or Connect
AppleInsider › Forums › Mobile › iPhone › Sprint sold best-ever 2.2M iPhones in holiday quarter, 38% to new customers
New Posts  All Forums:Forum Nav:

Sprint sold best-ever 2.2M iPhones in holiday quarter, 38% to new customers

post #1 of 30
Thread Starter 
Sprint on Thursday announced its earnings for the fourth quarter of 2012, revealing it sold a best-ever 2.2 million iPhones, bringing its total 2012 sales to 6.6 million.

Of the 2.2 million iPhones sold in the December quarter, 38 percent of those were to new customers. And 40 percent of the 6.6 million iPhones sold in all of 2012 were to customers new to the carrier.

As of the fourth quarter, Sprint had sold more than 4 million 4G LTE smartphones, including Apple's iPhone 5, which debuted in September.

iPhone


Sprint sold a total of nearly 20 million smartphones in 2012. In the fourth quarter, 89 percent of postpaid handset sales were smartphones.

Sprint's high-speed 4G LTE network, compatible with both the iPhone 5 and Apple's latest iPads, is now available in a total of 58 cities. The carrier expects to expand to nearly 170 more in the coming months, and construction has started in more than 450 cities.

For the quarter, Sprint reported a net loss of $1.3 billion. Dan Hesse, the company's chief executive, attributed part of that loss to subsidies associated with Apple's iPhone, which he said is one of the company's "key investments."

The 2.2 million iPhones sold by Sprint are an increase from the 1.5 million the carrier had activated over the last three consecutive quarters. The carrier had surpassed 1 million LTE smartphones just before the launch of the iPhone 5.
post #2 of 30
Do any carriers outside of the US report iphone sales data. Only ever seem to see US or sometimes china listed here.
iPad, Macbook Pro, iPhone, heck I even have iLife! :-)
Reply
iPad, Macbook Pro, iPhone, heck I even have iLife! :-)
Reply
post #3 of 30
"New customers" from Spint's perspective. Not necessarily mean people who switch from another platform to iPhone. For all they care, "new customer" include iPhone users who switch over from AT&T and Verizon.

Still, another 2.2M iPhones can only be a good thing.
post #4 of 30
Quote:
Originally Posted by zoffdino View Post

"New customers" from Spint's perspective. Not necessarily mean people who switch from another platform to iPhone. For all they care, "new customer" include iPhone users who switch over from AT&T and Verizon.

Still, another 2.2M iPhones can only be a good thing.

True, but the AT&T and Verizon numbers for iPhones sold were nothing to sneeze at, either.

iPhone 5 64GB, iPhone 4S 16GB, mid-2011 iMac, Apple TV 2nd Gen, iPod Nano

Reply

iPhone 5 64GB, iPhone 4S 16GB, mid-2011 iMac, Apple TV 2nd Gen, iPod Nano

Reply
post #5 of 30

What is unusual, is reporting sales instead of activations, like Verizon and AT&T always do. 

 

(There are usually at least 10% more activations than sales, due to used phones being reactivated by their new owners.   Thus, reporting activations usually boosts the number that reporters will print -- and mistakenly use in percentage calculations.)

 

Sprint, being fairly new to the iPhone, wouldn't have as many used devices.

 

Reporting sales instead might mean that activations were less than sales during that period.  This could happen if enough sales were presents that didn't get activated until just after the end of the reporting period.

 

Nothing wrong with that, of course.  It can be more useful to see actual sales reported.


Edited by KDarling - 2/7/13 at 6:00am
post #6 of 30
Bottom line Apple is doing fine regardless of what Wall Street thinks. But all things eventually end and the smartphone market will mature and saturate too. What's the next market Apple can disrupt and remake? And make no mistake, if it's going to be done Apple will do it. It won't be Samsung or HP. The others just sit back and wait for Apple then jump on after the hard hauling is done.
post #7 of 30
Quote:
Originally Posted by KDarling View Post


Nothing wrong with that, of course.  It can be more useful to see actual sales reported.

Well since only Apple reports actual sales, you can only rely in Apple's numbers.
post #8 of 30
Quote:
Originally Posted by KDarling View Post

What is unusual, is reporting sales instead of activations, like Verizon and AT&T always do. 

 

(There are usually at least 10% more activations than sales, due to used phones being reactivated by their new owners.   Thus, reporting activations usually boosts the number that reporters will print -- and mistakenly use in percentage calculations.)

 

Sprint, being fairly new to the iPhone, wouldn't have as many used devices.

 

Reporting sales instead might mean that activations were less than sales during that period.  This could happen if enough sales were presents that didn't get activated until just after the end of the reporting period.

 

Nothing wrong with that, of course.  It can be more useful to see actual sales reported.

 

We know from court filings that sales have usually been higher than total activations.

 

https://twitter.com/asymco/status/294739213839130624

post #9 of 30
Quote:
Originally Posted by lkrupp View Post

What's the next market Apple can disrupt and remake?

That's the question that has Wall Street worried. What markets are left? The TV market? I have my doubts that they can disrupt it.
"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 #10 of 30
Quote:
Originally Posted by dasanman69 View Post

That's the question that has Wall Street worried. What markets are left? The TV market? I have my doubts that they can disrupt it.

Why does only Apple have to reinvent markets? They can increment its current product line and still sell record yoy iOS devices.

What's the last market Sammy or Amazon or Google reinvented?
post #11 of 30
Quote:
Originally Posted by dasanman69 View Post

Of the 2.2 million iPhones sold in the December quarter, 38 percent of those were to new customers. And 40 percent of the 6.6 million iPhones sold in all of 2012 were to customers new to the carrier.

As of the fourth quarter, Sprint had sold more than 4 million 4G LTE smartphones, including Apple's iPhone 5, which debuted in September.
.

Let's work this through.

Apple sold 2.2 M iPhone 5s just in the 4th quarter. They also sold some in the third quarter, so the number of iPhone 5s sold is somewhat greater than 2.2 M (I didn't check to see how many they sold in the previous quarter). Yet "as of the fourth quarter", which presumably means that they're including previous quarters, as well, they sold 4 M LTE phones all together.

So the iPhone 5 made up more than 50% of ALL LTE phones sold by Sprint. Add that to the huge percentages of AT&T and Verizon phones sold and it's pretty impressive.
"I'm way over my head when it comes to technical issues like this"
Gatorguy 5/31/13
Reply
"I'm way over my head when it comes to technical issues like this"
Gatorguy 5/31/13
Reply
post #12 of 30
Quote:
Originally Posted by dasanman69 View Post


That's the question that has Wall Street worried. What markets are left? The TV market? I have my doubts that they can disrupt it.

Really? What would you not have doubts about?

post #13 of 30
Quote:
Originally Posted by jungmark View Post

What's the last market Sammy or Amazon or Google reinvented?

Can I answer that, can I answer that, please?

post #14 of 30
Quote:
Originally Posted by jragosta View Post


Let's work this through.

Apple sold 2.2 M iPhone 5s just in the 4th quarter. They also sold some in the third quarter, so the number of iPhone 5s sold is somewhat greater than 2.2 M (I didn't check to see how many they sold in the previous quarter). Yet "as of the fourth quarter", which presumably means that they're including previous quarters, as well, they sold 4 M LTE phones all together.

So the iPhone 5 made up more than 50% of ALL LTE phones sold by Sprint. Add that to the huge percentages of AT&T and Verizon phones sold and it's pretty impressive.

You're assuming every iphone sold was a 5, but they sell the 4/4S too.

I wouldn't doubt that half of those iphones sold were the older 4/4S because those are the only models available on Sprint's prepaid.

post #15 of 30
Someone help me understand the numbers. AT&T sold 80% iphones. Verizon sold 60% or so iPhones. Sprint is selling 38% iPhones. TMobile selling 0% iPhones (only talking about what these companies sell, not off contract/ebay/etc phones).

How the hell is this an "Android beats iPhone in sales" situation?!?!?! WTF am I missing?
post #16 of 30
Quote:
Originally Posted by poke View Post

 

We know from court filings that sales have usually been higher than total activations.

 

https://twitter.com/asymco/status/294739213839130624

...higher than the activations reported by only the big three, ATT, Verizon and Sprint.

 

There's pieces of data missing. Many of the "sales" that Apple reports are to resellers who may (and probably do) have product sitting on shelves or in warehouses and not yet sold to an end-user. Some iPhones sold to an end-user were activated with a carrier other than the big three. It's going to be difficult to use that chart as proof-positive that "sales have usually been higher than total activations" when not all activations are included, nor all all sales reported by Apple sell-thru. And too not all "activations" reported by even the big three are actually the sale of a new phone. 

 

I've always thought it odd that Verizon and ATT report phone activations but not sales of new phones. No idea why really.

melior diabolus quem scies
Reply
melior diabolus quem scies
Reply
post #17 of 30
Quote:
Originally Posted by 65C816 View Post

Someone help me understand the numbers. AT&T sold 80% iphones. Verizon sold 60% or so iPhones. Sprint is selling 38% iPhones. TMobile selling 0% iPhones (only talking about what these companies sell, not off contract/ebay/etc phones).

How the hell is this an "Android beats iPhone in sales" situation?!?!?! WTF am I missing?

The numbers you're reading aren't "new phone sales" for one thing.

melior diabolus quem scies
Reply
melior diabolus quem scies
Reply
post #18 of 30
Quote:
Originally Posted by jragosta View Post


Let's work this through.

Apple sold 2.2 M iPhone 5s just in the 4th quarter. They also sold some in the third quarter, so the number of iPhone 5s sold is somewhat greater than 2.2 M (I didn't check to see how many they sold in the previous quarter). Yet "as of the fourth quarter", which presumably means that they're including previous quarters, as well, they sold 4 M LTE phones all together.

So the iPhone 5 made up more than 50% of ALL LTE phones sold by Sprint. Add that to the huge percentages of AT&T and Verizon phones sold and it's pretty impressive.

The report doesn't say the 2.2M iPhones sold were all 4G LTE version, aka iPhone 5's. There's some detail lacking, making it near impossible to get a picture of how many were older models compared to Apple's most recent and thus whether the majority of 4G LTE phones sold came from Apple.

 

EDIT: I see someone else just mentioned that too.

melior diabolus quem scies
Reply
melior diabolus quem scies
Reply
post #19 of 30
Quote:
Originally Posted by jungmark View Post

Why does only Apple have to reinvent markets? They can increment its current product line and still sell record yoy iOS devices.

What's the last market Sammy or Amazon or Google reinvented?

They haven't and I was just responding to the OP. I personally feel that refreshing their current line up is plenty but there are many wringing their hands waiting for the next kinda 'new' thing for Apple to 'invent'.
"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 #20 of 30
Quote:
Originally Posted by anantksundaram View Post

Really? What would you not have doubts about?

Well I didn't have doubts that Apple could make a much better smartphone than what already existed, and it really wasn't too hard to make a better tablet than the pitiful selection that was available. I also didn't doubt that they'd have a monster Q4.
"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 #21 of 30
Quote:
Originally Posted by jungmark View Post

What's the last market Sammy or Amazon or Google reinvented?

The Art of Copying, The Art of Sitting On Your Laurels (1-Click Purchasing from Sep 1999) and The Art of Legalized Theft.
How to enter the Apple logo  on iOS:
/Settings/Keyboard/Shortcut and paste in  which you copied from an email draft or a note. Screendump
Reply
How to enter the Apple logo  on iOS:
/Settings/Keyboard/Shortcut and paste in  which you copied from an email draft or a note. Screendump
Reply
post #22 of 30
Originally Posted by dasanman69 View Post
That's the question that has Wall Street worried. What markets are left? The TV market? I have my doubts that they can disrupt it.


As long as they don't waste their time and money on a giant LCD panel, they can absolutely change the world one TV at a time.

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already fucked.

 

Reply

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already fucked.

 

Reply
post #23 of 30
Quote:
Originally Posted by dasanman69 View Post


Well I didn't have doubts that Apple could make a much better smartphone than what already existed, and it really wasn't too hard to make a better tablet than the pitiful selection that was available. I also didn't doubt that they'd have a monster Q4.

You've given us your hindsight.

 

The post that you responded to (and to which I commented on) was (I'll repeat): what do you see ahead that Apple will disrupt/reinvent about which you do not have any doubts?

post #24 of 30
Quote:
Originally Posted by anantksundaram View Post

You've given us your hindsight.

The post that you responded to (and to which I commented on) was (I'll repeat): what do you see ahead that Apple will disrupt/reinvent about which you do not have any doubts?

I don't see a current market that Apple can go into and do what they did with the iPhone/iPad. A great many people believe that Apple 'invented' the smartphone and the tablet. What current CE market exists that the general public is mostly unaware of that Apple can 'invent'?
"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 #25 of 30
Quote:
Originally Posted by Tallest Skil View Post


As long as they don't waste their time and money on a giant LCD panel, they can absolutely change the world one TV at a time.

You and I are in agreement on this, but I see them better off changing the world 2-3 TVs at a time. I currently have 2 Rokus but I'd happily make that 2 ATVs if they offered a better product for my needs.
"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 #26 of 30
Quote:
Originally Posted by jungmark View Post

Well since only Apple reports actual sales, you can only rely in Apple's numbers.

 

All companies only report "actual sales".  None report just end user sales.

 

Quote:
Originally Posted by poke View Post

We know from court filings that sales have usually been higher than total activations.

https://twitter.com/asymco/status/294739213839130624

 

Thank you.  Neat chart.  As others have pointed out, that report is mixing different types of data together.

 

  • Sales = new devices sold to carriers, retailers, Apple store buyers. 
  • Activations = new or old devices put into use on a carrier.

 

Mind you, it's an interesting chart if we understand what it's telling us.  It's saying that US sales include devices that are never activated on a US carrier (or are, but not reported by the unofficial carrier), but are instead bought just to be shipped overseas.

 

That sales ecology is different from what I was talking about, which is sales by ONE carrier versus THAT carrier's activations.   In other words, a closed system where direct comparisons are more meaningful.


Edited by KDarling - 2/7/13 at 3:05pm
post #27 of 30
Maybe it's due to sprints unlimited data plan?
post #28 of 30
Quote:
Originally Posted by KDarling View Post

All companies only report "actual sales".  None report just end user sales.

Amazon and Sammy don't. Amazon states million and millions; Sammy states percentages as in 10-20% more over the yoy qtr.
post #29 of 30
Quote:
Originally Posted by jungmark View Post

Amazon and Sammy don't. Amazon states million and millions; Sammy states percentages as in 10-20% more over the yoy qtr.

 

Okay, now I see what you're saying.  Thanks for the clarification.

post #30 of 30
Originally Posted by AppleInsider View Post

The carrier expects to expand to nearly 170 more in the coming months, and construction has started in more than 450 cities.

 

Wow.  That's some serious capital expenditure.  All worth it, most likely.

Sent from my iPhone Simulator

Reply

Sent from my iPhone Simulator

Reply
New Posts  All Forums:Forum Nav:
  Return Home
  Back to Forum: iPhone
  • Sprint sold best-ever 2.2M iPhones in holiday quarter, 38% to new customers
AppleInsider › Forums › Mobile › iPhone › Sprint sold best-ever 2.2M iPhones in holiday quarter, 38% to new customers