Telecom Lead America: T-Mobile has reported 2.5 percent
decrease in Q1 2012 revenues to $5.03 billion against $5.16 billion in the same
period previous year.
Adjusted OIBDA during Q4 2012 was up 7.2 percent to $1.27
billion.
Capex during the fourth quarter was $747 million, down
0.3 percent, from $749 million.
T-Mobile recently announced $4 billion network
modernization and 4G evolution effort which will further improve existing voice
and data coverage.
M2M net customer additions were 262,000 in the first
quarter of 2012 compared to net customer losses of 95,000 in the fourth quarter
of 2011 and net customer additions of 192,000 in the first quarter of 2011.
M2M customers, which have significantly lower ARPUs
(averaging less than $2) than other contract customers, totaled 2.7 million at
March 31, 2012.
Branded contract ARPU increased $2 year-on-year to $58 in
the first quarter of 2012.
Branded contract data ARPU increased $2.90 year-on-year
or 18 percent to $18.80 in the first quarter of 2012.
Branded prepaid ARPU increased $1 year-on-year to $25 in
the first quarter of 2012.
Net customer additions were 187,000 in the first quarter
of 2012, compared to 99,000 net customer losses in the first quarter of 2011.
“In the first quarter, T-Mobile USA delivered strong
performance across several key metrics – adding customers, increasing branded
ARPUs year-on-year and effectively managing costs to deliver a solid adjusted
OIBDA margin. While branded contract churn remains a focus, in the first
quarter of 2012 we achieved our lowest level in seven quarters,” said
Philipp Humm, CEO and president of T-Mobile USA.
3G/4G smartphones used by contract customers now account
for 11.6 million or 53 percent of total branded contract customers, up from
11.0 million or 49 percent in the fourth quarter of 2011 and 9.1 million or 38
percent in the first quarter of 2011.
3G/4G smartphone sales were 2.5 million units in the
first quarter of 2012, slightly lower than 2.6 million units in the fourth
quarter of 2011, but a 25 percent increase from 2.0 million units sold in the
first quarter of 2011.
Smartphone sales accounted for 80 percent of units, or 94
percent of handset sales revenues, in the first quarter of 2012.
Data service revenues were $1.4 billion in the first
quarter of 2012, up 1.0 percent from the fourth quarter of 2011 and 8.2 percent
from the first quarter of 2011.
