Profiting from AT&T’s Retreat

Posted on July 18, 2010

 
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philblueheadshot2Compelling research from AT&T Labs strongly implies that AT&T Wireless’ adoption of usage-sensitive Internet pricing for iPhones and iPads will seriously curtail per-subscriber growth of data usage. Most competitors are expected to follow suit, even after deploying 4G networks. Consequently the per-subscriber growth for the entire Wireless Internet will slow dramatically unless cellular bypass alternatives or other solutions materialize.

Download audio narration for iPod, iPhone and iPad (four minutes)

Our July, 2010 Mobile Bandwidth Crisis research report identifies alternatives and explains implementation. For example, in an earlier post we discussed how ad-supported WiFi networks could successfully bypass cellular congestion. Furthermore, we noted that iPhone-4 features such as FaceTime video calling– prohibited on AT&T cellular — combined with the expected popularity of  media streaming on the iPad will lead owners of such units to seek out WiFi alternatives. Such networks could grow rapidly and earn exceptional profits. Read more…