New Data plans announced by AT&T today reveals data ARPU of $24 per data user (assuming 50% overage) compared to the current $30 ARPU. AT&T is betting that the usage distribution pattern is going to change, people are going to use their smartphone devices to tether and be heavy users and they are going to be able to add enough Light users to overcome the ~$6 shortfall. Press releases are quite confident that Vzn and others are going to follow soon. Looks like beginning of a change in operators stakes in the smartphone growth story and value chain.
Current Unlimited $30 / mnth (100% usage)
New Plans
200 megabytes $15 / mnth (65% usage)
200mb-400mb $30 / mnth (assume 50% overage)
2 gb $25 / mnth (33% usage)
2 gb + every GB $10 mnth (2% usage)
2gb + tethering additional $20 / mnth (assume 50% overage)
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