Verizon, AT&T dominate as U.S. mobile data revenues exceed $16B in Q2
Mobile data service revenues across the U.S. market topped $16.2 billion in the second quarter of 2011, a 5 percent quarter-over-quarter increase and a 22 percent year-over-year leap, according to new data published by Chetan Sharma Consulting. Annual data revenues remain on pace to reach $67 billion by year's end.
Verizon Wireless (NYSE:VZ) and AT&T (NYSE:T) together accounted for 77 percent of data revenue growth in the second quarter, generating 69 percent of all market data services revenues and representing 62 percent of the subscriber base. Overall average revenue per user increased by $0.41: Average voice ARPU slipped by $0.48, while average data ARPU grew by $0.89. Data revenues yielded 36.3 percent of overall U.S. carrier ARPU in the second quarter--Chetan Sharma anticipates data revenues will eclipse voice revenues sometime in early 2013.
Messaging services accounted for close to 5 percent of all U.S. data revenues in the second quarter, although messaging's percentage share of data revenues is in decline. American subscribers averaged 664 messages per month during the quarter, more than consumers in any other global market. Texting activity is now on the wane in nations like the Philippines, usurped by Facebook and app-based messaging solutions.
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