WirelessAdvisor.com

Matt · 04-22-2008, 12:04 PM

Here's our thread to discuss the results.

Matt · 04-22-2008, 12:05 PM

AT&T is first to report:

AT&T Ramps Revenue Growth, Delivers Strong First-Quarter Results: Financial News - Yahoo! Finance

Highlights:

AT&T delivered strong wireless growth in the first quarter, reflecting the company's high-quality network, innovative services, attractive handset selection, extensive sales reach and continued improvements in operations. First-quarter 2008 results included:

* Accelerated Wireless Revenue Growth. Total wireless revenues increased 18.3 percent versus the year-earlier first quarter to $11.8 billion. Wireless service revenues, which exclude handset and accessory sales, grew 17.1 percent to $10.6 billion. Revenue growth was driven by strong subscriber gains and continued improvement in ARPU (average monthly revenues per subscriber). AT&T has now posted seven consecutive quarters of year-over-year growth in wireless service ARPU, which was $50.18 in the first quarter, up 2.0 percent versus the year-earlier first quarter. Retail postpaid subscriber ARPU growth was even stronger, up approximately 5 percent.

* Robust Growth in Wireless Data Services. Wireless data revenues grew 57.3 percent versus results in the year-earlier first quarter to $2.3 billion, reflecting robust increases in Internet access, e-mail, messaging, data access and media bundles. Data now represents 21.5 percent of AT&T’s total wireless service revenues, up from 16.0 percent in the first quarter of 2007 and 10.9 percent in the first quarter of 2006. During the first quarter, AT&T’s wireless customers sent more than 620 million multimedia messages and 44 billion text messages, both volumes more than double totals in the year-earlier first quarter.

* Improved Wireless Subscriber Gains. AT&T’s first-quarter net gain in wireless subscribers totaled 1.3 million, up 104,000, or 8.7 percent, versus net adds in the year-earlier first quarter. AT&T ended the quarter with 71.4 million subscribers in service. Total net adds in the first quarter were reduced by approximately 330,000 because of the shutdown of AT&T’s TDMA wireless network in late February. Retail postpaid net adds totaled 705,000 in the first quarter, up 3.7 percent versus net adds in the year-earlier first quarter.

* Strong Gross Adds. AT&T continued its strong record of wireless subscriber flow share with 5.0 million first-quarter gross subscriber additions, up from 4.3 million in the year-earlier first quarter. Total average monthly subscriber churn, which includes postpaid, prepaid and reseller subscribers, was 1.7 percent, flat with the year-earlier first quarter and with the fourth quarter of 2007. Retail postpaid churn was 1.2 percent, down from 1.3 percent in the year-earlier first quarter and flat with the fourth quarter of 2007.

* Strong Wireless Operating Income Growth. On a reported basis, AT&T's first-quarter wireless operating expenses totaled $8.9 billion, and operating income was $3.0 billion, up 94.1 percent from $1.5 billion in the first quarter of 2007. On an adjusted basis, wireless operating expenses, which exclude merger-related costs, totaled $8.3 billion, and operating income was $3.5 billion, up 38.5 percent from $2.5 billion in the first quarter of 2007.

* Wireless Margin Expansion. AT&T's reported wireless operating income margin was 25.0 percent, up from 15.2 percent in the year-earlier first quarter, and its adjusted wireless operating income margin was 29.8 percent, up from 25.5 percent in the year-earlier first quarter. AT&T's first-quarter wireless OIBDA service margin was 41.7 percent, the highest ever achieved by the company’s wireless segment, up from an unadjusted 37.5 percent and an adjusted 38.9 percent in the year-earlier first quarter. (OIBDA service margin is operating income before depreciation and amortization, divided by total service revenues.)

~~RJB~~ · 04-23-2008, 10:54 AM

Not bad at all.

walkguru · 04-23-2008, 1:46 PM

Quote:

Originally Posted by RJB

Not bad at all.

yeah thier getting rich. or richer.

Quint101 · 04-23-2008, 6:26 PM

They needed this news... They are laying off eliminating 4600 jobs in the wireline side...

Eric47 · 04-24-2008, 12:23 AM

join 2 like companys and your bound to have redundancys

Mobile Mike · 04-24-2008, 1:53 AM

Quote:

Originally Posted by Quint101

They needed this news... They are laying off eliminating 4600 jobs in the wireline side...

Talk about parallels. WOW!

WumpusVA · 04-24-2008, 11:33 PM

44 billion text messages... haha... wow...... how much does it cost a carrier to process a text message?

Eric47 · 04-24-2008, 11:46 PM

Quote:

Originally Posted by Wumpusva

44 billion text messages... haha... wow...... how much does it cost a carrier to process a text message?

i have never seen hard data on this, but ive heard bar room talk about it being less than 1cent. i believe it. hopefully someone has a link to something a little more concrete.

RadioRaiders · 04-25-2008, 5:43 PM

Quote:

Originally Posted by Eric47

i have never seen hard data on this, but ive heard bar room talk about it being less than 1cent. i believe it. hopefully someone has a link to something a little more concrete.

The "I-heard-it-costs-carriers $0.0001 to-send-an-SMS" is the biggest urban myth I've heard in cellular world. SMS is a SERVICE there is no "mark-up". If a massuse comes to your house and charges you $100 for a massage, what's the mark-up? Nothing. Its a service. The massuse has to eat, pay for rent, etc. You're paying for the time, effort, etc. Same with SMS. The carrier factors the price into their over-all OPEX and comes up with a number.

...on the topic of quaterly reports, Ericsson reported a 55% drop in revenue and it's stocks jumped +20%. Stock market. Go figure

Ericsson shares soar as profit beats expectations - International Herald Tribune

ctk74 · 04-28-2008, 1:47 PM

Verizon on Monday reported net income of $1.64 billion, or 57 cents a share, for the quarter, compared with $1.5 billion, or 51 cents a share, a year earlier. Earnings excluding items and discontinued operations rose to 61 cents from 54 cents.

Revenue rose 5.5% to $23.83 billion.

Analysts polled by Thomson Reuters had expected earnings, excluding items, of 61 cents a share on revenue of $23.86 billion.

In March, Verizon Chief Financial Officer Doreen Toben reassured Wall Street that the telecom giant was on track to duplicate its solid performance from last year, but hinted that an economic slowdown was making a small dent in its wireless business. In the past several months, telecom operators signaled to various degrees they were being affected by broader economic problems as consumers pulled back on spending. Cable operators and satellite operators have also have blamed lackluster results partly on the souring economy.

In focus has been the rate of customers who have canceled their services because they could no longer afford to pay their bills. Toben said during a conference call Monday the rate in the landline side had improved, while the wireless side had stabilized.

As with AT&T, the wireless business drove total results. Verizon Wireless, a joint venture with Vodafone Group PLC (VOD), had a revenue increase of 13%. The turnover rate rose to 1.18% from 1.08% a year earlier. Average monthly revenue per customer rose 1.3%.

New-subscriber growth dipped 12% to 1.5 million, still the industry's top mark, putting total subscribership at 67.2 million. More importantly, 1.3 million of the new customers signed long-term contracts, or nearly twice as many as AT&T had in the first quarter.

The $99 unlimited calling plans, which all of the carriers unveiled in February, was driving growth in high-end consumers and was accretive to results, said Dennis Strigl, chief operating officer of Verizon.

Mobile Mike · 04-28-2008, 6:51 PM

Here's another take on Verizon's 1st Quarter report:

Entire article available at Marketwatch.com

Verizon profit up 10% on wireless, data
Phone giant adds 1.5 million net wireless customers

Wireless results

Verizon finished the first quarter with 67.2 million mobile customers, trailing only AT&T Inc., which serves 71.4 million. AT&T gained 1.3 million net customers in the first quarter, though almost half came from less profitable prepaid or wholesale channels.

By contrast, 1.3 million of Verizon's customers signed up directly with the company through so-called postpaid plans in which they commit to an annual contract and pay at the end of each month. Postpaid customers are the most valuable in the industry.

Verizon's advantage in postpaid customers had given the company an edge over AT&T in total wireless sales, but for the first time in several years AT&T actually gained the edge. AT&T reported $11.8 billion in mobile revenue compared to $11.7 billion for Verizon Wireless.

Verizon operates its mobile business as part of a joint venture with U.K.-based Vodafone Group PLC.

Verizon's churn rate was flat at 1.2% compared with the fourth quarter, still the industry's lowest rate. AT&T's churn rate was 1.7%.

Churn is a key industry measure that indicates a company's success in satisfying subscribers. It reflects the percentage of customers who cancel service, usually to switch to a rival provider.

~~RJB~~ · 04-28-2008, 9:29 PM

Man Verizon has some good numbers

Mobile Mike · 05-01-2008, 9:57 AM

Does anyone have dates when Sprint, T-Mobile, Alltel, and others release their reports?

bobolito · 05-01-2008, 2:07 PM

I remember when Verizon was catching up with Cingular and had only about 2 million customers difference. Now that difference has grown to over 4 million customers. Whatever happened to the predictions that Verizon was going to become #1 again?

Also, for the first time I see Verizon's churn increase. I guess once you near the 1% mark you will remain flat overall. Can't go lower than that.

larry · 05-01-2008, 3:25 PM

Quote:

Originally Posted by Mobile Mike

Does anyone have dates when Sprint, T-Mobile, Alltel, and others release their reports?

Sprint's will be released on May 12th.

clock3687 · 05-01-2008, 5:07 PM

Quote:

Originally Posted by Mobile Mike

Does anyone have dates when Sprint, T-Mobile, Alltel, and others release their reports?

T-Mobile will report on May 8th. US Cellular will report on May 7th.

Mobile Mike · 05-01-2008, 10:17 PM

Quote:

Originally Posted by bobolito

I remember when Verizon was catching up with Cingular and had only about 2 million customers difference. Now that difference has grown to over 4 million customers. Whatever happened to the predictions that Verizon was going to become #1 again?

Also, for the first time I see Verizon's churn increase. I guess once you near the 1% mark you will remain flat overall. Can't go lower than that.

Bobolito, you know the answer to this one...AT&T adding Dobson's 1.7 million customers has make a big difference, and it has. Not to mention some of the other smaller ops AT&T has bought out recently.

Even without the purchases, I believe the iPhone has kept AT&T from losing more ground as well. Remember 4th Qtr. 2007? AT&T gained a bit on Verizon by having a monster quarter and the iPhone had a LOT to do with it.

I still believe they would be nearly neck and neck at this point IF the iPhone, the Dobson purchase, and all other purchases that have padded BOTH their numbers in the last few years, were not a factor. Of course, the belief that any of these situations would not have happened is silly considering the wireless industry is constantly changing and ever evolving.

All I can say is that I'm happy with both carriers right now...

Eric47 · 05-01-2008, 11:09 PM

well not only that, if you look at an Old cingular coverage map and what ATT has now...they have made huge gains on verizon and others in coverage

also the phone selection in general (excluding the iphone) seems to be a little more attractive to buyers then what other companys like verizon have to offer.

part of that is the advantage to being GSM/UMTS i guess.

either way though i think there is definetly some good competition going on in this industry. anyone that thinks one company has the upperhand on another may be a little jaded IMO. its still anyones ball game.

clock3687 · 05-02-2008, 1:16 AM

Quote:

Originally Posted by Mobile Mike

Bobolito, you know the answer to this one...AT&T adding Dobson's 1.7 million customers has make a big difference, and it has. Not to mention some of the other smaller ops AT&T has bought out recently.

Even without the purchases, I believe the iPhone has kept AT&T from losing more ground as well. Remember 4th Qtr. 2007? AT&T gained a bit on Verizon by having a monster quarter and the iPhone had a LOT to do with it.

I still believe they would be nearly neck and neck at this point IF the iPhone, the Dobson purchase, and all other purchases that have padded BOTH their numbers in the last few years, were not a factor. Of course, the be

04-22-2008, 12:04 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	First quarter 2008 results. Here's our thread to discuss the results. __________________ Join the T-Mobile Group Forum (or any other!) ...a/k/a cheerioboy26 elsewhere on the net....

04-22-2008, 12:05 PM	#2 (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	Re: First quarter 2008 results. AT&T is first to report: AT&T Ramps Revenue Growth, Delivers Strong First-Quarter Results: Financial News - Yahoo! Finance Highlights: AT&T delivered strong wireless growth in the first quarter, reflecting the company's high-quality network, innovative services, attractive handset selection, extensive sales reach and continued improvements in operations. First-quarter 2008 results included: * Accelerated Wireless Revenue Growth. Total wireless revenues increased 18.3 percent versus the year-earlier first quarter to $11.8 billion. Wireless service revenues, which exclude handset and accessory sales, grew 17.1 percent to $10.6 billion. Revenue growth was driven by strong subscriber gains and continued improvement in ARPU (average monthly revenues per subscriber). AT&T has now posted seven consecutive quarters of year-over-year growth in wireless service ARPU, which was $50.18 in the first quarter, up 2.0 percent versus the year-earlier first quarter. Retail postpaid subscriber ARPU growth was even stronger, up approximately 5 percent. * Robust Growth in Wireless Data Services. Wireless data revenues grew 57.3 percent versus results in the year-earlier first quarter to $2.3 billion, reflecting robust increases in Internet access, e-mail, messaging, data access and media bundles. Data now represents 21.5 percent of AT&T’s total wireless service revenues, up from 16.0 percent in the first quarter of 2007 and 10.9 percent in the first quarter of 2006. During the first quarter, AT&T’s wireless customers sent more than 620 million multimedia messages and 44 billion text messages, both volumes more than double totals in the year-earlier first quarter. * Improved Wireless Subscriber Gains. AT&T’s first-quarter net gain in wireless subscribers totaled 1.3 million, up 104,000, or 8.7 percent, versus net adds in the year-earlier first quarter. AT&T ended the quarter with 71.4 million subscribers in service. Total net adds in the first quarter were reduced by approximately 330,000 because of the shutdown of AT&T’s TDMA wireless network in late February. Retail postpaid net adds totaled 705,000 in the first quarter, up 3.7 percent versus net adds in the year-earlier first quarter. * Strong Gross Adds. AT&T continued its strong record of wireless subscriber flow share with 5.0 million first-quarter gross subscriber additions, up from 4.3 million in the year-earlier first quarter. Total average monthly subscriber churn, which includes postpaid, prepaid and reseller subscribers, was 1.7 percent, flat with the year-earlier first quarter and with the fourth quarter of 2007. Retail postpaid churn was 1.2 percent, down from 1.3 percent in the year-earlier first quarter and flat with the fourth quarter of 2007. * Strong Wireless Operating Income Growth. On a reported basis, AT&T's first-quarter wireless operating expenses totaled $8.9 billion, and operating income was $3.0 billion, up 94.1 percent from $1.5 billion in the first quarter of 2007. On an adjusted basis, wireless operating expenses, which exclude merger-related costs, totaled $8.3 billion, and operating income was $3.5 billion, up 38.5 percent from $2.5 billion in the first quarter of 2007. * Wireless Margin Expansion. AT&T's reported wireless operating income margin was 25.0 percent, up from 15.2 percent in the year-earlier first quarter, and its adjusted wireless operating income margin was 29.8 percent, up from 25.5 percent in the year-earlier first quarter. AT&T's first-quarter wireless OIBDA service margin was 41.7 percent, the highest ever achieved by the company’s wireless segment, up from an unadjusted 37.5 percent and an adjusted 38.9 percent in the year-earlier first quarter. (OIBDA service margin is operating income before depreciation and amortization, divided by total service revenues.) __________________ Join the T-Mobile Group Forum (or any other!) ...a/k/a cheerioboy26 elsewhere on the net....

04-23-2008, 10:54 AM	#3 (permalink)
~~RJB~~ Banned Join Date: Dec 2004 Posts: 7,040 Thanks: 35 Thanked 13 Times in 13 Posts Images: 69	Re: First quarter 2008 results. Not bad at all.

04-23-2008, 6:26 PM	#5 (permalink)
Quint101 Let's go Birds!!! Join Date: Apr 2004 Location: Tallahassee, FL Posts: 2,515 Phone(s): BlackBerry Pearl, Motorolas W385, v195s, LG AX4270, SE Z310a Provider(s): Verizon Wireless, T-Mobile, Alltel, AT&T Devices: Jabra BT8010, Plantronics Pulsar 260 Thanks: 14 Thanked 8 Times in 7 Posts Images: 36 My Auctions	Re: First quarter 2008 results. They needed this news... They are laying off eliminating 4600 jobs in the wireline side... __________________ OMG! I'm a BlackBerry killer!!! I managed to kill my 1st phone ever!

04-24-2008, 12:23 AM	#6 (permalink)
Eric47 Join Date: Dec 2007 Location: in my own house Posts: 1,404 Phone(s): crackberry's Devices: my home wi-fi router and laptop Thanks: 5 Thanked 1 Time in 1 Post Images: 49	Re: First quarter 2008 results. join 2 like companys and your bound to have redundancys

04-24-2008, 11:33 PM	#8 (permalink)
WumpusVA Join Date: Dec 2004 Location: Northern Virginia Posts: 888 Phone(s): G1 (i'm lovin it), A host of others... Provider(s): I have been w/ most major North American carriers Devices: XM & 30GB ZEN Thanks: 3 Thanked 2 Times in 2 Posts Images: 1 My Auctions	Re: First quarter 2008 results. 44 billion text messages... haha... wow...... how much does it cost a carrier to process a text message?

04-28-2008, 1:47 PM	#11 (permalink)
ctk74 Junior Member Join Date: Dec 2003 Location: Minneapolis/Area Code 612 Posts: 100 Phone(s): BlackBerry Curve Provider(s): Verizon Thanks: 0 Thanked 0 Times in 0 Posts	Re: First quarter 2008 results. Verizon on Monday reported net income of $1.64 billion, or 57 cents a share, for the quarter, compared with $1.5 billion, or 51 cents a share, a year earlier. Earnings excluding items and discontinued operations rose to 61 cents from 54 cents. Revenue rose 5.5% to $23.83 billion. Analysts polled by Thomson Reuters had expected earnings, excluding items, of 61 cents a share on revenue of $23.86 billion. In March, Verizon Chief Financial Officer Doreen Toben reassured Wall Street that the telecom giant was on track to duplicate its solid performance from last year, but hinted that an economic slowdown was making a small dent in its wireless business. In the past several months, telecom operators signaled to various degrees they were being affected by broader economic problems as consumers pulled back on spending. Cable operators and satellite operators have also have blamed lackluster results partly on the souring economy. In focus has been the rate of customers who have canceled their services because they could no longer afford to pay their bills. Toben said during a conference call Monday the rate in the landline side had improved, while the wireless side had stabilized. As with AT&T, the wireless business drove total results. Verizon Wireless, a joint venture with Vodafone Group PLC (VOD), had a revenue increase of 13%. The turnover rate rose to 1.18% from 1.08% a year earlier. Average monthly revenue per customer rose 1.3%. New-subscriber growth dipped 12% to 1.5 million, still the industry's top mark, putting total subscribership at 67.2 million. More importantly, 1.3 million of the new customers signed long-term contracts, or nearly twice as many as AT&T had in the first quarter. The $99 unlimited calling plans, which all of the carriers unveiled in February, was driving growth in high-end consumers and was accretive to results, said Dennis Strigl, chief operating officer of Verizon.

04-28-2008, 6:51 PM	#12 (permalink)
Mobile Mike 4 years and counting... Join Date: Sep 2004 Location: Los Angeles, CA Posts: 4,653 Phone(s): LG Voyager, Nokia 6555, 6263 Provider(s): Verizon Wireless, AT&T, T-Mobile Thanks: 40 Thanked 18 Times in 18 Posts	Re: First quarter 2008 results. Here's another take on Verizon's 1st Quarter report: Entire article available at Marketwatch.com Verizon profit up 10% on wireless, data Phone giant adds 1.5 million net wireless customers Wireless results Verizon finished the first quarter with 67.2 million mobile customers, trailing only AT&T Inc., which serves 71.4 million. AT&T gained 1.3 million net customers in the first quarter, though almost half came from less profitable prepaid or wholesale channels. By contrast, 1.3 million of Verizon's customers signed up directly with the company through so-called postpaid plans in which they commit to an annual contract and pay at the end of each month. Postpaid customers are the most valuable in the industry. Verizon's advantage in postpaid customers had given the company an edge over AT&T in total wireless sales, but for the first time in several years AT&T actually gained the edge. AT&T reported $11.8 billion in mobile revenue compared to $11.7 billion for Verizon Wireless. Verizon operates its mobile business as part of a joint venture with U.K.-based Vodafone Group PLC. Verizon's churn rate was flat at 1.2% compared with the fourth quarter, still the industry's lowest rate. AT&T's churn rate was 1.7%. Churn is a key industry measure that indicates a company's success in satisfying subscribers. It reflects the percentage of customers who cancel service, usually to switch to a rival provider. __________________ (1994-Present) LG Voyager at&t (2004-2005, 2006-Present) Nokia 6555 3G -T---Mobile- (2004-Present) Nokia 6263 3G

04-28-2008, 9:29 PM	#13 (permalink)
~~RJB~~ Banned Join Date: Dec 2004 Posts: 7,040 Thanks: 35 Thanked 13 Times in 13 Posts Images: 69	Re: First quarter 2008 results. Man Verizon has some good numbers

05-01-2008, 9:57 AM	#14 (permalink)
Mobile Mike 4 years and counting... Join Date: Sep 2004 Location: Los Angeles, CA Posts: 4,653 Phone(s): LG Voyager, Nokia 6555, 6263 Provider(s): Verizon Wireless, AT&T, T-Mobile Thanks: 40 Thanked 18 Times in 18 Posts	Re: First quarter 2008 results. Does anyone have dates when Sprint, T-Mobile, Alltel, and others release their reports? __________________ (1994-Present) LG Voyager at&t (2004-2005, 2006-Present) Nokia 6555 3G -T---Mobile- (2004-Present) Nokia 6263 3G

05-01-2008, 2:07 PM	#15 (permalink)
bobolito iPhone 3G 16GB (White) Join Date: May 2002 Location: New Sanfrakota Posts: 12,378 Phone(s): iPhone 3G, RAZR V9, Sierra 875 3G Aircard, HP iPaq Classic 110 Provider(s): AT&T Mobility Devices: WiFi cards/Access points Thanks: 3 Thanked 11 Times in 10 Posts Images: 50 My Auctions	Re: First quarter 2008 results. I remember when Verizon was catching up with Cingular and had only about 2 million customers difference. Now that difference has grown to over 4 million customers. Whatever happened to the predictions that Verizon was going to become #1 again? Also, for the first time I see Verizon's churn increase. I guess once you near the 1% mark you will remain flat overall. Can't go lower than that. __________________

05-01-2008, 11:09 PM	#19 (permalink)
Eric47 Join Date: Dec 2007 Location: in my own house Posts: 1,404 Phone(s): crackberry's Devices: my home wi-fi router and laptop Thanks: 5 Thanked 1 Time in 1 Post Images: 49	Re: First quarter 2008 results. well not only that, if you look at an Old cingular coverage map and what ATT has now...they have made huge gains on verizon and others in coverage also the phone selection in general (excluding the iphone) seems to be a little more attractive to buyers then what other companys like verizon have to offer. part of that is the advantage to being GSM/UMTS i guess. either way though i think there is definetly some good competition going on in this industry. anyone that thinks one company has the upperhand on another may be a little jaded IMO. its still anyones ball game.

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