The US wireless industry crossed 80% subscription penetration in Q207. Though the growth rate has slowed down, there is still plenty of room for growth over the next five years. 86-88% of the handsets sold in the US are now replacement devices. Time for an upgrade? The % contribution of data to service revenues jumped from 14.5% to almost 17% in Q207 and is certainly going to cross 20% by the end of this year. Considering the market was only at 6% in 2004, it is a significant improvement in 3 years. Verizon led in % data contribution to ARPU with 19% followed by AT&T at 17.3%, Sprint at 16.3%, and T-Mobile at 15%. If your users are not looking at your site via a handheld device now, they will be soon. Got .Mobi?
Friday August 24, 2007