Overview:
Dish ended 2022 with just under 8 million subscribers but remains optimistic for 2023 as it looks to turn the tide with the national launch of Boost Infinite in Q1 2023 and its goal of 70% US coverage by June 2023. With the expansion of its own 5G network, Dish will begin heavily marketing its consumer and business 5G use cases. Dish’s Q4 2022 equipment revenue was very weak, down 84% YoY. The recent cybersecurity attack that Dish was victim to in late February may cause investors to lose confidence in the company’s ability to execute in 2023. Consumer churn will also be an issue in Q1 2023 as the network outages affected many consumers’ ability to pay bills, activate devices and contact customer support.
Table of Contents:
- Q4 2022 Takeaways, 2023 Outlook
- Wireless performance
- Network and Service Updates
- State of Pay-TV
- Cybersecurity incident, February 23
Number of Pages: 14
Publication Date: March 2023
Overview:
The US smartphone market usually decelerates in Q1 as the strong holiday promotions-driven market from Q4 starts subsiding. Sale volumes especially decline in January and February as consumers limit their purchases and await tax refunds for prepaid sales as well as new flagship device launch promotions. This year demand in Q1 is expected to be especially weak due to macro-economic conditions. What can OEMs expect in terms of sales?
This report outlines the expected trends for the US smartphone market in Q1 2023 and gives a forward-looking view of potential tailwinds the remainder of 2023.
Number of Pages: 6
Publication Date: February 2023
Overview:
This report analyses Charter and Comcasts' wireless performance in Q4 2022. Other topics include top smartphone models sold and the outlook for these companies in 2023.
Number of Pages: 10
Publication Date: February 2023
Overview:
This report analyses AT&T's wireless and fiber performance during Q4 2022. Other topics include 5G network expansion and the outlook for 2023.
Number of Pages: 11
Publication Date: February 2023
Overview:
T-Mobile posted very strong Q4 2022 results on February 1 in terms of new postpaid phone additions, with 927,000 new customers. Prepaid net additions were down 49% YoY in Q4 2022 but remained almost flat at -1% for the full year. Meanwhile, prepaid sales during the quarter declined as customers felt the pinch of inflationary pressures on their household incomes. T-Mobile had another strong high-speed internet quarter, with 524,000 net fixed wireless access (FWA) additions. This brings T-Mobile’s FWA total net additions to 2 million for 2022 and overall subscribers to 2.6 million. In 2023, T-Mobile is likely to continue to lead the industry in terms of subscriber gains on the back of its robust mid-band network.
Table of Contents:
- Key takeaways from Q4 and 2023 Outlook
- Wireless performance
- FWA update
- Network performance update
Number of Pages: 12
Publication Date: February 2023
Overview:
Verizon’s Q4 2022 earnings showcased the company's strong net adds, the highest quarter in seven years with 1,434,000 combined net adds. FWA net adds lead the way, with phone net adds being positive for the first time in the year. Wireless revenue grew 5.5% YoY with wireless service revenues reaching $18.8 billion, a 5.9% YoY increase. For 2023, Verizon is leaning on its C-band deployment and spectrum openings to further push services like FWA and become more competitive in under-penetrated markets.
Table of Contents:
- Key takeaways from Q4 and 2023 Outlook
- Wireless consumer performance
- Wireless business performance
- Verizon network and FWA update
Number of Pages: 12
Publication Date: January 2023
Overview:
This report analyzes the US market: sell through volumes by channel, OEM performances and insights, postpaid/prepaid/national retail insights, and new launches. This is additional analysis accompanying the US Monthly Sell-Through Tracker.
Table of Contents:
- OEM market share and analysis
- Price band analysis
- US OEM insights
- Top 10 models
- Channel promotions and marketing
- Chipset market share and 5G penetration
Number of Pages: 15
Publication Date: October 2022
Overview:
This report examines global Google Pixel sales since 2016, examining drivers and restraints on growth. Includes a regional breakdown of Google Pixel sales as well as switcher trends in the US market.
Number of Pages: 8
Publication Date: October 2022
Overview:
This report analyzes the US market: sell through volumes by channel, OEM performances and insights, postpaid/prepaid/national retail insights, and new launches. This is additional analysis accompanying the US Monthly Sell-Through Tracker.
Table of Contents:
- OEM market share and analysis
- Price band analysis
- US OEM insights
- Top 10 models
- Channel promotions and marketing
- Chipset market share and 5G penetration
Number of Pages: 15
Publication Date: September 2022
