The ARPU's are coming..
From 3GNewsroom So far, so good for wireless data in 2004.
The Yankee Group 2004 Mobile User Survey shows that awareness of wireless data services skyrocketed during the past year
By the end of the second quarter of 2004, wireless data users totaled almost 47 million (or more than one-quarter of the total wireless subscriber base), up more than 58% from 29 million in mid-2003.
47 million mobile PC's, able to be reached anywhere, anytime.
Wireless data revenue in the second quarter of 2004 approached $1 billion, up 160% from roughly $367 million for the second quarter of 2003.
By year-end 2004, we anticipate almost one-third of wireless users will be using wireless data and annual revenue will top $4 billion.
Wireless data constitutes nearly 4% of total service revenue and is still virtually a rounding error for most carriers.
Oh how that will change soon.
In September, the Yankee Group completed its U.S. wireless consumer applications forecast. By 2008, we expect consumer data ARPU as a contribution of total ARPU will grow more than threefold to 12% and the annual consumer data services market will reach nearly $14 billion.
Messaging will decrease as a proportion of the total, with real growth coming from information and entertainment services.