Skip to main content

AT&T and Verizon warn investors of higher Q4 churn as Sprint and T-Mobile increase competition

While the traditional wireless landscape in the United States has consisted of AT&T and Verizon Wireless as the heavyweights and Sprint and T-Mobile as the underdogs, the divide between the carriers appears to be quickly narrowing. Sprint and T-Mobile have both introduced highly-competitive plans and promotional offerings in the fourth quarter, leading many consumers to switch carriers at a higher-than-average pace.

AT&T Chief Financial Officer John Stephens confirmed at an investors conference on Tuesday that the carrier is facing a higher subscriber churn rate than a year ago, even despite the fact that its overall subscriber base continues to grow. In other words, AT&T is dealing with a higher number of subscription cancellations now compared to this time last year as customers opt for the more affordable competitors like Sprint and T-Mobile.

According to The Wall Street Journal and Barrons, Verizon is also feeling the pinch due to a “highly competitive and promotion-filled fourth quarter,” and it too expects to have a higher churn rate as customers flock elsewhere. Verizon cautioned that its need to offer more competitive promotions to customers will affect its EPS and overall profitability.

T-Mobile in particular continues to make impressive strides under the leadership of chief executive John Legere, who has positioned the magenta-colored company as the “Uncarrier” in the industry by eliminating several of the so-called “pain points” that relate to lengthy contracts, expensive plans, early termination fees, overage charges, upgrade programs, and confusing policies.

One thing is for certain: the increasingly competitive environment should be a win for all customers that belong to one of the big four carriers in the United States as they compete to keep and grow their subscriber base.

FTC: We use income earning auto affiliate links. More.

You’re reading 9to5Mac — experts who break news about Apple and its surrounding ecosystem, day after day. Be sure to check out our homepage for all the latest news, and follow 9to5Mac on Twitter, Facebook, and LinkedIn to stay in the loop. Don’t know where to start? Check out our exclusive stories, reviews, how-tos, and subscribe to our YouTube channel

Comments

  1. Dustin Moskowitz - 10 years ago

    Well, I just churned back to AT&T after a brief trial with T-Mobile. Love the company’s ideology, but the coverage left too much to be desired.

    • crichton007 - 10 years ago

      I went to Sprint briefly too and their voice quality was decent enough for the price their data coverage and speed is abysmal. To make matters worse I traveled to a quai-remote location for work and was greeted with no data coverage at all which made life difficult since I rely on my phone for directions when I travel.

      All in all I think Sprint and T-Mobile are competitive for the price in areas of higher population density but once you get away from those areas Verizon and AT&T are still the only options.

      At the very least I feel like I’ve benefitted from the price competition though and finally have a Verizon plan that meets my needs and is under $70/month with taxes included.

    • Chris Spencer (@morr1oz) - 10 years ago

      I really think folks will be surprised of the new coverage and the hundreds of new pops added all the time. You can always check before switching http://www.t-mobile.com/coverage.html

Manage push notifications

notification icon
We would like to show you notifications for the latest news and updates.
notification icon
You are subscribed to notifications
notification icon
We would like to show you notifications for the latest news and updates.
notification icon
You are subscribed to notifications