Open Gardens

About Open Gardens

Open Gardens is published by futuretext

Rated 8/10 on Blogged.com

About The Open Gardens Blog

I (Ajit) founded the blog on May 26, 2005 based on my vision and philosophy of OpenGardens i.e. the philosophical opposite of 'walled gardens' especially as applicable to the mobile data industry.

Today, the OpenGardens blog is one of the few blogs that span both the Web and the Mobile domains.

The blog covers wireless/mobile applications, open networks and mobile web 2.0. My vision behind the OpenGardens blog has been :

The blog is about the Mobile data industry and Digital convergence('Mobile web 2.0')
Analysis is more important than story/controversy. I don't believe that bloggers are true journalists. The blog is not about the latest 'story' but it's more about independent analysis/viewpoint
The OpenGardens blog is broadly about opening up the networks, growing digital usage and digital businesses i.e. we don't advocate closed networks, broadcast media etc
It is about disruptive digital technologies

Founder & Chief Blogger Ajit Jaokar

Ajit Jaokar is the founder of the London based publishing and research company futuretext (www.futuretext.com) focussed on emerging Web and Mobile technologies -including Web 2.0 and Mobile Web 2.0.

His thinking is widely followed in the industry and his blog, the OpenGardensBlog (www.opengardensblog.futuretext.com), which was recently rated a top 20 wireless blog worldwide

In 2009-2010, Ajit was nominated as part of the Global Agenda Council on the Future of the Internet by the world economic forum. He hopes to use this opportunity to further extend the pragmatic viewpoint of the evolution of Telecoms networks in an open ecosystem.

(Note: The Network of Global Agenda Councils plays a significant role in shaping the global agenda by monitoring global issues and elaborating recommendations to address them. Each Council, comprised of 15-20 Members, serves as an advisory board to the Forum and other interested parties, such as governments and international organizations. The Global Agenda Councils also act as the intellectual drivers of the World Economic Forum's Global Redesign Initiative, an unprecedented international, multistakeholder and multimedia dialogue that aims to develop a 21st-century vision of global cooperation. Members of the G20, the UN and other International Organizations have pledged their support for this initiative. )

Ajit is best known for his books Mobile Web 2.0, Social Media Marketing. Two new books ('Open Mobile' and 'Implementing Mobile Web 2.0') are being released in 2009.

His consulting activities include working with companies to define value propositions across the device, network, Web and Social networking stack spanning both technology and strategy. He has worked with a range of commercial and government organizations globally including The European Union, Telecoms Operators, Device manufacturers, social networking companies and security companies in various strategic and visionary roles

His recent talks and forthcoming talks include: CEBIT 2009;MobileWorld Congress(2007, 2008, 2009); Keynote at O Reilly Web20 expo (April 2007);Keynote at Java One; European Parliament – Brussels – (Electronic Internet Foundation); Stanford University's Digital visions program;MIT Sloan;Fraunhofer FOKUS ; University of St. Gallen (Switzerland); Mobile Web Strategies (partner event of CTIA in San Francisco)

Media appearances include BBC – Newsnight – 3phone launch; CNN money; BBC digital planet

Ajit chairs Oxford University's Next generation mobile applications panel and conducts a course on Web 2.0, Social networking, Mobile Web 2.0 and LTE services at Oxford University.

Ajit lives in London, UK, but has three nationalities (British, Indian and New Zealander) and is proud of all three. He is currently doing a PhD on Privacy and Reputation systems at UCL in London. Ajit is a fan of animation especially Tom and Jerry, Tintin and Asterix and likes the music of ZZ Top and other rock bands

You can contact me at ajit.jaokar at futuretext.com

You can follow me on twitter at http://www.twitter.com/AjitJaokar

See a video of my talk at CEBIT in Hannover
(intro in german - presenttion in english)

► MORE

August 13, 2006

US Wireless Data Market: Mid Year Update statistics

US Wireless Data Market: Mid Year Update

By Chetan Sharma

• US wireless data market is growing at an impressive rate. Top 4 US carriers (Cingular, Verizon, Sprint Nextel, and T-Mobile) accounted for over $6.3B in wireless data revenues for the first half of 2006. Overall, wireless data service revenues exceeded $7B and the figures are likely to exceed $15B for the year 2006. This is almost a 75% jump from end-of-2005 number of $8.6B. The growth rate slowed down only slightly from 2004-2005 growth rate of 87%. SMS and data transport still drives bulk of data revenues but their percentage share is declining.

• Among the top 4 US carriers, Verizon has made the most impressive strides in the last 4 quarters, increasing their wireless data revenues by a whopping 114%. Next Sprint with 71%, T-Mobile with 65%, and Cingular with 54% also netted impressive gains.

• Verizon became the first US carrier to net over $1B in wireless data revenues in a quarter. Cingular was close second with $979M and Sprint with $935M are likely to cross the $1B mark next quarter.

• Sprint retains its leadership position of highest wireless data ARPU in terms of absolute dollar amount at $7.25 but lost its number one spot in the % data ARPU to Verizon which now leads the US carriers at almost 13%. Average data ARPU is now $6.3 or 12%.

• Overall ARPU (voice + data) increased slightly from Q106 but declined $0.27 from Q405. The general trend is towards slow decline. Data revenue is barely keeping up with the decline in voice ARPU. On an average voice ARPU has declined 8% from a year ago and data ARPU has increased 48%. Average Overall ARPU was $53.04. Sprint led with $62 followed by T-Mobile at $51, Verizon at $49.7, and Cingular with $48.4.

• If the current trends hold, Verizon Wireless is likely to surpass Cingular Wireless as number 1 US carrier by Q307.

• US had about 7M 3G subscribers by Q206, primarily from Verizon and Sprint Nextel. With Cingular joining the fray, the 3G growth is expected to accelerate with 2007 being the inflection year.

• US wireless subscriber penetration stands at approximately 74% and is likely to exceed 78% by the end of the year.

• Top 4 carriers added 12.7M subscribers from Jan-Jun 2006.

• The top 4 US carrier account for 79% of the subscribers, 86% of the service revenues, and approximately 95% of the wireless data revenues.

• US Off-net revenues for the year are likely to exceed $750M.

• Data ARPU of CDMA/EV-DO carriers was 20% higher than GSM/WCDMA carriers.

• Several high-profile MVNOs were also launched in the last few months and the overall results have been disappointing primarily due to poor execution, instant crowding effect, and competition from big 4.

• US wireless carriers are steadily climbing in their wireless data performance as compared to their peers worldwide. Verizon, Cingular, and Sprint ranked number 4, 5, and 6 respectively, amongst the top 10 operators worldwide in terms of total wireless data revenue generated for first half of 2006.

• The #1 carrier worldwide in terms of total wireless data revenue for the first six months of 2006 is NTT DoCoMo which has maintained its position for a number of years. It is now generating almost $900M/month from wireless data revenues.

• The top 10 carriers in terms of total wireless data revenues for 1H06 in order of rank are NTT DoCoMo, China Mobile, KDDI, Verizon Wireless, Cingular Wireless, Sprint Nextel, O2 UK, Vodafone Japan, SK Telecom, and China Unicom. (6 Asian, 3 US, 1 Europe. Who says US is behind). Vodafone Germany, TMO Germany, and TMO US are also closing in.

• All the top 10 carriers in the list exceeded $1B in data revenues for the first six months of 2006. China Mobile and China Unicom benefited from their huge subscriber base of 274M and 135M respectively while DoCoMo and KDDI did well because they are generating over $17 (or 28%) in wireless data ARPU.

• The top 10 carriers accounted for almost $24B in wireless data revenues for the first six months of 2006. The top 10 carriers account for approximately 700M (or approx 28%) subscribers worldwide.

• In terms of wireless investments, over $2.8B was invested in wireless related companies/startups from Jan-Jun 2006 (this figure jumped to $4.1B in July). Source: Rutberg. Mobile TV/Video, Mobile Personalization, Mobile Search and Advertising, Semiconductor, Carrier infrastructure, Device design and development are hot areas. M&A activity also picked up quite significantly.

• WiMax industry got a big boost with almost $1B investment in Clearwire and due to Sprint Nextel’s announcement of WiMax deployment. Sigh of relief for Intel and Samsung. Puts pressure on Qualcomm. Maybe Intel will renegotiate with Clearwire.

• Worldwide Handset market share: Nokia and Motorola dominated with 35% and 23% market share respectively. Samsung with 12% stands third. Source: iSuppli. Though Apple’s iPhone rumors have been clouding the market, it is Motorola which continues to lead in launching must-have handsets. Windows mobile is starting to make serious inroads in the handset market but performance issues and high price points deter mass market adoption.

If you want a powerpoint version of this , please post a comment with your email address and we will email it to you

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Filed under: mobile web 2.0 — Chetan Sharma @ 7:06 am

Comments (50)

50 Comments »

These are very helpful stats! Our company is based in North America and most of our customers are from the US, so this reinforces our belief that mobile data services will eventually become big here, although still way behind Asia and Europe.

Comment by Stephanie Kong — August 14, 2006 @ 10:20 pm

Interesting stats. Could you email the poerpoint version to allan.maclean @ imagesemantics.com
Many thanks,
Allan

Comment by Allan MacLean — August 15, 2006 @ 6:36 pm

GREAT Information … would love a powerpoint!

Comment by Bill Brister — August 15, 2006 @ 7:36 pm

Would love to have a power point deck sent to my email…have just started representing a start-up content developer working in the area of chronic disease management. Have alot to learn (especially how to become approved providers with Verizon and T-Mobile) but also about wireless data in general. Thanks…

Comment by Sarah DeYoung — August 15, 2006 @ 11:26 pm

Thanks for posting a great summary. Great Blog! Please forward Powerpoint if you can.
Thanks

Comment by Greg Harris — August 16, 2006 @ 2:26 am

Hi,
good stats! is there any stats about MVNOs like Helio ?
I would like to get the ppt version of this.

Comment by Serkan — August 16, 2006 @ 6:29 am

I would like a powerpoint version of “US Wireless Data Market: Mid Year Update.”

Comment by Abbe Patterson — August 16, 2006 @ 10:39 pm

this snapshot stats are good. I’d like to see info on what productivity apps thecarriers believe are important for them (i.e. which will lead to increasse in ARPU)

Comment by Andy Travers — August 17, 2006 @ 11:22 am

Hello Chetan,
very interesting numbers. Is there any indication in the source for the numbers how much of the $7bn is revenue from SMS?
Thanks,
Martin

Comment by Martin — August 17, 2006 @ 12:34 pm

Could I please have a PPT version of these stats? Thank you, excellent information.

Comment by Kate — August 17, 2006 @ 3:16 pm

Great stats. Please send me the pp of this information.
Thank you!

Comment by Jeff Arbour — August 17, 2006 @ 4:00 pm

I would love a version of this in PPT. The stats are incredibly informative.
Thanks!

Comment by Ian Geller — August 22, 2006 @ 9:16 pm

Please send me a copy of this in powerpoint format to my email at rc.softstar@gmail.com . Thank you so much for the info!

Comment by Ryan Chen — August 23, 2006 @ 7:31 am

Pls send me the ppt of this information

Comment by Raj — August 23, 2006 @ 8:05 am

It’s superb to get such succinct information about the size of the market both for the USA and globally. Keep up the good work, please email the presentation to: ekearins@valista.com
Regards.

Comment by Evanna — September 5, 2006 @ 3:19 pm

It’s really a good analysis , gives a complete inforamtion about global wireless market.
please mail the presentation to divya.jain@diaspark.com

Comment by divya — September 15, 2006 @ 8:05 am

Can I have a copy of the powerpoint presentation? Thanks.

Comment by Geraldine Zingapan — September 15, 2006 @ 5:18 pm

Great analysis. Can you also provide the actual number of voice and data subscribers?

Comment by Scott Rickard — October 5, 2006 @ 1:06 pm

Interesting data. Can you please e-mail the presentation to me at rgill@gigatronics.com

Comment by Ravi Gill — November 1, 2006 @ 7:48 pm

Very helpful stats. Please send to my email.

Comment by vadiraj — November 6, 2006 @ 11:39 am

Thanks a lot for the blog, it really helps to catch up with the global trends.
Could you please share the ppoint file for US “Wireless Data Market: Mid Year Update statistics”
Thank you.

Comment by Alaaddin Alpay — December 9, 2006 @ 11:52 am

Great list of statistics. I’m interested on any tracking of unlocked GSM unlocked devices launching on carrier networks. We see it a growing market trend in the region.

Comment by Jon Driscoll — January 28, 2007 @ 4:46 pm

Great stats!!

Comment by rjoseph — April 1, 2007 @ 6:51 pm

Very interesting information. We are waiting for the North America data market to pick up the pace of the Asian markets and see a great data revolution!!!!!!!!!!!Huge revenues involve

Comment by Victoria Abello — April 5, 2007 @ 1:31 pm

Doing a personal research on this topic. Thanks for the great info. A ppt version would make me really happy

Comment by Akin Onal — April 12, 2007 @ 1:19 pm

Great stats Chetan,
I know I have come across this amazing piece of information very late in the day.But if you still could send me a copy of the powerpoint presentation at amitkum@techmahindra.com,you would have done me a great favour…

Comment by Amit Singh — April 20, 2007 @ 9:07 pm

Please forward a copy of the ppt.
Thanks

Comment by Ray — April 23, 2007 @ 8:27 pm

Please forward me a copy of the powerpoint for the US Statistics
Thanks

Comment by Tim Jones — April 24, 2007 @ 11:13 pm

Hi
Great piece of work, if you still have it please could I get the powerpoint?
many thanks
James

Comment by James — April 25, 2007 @ 8:13 am

Very interesting stats. Could I have the powerpoint as well?

Comment by Ari — April 26, 2007 @ 11:58 am

How up to date is this info? I work for Sprint and I would like to share this info with my retail team. It is always good to gather as much knowledge as you can about such a competitive industry.

Comment by Cleiton Goncalves — May 17, 2007 @ 6:05 am

I’m doing a presentation on wireless , the article is great! I would love a powerpoint on this info>
Thanks
Peter Zajac

Comment by Peter Zajac — May 26, 2007 @ 6:16 pm

very nice summary. If possible, please send me the powerpoint presentation.
Regards,
Ron Rios

Comment by Ron Rios — June 10, 2007 @ 8:49 pm

I would appreciate it if you would forward a copy of the powerpoint presentation.
Thanks.

Comment by Jerry — June 19, 2007 @ 2:47 pm

Hi there,
Two questions: Do you have an updated version of these stats? Can you send me the powerpoint version for this post as well as an updated version if available?
Thank you so much!

Comment by Stephanie Kong — August 1, 2007 @ 2:00 am

Glad I could find up to date stats. Please email the ppt to me.
Thanks.

Comment by Alan Albert — August 10, 2007 @ 8:28 pm

This is an excellent research on the US market with indepth analysis. Would require a PPT version of the same.
Thanks
Gaurav Gautam

Comment by Gaurav Gautam — August 20, 2007 @ 6:18 am

very useful stats thank you

Comment by john — September 7, 2007 @ 5:06 pm

please send the ppt

Comment by Brian Buchanan — September 21, 2007 @ 9:33 pm

Please forward me something related to
“Global Wireless Entrerprise Application trends” with segregation of US,EU and APAC regions.
Thanks,
Swapnil

Comment by Swapnil — September 24, 2007 @ 2:50 pm

Great research. Please send me the ppt. Also, I would appreciate if you have updated research. Thank you.

Comment by Kevin — October 23, 2007 @ 8:10 pm

I would like that powerponit that you offer in this article.
Thank you very much

Comment by Andrés Parejo — November 15, 2007 @ 11:00 am

hi
this is really going to help me alot

Comment by pratik pawar — November 23, 2007 @ 3:18 am

Hi, these are great stats; could you provide a PPT version of this information please? Thanks so much.

Comment by Pratish Halady — November 25, 2007 @ 9:48 pm

Hi, can I have a copy of the powerpoint presentation? Thanks.

Comment by Charissa — December 6, 2007 @ 3:46 am

Hi
The information is interesting . However can you provide the same statistics for year 2007
thanks

Comment by Mansi — January 26, 2008 @ 9:13 pm

AGreat info. Can you send me the PP presentation? Thanks

Comment by Dave H — February 4, 2008 @ 6:25 pm

very good stats.
Could you please email me the powerpoint. Also in case you have new numbers for 2007, it would be wonderful

Comment by Seydou Djabate — February 22, 2008 @ 5:02 am

How is the cuurent economic crisis affecting the telecom industry, espercially that of the US?

Comment by Please could you email me the PPT on 2007 figures — October 13, 2008 @ 4:40 pm

Very informative….Would love a powerpoint version of this!

Comment by Paula — February 8, 2010 @ 7:41 pm