Market Research Corp., a Canadian-based provider of market intelligence, announced today forecast that AT&T Mobility will replace Verizon Wireless as the largest mobile service provider in the US by the second quarter of 2011.
“We think that, by the end of 2014, there will be 365.4 million mobile connections in the US, and AT&T Mobility will have a 34.8% market share,” said Nizar Assanie, Vice President (Research) at IEMR.
They forecast that the number of total wireless subscriber connections in the U.S. will increase from 285.6 million in the end of 2009 to 365.4 million by the end of 2014.
Notable highlights of the 3Q.2010 United States Mobile Operator Forecast include:
- Verizon Wireless will be enjoying the highest level of profitability in the US wireless market. The market researcher predicts Verizon Wireless’ EBITDA margins will remain stable at about 45.5% in 2010 and 2011.
- AT&T’s EBITDA margin is projected to improve from 39.6% in 2009 to 46% in 2014. This will be the highest level of profitability among wireless carriers in that year.
They expect that the industry-average monthly ARPU level will remain in the range of $50 – $51 over the next five years, with monthly ARPU levels about $50 at both Verizon and AT&T and about $45 at T-Mobile in 2014.
Verizon’s 2Q 2010 results show data revenues up 24 percent; with a 30 percent operating income margin and 47.5 percent Segment EBITDA margin on service revenues (non-GAAP). AT&T’s Gross Profit Margin is reported as 59.0%, with EBITDA Margin at 33.6%.
IEMR’s United States Mobile Operator Forecast covers 50 financial and operational metrics on wireless operators in the United States, including Verizon Wireless, AT&T Mobility, Sprint Nextel, T-Mobile USA, Leap Wireless, and Metro PCS.
