January 28, 2010
Roundup of surprises from the telco and wireless industry today
- Qualcomm down 15% today! They think revenue is going to be way down this year
- Nokia up sharply. They blew away expectations and have increased market share globally this past year -- up from 37 to 39%. While, we've been writing their obituary, they have been killing Mot, LG, Samsung globally. Just not in the US
- AT&T added a ton of Amazon Kindle 2s. 1 MM.
- Verizon added a TON of Tracfone customers -- at least 1MM -- in Q4. Half of all their adds
- iPhone sold 3MM new accounts to AT&T users. But since AT&T's net growth was only about 1MM postpaid subs, this is mostly not net growth
- Verizon has about 3 MM TV subscribers on FiOS and AT&T has about 2 MM. They are becoming big cable companies. In another 2-3 years, that number will be 8-10 MM each at this rate. Considering that Comcast is 30ish and DirecTV is 15ish, that is very significant.
Posted by amol at January 28, 2010 4:49 PM
