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AT&T's record holiday quarter signals sales of 8M iPhones

post #1 of 84
Thread Starter 
The 2012 holiday season was a record setting span for AT&T with 10 million total smartphones sold ? at least 8 million of which are expected to be Apple iPhones.

AT&T's 10 million smartphones sold in the fourth quarter of calendar 2012 bested its previous record of 9.4 million units set in the 2011 holiday season. In previous quarters, the lion's share of smartphones sold at AT&T were iPhones, which has led Gene Munster of Piper Jaffray to forecast sales of 8.1 million iPhones through AT&T.

The carrier said on Tuesday that it sold a record number of iPhones in the holiday quarter. AT&T's previous record came in the 2011 holiday quarter, in which it sold 7.6 million iPhones.

Munster views AT&T's announcement as in line with his expectations. He has forecast total sales of 45 million iPhones in Apple's December quarter.

iPhone 5


He also offered his take on the news that Samsung is expected to report sales of 63 million smartphones in the fourth quarter, which would represent 75 percent year-over-year growth. Munster expects 35 percent year-over-year growth for the smartphone industry, and a 21 percent increase in iPhone sales.

"We believe the numbers from Samsung continue to point to our belief that Apple needs to accelerate its product release schedule and introduce a lower priced device," Munster wrote in a note to investors on Tuesday.

Finally, he also offered his take on Apple's latest update on the App Store and its milestone of 40 billion downloads. Apple also noted that it has over 500 million active iTunes accounts, which is up from the 435 million the company reported at the iPhone 5 launch in September.

"We believe this points to 50 million new iTunes accounts in December, but note that not all new accounts would be associated with a new iOS device (could be a new Windows user)," Munster wrote.
post #2 of 84
"We believe this points to 50 million new iTunes accounts in December, but note that not all new accounts would be associated with a new iOS device (could be a new Windows user)," Munster wrote.

Can somebody explain that last sentence to me? It sounds like he's saying somebody using Windows for the first time might open a new iTunes account without actually getting a new iOS device. So, for example, they have an iOS device and iTunes account already and switch from Mac to Windows so they need a new account? Or they don't have an iOS device or iTunes account and switch to Windows, so they download iTunes and set up an account just to buy music to play on their computer or something? Neither seems like it could account for very many new accounts, but maybe I'm missing something.
post #3 of 84
So eight out of ten smartphones sold by AT&T were iPhones yet there were claims that AT&T stores were actively trying to steer customers away from it?

And by the way, Android is WINNING!
post #4 of 84
Why does Apple have to compete for the low-end smartphone market? Samsung sells a lot of cheap phones, so what? The race isn't for the most, it's for the best and Apple knows that. It's the crazy analysts who think all smartphones are equal. They aren't.
post #5 of 84
Uh oh. More bad news for Apple. /s
post #6 of 84
Quote:
Originally Posted by Retrogusto View Post

Can somebody explain that last sentence to me?

 

He's saying that some of those new accounts could be from Windows users who do not own an iOS device, but still may want to buy content from iTunes.

 

He's basically pointing out that the 65 million new account activations in the last quarter may not directly translate into expanded iOS user base. Although, it wouldn't be illogical to assume that a vast majority are from people new to iOS; 50 iPhones, 25 million iPads, 7 million iPod touches, that's 80+ million iOS devices sold in the quarter.

Disclaimer: The things I say are merely my own personal opinion and may or may not be based on facts. At certain points in any discussion, sarcasm may ensue.
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Disclaimer: The things I say are merely my own personal opinion and may or may not be based on facts. At certain points in any discussion, sarcasm may ensue.
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post #7 of 84
Ummm someone in windows ecosystem got an ipod as a gift and need itunes account to load medias?.
post #8 of 84
Quote:
Originally Posted by rob53 View Post

Why does Apple have to compete for the low-end smartphone market? Samsung sells a lot of cheap phones, so what? The race isn't for the most, it's for the best and Apple knows that. It's the crazy analysts who think all smartphones are equal. They aren't.

 

Agreed. It boggles the mind that these analysts are supposed "experts" on Apple when they obviously have no idea what Apple's M.O. is and has always been. They've never had to go for the low-end of the market.

 

Having said that, I can see Apple producing a less expensive "feature" phone where apps are limited to what is pre-installed. Much in the same way Apple TV and the iPod nano are. In fact, I think the latest iPod nano is a reference design for such an iPhone. Apple could go for the high end of the low-end market; $199 with no contract. It would have limited features, but be very similar to other iOS devices, which could help push these new users up to a regular iOS device.

Disclaimer: The things I say are merely my own personal opinion and may or may not be based on facts. At certain points in any discussion, sarcasm may ensue.
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Disclaimer: The things I say are merely my own personal opinion and may or may not be based on facts. At certain points in any discussion, sarcasm may ensue.
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post #9 of 84

Unfortunately Android is winning the Market Share race.  The biggest difference between now and the PC wars is that the Apple EcoSystem still makes more money for developers than the Android EcoSystem.  They also need to start expanding their target market like then did with the iPod Mini / Shuffle / Nano.  If they don't start winning back marketshare they could be in trouble in a couple of years.  Making 5 times the amount of dollars per market share does not help you if you have only 1/10 the market of your competitor.  While Apple is far from DOOMED they can not continue to view Android as an inferior copy that will not catch on.  Depending on who you ask Jelly Bean is as good / better than IOS and with 50-75% of the market share I fell safe saying that it has caught on and is here to stay.

 

Before anyone calls me a Fandroid, I am far from one.  But I do fear that the IOS platform will become like the Classic MacOS platform of the 90s if Apple does not get their act in gear.  (Don't get me started on my opinion on what is happening with Mac Hardware.  The rMBP were the first Macs is a long time that I have absolutely no interest in.)

post #10 of 84
Quote:
Originally Posted by rob53 View Post

Why does Apple have to compete for the low-end smartphone market? Samsung sells a lot of cheap phones, so what? The race isn't for the most, it's for the best and Apple knows that. It's the crazy analysts who think all smartphones are equal. They aren't.

Because most analysis only know what they learned at Business School which Market share is the only thing that counts even if you are selling most of your products at a lose. So 80% market share of a very large market at Sub 30% Margins is good or 20% market share at +60% margins is good. Anything in between is bad. In the case of Samsung, they loose money on some product which drags down their margins as a whole but since they do not report out the specifics it had to know which products they are giving away to drive up market share. In the case of Apple they are earning +40% margins so they are stuck in the hate zone with Wall Street even though they are putting more money in the bank than anyone other company out there. What Analysis fail to factor in is the $ each iOS device holder spends on the extras in iTunes store, of you add those numbers to each iOS device the margins per active device would be in the 60% to 80% range. But the market treats iTune and App Stores as a separate business competing with Amazon and the such who too gives away products to drive market share.

post #11 of 84

"...which has led Gene Munster"

 

Stopped reading.
 

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post #12 of 84
Quote:
Originally Posted by AJMonline View Post

Unfortunately Android is winning the Market Share race.  The biggest difference between now and the PC wars is that the Apple EcoSystem still makes more money for developers than the Android EcoSystem. They also need to start expanding their target market like then did with the iPod Mini / Shuffle / Nano.  If they don't start winning back marketshare they could be in trouble in a couple of years.  Making 5 times the amount of dollars per market share does not help you if you have only 1/10 the market of your competitor.  While Apple is far from DOOMED they can not continue to view Android as an inferior copy that will not catch on.  Depending on who you ask Jelly Bean is as good / better than IOS and with 50-75% of the market share I fell safe saying that it has caught on and is here to stay.

Before anyone calls me a Fandroid, I am far from one.  But I do fear that the IOS platform will become like the Classic MacOS platform of the 90s if Apple does not get their act in gear.  (Don't get me started on my opinion on what is happening with Mac Hardware.  The rMBP were the first Macs is a long time that I have absolutely no interest in.)

Jelly bean is no where near 50% of Android let alone OS market share.

Apple still has the vast majority of profit from mobile devices with its "falling" market share.

The difference between now and the Mac-PC era is that Apple wasn't selling many macs nor making much money.
post #13 of 84
Quote:
Originally Posted by mjtomlin View Post

 

Agreed. It boggles the mind that these analysts are supposed "experts" on Apple when they obviously have no idea what Apple's M.O. is and has always been. They've never had to go for the low-end of the market.

 

They always seem to want to push Apple into the conventional wisdom of the day. When I bought my Apple II+ in 1982 it was quite a bit more expensive than other personal computers on the market, especially the TRS-80. I knew I was buying into something special, something better. For almost 37 years now the critics have been trying to force Apple into a conventional mold, to do business like they want them to, the "good enough" business model. 

post #14 of 84
Quote:
Originally Posted by AJMonline View Post

Unfortunately Android is winning the Market Share race.  The biggest difference between now and the PC wars is that the Apple EcoSystem still makes more money for developers than the Android EcoSystem.  Apple needs to start innovating again (with polished products not stuff that should still be in the lab).  They also need to start expanding their target market like then did with the iPod Mini / Shuffle / Nano.  If they don't start winning back marketshare they could be in trouble in a couple of years.  Making 5 times the amount of dollars per market share does not help you if you have only 1/10 the market of your competitor.  While Apple is far from DOOMED they can not continue to view Android as an inferior copy that will not catch on.  Depending on who you ask Jelly Bean is as good / better than IOS and with 50-75% of the market share I fell safe saying that it has caught on and is here to stay.

 

Before anyone calls me a Fandroid, I am far from one.  But I do fear that the IOS platform will become like the Classic MacOS platform of the 90s if Apple does not get their act in gear.  (Don't get me started on my opinion on what is happening with Mac Hardware.  The rMBP were the first Macs is a long time that I have absolutely no interest in.)

 

However, the Mac is outperforming the rest of the PC market. Apple dominates in terms of profits. Also developers still prioritize iOS since that's where they may their money. As for the rMPB, I have a 13" (it replaced a series of MacBook Airs) and I like it a lot.

post #15 of 84

Congratulations to the Apple shorts!

 

It seems like whenever there is some positive news, AAPL goes down. 

 

Hopefully there will be some terrible news coming out soon about Apple.

post #16 of 84
Quote:
Originally Posted by island hermit View Post

"...which has led Gene Munster"

 

Stopped reading.
 

 

which should lead to new shorthand in these forums:

 

gm;dr 

 

ala tl;dr

post #17 of 84
Please read the post carefully. There is nothing that states 8million iPhones were sold. That is a number some guy is forecasting. Per this article the numbers on what was sold iPhone vs other phones has not been released: http://androidcommunity.com/att-saw-record-smartphone-sales-during-q4-2012-20130108/
post #18 of 84
For me it's still "profitshare", hordes of loss leaders notsomuch.
post #19 of 84
post #20 of 84
Quote:
Originally Posted by rob53 View Post

Why does Apple have to compete for the low-end smartphone market? Samsung sells a lot of cheap phones, so what? The race isn't for the most, it's for the best and Apple knows that. It's the crazy analysts who think all smartphones are equal. They aren't.


You have to do something when the vast majority of the world cannot afford your phone. I don't think they mean "low-end". They mean "reasonably affordable".

 

What's the point of the best if you end up with only 1% of the world market in the end? You can't always have "best."

 

BTW, the iPhone 5 could have been better and far more expensive. Where do you draw the line?

 

As it stands, I hate walking around with a phone that costs $799 to replace. That's a lot of money.

post #21 of 84
Quote:
Originally Posted by jungmark View Post


Jelly bean is no where near 50% of Android let alone OS market share.
Apple still has the vast majority of profit from mobile devices with its "falling" market share.
The difference between now and the Mac-PC era is that Apple wasn't selling many macs nor making much money.

 

I agree with all three points are true today.  As I said Apple is still far from DOOMED, but at what point does the difference in marketshare become so large that the larger profit per market share no longer matters. For the longest time the G3/G4 processors were 2-3 x as fast as the Intel Processors at the same speed.  That did not matter anymore when the G4 was at 600mhz and the Pentium was at 3000mhz.

 

Failure to upgrade remains one of the biggest shortcomings of the Android Ecosystem, but if Google figures out how to fix that it could increase the profitability of Android, which causes additional threats to the IOS Ecosystem.  Again not something I see in 2013 or even 2014/15 but something that is possible if Apple does not start innovating again.  I just think there are some early signs of trouble that Apple needs to address, because Google/Android is not standing still. 

 

Quote:
Originally Posted by KPOM View Post

 

However, the Mac is outperforming the rest of the PC market. Apple dominates in terms of profits. Also developers still prioritize iOS since that's where they may their money. As for the rMPB, I have a 13" (it replaced a series of MacBook Airs) and I like it a lot.

 

Again Apple is far from DOOMED today, but there are some decisions that concern me.  Unlike the 90s they are still in a good position so they can make minor changes instead of the Bet the Company risks they had to make to survive. 

 

My issue with the rMBP is the Non-Upgradeability especially given the price premium.  I concede that it is a gorgeous machine. But as a pro machine, I will gladly give up the .2 inches of height to be able to add ram / bigger hard-drive in 2 years.  Apple for a while understood the importance of being able to upgrade at least the RAM (Just look at how easy it is to upgrade the RAM in a Mac Mini and the current "Classic" MBP is not that difficult for both RAM and HD).  The recent iMac / rMBP upgrades seem to be walking backwards.  Just look at the Mid-2011 Macbook Air on the front page MacMall Ad.  It is stuck at 2GB and only meets the minimum Memory requirements for Mountain Lion.  10.9 will probably still work on it, but will 10.10?  I expect a $500 windows machine to only be usable for 3-4 years, but I expect more from a $1000+ Mac (or in the case of the rMBP $1700+).  Macs used to hold their value, but a 30% price drop on a 18 month old Mac Model is an indicator that all is not well is Apple Land.  Again far from DOOMED, but something that needs to be addressed.

post #22 of 84
Quote:
Originally Posted by Retrogusto View Post

"We believe this points to 50 million new iTunes accounts in December, but note that not all new accounts would be associated with a new iOS device (could be a new Windows user)," Munster wrote.
Can somebody explain that last sentence to me? It sounds like he's saying somebody using Windows for the first time might open a new iTunes account without actually getting a new iOS device. So, for example, they have an iOS device and iTunes account already and switch from Mac to Windows so they need a new account? Or they don't have an iOS device or iTunes account and switch to Windows, so they download iTunes and set up an account just to buy music to play on their computer or something? Neither seems like it could account for very many new accounts, but maybe I'm missing something.

Doesn't have to be a new Windows user. Someone might use iTunes to buy DRM free music and install it on another device. You're right though it probably won't account for many people.
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post #23 of 84
Quote:
Originally Posted by Ex iPhone Owner View Post

Please read the post carefully. There is nothing that states 8million iPhones were sold. That is a number some guy is forecasting. Per this article the numbers on what was sold iPhone vs other phones has not been released: http://androidcommunity.com/att-saw-record-smartphone-sales-during-q4-2012-20130108/


Article reports that AT&T said 10M smartphones were sold including a record number of iPhones. The article references 7.6M iPhones from the same quarter last year (no source, though a quick google search points to AT&T). You are correct in that AT&T doesn't say 8M iPhones, so technically it can be 7.6M + 1, regardless the majority were iPhones and a new record.

post #24 of 84

Final sales numbers were not listed; however, it did say it was a record for smartphones in general and iPhones specifically. Since they sold 7.6 million iPhones last year, it is not a stretch to infer they sold 8 million plus iPhones.  I guess logic is too hard for some people

post #25 of 84
Quote:
Originally Posted by lkrupp View Post

So eight out of ten smartphones sold by AT&T were iPhones yet there were claims that AT&T stores were actively trying to steer customers away from it?
And by the way, Android is WINNING!

 

I'd like to point out that this very article said Samsung alone sold 63 million smartphones and Apple sold 48 million. That's quite a massive about more than Apple and it's only one company using Google's software. IDK how you define winning, but that's hard to argue with.

 

The real winning is this article: http://gizmodo.com/5973073/an-iphone-lovers-confession-i-switched-to-the-nexus-4-completely

post #26 of 84
Quote:
Originally Posted by AJMonline View Post

 

Failure to upgrade remains one of the biggest shortcomings of the Android Ecosystem, but if Google figures out how to fix that it could increase the profitability of Android, which causes additional threats to the IOS Ecosystem.  Again not something I see in 2013 or even 2014/15 but something that is possible if Apple does not start innovating again.  I just think there are some early signs of trouble that Apple needs to address, because Google/Android is not standing still. 

 

I'm basically one of the users you'd reference. Long time iOS user, had a Galaxy Nexus from work for over a year on Gingerbread which I didn't like, but once I got Jellybean (after a long delay from Canadian carriers, more on this in a bit), I really liked it. I bought my own Nexus 7 a few months ago before the iPad mini came out and I'm starting to 'get' Android now. I'd say if I were to choose from nothing, I'd lean towards Android but it's not enough to switch over from iOS, both have very strong advantages. It just seemed like both were making big updates every year and now Android is finally not frustrating to use, while iOS didn't make any leaps overall with the last version.

 

It'll be very hard for Android to fix the upgrade process. Many of the device still user carrier specific builds which the carrier generally has to approve (and pay) for the upgrades (from what I've learned), unless the users root their phones. Since the sale on the hardware is already made, there is little incentive for the carrier to oblige. Apple has more control and has a much easier time getting updates out. It took many more months for me to get JB on my Nexus because of stupid Canadian carrier requirements for the device (JB build provided by Samsung, not Google for the Canadian Galaxy Nexus), but I still laugh when my co-workers try to tout Android as better than iOS when they're running Gingerbread with no manufacturer upgrade path (they have GS2's) compared to iOS updates.

post #27 of 84
Quote:
Originally Posted by NexusPhan View Post

 

 

 

The real winning is this article: http://gizmodo.com/5973073/an-iphone-lovers-confession-i-switched-to-the-nexus-4-completely

 

 

You managed to find one ! How impressive !

post #28 of 84
Originally Posted by NexusPhan View Post
IDK how you define winning, but that's hard to argue with.

 

Actually making money. Having customer satisfaction. Not stealing product from competitors. Attracting developers instead of scaring them away.

 

I find channel stuffing hard to argue for.

 

You post that as though anyone at Gizmodo has anything objective or true to say at any time for any reason.

post #29 of 84
Quote:
Originally Posted by umrk_lab View Post

 

 

You managed to find one ! How impressive !

 


It's not hard to do. Consumer reports has iPhone falling fast. I would go all day but there is no point. Competition is good. To each, his own.

 

http://bgr.com/2013/01/07/iphone-5-consumer-reports-rating-284502/

post #30 of 84
Originally Posted by NexusPhan View Post
Consumer reports has iPhone falling fast.

 

… Quadra, you want to step in here?

 

Also, 


Consumer reports

 

From the liars who brought you a "don't buy" recommendation, despite the iPhone being far and away their best-rated phone, everyone!

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

 

Actually making money. Having customer satisfaction. Not stealing product from competitors. Attracting developers instead of scaring them away.

 

I find channel stuffing hard to argue for.

 

You post that as though anyone at Gizmodo has anything objective or true to say at any time for any reason.

 

Samsung made $8 billion last quarter. I'd say that's actually making money. Apple and Android are tied for number of apps in the app store, I'd say that is far from scaring developers away. And the stealing thing is just so old and unjustified it's pathetic.

post #32 of 84
Originally Posted by NexusPhan View Post
Samsung made $8 billion last quarter. I'd say that's actually making money.

 

http://appleinsider.com/articles/12/02/03/apples_iphone_takes_75_mobile_phone_profits_with_just_9_of_units_sold.html


Apple and Android are tied for number of apps in the app store, I'd say that is far from scaring developers away. 

 

Last year, even: http://appleinsider.com/articles/11/12/13/ios_apps_bring_in_300_more_revenue_than_android_counterparts

http://appleinsider.com/articles/11/09/08/android_app_volume_to_pass_ios_app_store_but_apple_developers_lead_in_revenues

http://www.cultofmac.com/180345/android-piracy-is-so-bad-you-cant-even-charge-for-apps-anymore/

 

Sorry, the search engine link to our story on this is broken. Title's correct; link goes to an article from 2006.


And the stealing thing is just so old and unjustified it's pathetic.

 

You want banned? I'm sick of this pathetic nonsense.

post #33 of 84
Quote:
Originally Posted by ndirishfan1975 View Post

Final sales numbers were not listed; however, it did say it was a record for smartphones in general and iPhones specifically. Since they sold 7.6 million iPhones last year, it is not a stretch to infer they sold 8 million plus iPhones.  I guess logic is too hard for some people

The actual quote from ATT was

"This included best-ever quarterly sales of Android and Apple smartphones."

 

It's not entirely clear (at least to me) if it's saying combined sales or each individual OS had record sales. After the 24th it may get detailed a lot better. In fact I'll almost guarantee it will be. There's little doubt Apple had the overwhelmingly majority of smartphone sales at ATT.

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post #34 of 84
Quote:
Originally Posted by NexusPhan View Post

 


It's not hard to do. Consumer reports has iPhone falling fast. I would go all day but there is no point. Competition is good. To each, his own.

 

http://bgr.com/2013/01/07/iphone-5-consumer-reports-rating-284502/

 

 

Completely meaningless in the face of Consumer Satisfaction reports, and what consumers are actually buying. 

 

Consumer Reports also panned the iPhone 4 for "antennagate", yet it not only dominated as the single best-selling smartphone at the time, but it also wiped the floor with EVERYONE in Consumer Satisfaction. The antenna issue turned out to be a complete non-issue. Not even a factor. The iPhone 4 had the lowest return rate in the industry and the highest satisfaction rate. 

 

Consumer Reports is the DigiTimes of their respective field. Don't bend over while you're reading it. 

 

By design and default, a horizontal business model (using a universally whored out OS) can *never* beat a vertical business model done right. A superior User Experience means that full control of the OS and hardware can never be relinquished any point in the process, from cradle to grave, from the design studio to the hands of the consumer when they turn it on for the first time, and beyond to the customer service that stands behind it, without any OEM middleman. 


Edited by Quadra 610 - 1/8/13 at 10:40am
post #35 of 84
Quote:
Originally Posted by AJMonline View Post

Unfortunately Android is winning the Market Share race.  The biggest difference between now and the PC wars is that the Apple EcoSystem still makes more money for developers than the Android EcoSystem.  They also need to start expanding their target market like then did with the iPod Mini / Shuffle / Nano.  If they don't start winning back marketshare they could be in trouble in a couple of years.  Making 5 times the amount of dollars per market share does not help you if you have only 1/10 the market of your competitor.  While Apple is far from DOOMED they can not continue to view Android as an inferior copy that will not catch on.  Depending on who you ask Jelly Bean is as good / better than IOS and with 50-75% of the market share I fell safe saying that it has caught on and is here to stay.

 

Before anyone calls me a Fandroid, I am far from one.  But I do fear that the IOS platform will become like the Classic MacOS platform of the 90s if Apple does not get their act in gear.  (Don't get me started on my opinion on what is happening with Mac Hardware.  The rMBP were the first Macs is a long time that I have absolutely no interest in.)

I somewhat agree with you. As long as Apple keeps innovating the iPhone they will be fine. I think Apple needs to have more screen sizes to address customers who would like those options. Obviously Samsug's strategy is working the numbers support that. The real question is apples strategy - does is really want more market share at the expense of margin? I guessing there is a debate going on inside the company about the best way to position their offerings. I think that the iPad Mini is telling us something about the direction they are going. Personally I think they are going to attempt to go for the lower end in a limited way, but I think they won't go the whole way and sacrifice too much margin. I think they are making a mistake though because  I think they need to be bolder and come out with a more bare bones phone and get off their high horse of "high end" in the case of iPhone for China. The discounting of older models shows this but they are not LTE band phones and don't need to be quite yet.. Its Apple's call obviously to make on that one. As an apple shareholder its a tough one, I'm not going to over extend my position, because the investment community is addicted to Apple high margins , yet at the same time it likes maket share. The question is:  How much are these   two mutually inclusive? This is why I think Apple is in a dilemma and is trying to navigate a middle path. I suspect this middle conservative approach may be the worst compromise. Innovation is the way forward, for both margins and volume, I hope the Apple executive team really can execute on it going forward. Samsung relies mostly on volume. Apple historically has not  and relies on being first out of the gate. Nowadays other companes are wise to this strategy, and resist giving up content control  and  not giving in.

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post #36 of 84

Accourding to Verizon CEO they have 50% iphones sales, down 5% from last year 55%.  But they have 30% yoy increase in sales.  Last year they had 4.3 millions iphones so that gives around 5 millions iphones this year.

post #37 of 84
Quote:
Originally Posted by Ex iPhone Owner View Post

Please read the post carefully. There is nothing that states 8million iPhones were sold. That is a number some guy is forecasting. Per this article the numbers on what was sold iPhone vs other phones has not been released: http://androidcommunity.com/att-saw-record-smartphone-sales-during-q4-2012-20130108/

Since only Apple releases actual numbers I guess you can hold Sammy and moto's numbers with skepticism.
post #38 of 84
Quote:
Originally Posted by herbapou View Post

Accourding to Verizon CEO they have 50% iphones sales, down 5% from last year 55%.  But they have 30% yoy increase in sales.  Last year they had 4.3 millions iphones so that gives around 5 millions iphones this year.
Source?
post #39 of 84
Quote:
Originally Posted by NexusPhan View Post

 

I'd like to point out that this very article said Samsung alone sold 63 million smartphones and Apple sold 48 million. That's quite a massive about more than Apple and it's only one company using Google's software. IDK how you define winning, but that's hard to argue with.

 

The real winning is this article: http://gizmodo.com/5973073/an-iphone-lovers-confession-i-switched-to-the-nexus-4-completely

 

 

The Nexus 4 is the most decent device on the Android side so far.  But I can't really take anything on Gizmodo seriously.  They're still butt hurt from the iPhone 4 thing.

 

I will edit to say that I hope iOS 7 is earth shattering.  I think iOS needs a good shakeup, which is why I'm excited about Ive taking over.

post #40 of 84
Quote:
Originally Posted by rob53 View Post

Why does Apple have to compete for the low-end smartphone market? Samsung sells a lot of cheap phones, so what? The race isn't for the most, it's for the best and Apple knows that. It's the crazy analysts who think all smartphones are equal. They aren't.

Munster maybe a member of the "Church of Market Share" as John Gruber names it.

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