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U.S. mobile data revenues on pace to reach $67B in 2011
|10 мая 2011|
The U.S. mobile data market increased 4 percent quarter-over-quarter and 23 percent year-over-year to reach first quarter 2011 revenues of $15.4 billion according to management advisory firm Chetan Sharma Consulting, which adds that annual revenues are on pace to reach $67 billion this year--a 22 percent year-over-year leap.
Data revenue growth is due in part to increasing smartphone penetration: Chetan Sharma notes that in the first quarter, smartphone sales accounted for over 50 percent of total U.S. mobile phone sales for the first time, adding that the nation now contributes roughly one third of all global smartphone sales. Connected devices like tablets and e-readers also grew 9.6 percent in the first quarter, and now represent 8 percent of the U.S. subscription base. Chetan Sharma adds connected devices will command double-digit market share by the end of the year, bolstered by the introduction of Android-based tablets priced between $200 and $250.
Looking at the market from an operator-centric perspective, Verizon Wireless and AT&T together accounted for 76 percent of the first quarter's mobile data revenue increase--the two carriers generated 69 percent of market data services revenues in the first quarter, and command 65 percent of the U.S. subscriber base. Chetan Sharma adds that while T-Mobile USA's postpaid net adds remain in the red, the carrier's HSPA+ drive is yielding data growth that is beginning to match its rivals. The firm also notes that the proposed AT&T/T-Mobile USA merger would make AT&T the world's number one operator in terms of mobile data revenues.
Additional first quarter findings and forecasts:
- Overall ARPU increased by $0.11--average voice ARPU fell $0.36, but average data ARPU grew by $0.47. The average percentage contribution of data to overall ARPU was 35 percent in the first quarter of 2011 and is likely to reach 40 percent by year's end. Chetan Sharma anticipates data revenues will exceed voice revenues in the U.S. market before the second quarter of 2013.
- Although messaging's percentage share of data revenues is slipping, the category still generated almost $5 billion in revenues during the first quarter.
- Smartphones now account for 80 percent of the revenue of all phones sold in the U.S.