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Two Things That Could Push T-Mobile’s Average Revenue Per User Higher презентация
Содержание
- 1. Two Things That Could Push T-Mobile’s Average Revenue Per User Higher
- 2. For more than a year, T-Mobile’s average
- 3. The carrier’s ARPU was $50.48 in the
- 4. The drop has come, in part, because
- 5. And it’s paid off.
- 6. The carrier has added 1 million or
- 7. But it’s time for T-Mobile to start
- 8. And there are two ways the carrier can do it.
- 9. According to a recent investor note from
- 10. Why does that matter?
- 11. Previously, T-Mobile focused more on promoting its unlimited plans.
- 12. T-Mobile and Sprint are the only two
- 13. Verizon and AT&T ditched their unlimited plans
- 14. Eventually, users just consume more data, and
- 15. By promoting its tiered data plans, T-Mobile
- 16. But device leases are just as important in growing revenue as the plan prices themselves.
- 17. T-Mobile’s JUMP! and JUMP! On Demand lease programs allow customers to regularly upgrade their devices.
- 18. Which means customers are continually paying the carrier for their device.
- 19. T-Mobile has had leasing options and tiered
- 20. Because the carrier’s marketing efforts are shifting
- 21. And if T-Mobile keeps doing this while
- 22. The next billion-dollar iSecret
For more than a year, T-Mobile’s average revenue per user (ARPU) has been on the decline.
Слайд 3The carrier’s ARPU was $50.48 in the first quarter of 2014,
but in the first six months of 2015 it fell to $47.33.
Source: T-Mobile.
Слайд 4The drop has come, in part, because T-Mobile’s offered lots of
great deals to bring in new customers.
Слайд 6The carrier has added 1 million or more customers each quarter
for 10 consecutive quarters.
Source: FierceWireless.
Слайд 9According to a recent investor note from analysts at Jefferies, T-Mobile
is moving more customers to its tiered pricing plans, and earning more from device leases.
Source: FierceWireless.
Слайд 12T-Mobile and Sprint are the only two major U.S. wireless carriers
that still offer unlimited plans.
Слайд 13Verizon and AT&T ditched their unlimited plans years ago and moved
to tiered pricing because unlimited plans are expensive for carriers to maintain.
Слайд 14Eventually, users just consume more data, and the carrier is left
spending more money to upgrade the network to keep up with the growing demand.
Слайд 15By promoting its tiered data plans, T-Mobile can funnel the new
customers into plans that are better for the carrier over the long term.
Слайд 17T-Mobile’s JUMP! and JUMP! On Demand lease programs allow customers to
regularly upgrade their devices.
Слайд 19T-Mobile has had leasing options and tiered plans for a while,
so why will this pay off now?
Слайд 20Because the carrier’s marketing efforts are shifting away from installment plans
to leases, and from unlimited plans to tiered ones.
Слайд 21And if T-Mobile keeps doing this while it adds a massive
amount of new subscribers, ARPU could start creeping back up.
Слайд 22
The next billion-dollar iSecret
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