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AT&T vs. Verizon: Which Wireless Carrier Ruled the Quarter?

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AT&T vs. Verizon: Which Wireless Carrier Ruled the Quarter?


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Which Carrier Ruled Q4 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 subscriber adds Earnings Other news


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Which Carrier Ruled Q4 2014? Total revenue of $34.4 billion Diluted earnings of $0.55 per share AT&T’s financials: Verizon’s financials: Total revenue of $33.2 billion Diluted earnings of $0.71 per share


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Which Carrier Ruled Q4 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 ($162.98) by the number of connections per account (2.87), we get an ARPU of about $56.78 for the quarter


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Which Carrier Ruled Q4 2014? Churn is the rate at which customers leave the carriers Both companies have a a slightly higher than 1% churn rate, which is very low Churn Rates:


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Which Carrier Ruled Q4 2014? Verizon’s continually boosting ARPA: ARPA is up 3.5% year-over-year Customers continually flock to the carrier’s “More Everything” plan, which brings in more revenue per account Source: Verizon.


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Which Carrier Ruled Q4 2014? Phone-only and NEXT program ARPU fell 4.1% because of Mobile Share plan growth But wireless revenues are still up 7.7% year-over-year AT&T’s ARPU is down, but should bounce back:


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Which Carrier Ruled Q4 2014? Verizon far outpaced AT&T’s retail postpaid net additions: Verizon added 2 million AT&T added 854,000


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Which Carrier Ruled Q4 2014? Verizon = 2.1 million AT&T = 1.9 million But both added lots of total subscribers:


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Which Carrier Ruled Q4 2014? Wireless equipment revenues increased 72.3% because customers chose installment plans (NEXT) vs. subsidized phones Wireless operating income was $3.2 billion -- down 18.1% year over year -- mainly because of increased volumes and costs from the Leap Wireless purchase Wireless margins were pushed down to 16.3% (from 21.4% a year earlier) because of “strong seasonal gross adds and upgrades”, Mobile Share Value plans, and costs of new services Other things to note for AT&T: Source: AT&T..


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Which Carrier Ruled Q4 2014? Carrier increased its dividend by 3.8% New revenue streams from the Internet of Things and telematics brought in an additional $585 million in 2014 Verizon now has more than 108 million retail subscribers, up 5.3% year over year Wireless operating income margins fell to 23.5%, down from 29.5% a year ago Other things to note for Verizon: Source: Verizon.


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Which Carrier Ruled Q4 2014? While both carriers dominate the U.S. wireless market, Verizon led the quarter in net additions -- no small feat for the nation’s largest carrier -- and managed to grow ARPA at the same time For those reasons, Verizon ruled Q4. The carrier continually manages to stave off competitors in the fierce wireless market So which carrier comes out on top in Q4?


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