GlobalData believes 5G will generate monthly average revenue per user (ARPU) of $14.15, more than double 4G’s monthly ARPU of $5.48 per account, per month. That requires some unpacking. Historically, each successive digital mobile generation has tended to produce higher ARPU, at least initially.
On the other hand, the longer-term trend is for ARPU to decline in every region.
In large part, that is because voice and text messaging revenue has been in decline. And while mobile data now tends to drive revenue growth (along with subscription growth), higher consumption is balanced by lower cost per gigabyte consumed.
So 5G revenue twice the level of 4G would be a very big deal, indeed, though in many markets subscription growth will occur at high enough levels that ARPU changes might not be so material.
source: GSMA
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