In the U.S. market, the Federal Communications Commission says the average revenue per mobile user was about $35 per month in 2017, implying annual revenue of about $420 per user.
So an incremental $11 or $12 per month, per account, is a significant opportunity, boosting per-user revenue perhaps 24 percent to 26 percent. At 50-percent adoption rates, at a monthly rate of $11, ARPU could climb to $40.50 a month, if a particular mobile operator can sell a subscription service to half its installed base.
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