WirelessAdvisor.com

Matt · 10-17-2002, 2:58 PM

Nextel came out with 475,000 a week or so a go, and they just signed up their 10 millionth customer.

Sprint PCS reported this afternoon. Here are some highlights:

-Net operating revenues increased 19 percent in the quarter to $3.16 billion compared to $2.65 billion a year ago.
-Gross customer additions were down significantly year over year, but increased modestly from the second quarter. Customer churn for the quarter was 3.8 percent, up from 2.6 percent in the same period a year ago. As a result, the PCS Group reported a loss of 78,000 subscribers for the quarter.
-Average monthly revenue per user (ARPU) for the quarter was just over $63 compared to just under $62 in the third quarter a year ago.
-EBITDA was $730 million, an 82 percent improvement from $402 million in the third quarter of 2001.
-Operating income rose to $142 million from an operating loss of $116 million in the third quarter a year ago.
-The cost to acquire a new customer was $395 in the third quarter, up from $285 a year ago. Cash cost per user for the quarter was just over $33 compared to just over $35 in the third quarter a year ago.
-Capital expenditures of $650 million for the quarter reflected continued focus on service quality, capacity expansion, increased coverage for the company's nationwide wireless network and development of 3G capabilities.

The loss in subscribers was anticpated. Churn is up as a result of the elimination of many ClearPay subscribers. ARPU still good.

larry · 10-17-2002, 3:24 PM

Things can only get better for Sprint from this point with a new president, new plans, new phones, Vision improving, and changes in customer service. It will be interesting to see next quarters numbers compared to last quarter.

Matt · 10-17-2002, 8:34 PM

I also saw Sprint said 120,000 customers signed up for Vision.

larry · 10-18-2002, 6:27 PM

Even though Sprint lost about 78,000 customers themselves, their affiliates added about 74,000. So they still came out about even for the quarter.

10-23-2002, 7:18 PM

AT&T Wireless added 201.000 in 3rd quarter, operating revenues $3.7 billion & US Cellular added 91.000!

Likely to see T-Mobile in first position with 800.000 to 1.000.000 new customers
and Verizon Wireless on second place with 600.000 to 800.000.

TNDan21 · 10-23-2002, 8:24 PM

SunCom (Triton PCS) added 32,961 customers this quarter. Churn also remains relatively low at 2.2% and SunCom has a strong ARPU OF $58.02

cryogenic · 10-24-2002, 12:15 AM

A few US Cellular highlights (since someone mentioned it earlier, and I'm currently a customer)...

**Customer units increased to 3,943,000, a 17% increase over the same period last year.

**Net customer unit activations [from distribution channels in U.S. Cellular’s existing markets, excluding Chicago, totaled 91,000, compared to 85,000 activations generated during the same quarter of 2001. During the quarter, USM added 320,000 customers, which are not included in the 91,000 net additions noted above, from the acquisition of the Chicago Major Trading Area (“MTA”) personal communication service (“PCS”) license. Subsequent to the acquisition, the Chicago MTA lost 15,000 net customers during the quarter.

**Monthly retail revenue per customer increased 8% year-over-year, to $38.95 in the third quarter of 2002 compared to $36.06 in the same period a year ago.

So basically, excluding the Chicago market that they acquired, they gained 91,000 customers... then from the Primeco buyout, they got another 320,000 customers. Then that same market went and dropped 15,000 customers [img]i/expressions/face-icon-small-tongue.gif[/img]

They also stated that conversion to CMDA 1xrtt from TDMA in the midwest is progressing ahead of schedule, which is a good thing... also says they're working on finishing up the acquisition of Primeco in Chicago... and that they'll make further announcements later this quarter.

Postpay churn rate was quoted at 2.0% for the quarter, which is excellent, it seems, though higher than all previous quarters, which never topped 1.9% (not too big of a difference).

Looking at the info on Primeco in Chicagoland... Primeco reportedly has 500+ towers in their service area, which seems like a heck of a lot. I kinda wonder, however, what (if anything) US Cellular will do to improve service there.. Anyone think they may actually bother to expand coverage up there to include more of Illinois? I know Primeco has PCS licenses in areas where USCC already has cellular licenses, so I wonder if they'll use that to their advantage to improve capacity at all? It does appear that Primeco had 20Mhz of spectrum in Chicago.

mcf04581 · 10-24-2002, 8:09 AM

Here is what I found On cingular:

Cingular Reports Sharp Drop In Customers for 3Q
Posted: 10/23/02 12:01:00 AM

ATLANTA, Oct 22 (Reuters) - Telecommunications company BellSouth Corp. BLS.N said on Tuesday its Cingular Wireless joint venture posted slightly higher quarterly revenue, but it lost customers for the first time as it transferred fewer customers than expected from wholesale partner WorldCom Inc.

The No. 2 U.S. wireless telephone company behind Verizon Wireless VZ.N VOD.L said its customer base for the third quarter fell by 107,000 customers from the second quarter.

Analysts had already been expecting Cingular to post a subscriber loss, but the number was significantly higher than some expectations that ranged from 25,000 to 30,000. They blamed the customer loss on problems transferring subscribers from wholesale partner WorldCom, which decided to exit the wireless business in June.

WorldCom WCOEQ.PK , which filed for bankruptcy protection in July, had been selling wireless service using other companies' networks. While WorldCom partners including Cingular signed a deal to move those customers to their own services, they are transferring fewer customers than anticipated, as many of WorldCom's customers appeared to be unprofitable to keep, analysts said.

Cingular ended the quarter with 22.1 million wireless customers. Service revenue rose to $3.53 billion from $3.45 billion in the year-earlier quarter, helped by a customer base that was larger than a year ago, but average monthly revenue per user fell slightly.

The company's operating cash flow, or earnings before interest, taxes, depreciation and amortization (EBITDA), fell to $1.1 billion from $1.23 billion. EBITDA, which excludes capital spending, taxes and financing charges, is a key measure for wireless companies with large capital expenditures.

Cingular is a joint venture between BellSouth and SBC Communications Inc. SBC.N Shares of BellSouth, which owns 40 percent of Cingular, closed at $24.70 on the New York Stock Exchange on Monday. Shares of SBC closed at $25.75.

TNDan21 · 10-24-2002, 8:38 PM

Nextel just posted their 3rd quarter results today and it appears they did well this quarter.

1. 480,000 new customers.
2. ARPU $71.
3. Churn rate of just 2%.
4. Nextel now has 10.1 million users.

Nextel Reports Q3 Profit

CaliphoniaBoy · 10-30-2002, 12:05 PM

Nextel, Verizon, Sprint, Cingular, and ATT have reported, right?

When is t-mobile reporting?

Just because I m curious :-)

C .

10-30-2002, 1:52 PM

Mid-November. Most likely, the 14th.

aiwapro · 10-31-2002, 10:46 PM

They have too many to count.
#1
What does it take to be #1? (for those of you who know the song, please sing along)
2 is not a winner, and 3 nobody remembers.

Airb330 · 11-01-2002, 11:34 AM

Aiwapro nothing wrong with being #2 or #3, just sucks when a company actually loses customers [img]i/expressions/face-icon-small-sad.gif[/img]

11-01-2002, 12:34 PM

Quote:

Originally posted by: aiwapro
They have too many to count.
#1
What does it take to be #1? (for those of you who know the song, please sing along)
2 is not a winner, and 3 nobody remembers.

Wow! They beat 1.2 Million in the 3rd Quarter! I can't wait to see!

Matt · 11-07-2002, 10:43 AM

Generally, customers added via acquisition are not counted in "net new subscriber additions", so Verizon's number is about 800K (807 I think.)

T-Mobile reportedly added 850K, and their total base is near 9 million.

link

Since the 4Q is the best for all the carriers except Nextel (who are more even since they cater to business), I am going out on a limb and saying T-M will exceed 1 million new adds in the 4Q, and top 10 million for the year, up 42% from 7 million at the end of 2001.

Full T-M results due out next Thursday.

11-07-2002, 3:01 PM

I'm going to agree with you about T-Mobile adding more than 1 million customers in this 4th quarter. Their new phones are attracting tons of customers. The S105 is a BIG hit for them.

aiwapro · 11-07-2002, 3:02 PM

That was me in the above post.

Niteliferyder420 · 11-10-2002, 5:53 PM

Quote:

Originally posted by: Anonymous
I'm going to agree with you about T-Mobile adding more than 1 million customers in this 4th quarter. Their new phones are attracting tons of customers. The S105 is a BIG hit for them.

They need to hurry up and release the 7210 and I'll be right in line to get one w/ a new service contract and add to the 10 million+ users. I really want the 7210 and T-mobile service i just can't f***in wait...oh well it's not like i have an option. Well we'll c what happens at the end of november beginning of december.

Airb330 · 11-11-2002, 3:50 PM

Enjoy your 7210 paperweight then if you stray a mile off a highway!

CaliphoniaBoy · 11-14-2002, 7:04 PM

T-mobile: 869000 net new customers and no merging / selling with other company (in the near future)

Letter from CEO T-mobile USA on Howardsforums

aiwapro · 11-14-2002, 7:10 PM

Here are the T-Mobile 3rd Quarter Facts:

T-Mobile International Reports Third Quarter 2002 Results of U.S. Operations
November 14, 2002 10:16:00 AM ET

BONN, Germany & BELLEVUE, Wash.--(BUSINESS WIRE)--Nov. 14, 2002--

-- 869,000 net customer additions

-- Over 1 million net contract subscriber additions

-- EBITDA of $101 million

-- Net impact related to impairment charge of $16 billion

-- Launch of T-Mobile brand to 211 million people

-- Launch of T-Mobile HotSpotsm service

Here's a link.

adjklf · 11-16-2002, 9:29 PM

T-mobile posted great q3 results. That does not mean that there will not be a merger/acquisition between Cingular and T-Mobile. Cingular's parents have deep pockets and T-mobile will be out of the picture by the end of next year.

aiwapro · 11-16-2002, 9:30 PM

Whatever you say. People said the same thing last year.

adjklf · 11-18-2002, 10:19 PM

Much different environment last year to this year. 2003 will be an even more volatile year with everyone strapped for cash and trying to acquire new customers. Keep in mind most of the gross ads are not new wireless customers but migrations from one carrier to another.

10-17-2002, 2:58 PM	#1 (permalink)
Matt Super Moderator Join Date: Oct 2001 Location: Lititz, Pa. Posts: 4,696 Phone(s): BlackBerry Pearl Provider(s): T-Mobile Thanks: 0 Thanked 0 Times in 0 Posts Images: 2	3Q numbers starting to roll in Nextel came out with 475,000 a week or so a go, and they just signed up their 10 millionth customer. Sprint PCS reported this afternoon. Here are some highlights: -Net operating revenues increased 19 percent in the quarter to $3.16 billion compared to $2.65 billion a year ago. -Gross customer additions were down significantly year over year, but increased modestly from the second quarter. Customer churn for the quarter was 3.8 percent, up from 2.6 percent in the same period a year ago. As a result, the PCS Group reported a loss of 78,000 subscribers for the quarter. -Average monthly revenue per user (ARPU) for the quarter was just over $63 compared to just under $62 in the third quarter a year ago. -EBITDA was $730 million, an 82 percent improvement from $402 million in the third quarter of 2001. -Operating income rose to $142 million from an operating loss of $116 million in the third quarter a year ago. -The cost to acquire a new customer was $395 in the third quarter, up from $285 a year ago. Cash cost per user for the quarter was just over $33 compared to just over $35 in the third quarter a year ago. -Capital expenditures of $650 million for the quarter reflected continued focus on service quality, capacity expansion, increased coverage for the company's nationwide wireless network and development of 3G capabilities. The loss in subscribers was anticpated. Churn is up as a result of the elimination of many ClearPay subscribers. ARPU still good. __________________ Join the T-Mobile Group Forum (or any other!) ...a/k/a cheerioboy26 elsewhere on the net....

10-17-2002, 3:24 PM	#2 (permalink)
larry Go Angels! Join Date: Oct 2001 Location: Orange County, CA Posts: 12,869 Phone(s): LG Rumor Provider(s): Sprint Thanks: 11 Thanked 14 Times in 14 Posts Images: 146 My Auctions	3Q numbers starting to roll in Things can only get better for Sprint from this point with a new president, new plans, new phones, Vision improving, and changes in customer service. It will be interesting to see next quarters numbers compared to last quarter.

10-17-2002, 8:34 PM	#3 (permalink)
Matt Super Moderator Join Date: Oct 2001 Location: Lititz, Pa. Posts: 4,696 Phone(s): BlackBerry Pearl Provider(s): T-Mobile Thanks: 0 Thanked 0 Times in 0 Posts Images: 2	3Q numbers starting to roll in I also saw Sprint said 120,000 customers signed up for Vision. __________________ Join the T-Mobile Group Forum (or any other!) ...a/k/a cheerioboy26 elsewhere on the net....

10-18-2002, 6:27 PM	#4 (permalink)
larry Go Angels! Join Date: Oct 2001 Location: Orange County, CA Posts: 12,869 Phone(s): LG Rumor Provider(s): Sprint Thanks: 11 Thanked 14 Times in 14 Posts Images: 146 My Auctions	3Q numbers starting to roll in Even though Sprint lost about 78,000 customers themselves, their affiliates added about 74,000. So they still came out about even for the quarter.

10-23-2002, 7:18 PM	#5 (permalink)
Guest Posts: n/a	3Q numbers starting to roll in AT&T Wireless added 201.000 in 3rd quarter, operating revenues $3.7 billion & US Cellular added 91.000! Likely to see T-Mobile in first position with 800.000 to 1.000.000 new customers and Verizon Wireless on second place with 600.000 to 800.000.

10-23-2002, 8:24 PM	#6 (permalink)
TNDan21 Join Date: Dec 2001 Location: Kingsport, TN Posts: 5,958 Phone(s): LG enV2, Samsung t219 Provider(s): Verizon Wireless, T-Mobile Devices: iPod Nano Thanks: 0 Thanked 4 Times in 4 Posts	3Q numbers starting to roll in SunCom (Triton PCS) added 32,961 customers this quarter. Churn also remains relatively low at 2.2% and SunCom has a strong ARPU OF $58.02

10-24-2002, 12:15 AM	#7 (permalink)
cryogenic Join Date: May 2002 Location: Knoxville, TN Posts: 1,443 Phone(s): Samsung A990 Provider(s): Verizon Devices: iriver H10 6GB mp3 player Thanks: 0 Thanked 0 Times in 0 Posts	3Q numbers starting to roll in A few US Cellular highlights (since someone mentioned it earlier, and I'm currently a customer)... Customer units increased to 3,943,000, a 17% increase over the same period last year. Net customer unit activations [from distribution channels in U.S. Cellular’s existing markets, excluding Chicago, totaled 91,000, compared to 85,000 activations generated during the same quarter of 2001. During the quarter, USM added 320,000 customers, which are not included in the 91,000 net additions noted above, from the acquisition of the Chicago Major Trading Area (“MTA”) personal communication service (“PCS”) license. Subsequent to the acquisition, the Chicago MTA lost 15,000 net customers during the quarter. **Monthly retail revenue per customer increased 8% year-over-year, to $38.95 in the third quarter of 2002 compared to $36.06 in the same period a year ago. So basically, excluding the Chicago market that they acquired, they gained 91,000 customers... then from the Primeco buyout, they got another 320,000 customers. Then that same market went and dropped 15,000 customers [img]i/expressions/face-icon-small-tongue.gif[/img] They also stated that conversion to CMDA 1xrtt from TDMA in the midwest is progressing ahead of schedule, which is a good thing... also says they're working on finishing up the acquisition of Primeco in Chicago... and that they'll make further announcements later this quarter. Postpay churn rate was quoted at 2.0% for the quarter, which is excellent, it seems, though higher than all previous quarters, which never topped 1.9% (not too big of a difference). Looking at the info on Primeco in Chicagoland... Primeco reportedly has 500+ towers in their service area, which seems like a heck of a lot. I kinda wonder, however, what (if anything) US Cellular will do to improve service there.. Anyone think they may actually bother to expand coverage up there to include more of Illinois? I know Primeco has PCS licenses in areas where USCC already has cellular licenses, so I wonder if they'll use that to their advantage to improve capacity at all? It does appear that Primeco had 20Mhz of spectrum in Chicago. __________________ Firefox My blog/pic gallery/etc

10-24-2002, 8:09 AM	#8 (permalink)
mcf04581 Join Date: Jan 2002 Location: Michigan Posts: 531 Phone(s): T-Mobile SDA, Motorola Razr V3c, Samsung T-809 Provider(s): T-Mobile, Verizon Wireless Thanks: 0 Thanked 0 Times in 0 Posts My Auctions	3Q numbers starting to roll in Here is what I found On cingular: Cingular Reports Sharp Drop In Customers for 3Q Posted: 10/23/02 12:01:00 AM ATLANTA, Oct 22 (Reuters) - Telecommunications company BellSouth Corp. BLS.N said on Tuesday its Cingular Wireless joint venture posted slightly higher quarterly revenue, but it lost customers for the first time as it transferred fewer customers than expected from wholesale partner WorldCom Inc. The No. 2 U.S. wireless telephone company behind Verizon Wireless VZ.N VOD.L said its customer base for the third quarter fell by 107,000 customers from the second quarter. Analysts had already been expecting Cingular to post a subscriber loss, but the number was significantly higher than some expectations that ranged from 25,000 to 30,000. They blamed the customer loss on problems transferring subscribers from wholesale partner WorldCom, which decided to exit the wireless business in June. WorldCom WCOEQ.PK , which filed for bankruptcy protection in July, had been selling wireless service using other companies' networks. While WorldCom partners including Cingular signed a deal to move those customers to their own services, they are transferring fewer customers than anticipated, as many of WorldCom's customers appeared to be unprofitable to keep, analysts said. Cingular ended the quarter with 22.1 million wireless customers. Service revenue rose to $3.53 billion from $3.45 billion in the year-earlier quarter, helped by a customer base that was larger than a year ago, but average monthly revenue per user fell slightly. The company's operating cash flow, or earnings before interest, taxes, depreciation and amortization (EBITDA), fell to $1.1 billion from $1.23 billion. EBITDA, which excludes capital spending, taxes and financing charges, is a key measure for wireless companies with large capital expenditures. Cingular is a joint venture between BellSouth and SBC Communications Inc. SBC.N Shares of BellSouth, which owns 40 percent of Cingular, closed at $24.70 on the New York Stock Exchange on Monday. Shares of SBC closed at $25.75. __________________ To Each Their Own

10-24-2002, 8:38 PM	#9 (permalink)
TNDan21 Join Date: Dec 2001 Location: Kingsport, TN Posts: 5,958 Phone(s): LG enV2, Samsung t219 Provider(s): Verizon Wireless, T-Mobile Devices: iPod Nano Thanks: 0 Thanked 4 Times in 4 Posts	3Q numbers starting to roll in Nextel just posted their 3rd quarter results today and it appears they did well this quarter. 1. 480,000 new customers. 2. ARPU $71. 3. Churn rate of just 2%. 4. Nextel now has 10.1 million users. Nextel Reports Q3 Profit

10-30-2002, 12:05 PM	#10 (permalink)
CaliphoniaBoy Join Date: Apr 2002 Posts: 379 Thanks: 0 Thanked 0 Times in 0 Posts	3Q numbers starting to roll in Nextel, Verizon, Sprint, Cingular, and ATT have reported, right? When is t-mobile reporting? Just because I m curious :-) C .

10-30-2002, 1:52 PM	#11 (permalink)
Guest Posts: n/a	3Q numbers starting to roll in Mid-November. Most likely, the 14th.

10-31-2002, 10:46 PM	#12 (permalink)
aiwapro Join Date: Jan 2002 Posts: 2,455 Thanks: 0 Thanked 0 Times in 0 Posts	3Q numbers starting to roll in They have too many to count. #1 What does it take to be #1? (for those of you who know the song, please sing along) 2 is not a winner, and 3 nobody remembers.

11-01-2002, 11:34 AM	#13 (permalink)
Airb330 Join Date: Apr 2002 Location: Philadelphia, PA Posts: 3,525 Phone(s): iPhone, Pantech EVDO Provider(s): at&t/Sprint for datacard Devices: iPod Nano (Black), XM Radio Thanks: 0 Thanked 0 Times in 0 Posts Images: 3	3Q numbers starting to roll in Aiwapro nothing wrong with being #2 or #3, just sucks when a company actually loses customers [img]i/expressions/face-icon-small-sad.gif[/img]

11-07-2002, 10:43 AM	#15 (permalink)
Matt Super Moderator Join Date: Oct 2001 Location: Lititz, Pa. Posts: 4,696 Phone(s): BlackBerry Pearl Provider(s): T-Mobile Thanks: 0 Thanked 0 Times in 0 Posts Images: 2	3Q numbers starting to roll in Generally, customers added via acquisition are not counted in "net new subscriber additions", so Verizon's number is about 800K (807 I think.) T-Mobile reportedly added 850K, and their total base is near 9 million. link Since the 4Q is the best for all the carriers except Nextel (who are more even since they cater to business), I am going out on a limb and saying T-M will exceed 1 million new adds in the 4Q, and top 10 million for the year, up 42% from 7 million at the end of 2001. Full T-M results due out next Thursday. __________________ Join the T-Mobile Group Forum (or any other!) ...a/k/a cheerioboy26 elsewhere on the net....

11-07-2002, 3:01 PM	#16 (permalink)
Guest Posts: n/a	3Q numbers starting to roll in I'm going to agree with you about T-Mobile adding more than 1 million customers in this 4th quarter. Their new phones are attracting tons of customers. The S105 is a BIG hit for them.

11-18-2002, 10:23 PM	#25 (permalink)
aiwapro

11-07-2002, 3:02 PM	#17 (permalink)
aiwapro Join Date: Jan 2002 Posts: 2,455 Thanks: 0 Thanked 0 Times in 0 Posts	3Q numbers starting to roll in That was me in the above post.

11-11-2002, 3:50 PM	#19 (permalink)
Airb330 Join Date: Apr 2002 Location: Philadelphia, PA Posts: 3,525 Phone(s): iPhone, Pantech EVDO Provider(s): at&t/Sprint for datacard Devices: iPod Nano (Black), XM Radio Thanks: 0 Thanked 0 Times in 0 Posts Images: 3	3Q numbers starting to roll in Enjoy your 7210 paperweight then if you stray a mile off a highway!

11-14-2002, 7:04 PM	#20 (permalink)
CaliphoniaBoy Join Date: Apr 2002 Posts: 379 Thanks: 0 Thanked 0 Times in 0 Posts	3Q numbers starting to roll in T-mobile: 869000 net new customers and no merging / selling with other company (in the near future) Letter from CEO T-mobile USA on Howardsforums

11-14-2002, 7:10 PM	#21 (permalink)
aiwapro Join Date: Jan 2002 Posts: 2,455 Thanks: 0 Thanked 0 Times in 0 Posts	3Q numbers starting to roll in Here are the T-Mobile 3rd Quarter Facts: T-Mobile International Reports Third Quarter 2002 Results of U.S. Operations November 14, 2002 10:16:00 AM ET BONN, Germany & BELLEVUE, Wash.--(BUSINESS WIRE)--Nov. 14, 2002-- -- 869,000 net customer additions -- Over 1 million net contract subscriber additions -- EBITDA of $101 million -- Net impact related to impairment charge of $16 billion -- Launch of T-Mobile brand to 211 million people -- Launch of T-Mobile HotSpotsm service Here's a link.

11-16-2002, 9:29 PM	#22 (permalink)
adjklf Fresh Member Join Date: Sep 2002 Posts: 36 Thanks: 0 Thanked 0 Times in 0 Posts	3Q numbers starting to roll in T-mobile posted great q3 results. That does not mean that there will not be a merger/acquisition between Cingular and T-Mobile. Cingular's parents have deep pockets and T-mobile will be out of the picture by the end of next year.

11-16-2002, 9:30 PM	#23 (permalink)
aiwapro Join Date: Jan 2002 Posts: 2,455 Thanks: 0 Thanked 0 Times in 0 Posts	3Q numbers starting to roll in Whatever you say. People said the same thing last year.

11-18-2002, 10:19 PM	#24 (permalink)
adjklf Fresh Member Join Date: Sep 2002 Posts: 36 Thanks: 0 Thanked 0 Times in 0 Posts	3Q numbers starting to roll in Much different environment last year to this year. 2003 will be an even more volatile year with everyone strapped for cash and trying to acquire new customers. Keep in mind most of the gross ads are not new wireless customers but migrations from one carrier to another.

WirelessAdvisor.com

Clearing the static since 1998.