Lowenstein’s View: We need more data on data Read more:
Wireless data revenues are going to be over $50 billion in the United States this year and are clearly the wireless industry’s growth engine. But reading a wireless operator’s 10-Q filing is like a step back in time. They report service revenues, average revenue per user (ARPU), churn, and break out their prepaid, postpaid and wholesale businesses. However, the data on “data” is pretty thin: revenue, data ARPU, and percent of devices sold that are smartphones. An operator might open the kimono at an industry or investor conference and talk about data traffic having grown a zillion percent in the past three years–with the Y-axis left blank, naturally…….