AT&T’s Q4 will be a doozey thanks to the smartphone

AT&T Mobility CEO Ralph de la Vega predicts a record smartphone sales quarter over the holidays, beating even last year’s 9.4 million device sales. The conditions that made last year’s Q4 a success are in place, including the timely fall release of the iPhone.

Carriers whine, but handset subsidies aren’t going away

Mobile network operators are increasingly complaining about the high cost of subsidizing the iPhone and other smartphones to make them cheaper for consumers. But those subsidies give operators tremendous control over the handsets that run on their networks.

CTIA: The good, the bad and the very, very ugly

I have a confession to make: I like CTIA Wireless. I’ll be the first to admit that the show is dying, but the problem isn’t it’s place on the calendar like most people think. The problem is much simpler: It’s the carriers.

Who’s eating up AT&T’s data capacity? It’s not new customers

What does a mobile network hosting 41.2 million smartphones look like? It’s a network where growth in data traffic far exceeds data revenue growth. AT&T is selling a lot of smartphones, but even millions of new iPhones don’t fully account for its huge spikes in traffic.

Exec shuffle focuses AT&T on the real prize: mobile

With its executive reshuffling this week AT&T returned to a structure that more accurately reflects where its businesses are heading. The wireless juggernaut that drives most of AT&T’s revenues in now firmly in the hands of former consumer CEO Ralph de la Vega.