"The great age of wireless is just ahead of us and AT&T is poised to lead in this space," said Ralph de la Vega, President and CEO of AT&T Mobility speaking at this week's Morgan Stanley Communications Conference. De la Vega cited three key points:
- Focus and execution are strong at AT&T. The company has lived up to its promise of integrating network following the merger and has remained on track regarding customer growth, ARPU, churn and other metrics.
- There is a strong upside potential ahead for new media-rich services. Data service revenue growth is already in the 50% range. The adoption of smartphones is on the rise and currently only 16% of post-paid subscribers have data plans. AT&T has the 700 MHz spectrum depth required to deliver media-rich services. AT&T also sees strong wireless data potential for machine-to-machine (M2M) communications, such as delivery trucks, road sensors and automatically-updated signs.
- AT&T has a clear evolutionary path to LTE that can be implemented step-by-step while remaining backwards compatible with GSM.
No comment on 3G iPhones.http://www.att.com/gen/investor-relations?pid=5647
