EVDO growth, Sprint/Verizon data revenues

xenophon · EVDO Addict Joined: 30 Aug 2005 Posts: 2003

http://www.primezone.com/newsroom/news.html?d=98686

xenophon · EVDO Addict Joined: 30 Aug 2005 Posts: 2003

http://seekingalpha.com/article/14951
http://www.moconews.net/verizon-wireless-supports-verizon-and-vodafone.html

Q2 2006 Wireless Data Revenue, ARPU,

Sprint: $850M, $7.25 ARPU ($9+ CDMA only)
Verizon: $1.1B, $6.40 ARPU

Not sure if they report apples/apples... IE, do they both include song download revenue, text messages, etc.

Sprint went from 700K to 1.2M PowerVision subscribers from Q1-Q2. Verizon doesn't say how many actual subscribers but says 10M broadband devices are out there, but not nearly as many subscribe to VCast.

xenophon · EVDO Addict Joined: 30 Aug 2005 Posts: 2003

For comparison, here is Q4/2005.
http://seekingalpha.com/article/7037
http://wireless.seekingalpha.com/article/6304

Q4/2005
Sprint $660m, 13.5m 1xRTT/EVDO subscribers, 250K EVDO/PowerVision subscribers
Verizon $731m, no subscriber info found

Verizon's big jump is partly due to more subscriber adds but they also charge alot more for data on PDA phones. Verizon is $45/month for data on a Treo or MotoQ while Sprint is only $15/month on PDA phones.

Looks like Sprint is adding 500K EVDO users per quarter, but still <10% of total 1xRTT users.