From Red Herring: Verizon Wireless Data Tops $1B
Verizon Communications, the second-largest phone company in the United States, topped $1 billion in wireless data revenue for the first time, while besting analyst expectations in the second quarter.
The New York City-based company posted a revenue increase of 26 percent from a year ago to $22.7 billion.
The company also reported a significant 24 percent drop in earnings for the quarter, at $1.61 billion compared with $2.11 billion a year ago.
But Verizon Wireless’ $1-billion milestone in data revenue was significant because the major wireless carriers have been spending heavily on upgrading their networks for data.
Data revenues accounted for 12.9 percent of service revenues, which represents an increase from 7 percent in the second quarter of last year.
The company now has 28.9 million data customers, reflecting a 52 percent increase from the same quarter a year ago.
Verizon 是美國第二大的電信業者, 次於 Cingular Wireless, 打破分析師的眼鏡, 第二季的 data service 營收超過了 USD $ 1B, 是第一個跨過 1B 的電信業者.
Also from the Fierce Mobile Content:
Verizon Wireless beat all analyst expectations by reporting second-quarter wireless data revenues of more than $1 billion, the first time the carrier has passed that milestone. The data figure represents almost 13 percent of the company's service revenues, a 7 percent jump from the same period last year. Verizon also netted 1.8 million customers during the quarter, bringing its total to 54.8 million, second only to Cingular Wireless.
These are some very positive figures for Verizon, which has been quietly revamping much of its data strategy in the last few months. Its BREW-based walled garden approach has been criticized for being too restrictive on commerce, particularly by entertainment industry executives. But services like the VCast Music service (which just dropped its monthly fee) don't rely on the content delivery system, and the new tack seems to be bearing fruit.
很好奇 Verizon 都推怎麼樣的 data service .. Or like Fierce said, 降低服務月租費, content 不靠電信業者的訂閱下載系統, (VCast 是透過 PC->phone), 就可以讓市場變大? 
Verizon VCast
[延伸閱讀]
看過一篇 blog 在講, 一堆 mobile/wireless 的統計數字都是 fudging numbers 尤其像統計subscribers, ARPU, coverage, market size, .. 等, 可能都是來自沒有說明清楚的統計結果, 這篇滿有意思的, 說不定 Verizon 的 data revenue, 只是把所有 non-voice revenue 都歸在 data revenue? :P (我是陰謀論)
Fudging the numbers
Aug 03 2006, 01:18:20 AM CST
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