Verizon and AT&T Earnings: Quick Wireless Facts

Verizon Wireless (joint venture of Verizon & Vodafone)
1) 80 mil subscribers including AllTel - making it #1 US operator
2) Total Data ARPU up 27.9% vs Q4 2007, non-SMS Data ARPU up 52%
3) 65% of subscribers have a 3G handset
4) BlackBerry Storm has sold over 1 million units in Nov 21, 2008 launch
5) LTE 4G services still on track for commercial launch in 2010


AT&T Mobility (a division of AT&T Inc.)
1) 77 mil subscribers - making it #2 US operator
2) 1.9 mil 3G iPhones activated in Q4 2008, 4.3 mil since launch...but subsidies ($450 mil in Q4) on the device hurt the bottom line
3) 40% of new iPhone users came from outside AT&T Mobility
4) Data ARPU up 35.7% vs Q4 2007
5) AT&T was quiet about it's LTE 4G plans, but previously suggested commercial launch in 2012