LTE networks will eventually move their voice calling over to IP calls, it is unclear if the price paid for voice plans will see a subsequent drop. But data plans will only represent almost 40 percent of the average revenue per user (ARPU) by the end of the first quarter this year, according to Chetan Sharma, an industry consultant. This is a problem for two reasons, the first being that if people stop buying voice or texting plans, operators have a large hole to fill in ARPU. Second, the per-gigabyte price of VoIP calls or IM would not fill that ......
For the telecom investors, GigaOM provided another good read that re-enforces how 3G, LTE and smartphones are bad business generally
Do read the full article here.
Skype and VOIP usage is huge. Facebook Chat, Whatsapp is also big. These 2 are starting to cannibalize the traditional voice and text plans.