Verizon's Share-Everything Plans Could Kill Last Unlimited Plans

Verizon needs to get the balance right, though. While the shared plans would reduce customer churn as well as allow more mobile devices to connect to the network, thereby earning Verizon more revenue, the company may be passing up on the opportunity of charging more per device and increasing its ARPUs even further. The idea here is that since the 4G LTE network is speedier, subscribers will eventually need to jump to the higher tiers as they increasingly use data-intensive applications and connect more wireless devices to the Internet.

Further, since all the new shared data plans offer unlimited voice calling and texting, we see Verizon's move acting as a hedge against the falling voice and SMS usage and supporting the declining voice ARPUs.

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