As we head into the "buying season" also known as Christmas, there's no doubt mobile products/services are going to be big sellers.
Verizon is maintaining a commanding lead in the US LTE market and the global market in general. Just last week, analyst firm Telegeography published that Verizon had an estimated 60% of the total LTE subscribers worldwide with 3.1m.
It sounds like LTE is compelling for Verizon's subscribers. So I was a bit surprised when I heard an ad saying LTE was on sale at Verizon:
To be fair, it's just a little sale, a holiday promotion where new subscribers can get 2x the data for the same price. This got me thinking... if I can get 4GB of data/month for $30 on LTE, what does that cost on their 'old' 3G (EV-DO) network. Hummm...
The standard EV-DO data pricing as of Dec 2, 2011:
- 2Gb -> $30
- 5Gb -> $50
- 10Gb ->$80
LTE data is 50% off. But wait... I thought LTE was compelling, super fast, wonderful, why would it be 50% the price of EV-DO?
Verizon's LTE is available in ~130 markets in the US, whereas AT&T has 'launched' service in 15, so they can't be facing competitive pressures.
I will posit one of the problems is battery performance. Verizon's 'dual radio' approach to addressing the voice over LTE problem is sucking electrons... fast. This was a known and acknowledged problem associated with a dual radio approach. I wonder if CS Fallback will do a better job of inspiring consumer confidence.