A ton of mis-information here. Let me preface this with, I did switch. I also spent a great deal of time yesterday talking with senior sales reps and customer service agents (many of whom were clueless).
My old plan:
$120 for 10GB data = $120
$30 per line (4 iPhones) = $120
TOTAL = $240
New plan:
$100 for 10GB data = $100
$15 per line (4 iPhones) = $60
TOTAL = $160
Yes, this is a significant savings in the short term. However, some facts that need to be cleared up.
YOU ABSOLUTELY CAN SUBSIDIZES PHONES in the future on these new plans! If you do this, any line you subsidized will go to $40 respectively. AT&T actually charges everyone $40 per line but gives a $25 discount if you meet 1 of 3 conditions:
(1) You enroll in NEXT,
(2) Buy your phone outright, or
(3) Switch to the new plan before the promotion ends.
In my example above, if I end up subsidizing my 4 iPhones in the future/long term, I'll pay $40 per line OR $160 + $100 (10GB) = TOTAL of $260. That is $20 more per month than I'm paying on my old plan. Another way to look at it--an additional $240 more per year. Again, after the dust settles, I'll pay AT&T $240 more per year if I don't change my buying/usage habits. This is what AT&T is counting on. They want to get out of the subsidies game.
Additional mis-information. If you enroll in NEXT, you pay $15 per line PLUS the phone rental cost. EXAMPLE: iPhone 32GB @ $750 divided by 20 months of payments = $37.50 (cost of phone) + $15 (AT&T charge for service to that phone) = $52.50 per line using NEXT! This is a FAR cry from $15 per line being advertised.
Obviously, this doesn't take into consideration the cost of flipping phones to purchase new ones, or the taxes applied when using NEXT. Each of us has different upgrade tendencies, etc. so mileage will vary between all of us. But make no mistake, this is not hurting AT&T over the long haul.