IPhone: Growth-Driver, Margin-Crusher
The device helped drive record postpaid average revenue-per-user (ARPU) growth and slightly better postpaid-sub growth; however, [ Apple (ticker: AAPL)] iPhone subsidies crushed margins. There is some evidence of improving trends in 2012.
Q4 roundup: iPhone devastates carrier margins, prepaid growth slowsFierceWireless
3G vs. 4G. How much is that missing G worth?Houston Chronicle (blog)
Will AT&T's Heavy Mobile Users Ditch the Company For Verizon or Sprint?Investorplace.com
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