AT&T Inc.(NYSE:T) is moving more devices than
expected in the fourth quarter, according to comments from Ralph de la Vega,
president and CEO of AT&T Mobility.
De la Vega said AT&T is headed for record
fourth quarter smartphone sales. AT&T has already sold 6.4 million
smartphones in the first two months of the Quarter and now expects to sell 26
million smartphones this year, 1 million more than previously expected. He also
said "those two months alone would be the second best smartphone sales
quarter for AT&T Mobility."
The company has improved its supply of iPhones,
and De la Vega also touted some of the other smartphones in AT&T's lineup,
including the LG Optimus G and Nokia Lumina 920.
De la Vega was also bullish on tablets, noting
the company's recent $100 promotion and the mobile data share plan have driven
interest in the area. It's also the first time when all the three major
operating systems have tablets, from Apple's iPad, to Android tablets, including the Kindle Fire HD, and tablets running on
Microsoft's Windows 8 and
Windows RT.
The amount of data customers are signing up for
on those plans has also exceeded expectations. According to De la Vega, fully
25 percent of customers on shared data plans have selected data buckets of 10
GB and higher.
De la Vega also weighed in on some of the key
growth areas for the company, including home security and mobile payments.
AT&T plans to launch its home security and automation service, which it
unveiled earlier this year at the CTIA Wireless trade show, in early 2013, and
will offer it at its stores and other distribution channels, he said.
The home security industry is worth $18 billion
and operates with margins in the 35 to 40 percent range. De la Vega said
AT&T has an even lower cost structure, which could mean big profits down
the line.
De la Vega declined to talk about future
deployment plans for ISIS, its mobile payment joint venture with Verizon
Wireless and T-Mobile USA. He only said the trials were going well and that
merchants have expressed interest in utilizing the near-field communication
technology that enables people to tap and pay for goods with their smartphones.
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