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US Carriers Report Pack Q1 Edition

US Carriers Report Pack Q1 Edition

This comprehensive report package contains in-depth analyses of the Q1 2024 performances and strategic outlooks for five major telecommunications companies in the U.S. market. Each report offers detailed insights into the performance metrics, growth drivers, and strategic plans of these carriers, providing a holistic view of the current state and future trends in the telecommunications industry.

Operators include:

Verizon, T-Mobile, AT&T, Spectrum Mobile and UScellular

Reports included in this pack

Verizon Starts Q1 2024 With High Expectations for Consumer Phone Business, FWA Growth and C-Band Expansion

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Verizon Starts Q1 2024 With High Expectations for Consumer Phone Business, FWA Growth and C-Band Expansion

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

T-Mobile for Business in 2024: Insights into Mobile, FWA, and IoT Services

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T-Mobile for Business in 2024: Insights into Mobile, FWA, and IoT Services

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

AT&T Presents Positive Q1 Results Despite Network and Cybersecurity Challenges

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AT&T Presents Positive Q1 Results Despite Network and Cybersecurity Challenges

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

Spectrum Mobile and Xfinity Mobile’s Combined Mobile Net Adds Reach 775,000 in Q1

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Spectrum Mobile and Xfinity Mobile’s Combined Mobile Net Adds Reach 775,000 in Q1

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

UScellular Continues to Lose Prepaid and Postpaid Phone Subs at a Rapid Rate

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UScellular Continues to Lose Prepaid and Postpaid Phone Subs at a Rapid Rate

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

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