post-paid

Forty Percent of AT&T’s iPhone Subscribers Could Flee to Verizon

John Paczkowski in Mobile on May 25, 2010 at 7:37 am PT

What will AT&T’s post-paid subscriber numbers look like if the company loses its iPhone-exclusivity deal with Apple and if Verizon begins selling the device, as some believe it soon might? About six million subscribers lighter than they are today, according to Davenport & Company analyst Drake Johnstone, who believes AT&T will take a nasty hit if/when Verizon receives Apple’s blessing to sell the iPhone.

AT&T Not Worried About Verizon iPhone

John Paczkowski in Mobile on May 19, 2010 at 8:53 am PT

The question of just what AT&T will do when it loses iPhone exclusivity is a difficult one to escape these days given persistent rumors that the carrier’s deal with Apple is nearing expiration. By some estimates, nearly a third of AT&T’s post-paid customers are sticking with the company largely because it’s the iPhone’s only carrier in the States. Does AT&T’s leadership worry that it will face slowing growth and worse, defections, if rumors we’ve been hearing of a Verizon iPhone pan out?

Voices

Verizon Struggles to Add Contract Customers

Roger Cheng, Reporter, The Wall Street Journal in News on April 22, 2010 at 10:31 am PT

Verizon Communications Inc.’s first-quarter earnings plunged, hurt by a health-care-related charge, as more wireless customers shunned the practice of signing a long-term contract.

What Will AT&T Do When It Loses iPhone Exclusivity? What Can it Do?

John Paczkowski in Mobile on April 21, 2010 at 1:06 pm PT

Discussing AT&T’s latest quarterly results on a conference call this morning, CFO Richard Lindner casually mentioned that the company has in its pipeline some “new products and product refreshes we’re excited about.” He didn’t name any of them, but it’s a safe bet that at least one of the devices to which he referred is Apple’s next generation iPhone, perhaps the last on which AT&T will have an exclusive.

Big Red in the Red

John Paczkowski in News on January 26, 2010 at 6:00 am PT

Reporting fourth-quarter earnings this morning, Verizon posted revenue that jumped 9.9 percent to $27.09 billion and said it added 2.2 million mobile subscribers. Yet the company reported a loss of $653 million, or 23 cents a share, for the quarter–mostly because of costs related to layoffs in the period.

Sprint Undervalued by as Much as 50 Percent? Keep Dreaming…

John Paczkowski in News on December 8, 2009 at 9:05 am PT

If Sprint, as Barron’s recently claimed, deserves more respect on Wall Street, it’s not going to find it at Pali Research, which clearly does not see the same 50 percent upside potential in the company’s shares. In a note to investors this morning, Pali analyst Walter Piecyk says he’s not buying predictions about Sprint returning to growth in 2010.

AT&T Activates Record 3.2 Million iPhones in Q3

John Paczkowski in News on October 22, 2009 at 5:05 am PT

How badly does AT&T want to renew its iPhone exclusivity contract with Apple? Pretty damn badly. Posting third-quarter earnings that topped Wall Street expectations this morning, AT&T said it activated a record 3.2 million iPhones during the period. Of those, 40 percent were for customers new to the carrier.

AT&T Activates Record 3.2 Million iPhones in Q3

John Paczkowski in News on October 22, 2009 at 5:05 am PT

How badly does AT&T want to renew its iPhone exclusivity contract with Apple? Pretty damn badly. Posting third-quarter earnings that topped Wall Street expectations this morning, AT&T said it activated a record 3.2 million iPhones during the period. Of those, 40 percent were for customers new to the carrier.

AT&T Earnings Expected to Be Better Than Expected

John Paczkowski in News on October 21, 2009 at 5:01 am PT

AT&T reports third-quarter earnings Thursday and by all accounts, they should be strong enough, thanks to the sheer size of the company’s footprint and, of course, its exclusive carrier rights to the iPhone.