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Verizon announces 2.2M activations of Apple's iPhone in Q1 2011

post #1 of 84
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Verizon on Thursday announced that it activated 2.2 million iPhone 4 units in the first quarter of 2011, a period in which the handset was on sale for less than two months.

The new numbers arrive alongside data for other, competing handsets available on the Verizon Wireless network. The largest carrier in the U.S. also revealed that it activated more than 260,000 HTC Thunderbolt handsets in two weeks, and more than a half-million 4G devices were activated during the quarter.

The carrier also restated that the launch of the iPhone 4 in February was its most successful launch in the company's history.

The three-month frame to start 2011 is the first time that rival carriers AT&T and Verizon have gone head-to-head in iPhone sales. AT&T, which reported its earnings on Wednesday, revealed that 3.6 million iPhones were activated on its network in the first quarter of 2011, a 33 percent increase from 2010.

However, the AT&T and Verizon numbers are not an apples-to-apples comparison, as the Verizon iPhone did not launch until Feb. 10, or more than a month into the quarter.

Apple announced in its own earnings report on Wednesday that iPhone sales in the U.S. were up 155 percent last quarter. Though Apple does not provide a regional breakdown of iPhone sales, based on activations reported by Verizon and AT&T, the company sold at least 5.8 million handsets in the U.S. last quarter.



Those 2.2 million iPhone 4 activations on the Verizon network helped the carrier grow smartphone sales to more than half of its total phone sales. Last quarter 60 percent of postpaid phones sold by Verizon were smartphone, compared to 49 percent in the fourth quarter of 2010.

Smartphone penetration on the Verizon network is 32 percent, up from 28 percent in the previous quarter. And total data revenue is $5.5 billion, with 22.3 percent year-over-year growth.

Verizon Wireless added 1.8 million customers in the quarter, and now has 104 million total connections. For comparison, AT&T revealed on Wednesday that it added just 62,000 customers in the quarter.
post #2 of 84
Quote:
Originally Posted by AppleInsider View Post

The largest carrier in the U.S. also revealed that it activated more than 260,000 HTC Thunderbolt handsets in two weeks,

And how it possibly outsold iPhone on Verizon based on this number?
post #3 of 84
Quote:
Originally Posted by matrix07 View Post

And how it possibly outsold iPhone on Verizon based on this number?

Thunderbolt is not 'Android', Matrix.

- - -

Didn't AI just do a story telling us the Verizon number was 3 Million? That's a pretty inaccurate "rough estimate" in that case, Daniel. Unsurprisingly it just so happens to be an overestimate. An 800,000 overestimate.
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post #4 of 84
Considering that it was "common knowledge" that Verizon was getting the iPhone in 4Q10 and that it was officially announced on Jan 11, this was a very weak sales report for Verizon.

This 30 second video says it all: http://www.youtube.com/watch?v=GUaFywhywjA
post #5 of 84
Quote:
Originally Posted by matrix07 View Post

And how it possibly outsold iPhone on Verizon based on this number?

i believe the "analyst" suggested that the thunderbolt was outselling the iPhone at verizon stores only. i'm sure a huge portion of those 2.2 million iPhone 4 sales were done though Apple.
post #6 of 84
Quote:
Originally Posted by noexpectations View Post

Considering that it was "common knowledge" that Verizon was getting the iPhone in 4Q10 and that it was officially announced on Jan 11, this was a very weak sales report for Verizon.

To be fair some people can't simply dump their contracts. iPhone 5 2011/2012 Verizon numbers should be more revealing.
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post #7 of 84
Quote:
Originally Posted by Ireland View Post

Thunderbolt is not 'Android', Matrix.

matrix never suggested such a thing... he was referring to this:

http://www.wired.com/gadgetlab/2011/...derbolt-sales/
post #8 of 84
Whoa! "Verizon Wireless added 1.8 million customers in the quarter, and now has 104 million total connections. For comparison, AT&T revealed on Wednesday that it added just 62,000 customers in the quarter"

If this is true, I can see why AT&T feels it needs to acquire T-mobile to compete.

Just pulled this info from another news article, "Verizon Wireless is pulling in more high-paying subscribers than it has in a year, and 15 times more than rival AT&T."
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post #9 of 84
Quote:
Originally Posted by noexpectations View Post

Considering that it was "common knowledge" that Verizon was getting the iPhone in 4Q10 and that it was officially announced on Jan 11, this was a very weak sales report for Verizon.

This 30 second video says it all: http://www.youtube.com/watch?v=GUaFywhywjA

What is "common knowledge" and "announcement" got anything to do with the sales figures? I had knowledge of the fact that the iPhone was being developed back in 2005. Doesn't mean a thing? Fact is it was on sale for 7 weeks prior to the quarter ending and it sold 2.2mil, which by any account is fantastic for a phone that was released 7 months ago and on a single carrier.
post #10 of 84
What I find most amazing is that analysts and pundits have taken to directly judging any Apple device sales by how long a line is outside of a store. I'm fairly sure that's an unprecedented way of tracking high or low sales because I've never heard of any other company having such a phenomenon. Since there were no long lines for the Verizon iPhone it's just easier to assume that sales were weak. That's exactly what the media was indicating because of lack of eager crowds. There is entirely too much negative speculation about Apple everything based on lack of any information.

Considering the iPhone 4 had already been available on AT&T for many months, I think that those Verizon iPhone activations were pretty decent and just icing on the iPhone sales cake. I did HOPE that consumers would be dumping their Android smartphones to get the iPhone, but realistically speaking it would have been unlikely and was.
post #11 of 84
redacted
post #12 of 84
Quote:
Originally Posted by OllieWallieWhiskers View Post

i believe the "analyst" suggested that the thunderbolt was outselling the iPhone at verizon stores only. i'm sure a huge portion of those 2.2 million iPhone 4 sales were done though Apple.

Ah, I see. In other words they boasted about something irrelevant.
post #13 of 84
Quote:
Originally Posted by Ireland View Post

To be fair some people can't simply dump their contracts. iPhone 5 2011/2012 Verizon numbers should be more revealing.

People can easily dump their contracts: Their ATT iPhone won't work on Verizon so they can sell it on eBay or Gazelle and use that money for the ETF.

I think that the real issue is that once people finally compared ATT and Verizon, they realized that Verizon costs more, is slower, lacks international coverage, and lacks data/voice multitasking.
post #14 of 84
Quote:
Originally Posted by matrix07 View Post

Ah, I see. In other words they boasted about something irrelevant.

exactly

ANDROID OUTSELLING iOS BY 100%!*


*at sprint stores.
post #15 of 84
Quote:
Originally Posted by briankeith513 View Post

Whoa! "Verizon Wireless added 1.8 million customers in the quarter, and now has 104 million total connections. For comparison, AT&T revealed on Wednesday that it added just 62,000 customers in the quarter"

If this is true, I can see why AT&T feels it needs to acquire T-mobile to compete.

Just pulled this info from another news article, "Verizon Wireless is pulling in more high-paying subscribers than it has in a year, and 15 times more than rival AT&T."

http://www.att.com/gen/press-room?pi...code=financial


"Best-ever first-quarter increase in total wireless subscribers, up 2.0 million to reach 97.5 million subscribers in service, with gains in every category "
post #16 of 84
Quote:
Originally Posted by OllieWallieWhiskers View Post

exactly

ANDROID OUTSELLING iOS BY 100%!*


*at sprint stores.

Your math is off
post #17 of 84
Quote:
Originally Posted by OllieWallieWhiskers View Post

exactly

ANDROID OUTSELLING iOS BY ∞%!*


*at sprint stores.

Corrected
post #18 of 84
Quote:
Originally Posted by OllieWallieWhiskers View Post

matrix never suggested such a thing... he was referring to this: http://www.wired.com/gadgetlab/2011/...derbolt-sales/

Except that study turned out to be ridiculous BS that any first year statistics student could easily debunk.
post #19 of 84
Quote:
Originally Posted by noexpectations View Post

Considering that it was "common knowledge" that Verizon was getting the iPhone in 4Q10 and that it was officially announced on Jan 11, this was a very weak sales report for Verizon.

This 30 second video says it all: http://www.youtube.com/watch?v=GUaFywhywjA

Quote:
Originally Posted by Ireland View Post

To be fair some people can't simply dump their contracts. iPhone 5 2011/2012 Verizon numbers should be more revealing.

Also let's not forget, every tech report / story / podcast / forum post / etc that trumpeted the arrival of the iPhone on Verizon also was very quick to point out that Apple is almost assured to release the iPhone 5 this summer and buying the Verizon iPhone now wouldn't be wise. It was only later that reports started to surface calling into doubt the iPhone 5 being ready for the normal 'summer release' timeline.
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post #20 of 84
Quote:
Originally Posted by OllieWallieWhiskers View Post

exactly

ANDROID OUTSELLING iOS BY 100%!*


*at sprint stores.

This isn't smartphone share per se, so it's a bit off topic, but it shows you where Android is going in the future (nowhere).



iOS on iPads only, has already got more share in the US than Linux, (which was supposed to "conquer the desktop" for the last 10 years now).

With Mac OS-X now at 15% and growing at three times the rest of the market, and iOS growing even faster, Android doesn't really have a chance of being much more than a cheap smartphone alternative for the poor.

If these staggering growth rates continue, and if as many people think, iOS and Mac OS-X are going to merge five years or so, well ...
post #21 of 84
Quote:
Originally Posted by noexpectations View Post

People can easily dump their contracts: Their ATT iPhone won't work on Verizon so they can sell it on eBay or Gazelle and use that money for the ETF.

I think that the real issue is that once people finally compared ATT and Verizon, they realized that Verizon costs more, is slower, lacks international coverage, and lacks data/voice multitasking.

1) Verizon does not cost more
2) VZW 3G is slower, yes.
3) Verizon does have international coverage, although it is not good in Europe. It is fine in Asia though.
4) This is true, although current Verizon customers don't really care about this feature as they've never had it to begin with. Not many people are going to ditch their AT&T iPhone just to buy the same one on Verizon. Some people have, but most of the iPhone's growth on Verizon was from their internal customer base.
5) Verizon has the best service out there, bar none. That's not my opinion - see JD Power and Consumer Reports. It's not even close.
post #22 of 84
The T-bolt sales were only for the last two weeks of March. Without a matching "last two weeks of March" sales figure for the iPhone there's no direct comparison. Makes it a guessing game. It's no different than stating ATT iPhone sales are clearly outselling Verizon, tho VZ had 5 weeks less to do it in.

I'm not sure anyone indicated that the Thunderbolt was outselling the iPhone company wide anyway did they? The reports I saw mentioned "in some stores", which could certainly be possible.
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post #23 of 84
Quote:
Originally Posted by noexpectations View Post

Considering that it was "common knowledge" that Verizon was getting the iPhone in 4Q10 and that it was officially announced on Jan 11, this was a very weak sales report for Verizon.

This 30 second video says it all: http://www.youtube.com/watch?v=GUaFywhywjA

You must have not read all the way to the end of the article:

"Verizon Wireless added 1.8 million customers in the quarter, and now has 104 million total connections. For comparison, AT&T revealed on Wednesday that it added just 62,000 customers in the quarter."

Not really weak at all for Verizon. Maybe weak for Apple, at least lower numbers for the iPhone than I thought they would be on Verizon, but don't conflate the two. Customers strongly associate Android with Verizon, and continue to buy lots of them there.
post #24 of 84
2.2M Verizon vs. 3M AT&T.

I don't know how anyone can call that a failure of the Verizon phone. Apple could easily sell another 10-12 million more phones this year.

Did any single other phone sell that many in the same quarter, fail-mongers?
post #25 of 84
Quote:
Originally Posted by Eriamjh View Post

2.2M Verizon vs. 3M AT&T.

I don't know how anyone can call that a failure of the Verizon phone. Apple could easily sell another 10-12 million more phones this year.

Did any single other phone sell that many in the same quarter, fail-mongers?

Well it's 2.2 M Verizon to 3.6 M AT&T, but there is no failure there when you consider this:

The quarter had 90 day and Verizon had the iPhone for 50 of those. Divide 50 by 90 and you have .555556. Multiply that by AT&Ts 3.6 Million to compare and you get 2M Phones at AT&T for same 50 days. So if Verizon had same sales all quarter they would be at around 3.96 to 4 M iPhones, beating AT&T.

So to me it looks like Apple just more than doubled there market in the US. That is a horrible fail.

Contrast that with more than a half M 4G phones (likely all Android) including the 260,000 HTC Thunderbolt handsets in two weeks (so 1/2 of the 1/2 Million were Thunderbolt). Thunderbolt numbers suggest a rollout of 1.7 M Thunderbolts a quarter if sale did not die down due demand tapering off or the next greatest Android phone to come out in XX days.
post #26 of 84
Quote:
Originally Posted by SHOBIZ View Post

http://www.att.com/gen/press-room?pi...code=financial


"Best-ever first-quarter increase in total wireless subscribers, up 2.0 million to reach 97.5 million subscribers in service, with gains in every category "

This is correct, but the problem is, the money-making, is more off of the retail post-paid customers, and AT&T said it was "Retail net adds for the quarter include postpaid net adds of 62,000". Whereas Verizon's was " 906,000 retail postpaid net customer additions"

http://news.vzw.com/news/2011/04/pr2011-04-21.html
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post #27 of 84
Quote:
Originally Posted by briankeith513 View Post

This is correct, but the problem is, the money-making, is more off of the retail post-paid customers, and AT&T said it was "Retail net adds for the quarter include postpaid net adds of 62,000". Whereas Verizon's was " 906,000 retail postpaid net customer additions"

http://news.vzw.com/news/2011/04/pr2011-04-21.html

It said V added 1.8 million customers while at&t just added 62,000.


We can play number games all day long but the statement was still incorrect.

So, I can just as easily say AT&T added 2.0 million customers while Verizon just added 906,000.
post #28 of 84
Quote:
Originally Posted by SHOBIZ View Post

http://www.att.com/gen/press-room?pi...code=financial


"Best-ever first-quarter increase in total wireless subscribers, up 2.0 million to reach 97.5 million subscribers in service, with gains in every category "

Quote:
Originally Posted by SHOBIZ View Post

It said V added 1.8 million customers while at&t just added 62,000.


We can play number games all day long but the statement was still incorrect.

1.8milli "total" customers for V, as it was 2.0milli total for AT&T. THose aren't number games, you just need to be able to read. The part that I mentioned as most critical are the retail post paid customers, because they make much more money off of them, and they are more of an indicator of how well you are doing. And in those figures, AT&T just added 62,000....whereas Verizon added 906,000.
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post #29 of 84
We have another Samab on our hands. Geez........


Quote:
Originally Posted by briankeith513 View Post

1.8milli "total" customers for V, as it was 2.0milli total for AT&T. THose aren't number games, you just need to be able to read. The part that I mentioned as most critical are the retail post paid customers, because they make much more money off of them, and they are more of an indicator of how well you are doing. And in those figures, AT&T just added 62,000....whereas Verizon added 906,000.
post #30 of 84
Quote:
Originally Posted by shadash View Post

You must have not read all the way to the end of the article:

"Verizon Wireless added 1.8 million customers in the quarter, and now has 104 million total connections. For comparison, AT&T revealed on Wednesday that it added just 62,000 customers in the quarter."

Not really weak at all for Verizon. Maybe weak for Apple, at least lower numbers for the iPhone than I thought they would be on Verizon, but don't conflate the two. Customers strongly associate Android with Verizon, and continue to buy lots of them there.

V made 1.8 mill new connections pre-churn quote , V also lost a lot too

ATT added 62k after the churn quote .


V also sell fios .


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post #31 of 84
Quote:
Originally Posted by matrix07 View Post

And how it possibly outsold iPhone on Verizon based on this number?

Ill assume your numbers are correct:
90 ÷ 14 = 6.43
250,000 x 6.43 = 1,671,800
Thats still well under the 18.6 million iPhones Apple sold, well under the 3 million AT&T sold and well under the 2.2 million Verizon sold this past quarter.


Quote:
Originally Posted by Ireland View Post

To be fair some people can't simply dump their contracts. iPhone 5 2011/2012 Verizon numbers should be more revealing.

To be fair, the contract dumping isnt just a Verizon phenomenon so that fact holds for AT&T, too.

We will have to see the next quarter to get a fuller picture of AT&T v Verizon iPhone sales, but the reasoning that those that really wanted an iPhone on Verizon and were holding out which appeared to be the entire US according to these forums then then having almost 3 full months of official knowledge should have yielded better sales compared to AT&T.


Quote:
Originally Posted by TenoBell View Post

We have another Samab on our hands. Geez........

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post #32 of 84
Android fans are not happy that the iPhone outsold the Thunderbolt on Verizon. I guess having LTE is not all that imperative.
post #33 of 84
Just to re-iterate the points above. 2.2 M for an old phone, when people are in contract, running at 60% of AT&T is amazing. Apple will grow market share in the US this year. And China. Those are the two it lost to Android recently.

Still need a cheaper iPhone though.
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post #34 of 84
Cheaper than the 3GS at $49?

Quote:
Originally Posted by asdasd View Post

Still need a cheaper iPhone though.
post #35 of 84
Quote:
Originally Posted by TenoBell View Post

Cheaper than the 3GS at $49?

Grrrrrrrrrrr!



Every damn time somebody mistakes a subsidised price with a real price. ( and a subsidised price on one particular contract in one particular country as well).

we have had whole forums on this so that will be my last post on the matter.

Back on topic, great news for Apple.
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post #36 of 84
Quote:
Originally Posted by TenoBell View Post

Android fans are not happy that the iPhone outsold the Thunderbolt on Verizon. I guess having LTE is not all that imperative.

The Thunderbolt was only available for 2 weeks of Q1 bud.

That said, the iP4 will still outsell it by a huge margin. But ~267k of Thunderbolts is awesome for 2 weeks.
post #37 of 84
I know thats the subsidized price. The far majority of people are buying subsidized phones. An expectation of Apple to compete by offering a cheaper unsubsidized phone is something that no one else is doing.


Quote:
Originally Posted by asdasd View Post

Grrrrrrrrrrr!

Every damn time somebody mistakes a subsidised price with a real price. ( and a subsidised price on one particular contract in one particular country as well).
post #38 of 84
Cant wait to see the growth rate of the iPhone on Verizon compared to Android on Verizon. Maybe when I can show the iPhone on Verizon having stealing marketshare from Android or at least stalling it those who think marketshare is everything when talking about Android will finally realize that metric is pointless in and of itself.

Quote:
Originally Posted by Freshmaker View Post

The Thunderbolt was only available for 2 weeks of Q1 bud.

That said, the iP4 will still outsell it by a huge margin. But ~267k of Thunderbolts is awesome for 2 weeks.

Are we taking units in channel or activations? Note the pre-order sales starting back on February 06th also part of this two week number.

What happened with the next 2 weeks of sales? Note the iPhone has 3 years running of selling more units after the holiday quarter than in it despite being at the lower half of its suspected refresh cycle.

Also note this is Verizons flagship Android phone so the sales should be higher for this device over other Android-based devices IMO. But the question is the longevity. Is that number sustainable each month? Will HTC be able to make a profit before they have to come out with a new hotness again? How will the iPhone on Verizon affect the results of mobile OSes used on Verizons network?

(Just questions I have, Freshmaker, not so much directed at you as just being put on the table).
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post #39 of 84
What about Verizon's comments on the Iphone 5? Why aren't those pasted here?
post #40 of 84
My prediction is that counting each phone badged as "Android" will out grow the iPhone on Verizon.

Because all of the Android manufacturers are willing to introduce an "awesome new Android phone" every couple of weeks. No one phone will ever outsell the iPhone on Verizon.

My prediction is that if Android continues on its current path, Android as a congruent platform will collapse under its own weight. I think Google can see this and is the reason they are pulling back the reigns a bit.

Quote:
Originally Posted by solipsism View Post

Cant wait to see the growth rate of the iPhone on Verizon compared to Android on Verizon. Maybe when I can show the iPhone on Verizon having stealing marketshare from Android or at least stalling it those who think marketshare is everything when talking about Android will finally realize that metric is pointless in and of itself.
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