T-Mobile added 1.5 million new mobile connections in 2nd quarter, beating out its three larger rivals in growth, but it didn’t come close to matching the blowout performance of Q1.
Sprint suffered another big subscriber loss last quarter as both prepaid and postpaid customers departed. Sprint continues to blame the exodus on its ongoing network upgrade.
AT&T set records when it came to attracting new and keeping old smartphone subscribers, but its prepaid business witnessed at mass exodus. After AT&T’s acquisition of Leap, Cricket customers are finding new carriers.
Verizon’s lackluster growth rebounded in the second quarter as the company added new phone customers. But as in previous quarters, most of its 1.4 million new connections came from connected tablets.
AT&T may have been behind T-Mobile with its smartphone upgrade program, but it’s managed to squeeze the most out of it. AT&T said it expects Next to account for 3.2 million smartphone sales in Q2.
The Q2 solar installation figures are out. The headline here is that growth in residential installations flatlined, leaving utility scale projects as the major growth driver. The utility scale sector put in 452 megawatts in Q2, a 42 percent increase over Q1. Sequestration is partially to blame. Think Progress notes:
One drag on the solar market worth mentioning is the reduction in government spending thanks to sequestration, which included cuts to government incentives for solar. Sequestration was originally scheduled to hit at the start of this year — part of the overall “fiscal cliff” crisis — and a lot of the massive spike in installations in Q4 2012 can probably be attributed to efforts to take advantage of the incentives before they expired. Sequestration was ultimately delayed until March. But now that it’s in effect, it is significant that solar is still steadily clawing its way upward.
The solar industry is on track to install about 5 gigawatts this year, bringing total capacity to over 10 gigawatts. Total U.S. installed electricity capacity was 1050 gigawatts in 2011 so we’re still talking about a drop in the bucket, but the growth curve is picking up. And if we see grid parity in 2020, as many models predict, we could be nibbling at the growth hockey stick.
The mobile industry saw its slowest quarter of overall subscriber growth since the dawn of the cellular age. Without new customers to connect, carriers are stealing them from one another and looking toward M2M for future growth.
You can complain and sulk about inflight internet all you like, but that doesn’t stop you from connecting. More flyers are buying Gogo’s services than ever before, and they’re paying even more to do so.
T-Mobile is growing again, and not just from its merger with MetroPCS. With 44 million connections T-Mobile is filling out its seat in the country’s Top 4. Before too long it might even start challenging Sprint.
Sprint pulled the plug on its old Nextel iDEN network in Q2 triggering a huge exodus of customers. With new spectrum from Clearwire and new capital from SoftBank, though, the rest of the year looks brighter.