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Verizon reports sales of 4.2 million iPhones during holiday quarter

post #1 of 31
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Apple isn't scheduled to report its holiday quarterly sales until January 24, but Verizon Wireless has just noted that it has sold 4.2 million iPhones in the last three months of 2011, double its previous quarterly figure.

Speaking at the Citi Global Entertainment Media & Communications Conference today, Verizon's chief financial officer Fran Shammo outed his company's iPhone sales figure (as noted by Streetinsider).

The future was more than double the 2 million iPhones Verizon sold in the previous quarter; in comparison, AT&T sold 2.7 million phones in the third calendar quarter ending in September (it hasn't released fourth quarter sales figures yet).

In total, Apple reported sales of just over 17 million iPhones in the September quarter (its fiscal Q4 2011). Analysts had guessed Apple would reach sales of 20-22 million or more, despite the delayed released of the new iPhone 4S and the tempering affect on sales created by the expectation of a new model around the corner.

The fact that Verizon doubled its iPhone sales even as Apple's US market was expanded to include Sprint and the smaller regional carrier C Spire Wireless indicates the combination of the iPhone 4S, a lower priced iPhone 4, and the now free with contract iPhone 3GS (which is only available on AT&T's network in the US) has resulted in plenty of sales opportunities for every US carrier.

In its last conference call, Apple noted that it now has 130 carriers worldwide in 105 countries, and that the delay of the iPhone 4S release resulted in Q4 sales being only up 21 percent over the year ago quarter.

Apple's chief executive Tim Cook stated, "I'm confident that we will set an all-time record for iPhones this quarter." He added, "We're thrilled with how we've gotten started (with the 4S). The feedback that we're getting from customers is just fantastic."
post #2 of 31
So they only mentioned iPhones, not all handsets or smartphones?

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post #3 of 31
I think Apple is going to have a blowout Q4 2011 quarter even if the rumours point to less than expected iPad sales. The iPhone plays a big part in Apple margins.

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post #4 of 31
Quote:
Originally Posted by SolipsismX View Post

So they only mentioned iPhones, not all handsets or smartphones?

Because it had a negative impact on there margins. It was an investors warning for next quarter. VZ stock plunged in last minutes of trading.
post #5 of 31
If we are even in the ball park of the previous quarter's numbers, VZ represented 2 out of 17 million iphones. Lets make it an even 12% to error on the side of caution. Now if 4.2 million VZ iphones is around 12% of this quarter's total, we have 35 million iphones sold.... woooow.!

ummmm, I think AAPL will go up if that is the case... This could be the moment we have been waiting for here...!!!!
post #6 of 31
Quote:
Originally Posted by herbapou View Post

Because it had a negative impact on there margins. It was an investors warning for next quarter. VZ stock plunged in last minutes of trading.

I'm not sure what you mean by "plunged," but VZ closed down only 1.31% . . . and after hours it was unchanged.
post #7 of 31
Quote:
Originally Posted by ko024 View Post

If we are even in the ball park of previous quarter's numbers, VZ represented 2 out of 17 million iphones. Lets make it an even 12% to error on the side of caution. Now if 4.2 million VZ iphones is around 12% of this years total, we have 35 million iphones sold.... woooow.!

ummmm, I think AAPL will go up if that is the case... This could be the moment we have been waiting for here...!!!!

Yes indeed. But Apple didn't do well in Europe in Q4 so maybe 32 billions instead of 35.
AAPL better do well because my AAPL position in my portfolio is at maximum, which is 30%. Actually my max is suppose to be 20% but I cheated because I am pretty sure the stock will rise prior and after the earnings.
post #8 of 31
Quote:
Originally Posted by VinitaBoy View Post

I'm not sure what you mean by "plunged," but VZ closed down only 1.31% . . . and after hours it was unchanged.

Yep, it looked worst in the day trading chart that it really is. Its not a bad thing long term its just that it affect margins short term.
post #9 of 31
Quote:
Originally Posted by herbapou View Post

...it had a negative impact on their margins.

Sold too many iPhones.

Poor babies. Maybe this is why they run so freakin many Android ads.
post #10 of 31
Mexico has reported that their sales of Chihuahua's have gone up in the last year from 12 million in 2010 to 120 million in 2011. Mexico accredits the large sales mainly to North Korea. Mexican officials said that North Korea promises not to eat them.
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post #11 of 31
Quote:
Originally Posted by herbapou View Post

Yes indeed. But Apple didn't do well in Europe in Q4...

Got a source for this?
post #12 of 31
Quote:
Originally Posted by herbapou View Post

Because it had a negative impact on there margins. It was an investors warning for next quarter. VZ stock plunged in last minutes of trading.

Gotcha. Thanks.

With knowledge that the iPhone is more heavily subsidized, that smartphones of similar capacities are sold at the same price, the iPhone has a much better resale value than other phones, a better more secure ecosystem, and longer consistent update cycle it's a wonder why one would choose an Android phone. Because it can be rooted can't be the primary reason. I could see carriers pushing Android over the iPhone as many oddly do listen to minimum wage retail employees even after getting sage advice from family and friends.

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post #13 of 31
Quote:
Originally Posted by chabig View Post

Got a source for this?

Seriously! I haven't heard anything about the iPhone not selling in Europe.


edit: Found link to article: http://www.reuters.com/article/2011/...7BL0FU20111222

It's funny that despite this worldwide economic downturn the iPhone has become the world's most popular and profitable smartphone, and the smartphone market has exploded despite all this economic turmoil. I'm sure Apple's number will break records once again. BTW, the article states that Google dominates smartphones but they sell very few smartphones that are Google branded. What they dominate is the smartphone OS used by dozens upon dozens of vendors. Not the same thing. It's like saying Windows is a personal computer.

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post #14 of 31
Quote:
Originally Posted by herbapou View Post

Yes indeed. But Apple didn't do well in Europe in Q4 so maybe 32 which is still high end bullish. AAPL better do well because I am full in at 30% exposure.

WTF are you talking about?
post #15 of 31
Quote:
Originally Posted by herbapou View Post

Yep, it look worst that is really is in the day trading chart. Its not a bad thing long term its just that it affect margins short term.

Repeat my question above.
post #16 of 31
Quote:
Originally Posted by SolipsismX View Post

Gotcha. Thanks.

With knowledge that the iPhone is more heavily subsidized, that smartphones of similar capacities are sold at the same price, the iPhone has a much better resale value than other phones, a better more secure ecosystem, and longer consistent update cycle it's a wonder why one would choose an Android phone. Because it can be rooted can't be the primary reason. I could see carriers pushing Android over the iPhone as many oddly do listen to minimum wage retail employees even after getting sage advice from family and friends.

I had an interesting commentary from a co-worker. He could get a nice Samsung phone for $0, or an iPhone 3GS for $0 for his kid. The kid would much rather get the Samsung phone than a two and a half year old design from Apple... and was happy with the gift. His issue wasn't the initial cost of the phone, simply the family politics if the daughter got a better phone than his wife or the son already had.

Apple is making a killing off every iPhone sold, but they are getting behind, and risk becoming the next RIM. I really hope they can pull off a better competitor to Samsung while they have a strong hand to play.

...but I am in no way concerned about their profits for 2012!!
post #17 of 31
Quote:
Originally Posted by aaarrrgggh View Post

I had an interesting commentary from a co-worker. He could get a nice Samsung phone for $0, or an iPhone 3GS for $0 for his kid. The kid would much rather get the Samsung phone than a two and a half year old design from Apple... and was happy with the gift. His issue wasn't the initial cost of the phone, simply the family politics if the daughter got a better phone than his wife or the son already had.

Apple is making a killing off every iPhone sold, but they are getting behind, and risk becoming the next RIM. I really hope they can pull off a better competitor to Samsung while they have a strong hand to play.

...but I am in no way concerned about their profits for 2012!!

How are they becoming the next RiM? RiM's problem was not evolving and advancing their HW, OS or ecosystem. They sat on their laurels with a souped up pager phone that banked on profitable backend HW and services. Apple has been leading and controlling the charge since 2007 and up today. They had added more features that integrate their devices with other devices (like AirPlay), design their own ARM SoC/PoP and now are looking to do the same for NAND, and they still pushing the envelope of iOS and Xcode efficiency. They are no RiM by any stretch of the imagination.

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post #18 of 31
Quote:
Originally Posted by SolipsismX View Post

How are they becoming the next RiM? RiM's problem was not evolving and advancing their HW, OS or ecosystem. They sat on their laurels with a souped up pager phone that banked on profitable{...} backend HW and services.

Apple has been leading and controlling the charge since 2007 and up today. They had added more features that integrate their devices with other devices (like AirPlay), design their own ARM SoC/PoP and now are looking to do the same for NAND, and they still pushing the envelope of iOS and Xcode efficiency. They are no RiM by any stretch of the imagination.

What killed RIM was resting on their laurels as you stated. Thinking that the things that had been successful for them in the past would continue doing so. Samsung has out-advertised Apple, and is gaining mindshare. Some people (sadly a growing contingent) think that their phones are better than Apple's. Google is becoming cool again... like 3 years ago.

Apple might not be able to keep up the 12-month phone release cycle; can they adapt effectively to a 6-9 month cycle like the rest of the industry if the mind-share starts to erode?
post #19 of 31
Quote:
Originally Posted by aaarrrgggh View Post

Samsung has out-advertised Apple, and is gaining mindshare. Some people (sadly a growing contingent) think that their phones are better than Apple's. Google is becoming cool again... like 3 years ago.

Samsung, you mean the company that just told the customers of its previously best line of phones that they will not be getting an upgrade to the latest version of Android. Or all the suckers who bought the Samsung Galaxy Tab only to learn they couldn't upgrade to Android 3 just six months later! Is that the kind of mindshare they are gaining? A company that once they they take your money, they turn their back and run. In the short term Samsung may grab a ton of market share, but in the long run, they will lose a good chunk of it due to poor customer service and support.

I think you have misinterpreted why Samsung's market share is growing and it has nothing to with marketing, but more with out "modeling" the competition. Samsung makes more models of phones than any other company in the world. They have absolutely no focus and zero attention to detail. They see a competitors device, clone it, and flood the market with it. They do this in all areas of consumer electronics, not just smartphones.
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post #20 of 31
Quote:
Originally Posted by chabig View Post

Got a source for this?

Got it on Quebec news station RDI. They broadcast "France 2" (euro station) news for 1/2 hour in the evening. According to the report, in some EU countries, lots of people went for cheap android phone instead of Apple because of the financial crises.

All I get on google is a bunch of Samsung VS Apple crap when I try to search for this news. Trying in french since I ear it in french... I got 100+ hits in french. Here are some...
http://www.macworld.fr/2011/12/22/ip...iphone/522997/
http://lci.tf1.fr/high-tech/l-iphone...e-6894137.html

Apparently, Android phones have 60% market shares of holiday sales in Germany and France. Apple market share drop around 7% depending on countries, except UK where Apple market share rose.

Thanks SolipsismX for finding it in english.
Quote:
Originally Posted by SolipsismX View Post

Seriously! I haven't heard anything about the iPhone not selling in Europe.
edit: Found link to article: http://www.reuters.com/article/2011/...7BL0FU20111222
post #21 of 31
Quote:
Originally Posted by mjtomlin View Post

Samsung, you mean the company that just told the customers of its previously best line of phones that they will not be getting an upgrade to the latest version of Android. Or all the suckers who bought the Samsung Galaxy Tab only to learn they couldn't upgrade to Android 3 just six months later! Is that the kind of mindshare they are gaining? A company that once they they take your money, they turn their back and run. In the short term Samsung may grab a ton of market share, but in the long run, they will lose a good chunk of it due to poor customer service and support.

I think you have misinterpreted why Samsung's market share is growing and it has nothing to with marketing, but more with out "modeling" the competition. Samsung makes more models of phones than any other company in the world. They have absolutely no focus and zero attention to detail. They see a competitors device, clone it, and flood the market with it. They do this in all areas of consumer electronics, not just smartphones.

I couldn't agree with you more. I have a Galaxy phone and I will never buy another Samsung Phone again after this one.
post #22 of 31
Quote:
Originally Posted by anantksundaram View Post

WTF are you talking about?

edited, I hope its more comprehensive. I try to write to fast and on top of that english is not my main language, so I am not always clear. I also notice I skip words from time to time when I write. I am getting old I guess.
post #23 of 31
Quote:
Originally Posted by Synergi View Post

I couldn't agree with you more. I have a Galaxy phone and I will never buy another Samsung Phone again after this one.

The guy at work that was going to buy 5 phones for his family before he went on vacation bought 1 samsung nexus and 4 HTC. I have seen the Nexus in stores but it made a different effect when he pull it out is pocket at work. Boy that thing is huge, almost like a very small tablet. I also played a bit with it, Android 4.0 is such a copycat of iOS. Browsing a website on such a big phone was much better than on my iPhone 4s.

I wish Apple would make a bigger phone but this would be too big for some people. What size would you like the iPhone 5 to be?
post #24 of 31
Quote:
Originally Posted by mjtomlin View Post

Samsung, you mean the company that just told the customers of its previously best line of phones that they will not be getting an upgrade to the latest version of Android. Or all the suckers who bought the Samsung Galaxy Tab only to learn they couldn't upgrade to Android 3 just six months later! Is that the kind of mindshare they are gaining? A company that once they they take your money, they turn their back and run. In the short term Samsung may grab a ton of market share, but in the long run, they will lose a good chunk of it due to poor customer service and support.

I think you have misinterpreted why Samsung's market share is growing and it has nothing to with marketing, but more with out "modeling" the competition. Samsung makes more models of phones than any other company in the world. They have absolutely no focus and zero attention to detail. They see a competitors device, clone it, and flood the market with it. They do this in all areas of consumer electronics, not just smartphones.

Quote:
Originally Posted by herbapou View Post

The guy at work that was going to buy 5 phones for his family before he went on vacation bought 1 samsung nexus and 4 HTC. I have seen the Nexus in stores but it made a different effect when he pull it out is pocket at work. Boy that thing is huge, almost like a very small tablet.

I wish Apple would make a bigger phone but this would be too big for some people. What size would you like the iPhone 5 to be?

I think 4'' would be a good size. If they make one then I will get rid of my Samsung. Samsung makes nice screens, thats what suckered me in.. however if they give you a year of updates your lucky.. They may sell a lot of phones but its the repeat customers they should be worrying about.
post #25 of 31
Quote:
Originally Posted by Synergi View Post

I think 4'' would be a good size.

I do hope they keep the 3.5" model if they add a larger screen to their line up. I really don't want a bigger phone.
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post #26 of 31
Quote:
Originally Posted by PhilBoogie View Post

I do hope they keep the 3.5" model if they add a larger screen to their line up. I really don't want a bigger phone.

I agree with you on that. Personally I dont see why they want to get a bigger screen phone, some would argue that they prefer a bigger screen so that they can watch movies read some news or even play some games, for which they already have a device and they call it iPad. .

Any way, I guess people have different choices and Apple has their own plans, I guess it is not feasible for everyone to buy two separate devices. I guess it will be an interesting year to see the path taken by Apple as long as they make insanely great devices with affordable costs too
post #27 of 31
Quote:
Originally Posted by aaarrrgggh View Post

What killed RIM was resting on their laurels as you stated. Thinking that the things that had been successful for them in the past would continue doing so. Samsung has out-advertised Apple, and is gaining mindshare. Some people (sadly a growing contingent) think that their phones are better than Apple's. Google is becoming cool again... like 3 years ago.

Apple might not be able to keep up the 12-month phone release cycle; can they adapt effectively to a 6-9 month cycle like the rest of the industry if the mind-share starts to erode?

So in your mind being completely passed by by the fundamental changes in the phone industry that Apple brought about, clinging to an outmoded OS without the the functionality that Apple taught consumers to expect and demand, botching the rollout of the ostensible nextgen OS that attempts to catch up to the bar that Apple has set, releasing a tablet that suffered mightily compared to Apple's vastly superior product, and generally being at sea in a market that Apple dictated the terms of-- all of that is equivalent to Apple not advertising enough and not releasing a phone every 15 minutes differentiated by little more than a name and a few specs.

OK.
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post #28 of 31
Quote:
Originally Posted by addabox View Post


OK.

Addabox.... brilliant!
post #29 of 31
Quote:
Originally Posted by SolipsismX View Post

Seriously! I haven't heard anything about the iPhone not selling in Europe.


edit: Found link to article: http://www.reuters.com/article/2011/...7BL0FU20111222

It's funny that despite this worldwide economic downturn the iPhone has become the world's most popular and profitable smartphone, and the smartphone market has exploded despite all this economic turmoil. I'm sure Apple's number will break records once again. BTW, the article states that Google dominates smartphones but they sell very few smartphones that are Google branded. What they dominate is the smartphone OS used by dozens upon dozens of vendors. Not the same thing. It's like saying Windows is a personal computer.

Slightly correction, if I may - What Google dominates is the smartphone platform (i.e. Android) on which others base their OS. Even before Nook and Kindle Fire emerged, Android on Motorola was not quite the same as Android on Galaxy. The way I see it, there are many Android-based OSes. Splitting hair? Not with the likes of B&N and Amazon forking things up, and the forks proliferating.
post #30 of 31
Quote:
Originally Posted by stelligent View Post

Slightly correction, if I may - What Google dominates is the smartphone platform (i.e. Android) on which others base their OS. Even before Nook and Kindle Fire emerged, Android on Motorola was not quite the same as Android on Galaxy. The way I see it, there are many Android-based OSes. Splitting hair? Not with the likes of B&N and Amazon forking things up, and the forks proliferating.

That's an interesting question. Where do you draw the line for the OS. I think OS or Operating System is simply too general a term. Darwin is an OS and it's shared among Mac OS, iOS for iPhone, iOS for iPod Touch, iOS for iPad, iOS for AppleTV, and likely future iOS-based devices, but I while I would put all these under the OS X umbrella which is under the open Darwin OS umbrealla, where do we draw the line for Android. Surely it's below the UI layer and above the kernel but what criteria do we use to draw the line? Having access to the same market ecosystem may work for some things but it seems very artificial to me as a qualifier.

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post #31 of 31
Quote:
Originally Posted by aaarrrgggh View Post

I had an interesting commentary from a co-worker. He could get a nice Samsung phone for $0, or an iPhone 3GS for $0 for his kid. The kid would much rather get the Samsung phone than a two and a half year old design from Apple... and was happy with the gift. His issue wasn't the initial cost of the phone, simply the family politics if the daughter got a better phone than his wife or the son already had.

Apple is making a killing off every iPhone sold, but they are getting behind, and risk becoming the next RIM. I really hope they can pull off a better competitor to Samsung while they have a strong hand to play.

...but I am in no way concerned about their profits for 2012!!

That's your example... Of sibling rivalry? Kid doesn't want what his sister has? Oh I guess apple must be doomed and falling behind
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