Some interesting things to point out regarding AT and T's second quarter 2012 earnings announcement.
- Wireless, U-Verse and Broadband make up 80% of revenues. When you think of it these services are "new technology" or at least enhanced copper services. I would look for this percentage to continue to increase.
- If I have a Smartphone for mobile connectivity and DSL at home then even at home I'd find myself relying on the mobile device more and more until I got to the point where I started to wonder why I had the DSL connection in the first place. This is similar to the awakening people had about having both a TDM landline and a cell phone connection. Eventually many of these people with dual connections figured out they could live without the landline and in many cases the savings from cancelling the landline went to upgrading the wireless cell service for extra data or unlimited calling. If the wireless and landline were from the same provider then the shareshift actually benefited the provider in that the newer wireless services are more profitable than legacy copper services. In fact AT and T reported record wireless margins of 45% in Q2 2012 (they were 41% in Q2 2011).
- 6.8 million U-Verse subscribers are now worth close to $9 billion to the AT and T bottom line. That's impressive when you consider the service was launched just 5 years ago.
- Almost half a million new "branded computing" (tablets, tethering plans, etc.) were added bringing the total to 6.3 million such subscribers
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