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iPhone takes 56% of AT&T smartphone activations as iPhone 4S hits 1M

post #1 of 27
Thread Starter 
AT&T announced on Thursday that it activated 2.7 million iPhones last quarter, while it activated more than 1 million of the iPhone 4S alone since it launched last Friday.

Apple retained a majority of all smartphone sales at AT&T last quarter despite the fact that the carrier is no longer the exclusive provider of the iPhone in the U.S. This year, Apple added Verizon and Sprint as official carrier partners, and is even expanding the iPhone to smaller regional carriers like C Spire.

The iPhone accounted for 56 percent of smartphone activations at AT&T even as the presence of devices running Google Android continues to grow on the nation's second-largest wireless carrier. AT&T, in a press release accompanying its quarterly results, boasted that sales of Android devices and more than doubled year over year, making them, along with "other non-iPhone smartphones" nearly of all smartphone sales at the carrier.

AT&T also announced it activated more than a million iPhone 4S units as of Tuesday, which makes it the most successful iPhone launch in the company's history. The company's press release said AT&T is the only U.S. carrier to offer the iPhone 4S "with 4G speeds."

"It's no surprise that customers are clamoring for the iPhone 4S and they want it to run on a network that lets them download twice as fast as competitors'," said Ralph de la Vega, President and CEO, AT&T Mobility & Consumer Markets.

As for last quarter, AT&T had a 2.1 million increase in total wireless subscribers, putting it over the 100 million customer milestone. Its strong iPhone performance came despite the fact that Apple did not release an updated handset in the September quarter, as the iPhone 4S was only announced and released this month.

Apple also reported its earnings this week, and said the fact that it did not launch a new iPhone in the previous quarter led to significantly reduced sales as rumors of the iPhone 4S grew. Apple Chief Executive Tim Cook said there was a very clear drop in iPhone sales at the end of the quarter as speculation over the iPhone 4S continued to mount.



In the previous quarter, AT&T activated 3.6 million iPhones, while Verizon activated 2.3 million of just the iPhone 4. AT&T remains the exclusive U.S. carrier of Apple's GSM-only iPhone 3GS, which is now available for free with a two-year service contract.

Verizon is set to report its earnings on Friday, in which it is expected to detail its own iPhone activation numbers. Sprint only began selling the iPhone this month, so any activations would be represented in its next quarterly earnings report.
post #2 of 27
Not Surprised....Why would you want any other.....getting 7MBPS in Houston
post #3 of 27
Still waiting for that mass exodus from AT&T.
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post #4 of 27
Quote:
Originally Posted by solipsism View Post

Still waiting for that mass exodus from AT&T.

I would say that data caps on VZW plus the inability to talk and surf pretty much killed that. There are some defectors but not in any amount that'll hurt ATT.
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post #5 of 27
If the LTE iPhone comes out in June AT&T won't have much of an LTE network by then, so I would expect a mass exodus to Verizon who already covers almost the entire nation.
post #6 of 27
Quote:
Originally Posted by solipsism View Post

Still waiting for that mass exodus from AT&T.

I actually walked away as the 4s came out and headed to sprint. My ATT call coverage was garbage. Sprint's data was dead-slow and calls seemed to drop MORE often than ATT -- the first call out of the box failed within a minute. So I sheepishly had to walk back to ATT (after refusing a $30 dollar credit per month for the next six months when I called to cancel), and now WAIT for a new 4S since they're long gone.

I hardly make calls, but I can't deal with slow data. The 4S speeds for ATT zip past Sprint so hard.

Lesson learned.
post #7 of 27
Quote:
Originally Posted by Giffen View Post

If the LTE iPhone comes out in June AT&T won't have much of an LTE network by then, so I would expect a mass exodus to Verizon who already covers almost the entire nation.


what is the point of LTE if verizon is going to limit you to 2GB?

most of the things i do on my iphone will benefit very little from LTE
post #8 of 27
Quote:
Originally Posted by justlikeglass View Post

I actually walked away as the 4s came out and headed to sprint. My ATT call coverage was garbage. Sprint's data was dead-slow and calls seemed to drop MORE often than ATT -- the first call out of the box failed within a minute. So I sheepishly had to walk back to ATT (after refusing a $30 dollar credit per month for the next six months when I called to cancel), and now WAIT for a new 4S since they're long gone.

I hardly make calls, but I can't deal with slow data. The 4S speeds for ATT zip past Sprint so hard.

Lesson learned.

People weren't leaving Sprint en masse because they had good service.
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post #9 of 27
Quote:
Originally Posted by dasanman69 View Post

I would say that data caps on VZW plus the inability to talk and surf pretty much killed that. There are some defectors but not in any amount that'll hurt ATT.

It's funny how Verizon said they could handle the load yet they have capped data plans and throttled usage. They also had some website issues with pre-orders for the iPhone 4, IIRC. I suppose one could argue that is a method of handling it, but it seems to me that more consideration should be given to the amount of user internet, amount of units sold, and amount of data used per device than simply saying AT&T sucks as some like to do.


Quote:
Originally Posted by Giffen View Post

If the LTE iPhone comes out in June AT&T won't have much of an LTE network by then, so I would expect a mass exodus to Verizon who already covers almost the entire nation.

Even if there was a component sourcing issue that caused this 4 month delay I think that the Autumn launch of the iPhone and Spring launch of the iPad makes a lot more sense from a sales and logistics standpoint. The iPod was mostly deprecated at this point with the iPod Touch not even getting a performance boost to match the iPhone 4S; though that could be from a lack of components to serve all 3 iOS-based iDevices at the same time.

IOW, I'll be more surprised by Apple releasing the 6th gen iPhone next June than in the Autumn.


Quote:
Originally Posted by justlikeglass View Post

I actually walked away as the 4s came out and headed to sprint. My ATT call coverage was garbage. Sprint's data was dead-slow and calls seemed to drop MORE often than ATT -- the first call out of the box failed within a minute. So I sheepishly had to walk back to ATT (after refusing a $30 dollar credit per month for the next six months when I called to cancel), and now WAIT for a new 4S since they're long gone.

I hardly make calls, but I can't deal with slow data. The 4S speeds for ATT zip past Sprint so hard.

Lesson learned.

I'm in the same boat. I don't make a lot of calls and I want fast data. If you make a lot of calls, travel to a lot of outlying areas, and aren't a heavy data user I think Sprint would be a great choice.
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post #10 of 27
Delete

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post #11 of 27
Quote:
Originally Posted by jd_in_sb View Post

Delete

I am one of them. Besides, I had Verizon before the first iPhone came out and in my area AT&T had better coverage at that time. I can't speak to the coverage difference now since I have not been on Verizon in years.
post #12 of 27
Quote:
Originally Posted by solipsism View Post


I'm in the same boat. I don't make a lot of calls and I want fast data. If you make a lot of calls, travel to a lot of outlying areas, and aren't a heavy data user I think Sprint would be a great choice.

This. I've had Sprint for years and years now (8 or so? Dang been a long time...) and they don't have the greatest data (it used to be better IMO), but the calls are pretty good.

I had both Cingular (now AT&T) and Verizon, and Verizon is hands down the best service. But the money I save with Sprint is almost unreal. When I first started i had a $27 after tax a month bill, but have added minutes and services since then.

Even now at $60 a month for 1250 minutes, unlimited mobile to any mobile, 7pm nights, unlimited data / text / pics / etc, it stomps most any plans out there. The only times it comes short are local coverage companies like Metro PCS.
post #13 of 27
Quote:
Originally Posted by AppleInsider View Post

AT&T announced on Thursday that it activated 2.7 million iPhones last quarter, while it activated more than 1 million of the iPhone 4S alone since it launched last Friday.



And as we all know, activations ain't got nothing to do with sales.

Android phones are activated in multiples of the numbers managed by Apple. But activations do not equal sales.



Meanwhile, millions or billions of dollars are being lost daily by those who own Apple stock. Lately, it just keeps dropping, as the smart money sells and the suckers buy.
post #14 of 27
Quote:
Originally Posted by solipsism View Post




Even if there was a component sourcing issue that caused this 4 month delay I think that the Autumn launch of the iPhone and Spring launch of the iPad makes a lot more sense from a sales and logistics standpoint. The iPod was mostly deprecated at this point with the iPod Touch not even getting a performance boost to match the iPhone 4S; though that could be from a lack of components to serve all 3 iOS-based iDevices at the same time.

IOW, I'll be more surprised by Apple releasing the 6th gen iPhone next June than in the Autumn.

The only problem with this "new"launch schedule is the timing of new SoC tech. It was about 4 months between the new chip on the iPad to the iPhone. Now it will be 7 months. Not great.
post #15 of 27
Quote:
Originally Posted by ConradJoe View Post

And as we all know, activations ain't got nothing to do with sales.

Android phones are activated in multiples of the numbers managed by Apple. But activations do not equal sales.



Meanwhile, millions or billions of dollars are being lost daily by those who own Apple stock. Lately, it just keeps dropping, as the smart money sells and the suckers buy.

Not a smart post.

If a carrier announces activations, it's always for a new phone. We don't know what it means for Google, because we can't correlate it between sales and shipments, as no other phone manufacturer tells us how many they've sold.

As far as the stock goes, if you read the financial pages, the smart money is saying to buy now, not to sell.
post #16 of 27
Quote:
Originally Posted by Giffen View Post

If the LTE iPhone comes out in June AT&T won't have much of an LTE network by then, so I would expect a mass exodus to Verizon who already covers almost the entire nation.

There's a flaw with that logic. Verizon won't have a big enough footprint until late 2013-2014. So, as the Verizon users jump in and out of LTE, they must rely on their slow CDMA (which lacks multitasking).

When an AT&T user leaves the LTE footprint, they can still connect via the HSPA+. HSPA+ is fast and supports multitasking. This will create a seamless experience for the user.
post #17 of 27
Quote:
Originally Posted by melgross View Post

Not a smart post.

If a carrier announces activations, it's always for a new phone. We don't know what it means for Google, because we can't correlate it between sales and shipments, as no other phone manufacturer tells us how many they've sold.

As far as the stock goes, if you read the financial pages, the smart money is saying to buy now, not to sell.

Couple of points:

Activations might be replacement phones. We have no way of knowing. Some have speculated that the higher activation rate for Android phones is a sham, because they might activate multiple phones for the same customer.

The smart money neither reads nor writes the financial pages. They instead mislead reporters, causing them to write things that make gullible retail investors do what makes more money for the big time players. If the smart money wants to sell lots of high-priced shares, the way to do it is to get gullible buyers to bid them up.
post #18 of 27
If Sprint is still unlimited then it would make more sense to go to Sprint as Sprint will support that as well.

Quote:
Originally Posted by Giffen View Post

If the LTE iPhone comes out in June AT&T won't have much of an LTE network by then, so I would expect a mass exodus to Verizon who already covers almost the entire nation.
post #19 of 27
So much for AT&T going bankrupt after Verizon getting the iPhone too
post #20 of 27
Quote:
Originally Posted by Giffen View Post

If the LTE iPhone comes out in June AT&T won't have much of an LTE network by then, so I would expect a mass exodus to Verizon who already covers almost the entire nation.

The LTE iPhone won't be coming out in June. Heck, if it comes next year at all ill be shocked. It's simple:

1) LTE chipsets still suck
2) LTE is hardly far from ubiquitous

When the original iPhone was released, 3G was more widely available and the chipsets were more mature thn LTE today yet Apple shipped it Edge only. All the checklist fanboys - if that's whats important to you, Apple is not your company.
post #21 of 27
Quote:
Originally Posted by ConradJoe View Post

And as we all know, activations ain't got nothing to do with sales.

Android phones are activated in multiples of the numbers managed by Apple. But activations do not equal sales.



Meanwhile, millions or billions of dollars are being lost daily by those who own Apple stock. Lately, it just keeps dropping, as the smart money sells and the suckers buy.

Bwahahahaha!

Seriously, if you weren't already a known troll that would be the funniest post ever.

What color is the sky in your world?
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post #22 of 27
Quote:
Originally Posted by shen View Post

Bwahahahaha!

Seriously, if you weren't already a known troll that would be the funniest post ever.

What color is the sky in your world?

Each statement I made is true. No attempt was made to refute a single one.

Name calling and insults are supposed to earn a two-week vacation here.
post #23 of 27
Quote:
Originally Posted by ConradJoe View Post

Couple of points:

Activations might be replacement phones. We have no way of knowing. Some have speculated that the higher activation rate for Android phones is a sham, because they might activate multiple phones for the same customer.
The smart money neither reads nor writes the financial pages. They instead mislead reporters, causing them to write things that make gullible retail investors do what makes more money for the big time players. If the smart money wants to sell lots of high-priced shares, the way to do it is to get gullible buyers to bid them up.

Smart money my arse. Smart money is responsible for the crash. If we had engineers as smart as "smart" money no bridge would stand.
Insider money maybe.

These activations are of the 4S. It would only be a replacement if the first 4S were a dud. Otherwise it is a sale.
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post #24 of 27
Quote:
Originally Posted by ConradJoe View Post

Couple of points:

Activations might be replacement phones. We have no way of knowing. Some have speculated that the higher activation rate for Android phones is a sham, because they might activate multiple phones for the same customer.

The smart money neither reads nor writes the financial pages. They instead mislead reporters, causing them to write things that make gullible retail investors do what makes more money for the big time players. If the smart money wants to sell lots of high-priced shares, the way to do it is to get gullible buyers to bid them up.

I don't know what you mean by replacement phones. If you mean replacing bad, or broken ones, keep in mind that very few get broken, as Apple has one of the lowest failure rates. But even so, failure rates are in the low single digits, so they aren't of much concern. But phone companies have stated that activations are of new phones.

What do you know of finance? It's easy to say what you have, but you're wrong.
post #25 of 27
Quote:
Originally Posted by ConradJoe View Post

Meanwhile, millions or billions of dollars are being lost daily by those who own Apple stock. Lately, it just keeps dropping, as the smart money sells and the suckers buy.

This would be a far more effective FUD point if AAPL wasn't above where it was two weeks ago...
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post #26 of 27
Quote:
Originally Posted by Bageljoey View Post

This would be a far more effective FUD point if AAPL wasn't above where it was two weeks ago...

I was under the impression that in the time period following Apple's announcement there would be no i5 until at least 2012, Apple investors lost around $30,000,000,000.00. The stock is down about $30 from its peak at $425, and there are about a billion shares outstanding. All round numbers.

That is a huge amount of money.
post #27 of 27
Quote:
Originally Posted by ConradJoe View Post


That is a huge amount of money.

Sure. But look at the few weeks before that drop. AAPL investors made about $50,000,000,000.
That is a lot of money!
Do yourself a favor. Forget about short term swings in the market. Look at Apple's stock price over the last year. Last 5 years. Look at Apple's profit growth over the last year. Five years.
Then think about the future. Much to your chagrin (and your employer's as well, no doubt) Apple customers return over and over. They make satisfied customers and they lose very few comparatively. And they are gaining new ones all the time both in the developed world and in the nascent developing markets.

FUD doesn't stick to that...
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