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AT&T adds 2.7M iPhones, 1.9M customers in Q1 2010

post #1 of 36
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AT&T reported its first-quarter results on Wednesday, and Apple's exclusive carrier partner in the U.S. revealed that it activated 2.7 million iPhones, with more than a third of those customers new to AT&T.

With a total of net gain of 1.9 million wireless subscribers added to AT&T, that means that nearly half of the new customers to AT&T during the quarter came because of the iPhone. The first-quarter result also represents a decrease from 3.1 million iPhones activated during the previous, holiday quarter.

On Tuesday, Apple revealed that it sold 8.75 million iPhones during the same timeframe, which represented the company's largest quarter ever. That was even better than the holiday quarter, when the company shipped a then-record 8.7 million iPhones.

AT&T's reduction shows how important international growth has become for the iPhone platform. That was a point Apple executives made during Tuesday's earnings conference call, when Apple Chief Operating Officer Tim Cook said that both additional carriers and existing partners were important to the company's record growth.

Cook failed, however, to reveal whether Apple intends to end its exclusive arrangement with AT&T in the U.S. He said though Apple has seen good results with multiple carrier options in other countries, the company is viewing the situation on a country-by-country level to conclude what is in its best interests.

AT&T's first quarter saw the wireless carrier earn $30.6 billion in consolidated revenues, up $78 million from the same period a year ago. The company brought in $0.42 diluted earnings per share, and $0.59 before a previously disclosed non-cash charge of $995 million from a change to taxes related to the Medicare Part D subsidy.

"Were off to a great start to the year, and our fundamental outlook for the business continues to be quite positive," said Randall Stephenson, AT&T chairman and chief executive officer.

The company saw a 10.3 percent increase in wireless service revenues, and added 3.3 million 3G postpaid integrated wireless devices. AT&T now has 26.8 million 3G devices on its network, more than double its total from a year ago.

"AT&T continues to set the pace in mobile broadband, the industrys number one growth driver, and our wireless business continues to perform at a high level, with improved margins, lower churn and overall revenues growing at a healthy clip," Stephenson said. "AT&T has outstanding mobile broadband capabilities today and a terrific technology path forward to lead the next wave of wireless innovation and growth. Were investing and executing aggressively to deliver on that potential."
post #2 of 36
Good for them. I have seen a dramatic speed improvement although I still see a couple of dropped calls a month.

As for "multiple carriers" in the US, I'm sure whenever verizon decide to be resonable Apple will be there.

I'm not holding my breath.

I wonder if this will be yet another quarter AT&T adds more than verizon?
post #3 of 36
It's nice that Apple can sell a bunch of phones internationally. It takes some pressure off of them to get a deal with Verizon. But at some point, they will have to get the iPhone onto Verizon's network. They're doing Google and RIM a huge favor by staying off of Verizon. They can't just concede a market that big forever.
post #4 of 36
Apple is the best thing that has happened to ATT in a long time. No wonder they were willing to deal with their iPad 3G subscription pricing and terms.

Go, ATT! Now, surprise us with some innovative pricing arrangement for the 4th-G iPhone! Rethink Possible.....
post #5 of 36
AT&T owes nearly all of their growth to the iPhone... I wonder how many will bite on the iPad data plan?

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post #6 of 36
Interestingly, AT&T is slightly down in after-hours trading. Not quite the bump AAPL saw, but also not quite the results.

I respect AT&T for working hard to improve their network, reliability, and coverage. iPhone and iPad have definitely been a catalyst for change at AT&T.
post #7 of 36
Quote:
Originally Posted by SpamSandwich View Post

AT&T owes nearly all of their growth to the iPhone... I wonder how many will bite on the iPad data plan?

Why would someone get the 3G version, and not use the data plan as offered: i.e., use as/when needed?
post #8 of 36
Yawn.

If Apple does not diversify to different carriers with the 4G, I think it's pretty much over for the iPhone in terms of growth from switchers. That cow will have been milked dry. 3 years is enough. If they don't even go to the other GSM carrier, then really...what else is left to say at this point. This business model is not consumer friendly by a mile. And they will find themselves with less switchers to the iPhone once Apple finally decides to open the phone to other carriers the more people have invested themselves monetarily in applications for other platforms. Neither Android nor BB are sticking to one carrier, they are expanding aggressively to ALL, and in 3 out of 4, without having to compete with the big juggernaut. Google couldn't be happier in the long term if this Apple-AT&T racket continues.
post #9 of 36
Quote:
Originally Posted by anantksundaram View Post

Apple is the best thing that has happened to ATT in a long time. No wonder they were willing to deal with their iPad 3G subscription pricing and terms.

Go, ATT! Now, surprise us with some innovative pricing arrangement for the 4th-G iPhone! Rethink Possible.....

I think the only way AT&T could keep Apple from going to Verizon would be to come up with some innovative pricing as you are suggesting.
post #10 of 36
Quote:
Originally Posted by AppleInsider View Post

AT&T reported its first-quarter results on Wednesday, and Apple's exclusive carrier partner in the U.S. revealed that it activated 2.7 million iPhones, with more than a third of those customers new to AT&T.

With a total of net gain of 1.9 million wireless subscribers added to AT&T, that means that nearly half of the new customers to AT&T during the quarter came because of the iPhone.

Did I go to the wrong school? 1/3 of 2.7M is .9M, and half of 2.7M is 1.35M - neither of which is close to the 1/2 or 1/3 in the above statements. 1.9M is roughly 2/3 of 2.7M, so this story should have read "...more than two thirds of those customers new to AT&T." And THAT's a big deal!
post #11 of 36
Quote:
Originally Posted by LouisTheXIV View Post

Yawn.

If Apple does not diversify to different carriers with the 4G, I think it's pretty much over for the iPhone in terms of growth from switchers. That cow will have been milked dry. 3 years is enough.

Perhaps you missed the earnings call where Apple announced their biggest iPhone quarter?

With an iPhone that is almost a year old?

Against an onslaught of Android phones?

Quote:
Neither Android nor BB are sticking to one carrier, they are expanding aggressively to ALL, and in 3 out of 4, without having to compete with the big juggernaut. Google couldn't be happier in the long term if this Apple-AT&T racket continues.

Really? AT&T just had another monster quarter. If they beat verizon again, that's over a year of outgrowing them in net adds. Some juggernaut
post #12 of 36
Quote:
Originally Posted by DocNo42 View Post

Perhaps you missed the earnings call where Apple announced their biggest iPhone quarter?

With an iPhone that is almost a year old?

Against an onslaught of Android phones?



Really? AT&T just had another monster quarter. If they beat verizon again, that's over a year of outgrowing them in net adds. Some juggernaut

Perhaps you missed the international growth, which far outpaced anything else--admittedly by Apple itself due to carrier openness.

Perhaps you also missed, apparently in plain sight, the pretty large drop in SWITCHERS to AT&T to get the iPhone. Perhaps you also missed the part where I said switchers to the iPhone from other carriers was decreasing, and as a consequence iPhone growth in the US will stunt, if the majority of people getting new iPhones are existing AT&T customers.

But perhaps you didn't miss that on purpose, though I suspect you did.
post #13 of 36
Quote:
Originally Posted by LouisTheXIV View Post

Yawn.

If Apple does not diversify to different carriers with the 4G, I think it's pretty much over for the iPhone in terms of growth from switchers. That cow will have been milked dry. 3 years is enough. If they don't even go to the other GSM carrier, then really...what else is left to say at this point. This business model is not consumer friendly by a mile. And they will find themselves with less switchers to the iPhone once Apple finally decides to open the phone to other carriers the more people have invested themselves monetarily in applications for other platforms. Neither Android nor BB are sticking to one carrier, they are expanding aggressively to ALL, and in 3 out of 4, without having to compete with the big juggernaut. Google couldn't be happier in the long term if this Apple-AT&T racket continues.

there are still 90 million cows across the pond to be milked Out of those 90 millions, possibly several million are on the edge of jumping across, just that their hopes don't die coz of rumors

But one good point in your post is that this business model is not consumer friendly. Apple never tried to be consumer friendly when it comes to finances, but for UI and experience it stands to be very customer friendly. Apple is adamant on its strengths, pure form of capitalism. I think Jobs once said that they are not after marketshare coz they try/want to create new market and raise the standard of lifestyle of people.
post #14 of 36
Quote:
Originally Posted by LouisTheXIV View Post

Yawn.

If Apple does not diversify to different carriers with the 4G, I think it's pretty much over for the iPhone in terms of growth from switchers. That cow will have been milked dry. 3 years is enough. If they don't even go to the other GSM carrier, then really...what else is left to say at this point. This business model is not consumer friendly by a mile. And they will find themselves with less switchers to the iPhone once Apple finally decides to open the phone to other carriers the more people have invested themselves monetarily in applications for other platforms. Neither Android nor BB are sticking to one carrier, they are expanding aggressively to ALL, and in 3 out of 4, without having to compete with the big juggernaut. Google couldn't be happier in the long term if this Apple-AT&T racket continues.

Apple is (indubitably) doomed!
post #15 of 36
Quote:
Originally Posted by Blastdoor View Post

It's nice that Apple can sell a bunch of phones internationally. It takes some pressure off of them to get a deal with Verizon. But at some point, they will have to get the iPhone onto Verizon's network. They're doing Google and RIM a huge favor by staying off of Verizon. They can't just concede a market that big forever.

Verizon will start rolling out LTE ("4G") this year. AT&T will start next year. For once, they'll both be on the same technology. My guess is that Apple will include LTE in addition to GSM as soon as possible and use that as the way to get to Verizon instead of shoehorning CDMA into the iPhone this year. Apple doesn't seem to be hurting by sticking with GSM right now, and the LTE path is a much cleaner technological one.
post #16 of 36
Quote:
Originally Posted by FurryOne View Post

Did I go to the wrong school? 1/3 of 2.7M is .9M, and half of 2.7M is 1.35M - neither of which is close to the 1/2 or 1/3 in the above statements. 1.9M is roughly 2/3 of 2.7M, so this story should have read "...more than two thirds of those customers new to AT&T." And THAT's a big deal!

You misunderstand the numbers, though I admit they are confusing.

1.9 million (approx) were new customers. 0.9 million (approx) iPhones were sold to new subscribers. Using AI math close to 50% of new subscribers bought iPhones.
post #17 of 36
Quote:
Originally Posted by FormerARSgm View Post

Interestingly, AT&T is slightly down in after-hours trading. Not quite the bump AAPL saw, but also not quite the results.

I respect AT&T for working hard to improve their network, reliability, and coverage. iPhone and iPad have definitely been a catalyst for change at AT&T.

Well.... think about it in this light.

Seeing quarter after quarter that the iPhone is a huge success for AT&T also comes with the following thoughts (to an investor anyway)...

What's gonna happen when Apple does open up the iPhone market in the US? I'm not saying it'll be tomorrow or maybe not even by the end of the year but the writing is about as bold as it can get, Apple will make the iPhone available to all US markets sooner rather than later and that can only mean ONE thing to AT&T.
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post #18 of 36
Interesting that all the other news organizations (e.g., CNN) are telling us how AT&T's growth has slowed way down. Is this an AI spin on things?
post #19 of 36
Quote:
Originally Posted by LouisTheXIV View Post

Perhaps you missed the international growth, which far outpaced anything else--admittedly by Apple itself due to carrier openness.

No, but what commentators such as yourself often like to overlook is the US is not the rest of the world. Our model is different (and I will readily conceded, more screwed up). Carrier openness is definitely a factor, but not the sole factor. Here (even with Verizon, Sprint or T Mobile) smartphones typically require a data plan and 2 year contract and that's a huge commitment for most people. Frankly that's more of a barrier than AT&T vs. Verizon. Other than techie geeks, most people I know couldn't care less about the carrier. Indeed, if loyalty was such a lock carriers wouldn't be signing you up for two year contracts

If the US is starting resemble markets elsewhere, it's soley because of the success of the iPhone. Heck, blackberries on Verizon didn't even have wifi until the success of the iPhone forced Verizon to open up! I love how all the "pro verizon" people conveniently (and continually) forget the pre-iPhone verizon.

Quote:
Perhaps you also missed, apparently in plain sight, the pretty large drop in SWITCHERS to AT&T to get the iPhone.

Less than four months before a new iPhone is released - this is a surprise? Really? I'm more shocked that Apple had their biggest iPhone quarter ever with the impending iPhone update!

Quote:
Perhaps you also missed the part where I said switchers to the iPhone from other carriers was decreasing, and as a consequence iPhone growth in the US will stunt, if the majority of people getting new iPhones are existing AT&T customers.

Perhaps you are reading too much into one quarters numbers.

And I haven't seen concrete Verizon numbers to compare with AT&T's - but AT&T has bested them on new account additions for almost a year now. If they did it yet again this quarter, you are indeed chicken little.

Quote:
But perhaps you didn't miss that on purpose, though I suspect you did.

Perhaps you are trying to be too clever for yourself. Actually being clever instead of trying to sound clever is always better
post #20 of 36
Quote:
Originally Posted by rhyde View Post

Interesting that all the other news organizations (e.g., CNN) are telling us how AT&T's growth has slowed way down. Is this an AI spin on things?

Their both down. It's probably the economy. And they are expected to be reporting about the same amount of adds:

http://www.fiercewireless.com/story/...-q1/2010-04-19

So much for "the network" being paramount
post #21 of 36
Quote:
Originally Posted by FurryOne View Post

Did I go to the wrong school? 1/3 of 2.7M is .9M, and half of 2.7M is 1.35M - neither of which is close to the 1/2 or 1/3 in the above statements. 1.9M is roughly 2/3 of 2.7M, so this story should have read "...more than two thirds of those customers new to AT&T." And THAT's a big deal!

Ahhh, yeah you did. .9 mil is almost half of 1.9 mil. Its that easy.
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post #22 of 36
Quote:
Originally Posted by Blastdoor View Post

It's nice that Apple can sell a bunch of phones internationally. It takes some pressure off of them to get a deal with Verizon. But at some point, they will have to get the iPhone onto Verizon's network. They're doing Google and RIM a huge favor by staying off of Verizon. They can't just concede a market that big forever.

How exactly does Apple help RIM and Google by not partnering with Verizon? Verizon has a network that is not compatible with iPhone. it sounds to me like Verizon is the one that is hurting Verizon, not Apple. Apple is not going to make a foolish move by creating a secondary piece of hardware for use on a CDMA network in the USA. for one, it would fragment the SKUs, and confuse end users. it would violate a very profitable agreement with ATT, which would be silly to do. also, a CDMA iphone could not do voice and data at the same time, like ATT can. so the iphone would be going backwards in the multitasking arena, not forwards (like it will with iphone OS 4). and there is no guarantee that VZW would be able to handle the absolute flood of data straining their network (which is also quite a bit slower than ATT). it would be like ATT in 2007-8, overloaded network, lots of problems, lots of frustrated customers.

wait until 2014, when VZW has a robust, built-out LTE 4G network, then maybe, just MAYBE, Apple will release iPhone to Verizon.

And you are forgetting a key thing, a very big thing: people on Verizon can buy an iPhone without the GSM radio (its called an iPod Touch) and use it on VZW wifi hotspots, third party hotspots, home wifi or thru wireless modems and portable hotspots.
post #23 of 36
Quote:
Originally Posted by LouisTheXIV View Post

Yawn.

If Apple does not diversify to different carriers with the 4G, I think it's pretty much over for the iPhone in terms of growth from switchers. That cow will have been milked dry. 3 years is enough. If they don't even go to the other GSM carrier, then really...what else is left to say at this point. This business model is not consumer friendly by a mile. And they will find themselves with less switchers to the iPhone once Apple finally decides to open the phone to other carriers the more people have invested themselves monetarily in applications for other platforms. Neither Android nor BB are sticking to one carrier, they are expanding aggressively to ALL, and in 3 out of 4, without having to compete with the big juggernaut. Google couldn't be happier in the long term if this Apple-AT&T racket continues.

Apple must be worried. they only made THREE BILLION DOLLARS PROFIT (not revenue, PROFIT), in only THREE MONTHS. one billion dollars per month, in a post-holiday recession-slowed economy. and this was all before they even started selling the iPad, a huge hit that will sell well over 5 million units in its first 8 months.

ATT is also shaking in their boots. ATT's first quarter this year was very good (the post holiday quarter is typically a very slow quarter) and it was just a tiny bit behind Q4 last year (the holiday quarter, normally the best quarter). ATT is still adding subs, with lowest churn ever, with wireline and Uverse making strong gains as well.
Also, the Apple partnership still strong, with iPad and iPhone. and ATT has the lowest dropped call percentage (verified by third party testing), fastest data network (verified by third party testing), and still outpacing VZW in profits and subscriber adds.
outlook is very very bleak for the future....right? Right? *crickets*
post #24 of 36
Quote:
Originally Posted by DocNo42 View Post

Their both down. It's probably the economy. And they are expected to be reporting about the same amount of adds:

http://www.fiercewireless.com/story/...-q1/2010-04-19

So much for "the network" being paramount

Those projections are way off base, as least compared to more mainstream media outlets. Verizon is likely to report only 700,000 net adds. That compares poorly to AT&T's 1.9 new postpaid subscribers in the same quarter.
post #25 of 36
Quote:
Originally Posted by DocNo42 View Post

Perhaps you missed the earnings call where Apple announced their biggest iPhone quarter?

With an iPhone that is almost a year old?

Against an onslaught of Android phones?



Really? AT&T just had another monster quarter. If they beat verizon again, that's over a year of outgrowing them in net adds. Some juggernaut

Obviously all that grown is international. It appears to me that US growth is stagnating.
post #26 of 36
Quote:
Originally Posted by anantksundaram View Post

Why would someone get the 3G version, and not use the data plan as offered: i.e., use as/when needed?

I'm getting the 3G version and plan to use it when needed (i.e. vacation months like Dec, July, August).

I wonder if I can turn on 3G just to sign up, or if I have to use wifi to sign up first before using the 3G. If the former, then I can see myself possibly turning it on in an emergency (when there is no wifi).
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post #27 of 36
Quote:
Originally Posted by FurryOne View Post

Did I go to the wrong school? 1/3 of 2.7M is .9M, and half of 2.7M is 1.35M - neither of which is close to the 1/2 or 1/3 in the above statements. 1.9M is roughly 2/3 of 2.7M, so this story should have read "...more than two thirds of those customers new to AT&T." And THAT's a big deal!

AT&T added 2.7M iPhone users.
1/3 or about 900K switched to AT&T from another carrier.
2/3 upgraded from a previous AT&T phone (could've been an older iPhone).

AT&T signed up 512K net postpaid switchers from another carrier.
So if all 512K net switchers were iPhone users, then at least 388K people switched away from AT&T to another carrier. Since AT&T said postpaid churn was 1.07% and there were about 65M postpaid subscribers, we can estimate 650K switched away. If so, then about 260K other people switched to AT&T but didn't become iPhone users.

AT&T added 3.3M users of 3G integrated devices, of which iPhone is one.
Thus, AT&T added 2.7M iPhone users and 600K of other 3G integrated devices (like BBs and Moto Backflip). This gives us a relative idea of the difference between being 1st and 2nd at AT&T. According to web reports, Backflip was the 3rd most popular AT&T phone in March, so maybe 200K Backflips at most.

AT&T added 1.9M net subscribers. This number includes the 512K postpaid switchers, but also includes prepaid, reseller, and connected devices (i.e., Kindles and other e-readers, alarm monitoring, iPads (soon), etc).

Verizon announced results today. They signed up only 423K postpaid switchers. I think the Droid craze is over. More significant, for the first time ever (or at least as far back as 2006, that's where my data ends), their churn was as high as AT&T's at 1.07%.

Now, where's samab to defend Verizon's strategy?
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post #28 of 36
Quote:
Originally Posted by DocNo42 View Post

Their both down. It's probably the economy. And they are expected to be reporting about the same amount of adds:

http://www.fiercewireless.com/story/...-q1/2010-04-19

So much for "the network" being paramount

It likely is the economy but it could also be, like cable/sat/FIOS, the all or nothing approach and forced bundling with no price sweet spots is simply making more customers choose nothing with regard to post-paid.

My whole family has switched over to pre-paid. I'm on T-mobile for $65 a month for 1000 minutes and unlimited text and data. My wife gets unlimited text/talk/20 megs data for her Env2 for $40 a month through Page Plus Cellular and both my boys have $10 put on their phones every four months.

Our family bill for a smartphone, an unlimited talk/text feature phone and two Razrs is now $110 a month down from $160 (with 15% discount) on Verizon post-paid.

I'm still very tempted to even give up my iPhone and go PagePlus myself on my old LG Dare. They have a 1200/1200/50 MB talk/text/data plan that sounds almost precisely how I use my phone and it is only $30 a month.

That would move our cell plan down to $75 a month. On Verizon, the mandatory data was going to knock another $10 a month onto our bill to drive it to $170 a month for four phones. The last time I went through one of these "Do you own things or do they own you" phases, we got rid of paid television and have now been very happy with only an antenna for almost a year now. I suspect that I'll end up leaning that way with phones as well.

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post #29 of 36
Quote:
Originally Posted by LouisTheXIV View Post

Yawn.

If Apple does not diversify to different carriers with the 4G, I think it's pretty much over for the iPhone in terms of growth from switchers. That cow will have been milked dry. 3 years is enough.

I do happen to think that Apple will add another carrier later this year, as AT&T is getting saturated with iPhones. AT&T didn't say but I'd estimate about 17M out of 65M, or around 26% of its postpaid subscribers are iPhone users.

Regardless, here's the AT&T iPhone subscribers statistics:

3Q08: 2.4M, 40% of these are switchers (iPhone 3G shipped on 7/11)
4Q08: 1.9M, 40%
1Q09: 1.6M, 40%
2Q09: 2.4M, 33% (iPhone 3Gs shipped on 6/19)
3Q09: 3.2M, 40%
4Q09: 3.1M, 34%
1Q10: 2.7M, 34%
2Q10: TBD (next iPhone likely to launch in June).

The numbers actually don't look so bad, though the switcher percentage is down (but steady).
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post #30 of 36
Quote:
Originally Posted by LouisTheXIV View Post

Perhaps you also missed, apparently in plain sight, the pretty large drop in SWITCHERS to AT&T to get the iPhone. Perhaps you also missed the part where I said switchers to the iPhone from other carriers was decreasing, and as a consequence iPhone growth in the US will stunt, if the majority of people getting new iPhones are existing AT&T customers.

1st quarter is always lowest for new subscribers. And also for switchers. On all US carriers.

As I said in earlier post, Verizon added only 423K postpaid, less than AT&T. Sprint supposedly is doing better at retaining subscribers, though they haven't yet announced.
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post #31 of 36
Quote:
Originally Posted by mark2005 View Post

I do happen to think that Apple will add another carrier later this year, as AT&T is getting saturated with iPhones. AT&T didn't say but I'd estimate about 17M out of 65M, or around 26% of its postpaid subscribers are iPhone users.

Regardless, here's the AT&T iPhone subscribers statistics:

3Q08: 2.4M, 40% of these are switchers (iPhone 3G shipped on 7/11)
4Q08: 1.9M, 40%
1Q09: 1.6M, 40%
2Q09: 2.4M, 33% (iPhone 3Gs shipped on 6/19)
3Q09: 3.2M, 40%
4Q09: 3.1M, 34%
1Q10: 2.7M, 34%
2Q10: TBD (next iPhone likely to launch in June).

The numbers actually don't look so bad, though the switcher percentage is down (but steady).

Looking at those numbers I see no pressing reason for Apple to add another carrier to the US.
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post #32 of 36
Quote:
Originally Posted by Booga View Post

Verizon will start rolling out LTE ("4G") this year. AT&T will start next year. For once, they'll both be on the same technology. My guess is that Apple will include LTE in addition to GSM as soon as possible and use that as the way to get to Verizon instead of shoehorning CDMA into the iPhone this year. Apple doesn't seem to be hurting by sticking with GSM right now, and the LTE path is a much cleaner technological one.

Even though they'd both be on LTE, Apple will still need to provide for CDMA, as Verizon's LTE rollout will take several years to reach "nationwide" coverage.

If Apple never wants to do CDMA at all, they'd be waiting til 2013 at the earliest (more likely 2014) to get on Verizon.
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post #33 of 36
Quote:
Originally Posted by anantksundaram View Post

Why would someone get the 3G version, and not use the data plan as offered: i.e., use as/when needed?

Its $30 dollars a month what's the big deal???

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post #34 of 36
Quote:
Originally Posted by mark2005 View Post

AT&T added 2.7M iPhone users.
1/3 or about 900K switched to AT&T from another carrier.
2/3 upgraded from a previous AT&T phone (could've been an older iPhone).

AT&T signed up 512K net postpaid switchers from another carrier.
So if all 512K net switchers were iPhone users, then at least 388K people switched away from AT&T to another carrier. Since AT&T said postpaid churn was 1.07% and there were about 65M postpaid subscribers, we can estimate 650K switched away. If so, then about 260K other people switched to AT&T but didn't become iPhone users.

AT&T added 3.3M users of 3G integrated devices, of which iPhone is one.
Thus, AT&T added 2.7M iPhone users and 600K of other 3G integrated devices (like BBs and Moto Backflip). This gives us a relative idea of the difference between being 1st and 2nd at AT&T. According to web reports, Backflip was the 3rd most popular AT&T phone in March, so maybe 200K Backflips at most.

AT&T added 1.9M net subscribers. This number includes the 512K postpaid switchers, but also includes prepaid, reseller, and connected devices (i.e., Kindles and other e-readers, alarm monitoring, iPads (soon), etc).

Verizon announced results today. They signed up only 423K postpaid switchers. I think the Droid craze is over. More significant, for the first time ever (or at least as far back as 2006, that's where my data ends), their churn was as high as AT&T's at 1.07%.

Now, where's samab to defend Verizon's strategy?

This.

Just a few weeks ago there was a lot of crowing about how iPhone sales had "stalled out" or "stagnated", based entirely on modest softening of the North American market. Yet, here we are, with iPhone sales continuing their rapid expansion and Android's primary vendor, Verizon, falling behind AT&T in post paid adds.

I have no doubt the Android market will continue to grow, if only because there appears to be a new handset coming onto the market about every fifteen minutes. But the notion that Android is a juggernaut that is quickly overtaking the iPhone, which is "stalled", is and was a Google fan boy fantasy.
They spoke of the sayings and doings of their commander, the grand duke, and told stories of his kindness and irascibility.
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They spoke of the sayings and doings of their commander, the grand duke, and told stories of his kindness and irascibility.
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post #35 of 36
Quote:
Originally Posted by mark2005 View Post

I wonder if I can turn on 3G just to sign up, or if I have to use wifi to sign up first before using the 3G. If the former, then I can see myself possibly turning it on in an emergency (when there is no wifi).

Interesting question. Perhaps over a phone call or via email as well? We'll find out in a week!
post #36 of 36
Quote:
Originally Posted by daylove22 View Post

Its $30 dollars a month what's the big deal???

So, you're agreeing with me?
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