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Verizon's 'higher mix' of holiday iPhone activations likely topped 5.3M

post #1 of 33
Thread Starter 
Verizon announced on Wednesday that it activated 9.8 million smartphones in the 2012 holiday season, with a "higher mix of Apple smartphones," suggesting the carrier accounted for more than 5.3 million iPhone sales in the quarter.

The figures from Verizon were revealed in an 8-K filing with the U.S. Securities and Exchange Commission. Like rival AT&T, which reported sales of 10 million smartphones on Tuesday, Verizon declined to give specific figures for the iPhone.

In the fourth quarter of 2011, Verizon activated a total of 7.7 million smartphones, 4.2 million of which were iPhones, giving Apple a 54.5 percent share. If Apple were to have secured the same share of activations in 2012, it would mean 5.3 million iPhones were sold through Verizon.

It's unknown whether Verizon's comments about a "higher mix" of iPhones refer to year over year data, or whether the carrier is simply referring to sequential comparisons. In the previous September quarter, the iPhone accounted for a smaller 46 percent share of smartphone activations at Verizon.

iPhone 5


Analyst Gene Munster of Piper Jaffray said on Tuesday that he believes AT&T sold at least 8 million iPhones in its record holiday quarter. While Verizon is the largest wireless carrier in the U.S., sales of the iPhone are typically greater at AT&T, because AT&T was Apple's exclusive carrier partner for years.

Apple's third carrier partner in the U.S, Sprint, has not yet signaled how many smartphones or iPhones it sold in the holiday quarter.

The fourth-largest carrier in the U.S., T-Mobile, will begin selling the iPhone this year. The company revealed to Reuters on Wednesday that the iPhone will become available in the next three to four months.
post #2 of 33

AI just HAS to ruin a decent article by mentioning Gene Munster.

post #3 of 33
Quote:
Originally Posted by AppleInsider View Post

Verizon announced on Wednesday that it activated 9.8 million smartphones in the 2012 holiday season, with a "higher mix of Apple smartphones," suggesting the carrier accounted for more than 5.3 million iPhone sales in the quarter.

So Apple's shares drop another half percent.
"I'm way over my head when it comes to technical issues like this"
Gatorguy 5/31/13
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"I'm way over my head when it comes to technical issues like this"
Gatorguy 5/31/13
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post #4 of 33
Quote:
Originally Posted by jragosta View Post

So Apple's shares drop another half percent.
And two analysts reiterated their buy rating on the stock. This morning on CNBC they were really ragging on Apple saying it was the most hated stock on the market and this rumored low cost iPhone is something they should have done a year ago. Of course go back to the middle of last year and Jim Cramer couldn't talk up the company enough. Now he hates it. 1rolleyes.gif
post #5 of 33
Quote:
Originally Posted by Rogifan View Post


And two analysts reiterated their buy rating on the stock. This morning on CNBC they were really ragging on Apple saying it was the most hated stock on the market and this rumored low cost iPhone is something they should have done a year ago. Of course go back to the middle of last year and Jim Cramer couldn't talk up the company enough. Now he hates it. 1rolleyes.gif

 

Jim Cramer...so difficult for me to take stock advice from a guy who uses fart noises while "educating." .

post #6 of 33

So, the majority of smartphones sold by Verizon were iPhones? And yesterday, AT&T reported that the majority of smartphones sold through them were iPhones in their record breaking quarter?

 

That is extremely disappointing, since iPhones did not account for 100% of all phones sold. Anything less than 100% can be considered a failure for Apple, because that's what I have decided, and I am an analyst, and I know what I'm talking about.

 

I am going to have to cut my price target on AAPL down to $79.99, based on these frightening figures and most disturbing news.

 

Apple doesn't really innovate anymore, especially now that Steve's gone. At CES, other companies are releasing innovative and interesting products such as a 27" tablet that you can carry around with you! Why doesn't Apple have a 27" iPad? I always wanted a 27" iPad to use when I ride the subways in the morning. That 27" tablet is going to be such a hot seller! I can see people pimping off their sisters in order to get one.

 

And Apple recently announced that there are now over a half billion active iTunes accounts. That alone should be good for at least another 3.5% drop in AAPL.

 

And when that China Mobile deal happens, AAPL will be revisiting the 400's again. 

post #7 of 33
Quote:

Originally Posted by Apple ][ View Post

 

I can see people pimping off their sisters in order to get one.

 

Pimping off sisters? I wonder why people don't talk about pimping off brothers?

post #8 of 33
Quote:
Originally Posted by stelligent View Post

Pimping off sisters? I wonder why people don't talk about pimping off brothers?

Because there's usually very little money in male prostitution.

 

There was a girl and guy who auctioned off their virginity recently, which you might or might not have read about.

 

The girl got $780,000, the guy got $3,000.

 

http://www.huffingtonpost.com/2012/10/24/catarina-migliorini-sells-virginity-780k_n_2010260.html

 

The moral of the story is that girls are worth more than boys (when it comes to sex for money), and if you are going to pimp anybody out, it should be a female. Males are a waste of time and not very profitable. I know that if I were a pimp, I would have a whole harem of female whores. I couldn't be bothered with male whores. Males are the "Android Phones" of the prostitution world.

post #9 of 33
More bad news for Apple. Can't wait for the record breaking holiday quarter "bad" news. Wall Street: another record breaking qtr for Apple but it still hasn't cured cancer. A reason to sell
post #10 of 33
Imo apple lost around 5% market share based on the ceo comments. So we should have about 5 millions iphones in the quarter
post #11 of 33
Quote:
Originally Posted by jungmark View Post

More bad news for Apple. Can't wait for the record breaking holiday quarter "bad" news. Wall Street: another record breaking qtr for Apple but it still hasn't cured cancer. A reason to sell

If you compare this q4 growth compare to q4 in 2011, apple is decelerating with both feets on the brakes.
post #12 of 33

I recall reading lately that no one has jailbroken iOS 6. What impact will this have on Apple?

post #13 of 33
Quote:
Originally Posted by "Apple 
[" url="/t/155383/verizons-higher-mix-of-holiday-iphone-activations-likely-topped-5-3m#post_2256311"]
Males are the "Android Phones" of the prostitution world.

Now that's funny.
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post #14 of 33
Quote:
Originally Posted by Apple ][ View Post

Males are the "Android Phones" of the prostitution world.

 

I don't even care that AAPL is down again on good news. This post most made my day.

post #15 of 33
Quote:
Originally Posted by jakeb View Post

 

I don't even care that AAPL is down again on good news. This post most made my day.

 

Now I need to buy a new Macbook Pro, since all the coffee ruined my screen.            Hilarious.

post #16 of 33
Quote:
Originally Posted by herbapou View Post


If you compare this q4 growth compare to q4 in 2011, apple is decelerating with both feets on the brakes.

I'd be interested to see the market growth and compare. Quarter to quarter doesn't mean much in the grand scheme of the whole market. For instance, if apple grew 20% last years q4, and this year it was 15% but if overall market growth went from 30% to 5%.... I think that means a lot more with the overall picture.

post #17 of 33
Quote:
Originally Posted by allenbf View Post

Jim Cramer...so difficult for me to take stock advice from a guy who uses fart noises while "educating." .


Here is an example of Cramer's show for those that aren't familiar...

video: http://www.youtube.com/watch?v=eiD-uk1QysM


Here is a Jon Stewart giving it to Jim Cramer.

video: http://www.youtube.com/watch?v=FP3YyJz3HsU

Here is the grueling video of Jim Cramer coming onto The Daily Show to explain himself.

  1. http://www.thedailyshow.com/watch/thu-march-12-2009/jim-cramer-extended-interview-pt--1 (5m:47s)
  2. http://www.thedailyshow.com/watch/thu-march-12-2009/jim-cramer-extended-interview-pt--2 (8m:24s)
  3. http://www.thedailyshow.com/watch/thu-march-12-2009/jim-cramer-extended-interview-pt--3 (8m:31s)

Edited by SolipsismX - 1/9/13 at 9:55am

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"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

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post #18 of 33
You have a sister?
Quote:
Originally Posted by "Apple 
[" url="/t/155383/verizons-higher-mix-of-holiday-iphone-activations-likely-topped-5-3m#post_2256308"]So, the majority of smartphones sold by Verizon were iPhones? And yesterday, AT&T reported that the majority of smartphones sold through them were iPhones in their record breaking quarter?

That is extremely disappointing, since iPhones did not account for 100% of all phones sold. Anything less than 100% can be considered a failure for Apple, because that's what I have decided, and I am an analyst, and I know what I'm talking about.

I am going to have to cut my price target on AAPL down to $79.99, based on these frightening figures and most disturbing news.

Apple doesn't really innovate anymore, especially now that Steve's gone. At CES, other companies are releasing innovative and interesting products such as a 27" tablet that you can carry around with you! Why doesn't Apple have a 27" iPad? I always wanted a 27" iPad to use when I ride the subways in the morning. That 27" tablet is going to be such a hot seller! I can see people pimping off their sisters in order to get one.

And Apple recently announced that there are now over a half billion active iTunes accounts. That alone should be good for at least another 3.5% drop in AAPL.

And when that China Mobile deal happens, AAPL will be revisiting the 400's again. 
post #19 of 33
Quote:
Originally Posted by wizard69 View Post

You have a sister?

Yeah, I have one sister and one brother, why do you ask?

post #20 of 33
Originally Posted by gwmac View Post
Yeah but the guy wasn't really hot at all and it was only open to female bidders. Pick a much hotter guy and open the bids to guys as well and you would see a lot higher bids than $3,000. Women value experience from men more than virginity so not really surprising it was a low bid. $3,000 for probably 30 seconds is quite expensive. Putting aside the fact that how in the hell can they tell he is a virgin or not other than taking his word for it, and if he is then why? Not surprised a Japanese guy bid $780,0000, for hundreds of years Japanese have been paying big bucks for virgins due to beliefs about prolonging their life. Reminds me of Tales from a geisha. 

 

I agree that if somebody is first going to be a male prostitute, then they should cater to gay people, as that sounds like a more profitable business decision.

post #21 of 33
Quote:
Originally Posted by "Apple 
[" url="/t/155383/verizons-higher-mix-of-holiday-iphone-activations-likely-topped-5-3m#post_2256311"]Because there's usually very little money in male prostitution.
It is also hard to make money if you roll over and fall asleep afterward!
Quote:
There was a girl and guy who auctioned off their virginity recently, which you might or might not have read about.

The girl got $780,000, the guy got $3,000.
I guess if you have the money there is little difference between spending $780,000 on a girl and spending $5.00 on a hamburger. Both can seem expensive if your wallet is flat.
Quote:

The moral of the story is that girls are worth more than boys (when it comes to sex for money), and if you are going to pimp anybody out, it should be a female. Males are a waste of time and not very profitable.
Yeah the recharge time is an issue. It is sort of like an iPad with a bad battery that needs to be recharged after an hours use.
Quote:
I know that if I were a pimp, I would have a whole harem of female whores. I couldn't be bothered with male whores. Males are the "Android Phones" of the prostitution world.
Well no, more like a RIM phone that absolutely nobody wants.
post #22 of 33
Quote:
Originally Posted by "Apple 
[" url="/t/155383/verizons-higher-mix-of-holiday-iphone-activations-likely-topped-5-3m#post_2256356"]Yeah, I have one sister and one brother, why do you ask?

Just hope she doesn't read this thread, your are likely to get slapped.
post #23 of 33
Quote:
Originally Posted by wizard69 View Post


Just hope she doesn't read this thread, your are likely to get slapped.

 

She has an iPhone, but there's a zero percent chance that she frequents any Apple forums, so I'll assume that I'm safe. There's also the fact that she lives on a different continent.1smile.gif

 

And she also has some deranged political views (she's very liberal, bordering on socialist), and I tend to stay away from those sorts of extremists, even if they happen to be related to me. 

post #24 of 33
Quote:
Originally Posted by allenbf View Post

AI just HAS to ruin a decent article by mentioning Gene Munster.

 

Was he the Munster that dressed like a vampire?

post #25 of 33
Quote:
Originally Posted by "Apple 
[" url="/t/155383/verizons-higher-mix-of-holiday-iphone-activations-likely-topped-5-3m#post_2256375"]There's also the fact that she lives on a different continent.1smile.gif

And she also has some deranged political views (she's very liberal, bordering on socialist), and I tend to stay away from those sorts of extremists, even if they happen to be related to me. 

Your sister had to move to a different continent to get away from you? Extremism runs in the family, eh? 1biggrin.gif
Edited by SolipsismX - 1/9/13 at 1:26pm

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply
post #26 of 33
I love how Apple with only 3 products (it can be argued that they really only have 1 product) while on limited carriers can outsell Android, which can be found on every other phone including some that are new releases and given away while on every carrier. All the while Android is being pushed in these wireless stores to consumers because there is less incentives to sell iPhone from a profit view. So in the biggest market in the world, North America, Apple is outselling Android. In the 3rd world markets where a dollar has to go a long way, Android outsells iPhone and this is what they brag about. HAHA. I don't really care for the idea but I hope the rumors are true and Apple does in fact release a affordable phone for those markets just to stick it to all the arrogant, nonsense talking, true lemmings, Android fanatics. They have become a cookie cutter cult. Speak to one Android extremist and you've spoken to them all.
post #27 of 33
Quote:
Originally Posted by Apple ][ View Post

So, the majority of smartphones sold by Verizon were iPhones? And yesterday, AT&T reported that the majority of smartphones sold through them were iPhones in their record breaking quarter?

 

That is extremely disappointing, since iPhones did not account for 100% of all phones sold. Anything less than 100% can be considered a failure for Apple, because that's what I have decided, and I am an analyst, and I know what I'm talking about.

 

I am going to have to cut my price target on AAPL down to $79.99, based on these frightening figures and most disturbing news.

 

Apple doesn't really innovate anymore, especially now that Steve's gone. At CES, other companies are releasing innovative and interesting products such as a 27" tablet that you can carry around with you! Why doesn't Apple have a 27" iPad? I always wanted a 27" iPad to use when I ride the subways in the morning. That 27" tablet is going to be such a hot seller! I can see people pimping off their sisters in order to get one.

 

And Apple recently announced that there are now over a half billion active iTunes accounts. That alone should be good for at least another 3.5% drop in AAPL.

 

And when that China Mobile deal happens, AAPL will be revisiting the 400's again. 

You have it all wrong.  Apple should not release a 27" iPad.  What they should do instead is combine and come out with a 27.4" iPhone that has a magic marker size stylus and call it iPhone BS (for big screen) or iPhone Nebula Chalkboard 2.  At the same time come out with a Apple clothing line with a patent on 28" sized pockets so you can carry your new iTvABLETPHONE around comfortably.  Patent the name for the new segment as well.  The only downside is your thumb won't be able to reach every corner of the screen but your arms can.  The lemmings will all buy it just because it has an Apple logo and Tim Cook can laugh all the way to the bank with yet another innovative product.  Take that Samsung.  You may have the market on every single size by an increment of .1 inch but you don't have a 27.4 iTvABLETPHONE.  See Apple can be innovative too just by coming out with a different screen size.  With that  screen size you can also include multi-multi fingers and toes gestures.  Yes you can make 15 point gestures such as 10 fingers and 5 toes on screen and swipe up to take a screen shot.

post #28 of 33
Originally Posted by SolipsismX View Post
Your sister had to move to a different continent to get away from you? Extremism runs in the family, eh? 1biggrin.gif

 

*GASP*


His sister is Techstud!

 

It all makes sense now.

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
Reply

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
Reply
post #29 of 33
Quote:
Originally Posted by drewyboy View Post

I'd be interested to see the market growth and compare. Quarter to quarter doesn't mean much in the grand scheme of the whole market. For instance, if apple grew 20% last years q4, and this year it was 15% but if overall market growth went from 30% to 5%.... I think that means a lot more with the overall picture.

2010 q4 to 2011 q4 we got 70% growth.
2011 q4 to 2012 q4 I expect between 15 to 30% on revenu, but EPS may be lower.

Unless apple come out with that low cost iphone in q2 and gets china mobile, i expect negative growth in q2 and q3. And you are right, apple is rapidly losing market shares worldwide, so its growth is less than the broader market, even if there is growth.
Edited by herbapou - 1/9/13 at 4:22pm
post #30 of 33
Quote:
Originally Posted by "Apple 
[" url="/t/155383/verizons-higher-mix-of-holiday-iphone-activations-likely-topped-5-3m#post_2256375"]
She has an iPhone, but there's a zero percent chance that she frequents any Apple forums, so I'll assume that I'm safe. There's also the fact that she lives on a different continent.1smile.gif

And she also has some deranged political views (she's very liberal, bordering on socialist), and I tend to stay away from those sorts of extremists, even if they happen to be related to me. 

Where did she go? South America?
"Few things are harder to put up with than the annoyance of a good example" Mark Twain
"Just because something is deemed the law doesn't make it just" - SolipsismX
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"Few things are harder to put up with than the annoyance of a good example" Mark Twain
"Just because something is deemed the law doesn't make it just" - SolipsismX
Reply
post #31 of 33
Quote:
Originally Posted by Tallest Skil View Post

*GASP*


His sister is Techstud!

It all makes sense now.

Here they are in better days.

"Few things are harder to put up with than the annoyance of a good example" Mark Twain
"Just because something is deemed the law doesn't make it just" - SolipsismX
Reply
"Few things are harder to put up with than the annoyance of a good example" Mark Twain
"Just because something is deemed the law doesn't make it just" - SolipsismX
Reply
post #32 of 33
Originally Posted by dasanman69 View Post
Here they are in better days.

 

Yep. Apple ][ is the Christmas tree with lights, while Techstud is the one without. 

 

Seriously though… why are there two different types of tree right next to each other?

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
Reply

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
Reply
post #33 of 33
Quote:
Originally Posted by Tallest Skil View Post

Yep. Apple ][ is the Christmas tree with lights, while Techstud is the one without. 

Seriously though… why are there two different types of tree right next to each other?

C'mon you have to ask? That show was from the '70s, the set guys were probably on acid.
"Few things are harder to put up with than the annoyance of a good example" Mark Twain
"Just because something is deemed the law doesn't make it just" - SolipsismX
Reply
"Few things are harder to put up with than the annoyance of a good example" Mark Twain
"Just because something is deemed the law doesn't make it just" - SolipsismX
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