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AT&T vs. Verizon: Which Wireless Carrier Ruled the Quarter?
Which Carrier Ruled Q3 2014? Post-paid net adds Average revenue per user (ARPU) Churn rates Let’s take a quick look at head-to-head comparison of some key metrics: Total subscribers Earnings Network quality
Which Carrier Ruled Q3 2014? Total revenue of $32.96 billion Operating income of $5.4 billion Diluted earnings of $0.58 per share AT&T’s financials: Verizon’s financials: Total revenue of $31.6 billion Operating income of $6.8 billion Diluted earnings of $0.89 per share
Which Carrier Ruled Q3 2014? 1.6% Source: AT&T and Verizon. Author’s calculations. *Verizon only reports Average Revenue Per Account (ARPA), instead of by user. But if we divide the carrier’s ARPA by the number of connections per account (2.82), we get an ARPU of about $57.17 for the quarter
Which Carrier Ruled Q3 2014? Churn is the rate at which customers leave the carriers Both companies have about a 1% churn rate, which is very low. Churn Rates:
Which Carrier Ruled Q3 2014? Verizon’s continually boosting ARPA: ARPA is up 3.5% year-over-year More customers are signing up for the carrier’s “More Everything” plan, which brings in more revenue per account Source: Verizon.
Which Carrier Ruled Q3 2014? Moving customers to the AT&T Next program and Mobile Share Value plans has pushed phone-only ARPU down 8% year-over-year Eventually, adding more Next subscribers will boost phone-only ARPU AT&T says AT&T’s revenue per user is down year-over year:
Which Carrier Ruled Q3 2014? Verizon far outpaced AT&T’s retail postpaid net additions: Verizon added 1.5 million AT&T added 785,000
Which Carrier Ruled Q3 2014? Verizon = 100 million AT&T = 75 million Verizon still leads as the nation’s largest carrier by postpaid subscriber numbers:
Which Carrier Ruled Q3 2014? Has 300 million 4G LTE points-of-presence (POPs) RootMetrics places AT&T as No. 2 in overall network performance. But says, “The separation between Verizon and second-place finisher AT&T was small" Will continue deploying LTE on some of its 2.3 GHz spectrum in 2015 Network quality and 4G LTE points-of-presence: Source: AT&T..
Which Carrier Ruled Q3 2014? Has the most 4G LTE POPs of any other U.S. carrier, with 306 million RootMetrics ranksVerizon as the No. 1 overall best performing network Network quality and 4G LTE points-of-presence: Source: Verizon.
Which Carrier Ruled Q3 2014? "These firms both generate fantastic cash flow while simultaneously investing heavily in marketing, network improvements, and wireless spectrum that other rivals can't match" -- Michael Hodel, Morningstar analyst Both companies can comfortably invest in their networks:
Which Carrier Ruled Q3 2014? Both companies are in a very strong position, but Verizon’s dominant net additions, along with having the most 4G LTE connections and the strongest network give the carrier the win for this quarter It’s possible new RootMetrics data for the second half of 2014 could flip network ratings, but AT&T still needs to catch up in net additions and LTE POPs So which carrier comes out on top in Q3?
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