AT&T Expands Access to Unlimited Data (Feb 16, 2017)
Well, that didn’t take long at all – at the beginning of this week neither of the two largest US wireless carriers offered unlimited data plans to all customers, and by the end of the week both will. This has financial implications for both carriers, though they’re hard to predict – both have had unlimited customers before but have been slowly weaning them onto tiered data plan, and taking the limits off again could lead to dramatically higher usage especially if many users switch to these new plans, which are fairly aggressively priced. At AT&T, though, there’s another impact, which is that it has been using unlimited data as a marketing strategy to drive DirecTV subscriptions, because that was the only way to get on one, but that will now go away, so we may see lower DirecTV net adds going forward (AT&T added 1.2 million of these bundled subs in Q4, and had almost 8 million at the end of the year). Next quarter’s earnings season for the wireless carriers will be very interesting – it’s going to be one of the hardest ones to predict in a long time.
via AT&T
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