mobile data revenue

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"1. U.S. mobile data services revenues exceed $14 billion in Q3
By Jason Ankeny

The U.S. wireless data services market grew 7 percent quarter-over-quarter and 25 percent year-over-year in Q3 2010 to surpass $14 billion in revenues, according to advisory firm Chetan Sharma Consulting. Mobile data service revenues remain on track to meet and likely exceed the firm's initial estimate of $54 billion for the year, Chetan Sharma adds--Verizon Wireless (NYSE:VZ) and AT&T (NYSE:T) together accounted for 85 percent of mobile data revenue growth in the third quarter, making up 70 percent of the total U.S. data services market as well 62 percent of the nationwide subscriber base.

Average revenue per user slipped by $0.17 in the third quarter; average voice ARPU plunged by $0.99, and average data ARPU grew by $0.82, or 5 percent quarter-over-quarter. Data now represents 33 percent of overall ARPU. Chetan Sharma adds that data consumption per device is expected to average 325 MB a month by year's end, up 112 percent over 2009 and behind only Sweden in respect to per-capita mobile data consumption worldwide. The U.S. also leads in smartphone sales--smartphones accounted for 47 percent of devices sold nationwide in Q3, compared to 24 percent worldwide.

Non-messaging services represented between 60 percent and 65 percent of U.S. carrier data revenues in the third quarter. Chetan Sharma states that global off-deck application revenues will outstrip on-deck for the first time this year, adding that while on-deck revenues continue to account for billions of dollars, the decline appears irreversible. The report adds that usage and data consumption trends are supporting carrier efforts to accelerate their 3.5G/4G plans and formulate long-term business and technical strategies."

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