Overview:
The US feature phone market has seen a recent resurgence with Gen Z/Millennials advocating for digital detoxes due to mental health concerns. While TCL and HMD remain the dominant OEMs in the US, challenger brands are making the market more crowded. Feature phones will remain an important part of the US handset market for years to come as they continue to solve for niche needs that smartphones cannot address.
Table of Contents:
- Key Takeaways
- Current Market Dynamics
- Feature Phone Volumes by Year
- Current Market Drivers
- Market Share by OEM
- Postpaid and Prepaid Market Share by OEM
- Specification Analysis
- Current Feature Phone Specifications and Market Innovations
- Feature Phone Outlook
- Market Forecast until 2027
- Future Trends and Specifications
Number of Pages: 18
Publication Date: August 2023
Overview:
This report deep dives into current trends existing in the refurbish smartphone market with insights from Mobile Disrupt 2023. Attendees includes OEMs, national retailers, third-party resellers, whole sellers, carriers and other refurbish market players who provided context of what is currently happening in the refurbish space and what the market will be expecting to see in the new few years.
Table of Contents:
- Key Takeaways
- Global Trends in Secondary Market and Reverse Logistics
- Automation Key Theme of Higher Secondary Market Margins
- Value of Analytics
- Refurb Pricing: Model Comparison
- Used Device Trends
- Types of Refurb Customers as Described by eBay
- Key Companies
Number of Pages: 13 pages
Publication Date: August 2023
Overview:
T-Mobile remained the hottest US carrier in 2Q23. It again won the US net add war adding 760k phone subscribers and 509k FWA subscribers. The carrier still has a one-to-two year 5G coverage lead with over 175 million people covered by its mid-band spectrum. With this 5G prowess, it is now attacking B2B where it is growing but still under indexed.
Table of Contents:
- Key Takeaways from Q2 and 2023 Outlook
- Wireless Performance
- FWA Update
- Network Update
Number of Pages: 14
Publication Date: July 2023
Overview:
Verizon smartphone sell-through declines across both prepaid and postpaid channels. Wireless postpaid upgrades fell 34% YoY in Q2. The company service plan focus has shifted towards a segmented approach with the roll out of myPlan and rate hikes for broadband services. Lead-sheathed cable issue dominated the conversation overshadowing FWA progress and gains in the B2B segment.
Table of Contents:
- myPlan and Pricing Structure Changes
- Consumer vs. Business Segment Notes
- Total Service Revenue Insights
- Postpaid Consumer, Postpaid Business, and Prepaid Insights
- Smartwatches
- FWA and C-Band Updates
Number of Pages: 16
Publication Date: July 2023
Overview:
AT&T had a competitive quarter in a slowing wireless market. Quarterly metrics dropped in most areas year over year, but there is a positive outlook on the second half of 2023 as the industry awaits stronger demand amid autumn iOS upgraders.
Table of Contents:
- Wireless Performance
- Financial Performance
- AT&T Network and Fiber Update
Number of Pages: 9
Publication Date: July 2023
Overview:
This report covers the state of prepaid carriers and national retail in H1 2023. It first covers Q2 expectations and trends seen in the prepaid space in 2023. Then, the sub $300 smartphone segment is analyzed, covering sales until May 2023. In general, the segment is seeing the strongest decline compared to postpaid channels in 2023, and added competition from Apple is further squeezing Android device sales. Lastly, insights are given for the national retail market, including top-level analysis for Best Buy, Target, and Walmart.
Table of Contents:
- Key Takeaway
- State of Prepaid, H1 2023
- Sub-$300 Sales Analysis Jan – May 2023
- National Retail Insights Jan – May 2023
Number of Pages: 21
Publication Date: July 2023
Overview:
In May, Google launched its year-old Pixel 6a 5G device in Metro by T-Mobile, the first time a Google device has been offered in the channel. The device is also available in Straight Talk and Verizon Prepaid. As Google devices have wider availability in prepaid channels, this poses new challenges to Android brands like Nokia HMD, TCL, OnePlus, and others. This new strategy also comes as Apple improved its sales in prepaid during tax season in 2023.
Table of Contents:
- Android OEMs and the Prepaid Market
- Apple and the Prepaid Market
- Google Pixel 6a Promotion
- Google's Growing Portfolio
Number of Pages: 7
Publication Date: May 2023
Overview:
Verizon’s Q1 2023 earnings showcased the company's continued success at boosting wireless service revenue growth with 2.5% YoY increase, while also highlighting its strong 393,000 net adds in FWA in the quarter. Phone net adds however were negative as Verizon had 263,000 postpaid phone net losses while prepaid saw 351,000 net losses in Q1 2023. Upgrade rates remain muted and reflect the overall US market weakness due to macroeconomic pressures. This report goes into further detail on Verizon’s consumer and business performance, as well as gives an update on its C-Band network expansion and FWA growth.
Table of Contents:
- Q1 2023 Key Takeaways and 2023 Outlook
- Wireless Consumer Performance
- Wireless Business Performance
- Verizon Network and FWA Update
Number of Pages: 12
Publication Date: April 2023
Overview:
This report examines the impact of macroeconomic headwinds on the US prepaid market in 2022 as well as how ongoing economic trends will impact the prepaid market in 2023.
Number of Pages: 3
Publication Date: March 2023