February 3, 2023
The Cable Conundrum: How will Incumbent Carriers in the US Compete with Cable Companies on Price in 2023?
Over the course of 2022, Verizon, T-Mobile and AT&T each offered a bevy of strong promotions on flagship devices in the US that kept subscriber…
January 24, 2023
CES 2023: Smartwatches Expand Health Features and Target Kids and Seniors
Citizen, Fossil, eBuyNow, and iTouch all announced new smartwatches at CES, with health and wellness taking center stage Kids and senior smartwatch…
November 22, 2022
Where is US Mobile Subscriber Growth Coming From?
Carriers managed yet another strong quarter of postpaid subscriber growth in Q3 2022 While part of this growth is coming from prepaid to postpaid…
November 10, 2022
US Cable Players Capture Highest Quarterly Postpaid Phone Net Adds Ever
Comcast, Charter and Altice managed yet another strong quarter of wireless subscriber growth in Q3 2022, cumulatively adding 734,000 net mobile…
October 21, 2022
Mobility and fiber growth power AT&T to beat expectations in Q3 2022
Mobility and fiber growth power AT&T to beat expectations in Q3 2022 AT&T beat expectations for Q3 2022. Strong mobility and fiber subscriber…
October 14, 2022
Highest Attach Rate Ever: Apple Watch Attach Rate reached 30% in North America in H1 2022
In H1 2022, Apple Watch’s attach rate reached 30%, the highest for any half year since launch. The watch has evolved in consumers’ eyes from a cool…
September 8, 2022
Cable Players Capture Nearly One-third of US Postpaid Phone Net Additions in Q2 2022
The US cable players are continuing to make their presence known across the wireless landscape, even if their total subscribers are dwarfed by those…
September 7, 2022
Which US Carrier will sell the most iPhone 14s?
The release of Apple’s latest flagship smartphones, the iPhone 14 series, on September 7 will unleash fierce demand among consumers who are raring to…
July 29, 2022
US Chips Act Takes New Form Before August Recess, Leaves Some Unhappy
Yesterday, the Senate passed a slimmed down version of the United States Innovation and Competition Act (USICA), the CHIPS Act. After strong initial…
July 22, 2022
AT&T Reports Strong Q2 Numbers as Investors Fret Over Free Cash Flow Woes
AT&T announced its earnings for Q2 2022 on July 21, delivering strong results for its core mobility business. Despite macroeconomic headwinds,…
July 19, 2022
Amazon Prime Day Discounts in US Signal Slumping Consumer Demand
As inflation continues to soar in the US and across the globe, commentators are looking toward Amazon Prime Day as a barometer of consumer behavior…
July 1, 2022
Nokia HMD set to gain from Walmart summer reset
In late Spring or early Summer each year, Walmart refreshes its lineup of smartphones. This year, the refresh came in June, and along with it, OEM…
June 9, 2022
MediaTek Narrows Gap with Qualcomm to 2% in US Android Smartphone SoC Market
MediaTek recorded its highest ever share (45%) of the US Android smartphone sales in April 2022. Qualcomm remained the top-selling Android SoC…
May 17, 2022
How Qualcomm Views Opportunity at the Edge
Leaders from across a diverse range of industries assembled in San Diego this week to attend Qualcomm’s 5G Summit and discuss the opportunities and…
April 21, 2022
Policy Interventions as US Tech Firms Look Inwards
On April 5th 2022, American policymakers, firms and academics met at the IP Leadership Summit to discuss the key challenges at the intersection of…
March 9, 2022
iPhone SE Gets 5G, A15 Bionic; Needs Design Revamp
During its first event of 2022, Apple announced the launch of its newest iPhone SE. This is the third iteration of the iPhone SE, the first of which…
January 28, 2022
US Smartphone Sales Remain Flat YoY in Q4 2021 Due to Shortages of Premium Flagships
Los Angeles, Buenos Aires, Toronto, London, New Delhi, Montreal, Denver, Hong Kong, Beijing, Seoul – January 28, 2022 US smartphone sales remained…
January 7, 2022
US Smartphone Market in 2022: Strong Promotions to Drive Sales in Postpaid, Stiff Shortages Seen for Prepaid
The US smartphone market was defined by several key trends in 2021, including strong promotions from Verizon, T-Mobile and AT&T; LG, the former…