AT&T vs. Verizon: Which Wireless Carrier Ruled the Quarter? презентация

rates

Let’s take a quick look at head-to-head comparison of some key metrics:

Total subscribers
Earnings
Network quality

$5.4 billion
Diluted earnings of $0.58 per share

AT&T’s financials:

Verizon’s financials:

Total revenue of $31.6 billion
Operating income of $6.8 billion
Diluted earnings of $0.89 per share

reports Average Revenue Per Account (ARPA), instead of by user. But if we divide the carrier’s ARPA by the number of connections per account (2.82), we get an ARPU of about $57.17 for the quarter

leave the carriers
Both companies have about a 1% churn rate, which is very low.

Churn Rates:

year-over-year
More customers are signing up for the carrier’s “More Everything” plan, which brings in more revenue per account

Source: Verizon.

and Mobile Share Value plans has pushed phone-only ARPU down 8% year-over-year
Eventually, adding more Next subscribers will boost phone-only ARPU AT&T says

AT&T’s revenue per user is down year-over year:

additions:
Verizon added 1.5 million
AT&T added 785,000

Verizon still leads as the nation’s largest carrier by postpaid subscriber numbers:

RootMetrics places AT&T as No. 2 in overall network performance. But says, “The separation between Verizon and second-place finisher AT&T was small"
Will continue deploying LTE on some of its 2.3 GHz spectrum in 2015

Network quality and 4G LTE points-of-presence:

Source: AT&T..

any other U.S. carrier, with 306 million
RootMetrics ranks Verizon as the No. 1 overall best performing network

Network quality and 4G LTE points-of-presence:

Source: Verizon.

while simultaneously investing heavily in marketing, network improvements, and wireless spectrum that other rivals can't match" -- Michael Hodel, Morningstar analyst

Both companies can comfortably invest in their networks:

position, but Verizon’s dominant net additions, along with having the most 4G LTE connections and the strongest network give the carrier the win for this quarter
It’s possible new RootMetrics data for the second half of 2014 could flip network ratings, but AT&T still needs to catch up in net additions and LTE POPs

So which carrier comes out on top in Q3?

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