Pricewaterhouse Cooper has been surveying the US telecom landscape for years. For the first time PwC recorded a decline in the average voice minutes of use (MOU) for US post-paid consumers.
Furthermore, the survey finds that, for the first time, mobile voice usage is starting to decline, triggered by the increased penetration of price-sensitive customers and the replacement of voice usage with data services such as text messaging and e-mail. The average minutes of use (MOU) per postpaid subscriber has seen a significant decline, shrinking from 720 MOU per month in 2010 to 638 MOU per month in the 2011 survey.
We all know that non-verbal “social-media” communications is on the rise – SMS, email, Twitter, Facebook. Now it’s actually starting to take a toll on voice minutes and revenues.
What are the implications for an investment in VoLTE?