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:
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
Overview:
This report is a deep dive into T-Mobile’s business segment offerings, performance, and competitive position within the US business segment. Considerations to technical aptitude, strategy, and planning were addressed. Counterpoint deemed this report somewhat necessary as this market was relatively stagnant from a market share point of view, and T-Mobile has created waves within the last year gaining on the competition.
Table of Contents:
- Key Takeaways
- Carrier Trends and T-Mobile’s 2023 FY Performance
- T-Mobile Postpaid Mobile Service
- FWA Internet Overview
- IoT Strategy
- Connected Vehicle Network
- Major Wins and Forward-looking Strategy
- 2024 Guidance
Number of Pages: 54
Publication Date: April 2024
Overview:
Despite a 13% 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: March 2024
Overview:
UScellular’s Q4 earnings release was highlighted by the loss of 53,000 postpaid handset subscribers and 11,000 prepaid subscribers. Despite shrinking handset subscribers, UScellular showed optimism for the future after a strong quarter in its fiber broadband segment and strong 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: 15
Publication Date: March 2024
Overview:
T-Mobile posted industry leading postpaid net adds yet again. Meanwhile, dwindling upgrade rates contributed to 6% lower equipment revenue YoY. T-Mobile’s postpaid focus remains on driving up ARPA which grew 2% YoY. It does not see a need to invest in driving upgrade rates higher with growing service revenues. The prepaid phone segment performed well with prepaid net adds up 112% YoY. Prepaid momentum should continue with the close of the acquisition of Mint Mobile and Ultra Mobile on the horizon. FWA subscriber growth is normalizing with net adds remaining in the mid-500,000s for the seventh quarter in a row.
TOC:
- Key Takeaways
- Postpaid Performance
- Prepaid Performance
- Weekly Promotions
- FWA and Network Highlights
- Smartwatch
Number of pages: 21
Overview:
AT&T posted 526,000 net adds in Q4. This marked the second quarter in a row of net add growth after four consecutive quarters of declining net adds. Upgrade rates were weak for all three major carriers, but AT&T showed the least decline in postpaid upgrade rates. This resulted in relatively flat postpaid smartphone sales for AT&T YoY. AT&T’s Internet Air FWA service is picking up steam with 93,000 subscribers at the end of Q4. The service is seen as more of a catch product to halt the exit of legacy wireline subscribers where fiber is not yet available.
TOC:
- Key Takeaways
- Postpaid Performance
- Prepaid Performance
- Weekly Promotions
- Fiber and Internet Air
- Smartwatch
Number of pages: 21