Verizon announces 2.2M activations of Apple's iPhone in Q1 2011

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Comments

  • Reply 21 of 83
    gatorguygatorguy Posts: 24,514member
    The T-bolt sales were only for the last two weeks of March. Without a matching "last two weeks of March" sales figure for the iPhone there's no direct comparison. Makes it a guessing game. It's no different than stating ATT iPhone sales are clearly outselling Verizon, tho VZ had 5 weeks less to do it in.



    I'm not sure anyone indicated that the Thunderbolt was outselling the iPhone company wide anyway did they? The reports I saw mentioned "in some stores", which could certainly be possible.
  • Reply 22 of 83
    shadashshadash Posts: 470member
    Quote:
    Originally Posted by noexpectations View Post


    Considering that it was "common knowledge" that Verizon was getting the iPhone in 4Q10 and that it was officially announced on Jan 11, this was a very weak sales report for Verizon.



    This 30 second video says it all: http://www.youtube.com/watch?v=GUaFywhywjA



    You must have not read all the way to the end of the article:



    "Verizon Wireless added 1.8 million customers in the quarter, and now has 104 million total connections. For comparison, AT&T revealed on Wednesday that it added just 62,000 customers in the quarter."



    Not really weak at all for Verizon. Maybe weak for Apple, at least lower numbers for the iPhone than I thought they would be on Verizon, but don't conflate the two. Customers strongly associate Android with Verizon, and continue to buy lots of them there.
  • Reply 23 of 83
    eriamjheriamjh Posts: 1,711member
    2.2M Verizon vs. 3M AT&T.



    I don't know how anyone can call that a failure of the Verizon phone. Apple could easily sell another 10-12 million more phones this year.



    Did any single other phone sell that many in the same quarter, fail-mongers?
  • Reply 24 of 83
    Quote:
    Originally Posted by Eriamjh View Post


    2.2M Verizon vs. 3M AT&T.



    I don't know how anyone can call that a failure of the Verizon phone. Apple could easily sell another 10-12 million more phones this year.



    Did any single other phone sell that many in the same quarter, fail-mongers?



    Well it's 2.2 M Verizon to 3.6 M AT&T, but there is no failure there when you consider this:



    The quarter had 90 day and Verizon had the iPhone for 50 of those. Divide 50 by 90 and you have .555556. Multiply that by AT&Ts 3.6 Million to compare and you get 2M Phones at AT&T for same 50 days. So if Verizon had same sales all quarter they would be at around 3.96 to 4 M iPhones, beating AT&T.



    So to me it looks like Apple just more than doubled there market in the US. That is a horrible fail.



    Contrast that with more than a half M 4G phones (likely all Android) including the 260,000 HTC Thunderbolt handsets in two weeks (so 1/2 of the 1/2 Million were Thunderbolt). Thunderbolt numbers suggest a rollout of 1.7 M Thunderbolts a quarter if sale did not die down due demand tapering off or the next greatest Android phone to come out in XX days.
  • Reply 25 of 83
    Quote:
    Originally Posted by SHOBIZ View Post


    http://www.att.com/gen/press-room?pi...code=financial





    "Best-ever first-quarter increase in total wireless subscribers, up 2.0 million to reach 97.5 million subscribers in service, with gains in every category "



    This is correct, but the problem is, the money-making, is more off of the retail post-paid customers, and AT&T said it was "Retail net adds for the quarter include postpaid net adds of 62,000". Whereas Verizon's was " 906,000 retail postpaid net customer additions"



    http://news.vzw.com/news/2011/04/pr2011-04-21.html
  • Reply 26 of 83
    shobizshobiz Posts: 207member
    Quote:
    Originally Posted by briankeith513 View Post


    This is correct, but the problem is, the money-making, is more off of the retail post-paid customers, and AT&T said it was "Retail net adds for the quarter include postpaid net adds of 62,000". Whereas Verizon's was " 906,000 retail postpaid net customer additions"



    http://news.vzw.com/news/2011/04/pr2011-04-21.html



    It said V added 1.8 million customers while at&t just added 62,000.





    We can play number games all day long but the statement was still incorrect.



    So, I can just as easily say AT&T added 2.0 million customers while Verizon just added 906,000.
  • Reply 27 of 83
    Quote:
    Originally Posted by SHOBIZ View Post


    http://www.att.com/gen/press-room?pi...code=financial





    "Best-ever first-quarter increase in total wireless subscribers, up 2.0 million to reach 97.5 million subscribers in service, with gains in every category "



    Quote:
    Originally Posted by SHOBIZ View Post


    It said V added 1.8 million customers while at&t just added 62,000.





    We can play number games all day long but the statement was still incorrect.



    1.8milli "total" customers for V, as it was 2.0milli total for AT&T. THose aren't number games, you just need to be able to read. The part that I mentioned as most critical are the retail post paid customers, because they make much more money off of them, and they are more of an indicator of how well you are doing. And in those figures, AT&T just added 62,000....whereas Verizon added 906,000.
  • Reply 28 of 83
    tenobelltenobell Posts: 7,014member
    We have another Samab on our hands. Geez........





    Quote:
    Originally Posted by briankeith513 View Post


    1.8milli "total" customers for V, as it was 2.0milli total for AT&T. THose aren't number games, you just need to be able to read. The part that I mentioned as most critical are the retail post paid customers, because they make much more money off of them, and they are more of an indicator of how well you are doing. And in those figures, AT&T just added 62,000....whereas Verizon added 906,000.



  • Reply 29 of 83
    brucepbrucep Posts: 2,823member
    Quote:
    Originally Posted by shadash View Post


    You must have not read all the way to the end of the article:



    "Verizon Wireless added 1.8 million customers in the quarter, and now has 104 million total connections. For comparison, AT&T revealed on Wednesday that it added just 62,000 customers in the quarter."



    Not really weak at all for Verizon. Maybe weak for Apple, at least lower numbers for the iPhone than I thought they would be on Verizon, but don't conflate the two. Customers strongly associate Android with Verizon, and continue to buy lots of them there.



    V made 1.8 mill new connections pre-churn quote , V also lost a lot too



    ATT added 62k after the churn quote .





    V also sell fios .





    9
  • Reply 30 of 83
    solipsismsolipsism Posts: 25,726member
    Quote:
    Originally Posted by matrix07 View Post


    And how it possibly outsold iPhone on Verizon based on this number?



    I?ll assume your numbers are correct:
    90 ÷ 14 = 6.43

    250,000 x 6.43 = 1,671,800
    That?s still well under the 18.6 million iPhones Apple sold, well under the 3 million AT&T sold and well under the 2.2 million Verizon sold this past quarter.





    Quote:
    Originally Posted by Ireland View Post


    To be fair some people can't simply dump their contracts. iPhone 5 2011/2012 Verizon numbers should be more revealing.



    To be fair, the contract dumping isn?t just a Verizon phenomenon so that fact holds for AT&T, too.



    We will have to see the next quarter to get a fuller picture of AT&T v Verizon iPhone sales, but the reasoning that those that really wanted an iPhone on Verizon and were holding out ? which appeared to be the entire US according to these forums ? then then having almost 3 full months of official knowledge should have yielded better sales compared to AT&T.





    Quote:
    Originally Posted by TenoBell View Post


    We have another Samab on our hands. Geez........



  • Reply 31 of 83
    tenobelltenobell Posts: 7,014member
    Android fans are not happy that the iPhone outsold the Thunderbolt on Verizon. I guess having LTE is not all that imperative.
  • Reply 32 of 83
    asdasdasdasd Posts: 5,686member
    Just to re-iterate the points above. 2.2 M for an old phone, when people are in contract, running at 60% of AT&T is amazing. Apple will grow market share in the US this year. And China. Those are the two it lost to Android recently.



    Still need a cheaper iPhone though.
  • Reply 33 of 83
    tenobelltenobell Posts: 7,014member
    Cheaper than the 3GS at $49?



    Quote:
    Originally Posted by asdasd View Post


    Still need a cheaper iPhone though.



  • Reply 34 of 83
    asdasdasdasd Posts: 5,686member
    Quote:
    Originally Posted by TenoBell View Post


    Cheaper than the 3GS at $49?



    Grrrrrrrrrrr!







    Every damn time somebody mistakes a subsidised price with a real price. ( and a subsidised price on one particular contract in one particular country as well).



    we have had whole forums on this so that will be my last post on the matter.



    Back on topic, great news for Apple.
  • Reply 35 of 83
    Quote:
    Originally Posted by TenoBell View Post


    Android fans are not happy that the iPhone outsold the Thunderbolt on Verizon. I guess having LTE is not all that imperative.



    The Thunderbolt was only available for 2 weeks of Q1 bud.



    That said, the iP4 will still outsell it by a huge margin. But ~267k of Thunderbolts is awesome for 2 weeks.
  • Reply 36 of 83
    tenobelltenobell Posts: 7,014member
    I know thats the subsidized price. The far majority of people are buying subsidized phones. An expectation of Apple to compete by offering a cheaper unsubsidized phone is something that no one else is doing.





    Quote:
    Originally Posted by asdasd View Post


    Grrrrrrrrrrr!



    Every damn time somebody mistakes a subsidised price with a real price. ( and a subsidised price on one particular contract in one particular country as well).



  • Reply 37 of 83
    solipsismsolipsism Posts: 25,726member
    Can?t wait to see the growth rate of the iPhone on Verizon compared to Android on Verizon. Maybe when I can show the iPhone on Verizon having stealing marketshare from Android or at least stalling it those who think marketshare is everything when talking about Android will finally realize that metric is pointless in and of itself.



    Quote:
    Originally Posted by Freshmaker View Post


    The Thunderbolt was only available for 2 weeks of Q1 bud.



    That said, the iP4 will still outsell it by a huge margin. But ~267k of Thunderbolts is awesome for 2 weeks.



    Are we taking units in channel or activations? Note the pre-order sales starting back on February 06th also part of this two week number.



    What happened with the next 2 weeks of sales? Note the iPhone has 3 years running of selling more units after the holiday quarter than in it despite being at the lower half of its suspected refresh cycle.



    Also note this is Verizon?s flagship Android phone so the sales should be higher for this device over other Android-based devices IMO. But the question is the longevity. Is that number sustainable each month? Will HTC be able to make a profit before they have to come out with a ?new hotness? again? How will the iPhone on Verizon affect the results of mobile OSes used on Verizon?s network?



    (Just questions I have, Freshmaker, not so much directed at you as just being put on the table).
  • Reply 38 of 83
    adonissmuadonissmu Posts: 1,776member
    What about Verizon's comments on the Iphone 5? Why aren't those pasted here?
  • Reply 39 of 83
    tenobelltenobell Posts: 7,014member
    My prediction is that counting each phone badged as "Android" will out grow the iPhone on Verizon.



    Because all of the Android manufacturers are willing to introduce an "awesome new Android phone" every couple of weeks. No one phone will ever outsell the iPhone on Verizon.



    My prediction is that if Android continues on its current path, Android as a congruent platform will collapse under its own weight. I think Google can see this and is the reason they are pulling back the reigns a bit.



    Quote:
    Originally Posted by solipsism View Post


    Can?t wait to see the growth rate of the iPhone on Verizon compared to Android on Verizon. Maybe when I can show the iPhone on Verizon having stealing marketshare from Android or at least stalling it those who think marketshare is everything when talking about Android will finally realize that metric is pointless in and of itself.



  • Reply 40 of 83
    tenobelltenobell Posts: 7,014member
    I agree those are good numbers for the Thunderbolt. But for context with the initial launch of the iPhone it sells over 2 million units in its first week.



    Quote:
    Originally Posted by Freshmaker View Post


    The Thunderbolt was only available for 2 weeks of Q1 bud.



    That said, the iP4 will still outsell it by a huge margin. But ~267k of Thunderbolts is awesome for 2 weeks.



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