Interesting footnote in AT&T’s earnings this morning: The carrier everyone loves to hate has quietly become the carrier of choice for e-books readers.
AT&T (T) provides wireless connections for Amazon’s Kindle (AMZN), Sony’s Reader Daily (SNE) and Barnes & Noble’s Nook (BKS). And the carrier said it added more than one million wireless data subscriptions for those “emerging devices” last quarter.
Given that the Nook only started shipping this month, and that the Sony Daily Reader only showed up at the end of the year, my assumption is that Amazon accounted for almost all of that million. Though perhaps the device makers, who are essentially reselling the subscriptions to consumers, are buying some of the accounts in advance.
And now, of course, AT&T is adding Apple (AAPL) to its “emerging device” roster. So whether the iPad really “kills” the Kindle or not (my hunch is that the devices will appeal to two different customer bases for quite some time), AT&T doesn’t care — it wins either way.
Buy This Item: [Click here to buy this item]