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Concerns over iPhone activation totals at AT&T & Verizon seen as overblown

post #1 of 59
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Investors on Tuesday expressed concern that iPhone activations at AT&T had dropped 43 percent quarter over quarter, but one analysis notes that iPhone activations in the U.S. have historically dropped the quarter after a product launch.

Apple stock took a hit Tuesday morning ahead of the company's own earnings report, which will come after markets close in the afternoon. The drop was attributed to carrier AT&T's earnings, in which the company announced it activated 4.3 million iPhones in the first quarter of calendar 2012, representing 78 percent of all smartphones activated at AT&T.

But the 4.3 million iPhones activated at AT&T was also a decrease of 43 percent from the previous holiday quarter, during which the iPhone 4S was launched in the U.S.

While some investors have focused on that quarter-over-quarter drop, analyst Brian White with Topeka Capital Markets issued a note to investors Tuesday morning to dispel some of those concerns. He said it's more accurate to analyze AT&T's iPhone activations the quarter after a new iPhone launch, rather than focus on what appears at first blush to be a "soft" number.

White estimates that AT&T accounted for 14.5 percent of all iPhone shipments in the March quarter, down from 20.5 percent of shipments during the holiday 2011 quarter. AT&T's estimated share was pushed down because the iPhone 4S became available in more than 75 countries by the end of calendar 2011.

During 2011, AT&T accounted for an average of just over 18 percent of total smartphone shipments. But the iPhone 4S, which launched last October, was also the fastest international roll-out Apple had ever accomplished with a new iPhone model.

iPhone 4S


White noted that AT&T's percentage contribution of total iPhone shipments "fell substantially during the first full quarter" after both the iPhone 3GS launch in 2009, and the iPhone 4 debut in 2010. Specifically, in 2009, AT&T's share fell from 43 percent of iPhone shipments in the launch quarter to 35 percent in the following quarter, while a similar drop from 37 percent to 25 percent occurred in 2010.

"Due to the decline in U.S. iPhone activations after a launch and the ramp of international markets, we believe it is difficult for investors to read much into either AT&T or Verizon's... iPhone activations to estimate total iPhone shipments for this March quarter," White wrote.

He sees AAPL stock as an "attractive" option for investors given the pullback that has occurred in recent weeks. White had also said in a separate note issued on Monday that he believes recent losses for Apple have just been "profit taking" by investors, rather than any legitimate concerns over the company's business.
post #2 of 59
It will only get worse in q2 and q3 unless they are back to June release cycle.
post #3 of 59
Quote:
Originally Posted by jason98 View Post
It will only get worse in q2 and q3 unless they are back to June release cycle.

 

No, not really. And good luck thinking they're going back to June.

post #4 of 59

So basically Apple had a ridiculous quarter last quarter that would be damn near impossible to repeat but wall street will be all doom and gloom anyway because Apple didn't repeat it.  Fact is AT&T activated a million more iPhones this quarter than they did this quarter last year.  And Apple still sells more iPhones on AT&T and Verizon than all other smartphones combined.
 

post #5 of 59

The say this the day before a result? Haha!!

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post #6 of 59

Its important to remember, in relation to AT&T numbers, that AT&T in January stopped allowing customers to upgrade their iPhone's at a reduced price (I think $200) before their contract was up - which they did previously.  Now they have to pay the retail price for the iPhone if they want to upgrade early or wait until their 2 years is up.

 

This might explain why the AT&T numbers are significantly lower than the Verizon numbers.  Either way all the carriers want to drive activations to other phones as the iPhone 4S costs them more than the other phones.

post #7 of 59

 

Quote:
Originally Posted by jason98 View Post

It will only get worse in q2 and q3 unless they are back to June release cycle.

 

It's not that's better or worse, but in the US we're getting close to smartphone saturation, for now. The adoption rate will slow, for everyone. There's still growth, but not exponential growth. At this point, the majority of people that want iPhones, have them. Product lifecycle fails no one...

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post #8 of 59

 

 

Quote:
Either way all the carriers want to drive activations to other phones as the iPhone 4S costs them more than the other phones

 

Thats what they do in Australia, Optus tries to talk us out of iPhones saying how much more powerful Android is. I laughed and told him to stfu

post #9 of 59
Is anyone really surprised? It’s the iPhone 4(s)ame phone. Its biggest differentiator, arguably, is Siri, which is a piece of software. The phone is so much the same as the iPhone 4 that they opted to lock iPhone 4 people out of Siri because without it the differences would really be negligible to many people. We want new new new here in the US – and the iPhone 4S was only kinda new, cool as it is. As a hobby, I have bought and sold probably 60 iOS devices since the launch of iPhone 4 and I can say with absolute certainty that the 4S dropped in resale value more quickly than any other iOS device. I personally was so very disappointed when the 4S launched but my contract was up so I got the 64GB version and sold it immediately for about a $550 profit. I bought another 64GB version back again a month later for that same profit number. Gotta love Craiglist! My wife's contract came up in March and she is just going to wait until October because she doesn't see the iPhone 4S as a worthwhile upgrade. This is one sale Apple has lost due to a lack of significant change in the iPhone - and I am sure she is not the only one. Despite my huge disappointment in the 4S, I am still an iPhone / iOS fan – but Apple could lose me if they fail to keep pace with some of the very usable capabilities that their competition has been implementing. I for one do not believe that one size fits all and would really appreciate at least a couple of options with the iPhone other than amount of memory. They do it with their notebooks and desktops, they can certainly do it with their phones. Come on Apple!
post #10 of 59

Clicking 'edit' brings up both a blank 'reply' and an editor.  UGH!

post #11 of 59

 

Quote:
Originally Posted by geoadm View Post

 

 

 

Thats what they do in Australia, Optus tries to talk us out of iPhones saying how much more powerful Android is. I laughed and told him to stfu

 

That's funny, obviously the right response there.  In the finance world where the results of the carriers is talked about - they constantly talk about and bemoan how the iPhone's are costing them much more money than other phones and they want any way to get people off of them.  At this point customers will drive it all, but any option the carriers have to push folks to other phones - expect them to do it.

post #12 of 59

The only ones whose panties are tied in a bunch are the short-termists and day-traders. 

 

A fantastic long-term buying opportunity that some of have been gleefully waiting for! 

post #13 of 59

 

Quote:
Originally Posted by AppleInsider View Post

Investors on Tuesday expressed concern that iPhone activations at AT&T had dropped 43 percent quarter over quarter, but one analysis notes that iPhone activations in the U.S. have historically dropped the quarter after a product launch.

 

Not to mention, of course, that the previous quarter was the Christmas quarter and sales were miles ahead of even the most optimistic projections.

For consumer products, sales ALWAYS drop between the Christmas quarter and the Jan-Mar quarter.

They tried this 2 years ago with the iPad. They compared the Jan-Mar quarter to the previous Oct-Dec quarter and there were all sorts of reports about how the iPad's sales were disappointing because they had declined quarter over quarter. It didn't matter that they were up 100% from the previous Jan-Mar quarter.

 

I am becoming convinced that people are intentionally manipulating Apple stock. Previously, I just wrote it off to ignorance, but it's becoming too obvious and too frequent to be purely ignorance.

 

Quote:
Originally Posted by Sasparilla View Post

Its important to remember, in relation to AT&T numbers, that AT&T in January stopped allowing customers to upgrade their iPhone's at a reduced price (I think $200) before their contract was up - which they did previously.  Now they have to pay the retail price for the iPhone if they want to upgrade early or wait until their 2 years is up.

 

This might explain why the AT&T numbers are significantly lower than the Verizon numbers.  Either way all the carriers want to drive activations to other phones as the iPhone 4S costs them more than the other phones.

 

Could be part of it. The biggest part, though, is simply the calendar.

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post #14 of 59
Quote:
Originally Posted by Brian Ward View Post

Is anyone really surprised? It’s the iPhone 4(s)ame phone. Its biggest differentiator, arguably, is Siri, which is a piece of software.

Ok, you seem to understand a phone is all about software.


Quote:
Originally Posted by Brian Ward View Post

Despite my huge disappointment in the 4S, I am still an iPhone / iOS fan – but Apple could lose me if they fail to keep pace with some of the very usable capabilities that their competition has been implementing.I for one do not believe that one size fits all and would really appreciate at least a couple of options with the iPhone other than amount of memory. They do it with their notebooks and desktops, they can certainly do it with their phones.Come on Apple!

Nope, you really do not get it. While the cloner companies push spec sheets, Apple pushes features. Some may be hardware, but mostly features are software. Software is what truly makes phones unique.
post #15 of 59

 

Hmm, most of this analysis seems nonsensical as Apple have increased their share of the carriers sales relative to Android. If the carriers are complaining about the iPhone subsidy then, it would seem Apple should call their bluff (probably AT&T's bluff) and drop from that network. The iPhone would still be on far more carriers than a year or so ago, in the US.

 

Whats the complaint again? People don't have unlimited data plans. iPhone plans last a few years. Ergo per month take is $100 per iPhone user, and the subsidy is removed in a fee months. If they had capital costs to make the networks better that's sunk by now. And iPhone users browse more than Android users, I wonder are they even doing the maths right.

 

As for the number of worldwide iPhones sold it should increase because the 4S was released in many more countries this Q. 

 

 

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post #16 of 59

 

Quote:
Originally Posted by Sasparilla View Post

Its important to remember, in relation to AT&T numbers, that AT&T in January stopped allowing customers to upgrade their iPhone's at a reduced price (I think $200) before their contract was up - which they did previously.  Now they have to pay the retail price for the iPhone if they want to upgrade early or wait until their 2 years is up.

 

This might explain why the AT&T numbers are significantly lower than the Verizon numbers.  Either way all the carriers want to drive activations to other phones as the iPhone 4S costs them more than the other phones.

 

really? why is my wife's iphone eligible after only 18 months? 

 

but she's waiting for the liquid terminator iphone and keeping hers

post #17 of 59

 

Quote:
Originally Posted by al_bundy View Post

 

 

really? why is my wife's iphone eligible after only 18 months? 

 

but she's waiting for the liquid terminator iphone and keeping hers

 

They were talking about AT&T eliminating upgrades on the iPhone until 2 years is up on CNBC this morning but it seems the newscasters were over doing it there.  I found a Reuters article and this is what it says:

 

"reducing smartphone sales by tightening their upgrade policies since they were weighed down by hefty subsidies for iPhone in fourth quarter, when the latest model hit stores."

 

So if you have an early upgrade opportunity consider yourself lucky as you are a customer that they want to take care of.  But overall they are significantly reducing them and is one of the reasons they have given that their profits were up significantly.

 

Here's the article:

 

http://www.reuters.com/article/2012/04/24/att-idUSL3E8FO8YY20120424

 

That begs the next question, which is do you go for the 4S or do you wait for a 5?

post #18 of 59
Originally Posted by Sasparilla View Post

Its important to remember, in relation to AT&T numbers, that AT&T in January stopped allowing customers to upgrade their iPhone's at a reduced price (I think $200) before their contract was up - which they did previously.  Now they have to pay the retail price for the iPhone if they want to upgrade early or wait until their 2 years is up.

 
I just checked my account and it TOO is eligible for upgrade at 18 months, but the second iPhone on the account (family plan) won't upgrade until the full two years.  We tend to only upgrade one phone at a time keeping the newest one, so when the next iPhone releases, we will upgrade the iPhone 4 (32G), keeping the iPhone 4S (32G) and getting a new iPhone (5?). Always remember that AT&T can, and has in the past, decided to allow upgrades, at one year as a way to move the installed base forward and locking in contracts for another year.  There is really no reason for it to allow such in the middle of a product cycle.  WIth the next iPhone getting LTE, AT&T may well want to move as many users as possible over to the newer technology due to improvements in overall data bandwidth, due to improvements in not only the speed of LTE, but the efficiency with which it uses spectrum.  Of course, I may totally wrong regarding that possibility.
 
david

 

post #19 of 59

 

Quote:
Originally Posted by Brian Ward View Post

Is anyone really surprised? .......<<blah blah blah >> ... my contract was up so I got the 64GB version and sold it immediately for about a $550 profit. I bought another 64GB version back again a month later for that same profit number. <<blah blah blah>> ....Come on Apple!

 

LOL. You just explained to us why your analysis of the iPhone, its capabilities, and its desirability is pure nonsense.

post #20 of 59

 

Quote:
Originally Posted by anantksundaram View Post

The only ones whose panties are tied in a bunch are the short-termists and day-traders. 

 

A fantastic long-term buying opportunity that some of have been gleefully waiting for! 

 

Looking at the volume numbers, a lot of people had that very thought on April 10, and have lost huge amounts of money.  Billions of dollars so far.

post #21 of 59

 

Quote:
Originally Posted by bullhead View Post

 

Nope, you really do not get it. While the cloner companies push spec sheets, Apple pushes features. Some may be hardware, but mostly features are software. Software is what truly makes phones unique.

 

Apple has excellent hardware.  If not for the software, a lot of folks would be very happy with Apple products.  

post #22 of 59

If you take into account that smartphones are starting to approach the flattening of the adoption curve in the US, the carrier numbers make sense. That is going to play into the activation rates, and soften the numbers here. Elsewhere, adoption in China for example will continue to increase for some time as China strives to build out a robust "middle class" to reinforce their economy.

 

I hazard that with the slowing of adoption, saturation will start causing shifts in the market percentages between Android and iOS. And while major geekophiles such as BW above are largely feature-driven, with a soft economy continuing for the foreseeable future, consumers will remain conservative and go for the best value and reliability, arguably this rests with the iPhone and the high-end Android/Samsumg devices. As for consumers needing mo/betta features, to differentiate models, just the opposite has been seen to be true - look how long Blackberry users were stuck with a handful of models and the marketshare RIM enjoyed until iPhone/Android shook the basket.

 

With 70% or better of the Apple stock in institutional funds, I see this as preannouncement selloff/rebalance - and an opportunity to buy low prior to the quarterly results.

 

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post #23 of 59

 

Quote:
Originally Posted by jason98 View Post

It will only get worse in q2 and q3 unless they are back to June release cycle.

 

The only thing Apple needs to do is add more colors to the Iphone.

Steve Jobs Apple saw Iphone as a software platform. The consumer experience. That is why every single Iphone so far have gotten a new iOS. It would be a Tim Cook Apple if they released a new phone without an iOS.

 

Steve Jobs Apple did not ship crap. That is why they always had a 3 month beta period of iOS. Android just push out its updates, and let the users be live beta testers. Maybe Tim Cook Apple accepts that users beta test iOS live on a new phone. 

 

I am sad over how much Apple have changed since Steve got his last medical leave early 2011. Apple is repeating every single mistake that they made last time Steve left.  Starting to bump hardware specs just to keep some internet nerds happy would be another step in the wrong direction. 

post #24 of 59

 

Quote:
Originally Posted by bullhead View Post


Ok, you seem to understand a phone is all about software.
Nope, you really do not get it. While the cloner companies push spec sheets, Apple pushes features. Some may be hardware, but mostly features are software. Software is what truly makes phones unique.

 


So that's why all these rumor sites and the tech blogs spend so much time on hardware rumors?  I mean good grief, there was a story just yesterday about a minor change to the home button.  When's the last time we've heard any rumors or had any good discussions about what iOS 6 will look like and what the new features will be?  As far as I'm concerned the current hardware design is great (though I would be OK with a slightly bigger screen), but iOS could use changes.  Yet I rarely see news items on the blogs/rumor sites about iOS.  It's all about the new phone being liquid metal or using in cell screen technology.  Seems to me people are more obsessed with what the new iPhone will look like than what software changes there might be.

post #25 of 59

 

Quote:
Originally Posted by fecklesstechguy View Post

If you take into account that smartphones are starting to approach the flattening of the adoption curve in the US, the carrier numbers make sense. 

 

How do you justify that "fact"?  I've seen no evidence that smartphones are starting ot approach the flattening of the adoption curve.

 

Smartphone-Penetration.gif

post #26 of 59

 

Quote:
Originally Posted by I am a Zither Zather Zuzz View Post

 

 

Looking at the volume numbers, a lot of people had that very thought on April 10, and have lost huge amounts of money.  Billions of dollars so far.

 

Only if you were stupid enough to buy high and sell low.

 

But then, I guess it takes all kinds..... 

post #27 of 59

In US the iphone is heavy subsidized. About 400 dollar per phone. More and more countries are leaving this model and instead offer cheaper service/data. AT&T is also notorious for having to few base stations, about 1/3 of the recomeded cell density. The money spent on subsidized phones could pay for a better/working network. I belive that the consumers loose with the subsidice. Here in Sweden I pay 10 dollar/month for 5 gig data. (and when the 5 gig is used, I still can access the net, but only at 384kbit.

 

Customers should see the real price of the phones since the prices are highly inflated. Just look at Ipad. It costs almost 200 less then an Iphone, and the parts on the Ipad is more expensive.

 

 

post #28 of 59
Quote:
Originally Posted by Rogifan View Post

 

Quote:
Originally Posted by bullhead View Post


Ok, you seem to understand a phone is all about software.
Nope, you really do not get it. While the cloner companies push spec sheets, Apple pushes features. Some may be hardware, but mostly features are software. Software is what truly makes phones unique.

 


So that's why all these rumor sites and the tech blogs spend so much time on hardware rumors?  I mean good grief, there was a story just yesterday about a minor change to the home button.  When's the last time we've heard any rumors or had any good discussions about what iOS 6 will look like and what the new features will be?  As far as I'm concerned the current hardware design is great (though I would be OK with a slightly bigger screen), but iOS could use changes.  Yet I rarely see news items on the blogs/rumor sites about iOS.  It's all about the new phone being liquid metal or using in cell screen technology.  Seems to me people are more obsessed with what the new iPhone will look like than what software changes there might be.


Are these the same blogger sites which say Microsoft Windows Phone is good? hardware is a small portion of what makes and Apple products great. It has always been about the software with a sprinkle of hardware mixed in. Spec sheets are not what Apple does, they have software as the major differentiator now. Everyone is copying Apples hardware, but no one has come close to the software. iOS is still way ahead of all the other mobile OS'es out there.
post #29 of 59

 

Quote:
Originally Posted by Tallest Skil View Post

No, not really. And good luck thinking they're going back to June.

 

Agreed. This fall cycle is almost certainly set for the foreseeable future. And it makes sense. WWDC was created as a software event and then turned into an iPhone event plus a few things about software. It tied Apple to a calendar the same as MacWorld did, which they don't like since they don't control the components etc. By yanking the phone from WWDC they can bring the focus back to the the software and take off the stress to get the hardware ready by then. They will preview the things that will be leaked by the software because they want to be the first to state the facts and the rest they leave for Sept/Oct. 

 

 

Quote:
Originally Posted by Ireland View Post

The say this the day before a result? Haha!!

 

Typical. Doom and gloom for the week or so before an earnings to short the stock and buy it low. Then when they announce crazy good earnings the value goes up and you make some money. Given the fondness for releasing updated hardware if not flat out new stuff within a couple of weeks of an earnings statement if they hang onto it for a couple of months they could make even more. 

 

Quote:
Originally Posted by Sasparilla View Post

Its important to remember, in relation to AT&T numbers, that AT&T in January stopped allowing customers to upgrade their iPhone's at a reduced price (I think $200) before their contract was up 

 

Yep. And remember that many folks wouldn't even be eligible for that halfway until June because they bought in June. You had a lot of June 2011 ready to upgrades wait for the new hardware plus probably a lot of newcomers, the folks that before were allowed to halfway AND it was the holidays. All of that will inflate sales for the quarter of the launch. But now folks have to wait for their 'full' eligibility so that's later this year if not 2013.  

 

Quote:
Originally Posted by al_bundy View Post

 

 

really? why is my wife's iphone eligible after only 18 months? 

 

 

 

They are talking about the halfway. Before January, they would split the difference with you. 

 

So after like 10-11 months you could upgrade your wife's iPhone for a $200 subsidy. Now they aren't doing that. 

 

And I would expect them to slowly reign in the full dates. Slide it to more of 20 months at the earliest for the unlimited everything folks and the full 24 for those baseline everything folks. 

 

A non tech's thoughts on Apple stuff 

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A non tech's thoughts on Apple stuff 

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post #30 of 59

 

Quote:
Originally Posted by anantksundaram View Post

 

 

Only if you were stupid enough to buy high and sell low.

 

But then, I guess it takes all kinds..... 

 

There are enough of those kinds of people to help other people become very very rich...

Hmmmmmm...
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Hmmmmmm...
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post #31 of 59

 

Quote:
Originally Posted by I am a Zither Zather Zuzz View Post

 

 

Apple has excellent hardware.  If not for the software, a lot of folks would be very happy with Apple products.  

 

So what is wrong with the software? Be specific.


This should be interesting. Or more of zzzzzzzz.......'s FUD.

 

Quote:
Originally Posted by I am a Zither Zather Zuzz View Post

 

 

Looking at the volume numbers, a lot of people had that very thought on April 10, and have lost huge amounts of money.  Billions of dollars so far.

 

Only if they sold at a lower price.

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post #32 of 59

 

Quote:
Originally Posted by anantksundaram View Post

 

Quote:
Originally Posted by I am a Zither Zather Zuzz View Post

 

 

Looking at the volume numbers, a lot of people had that very thought on April 10, and have lost huge amounts of money.  Billions of dollars so far.

 

Only if you were stupid enough to buy high and sell low.

 

But then, I guess it takes all kinds..... 

 

 

Again, looking at the volume numbers, a lot of people bought at the high.  Those people have lost money, whether or not they have realized their losses is a separate point.

 

Let's not argue over whether a loss is a a loss before one has realized it.  Lots of people lost their shirts in 2001, but many of them still own the same shares.

 

Their net worth has gone down.  They have lost money.  That is a legit manner of speaking.


Edited by I am a Zither Zather Zuzz - 4/24/12 at 9:35am
post #33 of 59

 

Quote:
Originally Posted by jragosta View Post

 

Quote:
Originally Posted by I am a Zither Zather Zuzz View Post

 

 

Apple has excellent hardware.  If not for the software, a lot of folks would be very happy with Apple products.  

 

So what is wrong with the software? Be specific.


This should be interesting. Or more of zzzzzzzz.......'s FUD.

 

 

 

Many people dislike iOS due to its launcher.  Rows of icons is less to their taste than Android's way of doing it.  Additionally, certain functionality is missing from stock iOS, which inspires many people to jailbreak.  Those people like the iPhone hardware, but feel that the software needs modification.

 

WRT OSX, there are many Windows software suites that people prefer to the Mac equivalent.  Indeed, many people run 

windows on a Mac to overcome this limitation of OSX.

 

post #34 of 59

 

Quote:
Originally Posted by bullhead View Post


Are these the same blogger sites which say Microsoft Windows Phone is good? hardware is a small portion of what makes and Apple products great. It has always been about the software with a sprinkle of hardware mixed in. Spec sheets are not what Apple does, they have software as the major differentiator now. Everyone is copying Apples hardware, but no one has come close to the software. iOS is still way ahead of all the other mobile OS'es out there.

 

If hardware is such a small portion why does it take up so much space here and elsewhere?  Why are people obsessed with what the new iPhone will look like and how big the screen will be?  Where's the obsession over what great new features will be in iOS 6?  I guarantee you there will be wide spread disappointment if the new iPhone looks anything like the current iPhone, even if iOS 6 is a complete redesign with amazing new features years ahead of Android.

post #35 of 59
The error that investors are making today, which some analysts are saying are wrong, is that they are taking the drop in iPhone sales all by itself, without looking at the true situation. Some of that's been covered here. Some hasn't.

It's a dual whammy this quarter. First, as has been noted, the phone was new. There is always a bit of a drop in new phone sales the quarter after, though the older phone sales partly make up for it. Secondly, it came out during the December quarter, traditionally the busiest one for Apple, and the last quarter which followed it, is also traditionally the slowest for Apple.

So iPhone sales took a fair hit last quarter, as should have been expected. But that's here in the US, after our holiday and shopping season. We should see that to a lessor extent in Europe as well. But in areas of the world that don't celebrate the Christian holidays to any significant extent, the December quarter isn't as meaningful, and the last quarter should have a bigger impact.

I think what matters most here in the US, is that Verizon announced that iPhones made up more than 50% of their smartphone sales, despite their being the main Android sales outlet. It wasn't until they came up the the Droid name and marketing that Android became a major seller here. With iPhone sales still being about a year old there, and with only two of the three models available, for it to have captured over 50% of smartphone sales should be a reason for financial people to look positively towards those numbers, not negatively.

With AT&T, the situation is somewhat different, as they are the original seller of iPhones, and didn't have much of an Android presence until a bit more than a year ago. But they've been marketing WP7 phones since October 2011 to little response, and iPhone sales this past quarter were 78.5% of smartphone sales, showing that iPhones haven't dropped as a percentage of smartphone sales there, and may possibly have increased.

Sprint, which doesn't usually announce breakdowns between differing smartphone platform sales likely has a percentage similar to Verizon's. Even T-Mobile has said, a quarter ago that there were over a million iPhones on their network, even though they can only work over Edge.

A great ado over nothing.
post #36 of 59
Quote:
Originally Posted by I am a Zither Zather Zuzz View Post

 

Quote:
Originally Posted by jragosta View Post

 

Quote:
Originally Posted by I am a Zither Zather Zuzz View Post

 

 

Apple has excellent hardware.  If not for the software, a lot of folks would be very happy with Apple products.  

 

So what is wrong with the software? Be specific.


This should be interesting. Or more of zzzzzzzz.......'s FUD.

 

 

 

Many people dislike iOS due to its launcher.  Rows of icons is less to their taste than Android's way of doing it.  Additionally, certain functionality is missing from stock iOS, which inspires many people to jailbreak.  Those people like the iPhone hardware, but feel that the software needs modification.

 

WRT OSX, there are many Windows software suites that people prefer to the Mac equivalent.  Indeed, many people run 

windows on a Mac to overcome this limitation of OSX.

 


Some people don't like the icon/app model that Apple uses. I don't know what constitutes "many" in your mind. But Android is basically the same thing, so moving there doesn't change that much. WP7 is very different, but people haven't shown that they care for the function over app model.

Apple isn't interested in competing with Microsoft in certain areas, such as in a full office suite, which is why many of us use Microsoft Office in addition to iWork, or something similar. So it's not exactly fair to say that people prefer Microsoft's software to Apple's. What you're saying is like stating that more people like SUV's rather than two seater sports cars. That may be so, but more people would find use in an SUV (or think they do) than a small sports car. They don't compete at all.
post #37 of 59
Quote:
Originally Posted by Rogifan View Post

 

Quote:
Originally Posted by bullhead View Post


Are these the same blogger sites which say Microsoft Windows Phone is good? hardware is a small portion of what makes and Apple products great. It has always been about the software with a sprinkle of hardware mixed in. Spec sheets are not what Apple does, they have software as the major differentiator now. Everyone is copying Apples hardware, but no one has come close to the software. iOS is still way ahead of all the other mobile OS'es out there.

 

If hardware is such a small portion why does it take up so much space here and elsewhere?  Why are people obsessed with what the new iPhone will look like and how big the screen will be?  Where's the obsession over what great new features will be in iOS 6?  I guarantee you there will be wide spread disappointment if the new iPhone looks anything like the current iPhone, even if iOS 6 is a complete redesign with amazing new features years ahead of Android.


You may remember that a lot of people were saying the same thing about the 4S before it came out. I doubt the next model will be little changed over the present one though. But as with Apple's products overall, it's both a software and hardware ecosystem that people buy into. If Apple changed the hardware little with the next model, it would still sell well, but not as well as a completely new model would.

If Apple comes out with a completely new model, with a slightly larger screen, and a different case, they could double their sales. Otherwise, sales could go up by maybe 25-50%.
post #38 of 59

No matter what numbers we get tonight... if the forward statement doesn't paint a rosy picture then we'll see a further drop over the next few months.... until, at least, the introduction of the 6th gen iPhone and the forward statement for the holiday quarter.
 

Hmmmmmm...
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Hmmmmmm...
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post #39 of 59

 

Quote:
Originally Posted by melgross View Post


You may remember that a lot of people were saying the same thing about the 4S before it came out. I doubt the next model will be little changed over the present one though. But as with Apple's products overall, it's both a software and hardware ecosystem that people buy into. If Apple changed the hardware little with the next model, it would still sell well, but not as well as a completely new model would.
If Apple comes out with a completely new model, with a slightly larger screen, and a different case, they could double their sales. Otherwise, sales could go up by maybe 25-50%.

 

There are hardware changes. NEW HOME BUTTON

post #40 of 59

 

Quote:
Originally Posted by melgross View Post


Some people don't like the icon/app model that Apple uses. I don't know what constitutes "many" in your mind. But Android is basically the same thing, so moving there doesn't change that much...

 

No, it isn't. There are multiple different ways to interact with Android apart from starting apps via a launcher. We'd better keep the local discussion to iOS/OSX lest we want to amplify confusion.

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