Mobile data has been the revenue growth driver in developed markets for some time, and is assuming that role in many developing markets are well. But mobile data revenue growth already is slowing, and inevitably will saturate. In fact, it already is reaching saturation in many markets.
Analyst Chetan Sharma notes that U.S. mobile data services revenue had seen quarter-over-quarter growth for 17 straight years until the first quarter of 2017.
In that quarter, revenue growth went negative.
Verizon saw its first-ever decline in service revenues, year over year.
For the first time, industry postpaid net-adds also were negative, while, for the first time, cars accounted for 50 percent of the total net-adds for the quarter, Sharma notes.
At the same time, mobile data consumption is growing really fast.
The average data consumption in the U.S. market is likely to cross six gigabytes per user, per month, by the end of 2017.
By way of comparison, consumption reached one gigabyte per month, per user, after 18 years, Sharma says. Per-user consumption took another 1 GB increment after just four months.
Video is part of the explanation. A shift to unlimited plans helps as well.
The hype about internet of things is a direct result of maturing mobile data revenue trends. The next big thing really must be discovered or created.
source: Chetan Sharma
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