Wednesday, January 28, 2009

Bright spots in latest AT&T report

While AT&T's latest earnings report shows a 23% fall-off compared
with last year, there were a number of brightspots that point to some
significant trends in the wireless industry.

+ 1.9 million iPhones were activated bringing 760K new customers to
AT&T, with, most importantly, higher ARPU

+ Wireless data revenues jumped 51% to $3.1B - with growth from
smartphone uptakes which in turn has lead to growth in Wireless
Internet access and messaging.

+ "Smartphone usage more than doubled over the past year"

These trends point to continued opportunities for the mobile data
marketplace.

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