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Spectrum Mobile, Xfinity Mobile’s Combined Net Adds Reach 856,000 in Q4, Down 13% YoY

Overview: 

Despite a 13% 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

Publication Date: March 2024

UScellular Posts Highest-ever Quarterly Fiber Adds in Q4 2023, Continues to Bleed Phone Subs

Overview: 

UScellular’s Q4 earnings release was highlighted by the loss of 53,000 postpaid handset subscribers and 11,000 prepaid subscribers. Despite shrinking handset subscribers, UScellular showed optimism for the future after a strong quarter in its fiber broadband segment and strong 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: 15

Publication Date: March 2024

T-Mobile Wins Net Adds and Upgrade Rates Remain Historically Low

Overview:T-Mobile posted industry leading postpaid net adds yet again. Meanwhile, dwindling upgrade rates contributed to 6% lower equipment revenue YoY. T-Mobile’s postpaid focus remains on driving up ARPA which grew 2% YoY. It does not see a need to invest in driving upgrade rates higher with growing service revenues. The prepaid phone segment performed well with prepaid net adds up 112% YoY. Prepaid momentum should continue with the close of the acquisition of Mint Mobile and Ultra Mobile on the horizon. FWA subscriber growth is normalizing with net adds remaining in the mid-500,000s for the seventh quarter in a row.

TOC:

  • Key Takeaways
  • Postpaid Performance
  • Prepaid Performance
  • Weekly Promotions
  • FWA and Network Highlights
  • Smartwatch

Number of pages: 21

AT&T Ends 2023 with Robust Service Revenue Growth, Broadband Presents Upside Opportunity

Overview:AT&T posted 526,000 net adds in Q4. This marked the second quarter in a row of net add growth after four consecutive quarters of declining net adds. Upgrade rates were weak for all three major carriers, but AT&T showed the least decline in postpaid upgrade rates. This resulted in relatively flat postpaid smartphone sales for AT&T YoY. AT&T’s Internet Air FWA service is picking up steam with 93,000 subscribers at the end of Q4. The service is seen as more of a catch product to halt the exit of legacy wireline subscribers where fiber is not yet available.TOC:

  • Key Takeaways
  • Postpaid Performance
  • Prepaid Performance
  • Weekly Promotions
  • Fiber and Internet Air
  • Smartwatch

Number of pages: 21

Verizon Finishes Positive in a Down Year, Strong Mobile Net Adds Highlight Q4 Earnings

Overview:

Verizon ended the year on a positive, adding 449,000 postpaid phone subscribers. The consumer segment, which has recently been Verizon’s weak point, drove the subscriber growth. FWA also continues to report solid growth. The carrier added 375,000 subscribers during the quarter and now has over three million total FWA subscribers. Despite the subscriber growth, smartphone sales were down double-digit percentage during the quarter. Further prepaid, network, smartwatch, and promotional analysis are detailed within this report.

Table of Contents:

  • Key Takeaways
  • Postpaid Performance
  • Prepaid Performance
  • Weekly Promotions
  • FWA & Private Networks
  • Smartwatch

Number of Pages: 22

Publication Date: January 2024

Samsung Galaxy S23 series: US Market Analysis

Overview:

This report provides a detailed analysis of the Samsung’s Galaxy S23 series performance in the US Market. The report also analyzes the performance of Samsung’s S series devices at carrier channels and the promotions linked with them. Additionally, it sheds light on brand and model-level switcher inflow toward the S23 series, to help identify the brands that consumers are switching from.

Table of Contents:

Samsung Galaxy S21, S22, S23 Series: Key Specifications Comparison

Samsung Galaxy S21, S22, S23 Series: Sell-through Analysis

  • Weekly Sell-through for S21, S22, S23 Series (For 18 Weeks)
  • Model-level Sell-through Comparison
  • Contribution of Galaxy S Series to Overall Samsung Sales in the US

Monthly Sales by Channel: Analysis

  • Sales Channel Share for Galaxy S21, S22, S23 Series
  • Promotions Comparison S22 vs S23

Churn Analysis

  • iOS vs Android Switching Pattern for S22 vs S23
  • Brands with the Highest Switch Towards S22 and S23
  • Models with the Highest Switch Towards S22 vs S23

Regional Analysis

  • State and City-wise Switchers Analysis S22, S23

Number of Pages: 25

Published Date: August 2023

US Feature Phone Trends and Outlook in the Age of Smartphones

Overview:

The US feature phone market has seen a recent resurgence with Gen Z/Millennials advocating for digital detoxes due to mental health concerns. While TCL and HMD remain the dominant OEMs in the US, challenger brands are making the market more crowded. Feature phones will remain an important part of the US handset market for years to come as they continue to solve for niche needs that smartphones cannot address.

Table of Contents:

  • Key Takeaways
  • Current Market Dynamics
    • Feature Phone Volumes by Year
    • Current Market Drivers
    • Market Share by OEM
    • Postpaid and Prepaid Market Share by OEM
  • Specification Analysis
    • Current Feature Phone Specifications and Market Innovations
  • Feature Phone Outlook
    • Market Forecast until 2027
    • Future Trends and Specifications

Number of Pages: 18

Publication Date: August 2023

Takeaways from Mobile Disrupt 2023

Overview:

This report deep dives into current trends existing in the refurbish smartphone market with insights from Mobile Disrupt 2023. Attendees includes OEMs, national retailers, third-party resellers, whole sellers, carriers and other refurbish market players who provided context of what is currently happening in the refurbish space and what the market will be expecting to see in the new few years.

Table of Contents:

  • Key Takeaways
    • Global Trends in Secondary Market and Reverse Logistics
    • Automation Key Theme of Higher Secondary Market Margins
    • Value of Analytics
    • Refurb Pricing: Model Comparison
    • Used Device Trends
    • Types of Refurb Customers as Described by eBay
  • Key Companies

Number of Pages: 13 pages

Publication Date: August 2023

T-Mobile Leads Net Add War in a Slowing US Wireless Market in Q2 2023

Overview:

T-Mobile remained the hottest US carrier in 2Q23. It again won the US net add war adding 760k phone subscribers and 509k FWA subscribers. The carrier still has a one-to-two year 5G coverage lead with over 175 million people covered by its mid-band spectrum. With this 5G prowess, it is now attacking B2B where it is growing but still under indexed.

Table of Contents:

  • Key Takeaways from Q2 and 2023 Outlook
  • Wireless Performance
  • FWA Update
  • Network Update

Number of Pages: 14

Publication Date: July 2023

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