North American Mobile Communications Tracker, Q1 2025

The continued penetration of high-speed broadband services into advanced mobile devices, developments in the cellular machine-to-machine (M2M) and IoT markets, and the resurgence of unlimited mobile plans are the top drivers of the North American mobile communications market. This tracker presents metrics for leading mobile operators in the United States and Canada. It supplies statistics on mobile subscribers, connected devices, smartphone penetration, equipment revenue, and service and data revenue (including the average voice and data revenue per user). Prepaid and postpaid subscriber information, bundled plan adoption trends, device subsidies, capital expenditure, minutes of usage, cost per gross addition, cash cost per user, and churn rates (including users churned per quarter) are included according to availability or estimation. Comments on market developments, such as network shutdowns, broadband investments and initiatives, customer acquisitions and divestments, and new service initiatives, are also provided. In addition, information on the reporting structure for financial results, as well as modifications in the calculation and presentation of metrics, have been incorporated.

Author: Vikrant Gandhi