iPhone coming to The Shack: Dallas and NYC this month, nationwide in 2010?



AT&T also says its network reaches about the same number of people as Verizon's, so we're thinking it's a little miffed that it's being portrayed as an also-ran here. We'll update as we learn more, keep it locked!In essence, we believe the ads mislead consumers into believing that AT&T doesn't offer ANY wireless service in the vast majority of the country. In fact, AT&T's wireless network blankets the US, reaching approximately 296M people. Additionally, our 3G service is available in over 9,600 cities and towns. Verizon's misleading advertising tactics appear to be a response to AT&T's strong leadership in smartphones. We have twice the number of smartphone customers... and we've beaten them two quarters in a row on net post-paid subscribers. We also had lower churn -- a sign that customers are quite happy with the service they receive.

Well, it's not much, but AT&T Mobility CEO Ralph de la Vega doesn't exactly have to go too far out on a limb to attract attention when he's talking about something as big as an end to iPhone exclusivity. His latest, and seemingly most extensive ruminations on the matter came during a conference call with analysts this week, where he reportedly said that AT&T has a "legacy of having a great portfolio...that will continue after the iPhone is no longer exclusive to us," and that he thinks AT&T's ability to drive results "will continue after the iPhone." He did seem to dial things back a bit later in the call, however, switching to langauge like "even if we lose exclusivity" instead of "after the iPhone," and going on to extol the virtues of the iPhone, noting that "others will try to emulate them [Apple], but that device by far is the best in terms of ease of use."
AT&T has come clean with its third quarter earnings today, and on paper, it seems like big ol' Number Two doesn't have much to complain about as far as cash flow goes. EPS comes in at 54 cents, 4 cents more per share than the consensus estimate; revenue was up from the prior quarter (though down a bit from the same quarter a year ago) and they clocked in 2 million net adds, 1.4 million of which were postpaid. That now leaves AT&T with a staggering 81.6 million subs, 6.7 million more than a year ago. Meanwhile, 4.3 million new phones were activated on the network -- 3.2 million of which were iPhones, AT&T's best quarter ever for iPhone activations -- which might actually be perceived as a bad sign for the company seeing how it stresses how heavily reliant it is on Apple's baby for customer conquests. Data continues to be a heavy focus with data-focused revenue up 33.6 percent from the same period last year, and for everyone's sake, we hope that every cent of that revenue is going right back into the network.









Other Weblogs Inc. Network blogs you might be interested in: