Big props to Quentyn Kennemar over at Phandroid. Somewhere in between researching Android, writing news and listening to the latest heavy metal jams he noticed something that may dawn on more of us later in the day and that is that based on Verizon’s Q4 and end of year reporting and AT&T’s Q4 and end of year reporting, AT&T is in fact larger than Verizon in subscribers.
Now of course we realize that the iPhone is coming to Verizon in a couple of weeks but for now AT&T is number one with subscribers. AT&T Wireless reported 95.5 million subscribers as of the end of 2010 eclipsing Verizon by 1.4 million subscribers.
AT&T activated 4.1 million iPhones in Q4 down from 5.2 million in the previous quarter. Data revenues were $4.9 billion up from $3.9 billion same quarter last year. AT&T had a total of 2.8 million net adds in Q4 (subscribers added minus churn) which brought their total subscriber base to 95.5 million whic is 1.4 million more than Verizon’s 94.1 million total subscribers by year end 2010. AT&T’s total churn was down 1.42% from the same time last year.
AT&T’s CEO Randall Stephenson (remember Ralph DeLavega is the Wireless CEO) highlighted smartphone sales, tablet sales and network improvements as he went over earnings. One concern of Stephenson’s is the fiber back haul AT&T currently has in place. Although no one said it outright, we had the feeling listening to Ralph DeLavega at the AT&T Developer’s Conference earlier this month, that the reason for AT&T’s slow LTE expansion was because they are putting the fiber back haul in place. Believe it or not this is a very GOOD move for the network.
AT&T plans to solidify its position in the Android ecosystem with the addition of the Motorola Atrix 4G along with the HTC and the HTC Inspire 4G which will be released on AT&T’s phase one 4G rollout utilizing HSPA+. It was just learned that Samsung’s Infuse 4G will launch in the second half of 2011 which could mean it will be an LTE device.
Source: AT&T and Phandroid
We had numerous twitter messages and emails in regards to this story we then had a Verizon official contact us and AT&T confirm that AT&T’s numbers for Machine 2 Machine are included in their fourth quarter numbers as “connected devices” Verizon’s numbers for Machine 2 Machine (M2M) are not. Verizon’s total subscribers including M2M are 102.2 million while AT&T’s subscribers including M2M are 95.5 million
An AT&T spokesperson told thedoidguy.com in regards to M2M “AT&T calls it connected devices (which includes m2m and other devices such as tablets, GPS devices, etc.).”
Thanks to all who helped fix this story