North American Mobile Tracker, Q4 2022

The continued penetration of high-speed broadband services in advanced mobile devices, developments in the cellular machine-to-machine (M2M) and Internet of Things (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, 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 per 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. With 5G rollouts currently underway in North America, it is only a matter of time before mobile operators start reporting on 5G handset and IoT device adoption and data consumption trends. Any such metric, when reported, will be included in this tracker. Author: Vikrant Gandhi