promotions in Q1.
Table of Contents:
- Key Takeaways
- Postpaid Performance
- Prepaid Performance
- Weekly Promotions
- Fiber and Internet Air
- 2024 Outlook
Number of pages: 25
Publication date: April 2024