Facebook Twitter Gplus RSS
magnify
Home Archive for category "Smartphones"
formats

Q4 2012 AT&T vs. Verizon

Q4 2012 AT&T vs. Verizon   In isolation both companies had a good quarter despite their losses.  We find that the best way to understand the results are by comparing a number of key metrics across the two businesses: Net Adds AT&T added 780k net postpaid subscribers, which was 8.8% up y/y and significantly up

Read More…

 
Tags: , ,
 Share on Facebook Share on Twitter Share on Reddit Share on LinkedIn
No Comments  comments 
formats

iPhone Share in America

According to Kantar Worldpanel ComTech, the iphone has dominated sales in the USA.  In the last 5 weeks iOS share of smartphones sales was 48.1% compared with Android at 46.7%. That does not leave a lot of room for Blackberry and Windows based devices.  Please see the release here. I wonder how T-Mobile USA feels

Read More…

 
 Share on Facebook Share on Twitter Share on Reddit Share on LinkedIn
1 Comment  comments 
formats

Bell vs Rogers Q3 2012

Bell vs Rogers Q3 2012 Bell and Rogers had very different wireless results. Gross Adds Overall gross was down y/y for both companies, but this appears to be a strategic shift away from lower value prepaid subscribers.  Postpaid gross was marginally up for both Bell 373k ( y/y growth 0.1%) and Rogers 386k (y/y growth

Read More…

 
Tags:
 Share on Facebook Share on Twitter Share on Reddit Share on LinkedIn
No Comments  comments 
formats

Bell Q2 2012 Results

Bell Q2 2012 Results Wow, another great quarter from Bell.  They really seem to be executing at a new level.  I bet the private equity firms who were going to buy BCE are kicking themselves right now? Gross Adds Gross adds were good for Q2, although down 10% Y/Y and down 4% for postpaid gross,

Read More…

 
 Share on Facebook Share on Twitter Share on Reddit Share on LinkedIn
2 Comments  comments 
formats

Wireless results summary – Canada – Q1 2012

Wireless results summary – Canada – Q1 2012 Well, now that all of the incumbents have reported, it is worth looking at how they did against each other.  Who won the quarter?  TELUS, followed by Bell with Rogers a distant third.  But that is just our opinion, it really depends how you measure. The chart

Read More…

 
 Share on Facebook Share on Twitter Share on Reddit Share on LinkedIn
1 Comment  comments 
formats

TELUS Wireless Results Q1 2012

TELUS Wireless Results Q1 2012 This was an exceptional quarter for wireless at TELUS.  We were very impressed with Bell’s wireless numbers, but it seems like TELUS has trumped them on almost every number.  To really understand how well the companies are doing, we find comparing them with each other more useful than comparing themselves

Read More…

 
 Share on Facebook Share on Twitter Share on Reddit Share on LinkedIn
No Comments  comments 
formats

Bell vs. Rogers – Smartphones

Bell vs. Rogers – Smartphones Q1 2012 Big increases in Bell smartphones In Q1 2012, Bell made a huge leap forward in smartphones.   Rogers said they had such a big quarter of smartphone loads because of iPhone 4S shortages in Q4 2011, yet Bell loaded 523K smartphones to Rogers 640K smartphones in the quarter.  Bell

Read More…

 
 Share on Facebook Share on Twitter Share on Reddit Share on LinkedIn
1 Comment  comments 
formats

Bell Wireless Results Q1 2012

Bell Wireless Results Q1 2012 Bell’s wireless results were fantastic.  Both in terms of metrics and financials, Bell really did well in Q1 2012.  Until TELUS reports, we cannot be 100% sure, but it looks like in an overall market that we relatively flat in terms of gross adds, Bell focused on postpaid subscribers in

Read More…

 
 Share on Facebook Share on Twitter Share on Reddit Share on LinkedIn
1 Comment  comments 
formats

Rogers Q1 Results – smartphones

Rogers Q1 Results – smartphones This week Rogers released their results.  Overall we think the market was not expecting good results, so they mostly met expectations.  Nothing was tragic and we will write about their results in greater detail later, but we did notice some changes in smartphones: 1.  This quarter a large percentage of the

Read More…

 
 Share on Facebook Share on Twitter Share on Reddit Share on LinkedIn
1 Comment  comments