TKJunkMail
Enjoy the sun
Premium
join:2002-03-03
Avalon, NJ
 ·Sprint Mobile Broa..
 ·Comcast
|  iPhone is keeping AT&T afloat
Their wireless gains are almost all based on new iPhone subscribers. And wireless revenues are barely keeping ahead of wireline losses. If AT&T wants to continue to grow profits they better make the deal with Apple to keep the iPhone exclusive to AT&T in the US.
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baineschile
2600
Premium
join:2008-05-10
Sterling Heights, MI | Romour is that the iPhone will come to the EVDO networks once LTE is launched; why would Apple want to stay with one carrier when there are 3 or 4 other HUGE celluar companies that are willing to pay them? |
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jmn1207
Premium
join:2000-07-19
Reston, VA | reply to TKJunkMail
When the gains from iPhone subscribers stop generating revenue, it might not make sense to continue the exclusive contract. At some point, it's just not worth the costs to try and keep iPhone exclusive. That point might already be here now. |
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odreian615
join:2006-01-18
Chicago, IL | reply to TKJunkMail
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jmn1207
Premium
join:2000-07-19
Reston, VA
 ·Verizon FIOS
| reply to baineschile
said by baineschile  :Romour is that the iPhone will come to the EVDO networks once LTE is launched; why would Apple want to stay with one carrier when there are 3 or 4 other HUGE celluar companies that are willing to pay them? Money? You can ask the same question to NFL and their continued deal with DirecTV. |
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baineschile
2600
Premium
join:2008-05-10
Sterling Heights, MI | Because they are pissed at Comcast and TWC; the cable giants wont air their crappy network on basic cable. |
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Bit
Premium
join:2009-02-19
00000 | reply to TKJunkMail
Conjecture? I'd like to see what percentage of these adds were iPhone subs. |
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TKJunkMail
Enjoy the sun
Premium
join:2002-03-03
Avalon, NJ
·Sprint Mobile Broa..
·Comcast
| said by Bit : I'd like to see what percentage of these adds were iPhone subs. Well, dig it up. |
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odreian615
join:2006-01-18
Chicago, IL
 ·AT&T Midwest
| I am assuming this
»tech.yahoo.com/news/ap/20090422/···rns_at_t
FTA
"The iPhone has been a drag on AT&T's earnings since last summer, when the latest model, the "3G," launched. AT&T has been subsidizing each phone by hundreds of dollars, with the aim of making its money back on service fees, since iPhone users pay 60 percent more per month than other customers.
That strategy started to pay off in the first quarter. Margins in the wireless business are now back almost to where they were before the launch of the iPhone 3G, despite the sale of 1.6 million iPhones in the quarter. Sales were down from 1.9 million from the fourth quarter, but were strong for a non-holiday quarter without a new iPhone model.
Apple's phone also helped AT&T avoid a trend analysts are expecting to see this year: more customers signing up for prepaid service than for expensive contract-based plans. Only a quarter of new subscribers at AT&T chose prepaid in the quarter, compared to more than half at T-Mobile USA." |
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Bit
Premium
join:2009-02-19
00000 | reply to TKJunkMail
I'm not the one who made the assertion. |
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JoesphM
@rr.com
| reply to jmn1207
said by jmn1207 :Money? You can ask the same question to NFL and their continued deal with DirecTV. $4 billion for more 4 years of exclusive carriage is what keeps Sunday Ticket on DirecTV.
Comcast and TWC just don't want to pay... I don't blame them, there customer's are pissed enough and wouldn't want the rate increase this would bring. |
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en102
Canadian, eh?
join:2001-01-26
Valencia, CA
·RoadRunner Cable
·DSL EXTREME
| reply to jmn1207
I suspect that will be the case.
AT&T wants to keep iPhone exclusive (keeping many adds, and more importantly, keeping customers from leaving)
Apple wants revenue - doesn't care where it gets it from
AT&T would not like to have to pay as much as it does for iPhone customers (takes a while to break even), and customer adds on the decline.
Being GSM/HSDPA based, T-Mobile would be an 'easy' add, radio change for AWS 3G.
A little more work - chipset change + FCC for EVDO for it to go to Sprint/Verizon.
HSPA/LTE would be the next logical step. |
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jmn1207
Premium
join:2000-07-19
Reston, VA
·Verizon FIOS
| reply to JoesphM
said by JoesphM :said by jmn1207 :Money? You can ask the same question to NFL and their continued deal with DirecTV. $4 billion for more 4 years of exclusive carriage is what keeps Sunday Ticket on DirecTV. Comcast and TWC just don't want to pay... I don't blame them, there customer's are pissed enough and wouldn't want the rate increase this would bring. Isn't it the same with the iPhone? Didn't another major wireless carrier take a pass on the offer made by Apple to carry the iPhone? Both Apple and the NFL are simply looking for options that make them the most money. |
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TKJunkMail
Enjoy the sun
Premium
join:2002-03-03
Avalon, NJ
·Sprint Mobile Broa..
·Comcast
| said by jmn1207 : Didn't another major wireless carrier take a pass on the offer made by Apple to carry the iPhone? Yes, Verizon took a pass before AT&T signed on for the iPhone. I'll bet Verizon wishes they could have a do-over on that decision.
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jmn1207
Premium
join:2000-07-19
Reston, VA
·Verizon FIOS
2 edits | While I'm sure it won't generate anywhere near the same numbers that the iPhone was responsible for, here is hoping that the Palm Pre fosters some much needed customer adds for Sprint. On paper, it looks like my dream phone. Unless it gets creamed in some early reviews, I'll be dropping my Sprint Curve for this device, no matter what ETF charges I might incur.
If Sprint offered anything decent with Rev. A AND WiFi, plus respectable battery life, I'd switch now. Heck, if Verizon had anything, I'd switch to their service. The Samsung Omnia was extremely close, but they only brought GSM to the table, and 3G was left behind. (Doh!) Sorry Verizon Samsung, but you just missed with that one.
Edit: I meant Samsung, not Verizon. When I was looking for a new phone in October of last year, the Samsung was GSM only, at least in the US. |
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TKJunkMail
Enjoy the sun
Premium
join:2002-03-03
Avalon, NJ
·Sprint Mobile Broa..
·Comcast
| reply to odreian615
said by odreian615 : »news.yahoo.com/s/nf/20090422/bs_nf/66122
Credit Goes to iPhone
More than 1.6 million iPhone 3Gs were activated during the first quarter and the number of postpaid wireless subscribers with integrated devices more than doubled over the past year, according to AT&T. More than 40 percent of iPhone 3G activations were by customers new to the company.
"I am particularly pleased with the success of our iPhone 3G initiative, which has driven strong high-end customer growth and delivered financial benefits ahead of our original outlook," Stephenson said. "Business and consumer expectations for mobility are on the rise, wireless innovation is flourishing, and the opportunities ahead are substantial."
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Bit
Premium
join:2009-02-19
00000
 ·VOIPo
·Cox HSI
1 edit | That only speaks to who bought the 3G phones (whether they were new (40%) or current AT&T customers upgrading (60%)), not how many of all new adds picked the iPhone over a different brand AT&T phone or when you take into account phone subsidized how much net revenue these iPhone customers are responsible for. |
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vinnie97
join:2003-12-05
Mesquite, TX | reply to TKJunkMail
That's a pity...AT&T doesn't deserve to stay afloat. |
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