Q4 and End of Year Assessment of the “Top 4 Mobile Carriers”
Compass Intelligence just completed the final assessment of Q4 and the end of the year numbers/metrics with the major wireless carriers. We do this each quarter to understand the subscriber and share changes, as well as evaluate the key trends taking place in the wireless industry for both consumer and B2B. We have been tracking the quarterly metrics since 2007. Some metrics are our own internal modeling and estimates as the market does not report in all categories. Compass Intelligence also does this for the entire IoT/M2M market as well. A snapshot of Q4 2016 is below.
Compass Intelligence compared last quarter’s results to this quarter to show which metrics showed improvement over others (denoted by + or -).
Source: Compass Intelligence, Carrier Earnings Reports
Below are additional thoughts and insights based on the quarter and annual performance:
As shown above, overall the industry added an estimated 24M connections in 2015, which represents a 6.1% change from 2014. AT&T lead overall connection adds for the year, adding over 8M connections in 2015 followed by T-Mobile with 6M+ added connections in 2015. AT&T’s growth was primarily driven by IoT connections, specific to growth in the connected car deals it closed in 2015. In terms of retail subscribers, the industry growth for the year reached 3.9% adding 11.6M subscribers. For retail subscribers, T-Mobile was the strongest performer adding 5.8M retail subscribers in 2015, followed by Verizon with 3.9M retail subscriber additions in 2015.
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