United States Prepaid Wireless Market by Technology, Applications and Services 2024 – 2030
This report evaluates the prepaid wireless market in the United States including major provider analysis and service assessment, technologies involved in prepaid service delivery, and assessment of the future of prepaid communications, content, and commerce. The report includes an analysis of the 5G impact.
The report also analyzes major MVNO companies and offerings. The report also provides a view into the future of prepaid wireless and market forecasts through 2030 including subscribers and Revenue by Voice vs. Data vs. VAS and by Connectivity Type.
Prepaid wireless service providers in the United States have become increasingly competitive in recent years as they evolve offerings to be more on par with post-paid service features and plans. For example, Verizon Wireless now offers prepaid family plans, unlimited plans, and support for BYOD whereas this was not the case just a few years ago.
We anticipate the continued evolution of prepaid wireless in general as part of a dominant trend towards prepaying mobile services becoming increasingly more comparable with post-paid wireless. This is evidenced by Verizon's recent acquisition of TracFone, which we believe it will maintain as an entry-level prepaid offering while the company differentiates its core prepaid wireless service.
The future of prepaid wireless communications will depend on more than just carrier-centric applications, communications, content, and commerce. For example, we see prepaid as an important aspect of many next-generation services that are provided by a variety of third-party service companies that do not wish to offer a postpaid option as it would typically rely upon wireless carrier billing via prepay.
Growth in prepaid wireless service will also depend on the extent to which next-generation services, such as virtual reality, are generally supported on a pre-pay basis. This is to say that prepaid customers must have access to wireless data plans that put them on par with postpaid in terms of both bandwidth and low latency required for acceptable end-user quality of experience.
While many emerging applications will be offered by Over-the-Top (OTT) service providers, we strongly recommend that MNOs offer their own branded/controlled Value-added Service (VAS) applications. The OTT application business model has caused data payload (e.g. apps that use data) to become increasingly more valuable to consumers than data itself, which is rapidly becoming a marginalized commodity. With this development, VAS applications have become much more important to network operators.
With the ever-increasing commoditization of carrier core services (mostly voice and messaging), there will be a growing dependence on VAS applications for initially top-line revenue growth (as data growth tapers off and margins are squeezed) and then for margin growth as bearer services become a cost-plus commodity. Prepaid wireless service providers must also provide their own VAS apps to remain competitive, even if it requires them to offer those apps on an OTT basis themselves.
Companies in Report:
Airlink Mobile (DS Mobile)
Airvoice Wireless
AT&T
Best Cellular
Black Wireless
Boom! Mobile
Boost Mobile
Bratz Mobile
CellNUVO
Cellular Abroad
Consumer Cellular
CREDO Mobile
Cricket Wireless (AT&T)
DataPass
Dataxoom
DBS Communications
Defense Mobile
Disney Mobile
easyGO (Locus)
EcoMobile
Freedom-Wireless
Freedompop
Gen Mobile
Google Fi
GoSmart Mobile
GreatCall
H2O Wireless (Locus Telecommunications)
Hayai Mobile
Ideal Mobile
Jasper Wireless (Cisco)
Jolt Mobile
kajeet
Karma Mobility
KidsConnect
KORE Wireless
Liberty Wireless
Lycamobile
Metro by T-Mobile
MetroPCS
Mint Mobile
National Geographic
NET10
Nextel Partners
Page Plus Cellular
Payless Cellular
PixWireless
PlatinumTel Communications
PureTalk
Red Pocket Mobile
Republic Wireless
RingPlus
Simple Mobile
Sprint
Straight Talk
T-Mobile
Tello
TextNow
Ting Mobile
Total Call Mobile
TracFone Wireless (Verizon)
Twigby
Ultra Mobile
Unreal Mobile
US Cellular
Verizon
Virgin Mobile USA
Wal-Mart
Walmart Family Mobile
Zing Wireless
ZingPCs
ZIP SIM
1 Executive Summary
2 Introduction
3 United States Communication Service Providers
3.1. Wireless Carrier Offerings
3.1.1 Prepaid and Postpaid Wireless Market Overview
3.1.2 Prepaid and Postpaid Market Strategy
3.1.3 Prepaid Technology Approaches
3.1.4 Prepaid Wireless Technology
3.1.5 Prepaid Market Outlook
3.2 USA Prepaid Wireless Market Handset Providers
3.3 Drivers and Challenges for Growth in the USA Wireless Prepaid Services
3.3.1 Prepaid Drivers
3.3.2 Prepaid Challenges
3.4 Other Factors and Outlook
4 United States Prepaid Wireless Service Provider Analysis
4.1 AT&T
4.1.1 Plans
4.1.2 Feature Analysis
4.1.3 SWOT Analysis
4.1.4 AT&T MVNO Companies
4.2 T-Mobile
4.2.1 Overview
4.2.2 Feature Analysis
4.2.3 SWOT Analysis
4.2.4 T-Mobile MVNO Companies
4.3 US Cellular
4.3.1 Overview
4.3.2 Plans
4.3.3 Feature Analysis
4.3.4 SWOT Analysis
4.4 Verizon
4.4.1 Overview
4.4.2 Plans
4.4.3 Feature Analysis
4.3.4 SWOT Analysis
4.4.5 Verizon MVNO Companies
4.5 Comparative Analysis of Wireless Prepaid Plans
4.6 Prepaid Wireless Industry Consolidation
5 Sprint and T-Mobile Merger Impact on Prepaid Wireless
5.1.1 Impact on the USA Carrier Ecosystem as a Whole
5.1.2 Impact on Mobile Virtual Network Operators
5.1.3 Impact on Prepaid Subsidiaries: Boost, Metro PCS, and Virgin Mobile
6 Mobile Virtual Network Operators
6.1 Overview
6.2 MVNOs Leverage MNO Assets
6.3 MVNOs Leverage MVNE Infrastructure and Services
6.4 MVNO Strategies
6.5 MVNO Differentiation
6.6 Prepaid vs. Postpaid Offerings
6.7 Plan Overview and Analysis
6.8 Select MVNO Case Study Analysis
6.8.1 Airlink Mobile (DS Mobile)
6.8.2 Airvoice Wireless
6.8.3 JOLT Mobile
6.8.4 Boost Mobile
6.8.5 Consumer Cellular
6.8.6 GreatCall
6.8.7 kajeet
6.8.8 Liberty Wireless
6.8.9 H2O Wireless (Locus Telecommunications)
6.8.10 Virgin Mobile USA
6.8.11 Cricket (AT&T)
6.8.12 Wal-Mart
6.8.13 Page Plus
7 USA Prepaid Wireless Forecasts 2024 – 2030
7.1 Wireless Prepaid Subscriber Forecast by Connectivity Type 2024 – 2030
7.2 Prepaid Wireless Revenue Forecast by Type, and Connectivity 2024 – 2030
7.3 Monthly ARPU Forecast 2024 – 2030
7.4 Prepaid Wireless Service Provider Market Share 2024 – 2030
8 Future of Prepaid Wireless: Value-added Services
8.1 Real-time Communications: RCS and WebRTC
8.2 Prepaid and Stored Value in Mobile Commerce
8.3 BYOD and Prepaid
8.4 Prepaid and Payments
8.5 Prepaid and Wearables
8.6 Prepaid and the Smart Workplace
8.7 Prepaid and Virtual Reality
8.8 Prepaid and Public Safety
8.9 Prepaid and Internet of Things (IoT)
8.10 Offer Strategies for Value Added Services
8.10.1 Subscription
8.10.2 Per-use Services
8.10.3 Data
8.10.4 Messaging
8.10.5 On-demand Service
8.10.6 Up-selling from On-demand to Subscription
9 Porter's Five Forces of Prepaid Wireless in the United States
10 COVID-19 Impact on Prepaid Wireless in the United States
10.1 Did Covid-19 lift the Prepaid Market in the United States?
10.2 Initiatives and Steps taken by Key Players
10.2.1 Verizon
10.2.2 T-Mobile (now including Sprint)
10.2.3 AT&T
10.3 Headwinds for the US Prepaid Wireless Market
11 Conclusions and Recommendations
12 Appendix: MVNO Strategies
12.1 MVNO Types
12.1.1 Full MVNO
12.1.2 Service Provider
12.1.3 ESP: Enhanced Service Provider (Hybrid MVNO)
12.1.4 Branded Reseller
12.2 MVNO Models
12.2.1 Discount MVNOs
12.2.2 Lifestyle/Niche MVNOs
12.2.3 Media/Entertainment MVNOs
12.2.4 Ethnic MVNOs
12.2.5 Business MVNOs
12.2.6 Brand MVNOs
12.2.7 Data MVNOs
12.2.8 M2M/Telemetry MVNOs
12.2.9 Quad Play MVNOs
12.2.10 Roaming MVNOs
12.3 Additional Case Study Analysis of USA MVNO Companies
12.3.1 CellNUVO
12.3.2 Cellular Abroad
12.3.3 AirVoice Wireless
12.3.4 Airlink Mobile
12.3.5 Jasper Wireless (Cisco)
12.3.6 ZingPCs
12.3.7 Boost Mobile
12.3.8 Disney Mobile
12.3.9 ZIP SIM
12.3.10 Bratz Mobile
12.3.11 Consumer Cellular
12.3.12 CREDO Mobile
12.3.13 DBS Communications
12.3.14 Defense Mobile
12.3.15 Freedom-Wireless
12.3.16 GreatCall
12.3.17 Kajeet
12.3.18 KORE Wireless
12.3.19 Liberty Wireless
12.3.20 MetroPCS
12.3.21 Lycamobile
12.3.22 PixWireless
12.3.23 National Geographic
12.3.24 NET10
12.3.25 Nextel Partners
12.3.26 Page Plus
12.3.27 Payless Cellular
12.3.28 PlatinumTel Communications
12.3.29 Google Fi
12.3.30 Red Pocket Mobile
12.3.31Ting
12.3.32 Total Call Mobile
12.3.33 Tracfone Wireless
12.3.34 Virgin Mobile USA
12.3.35 Cricket Wireless
12.3.36 H2O Wireless
12.3.37 RingPlus
12.3.38 PureTalk
13.0 Appendix: 5G Technology, Infrastructure, and Services
13.1 5G Technology
13.2 5G and Core Network Infrastructure
13.2.1 5G and Edge Computing
13.2.2 5G and Network Slicing
13.3 5G and Radio Network Infrastructure
13.4 5G Capabilities
13.5 5G and Ultra-High-Definition Voice Service
13.6 5G and Non-voice Applications and Services
13.7 5G Impact on Public Safety Services
13.8 5G Impact on the Internet of Things
13.9 5G Impact on Automation, Robotics, and the Industrial Sector