If AT&T’s $39 billion bid to acquire T-Mobile passes regulatory scrutiny, it will push the new conglomerate past Verizon as the largest cellular provider in America. To understand AT&T’s potential gains, consider the audience breakout of visitors to T-Mobile’s site for account holders. The bulk of visitors to T-Mobile’s site came from web-users in the largest major metropolitan areas, with an especially large segment of visits to the site coming from the New York DMA.

It’s worth noting that T-Mobile’s strength in New York, LA and Philadelphia may help AT&T Wireless compete in these key markets where Verizon Wireless is currently winning a slightly higher share of traffic.

Visitors to My.T-mobile.com tended to be younger than visitors to AT&T Wireless. During the same time frame, 16.75% of visits to Verizon Wireless came from web-users in the 18-24 age group, indicating that the AT&T/T-Mobile combination could enable AT&T Wireless to capture a higher share of younger consumers than Verizon Wireless.

T-Mobile’s ability to compete with Verizon, AT&T and Sprint has been tied to its competitive pricing strategies, but these strategies have attracted customers with lower credit worthiness. The lion’s share of My.TMobile.com’s traffic came from web-users with the lowest credit scores. Verizon Wireless currently wins a greater share of its traffic from web-users with “A” and “B” scores than AT&T Wireless; the proposed acquisition would further broaden these differences.

Thanks to Margot Bonner, Analyst with our Custom Data & Analytics team for the analysis for today’s blog post.