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Old Jan 24, 2013, 03:43 PM   #1
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AT&T Activates 8.6 Million iPhones in Q4 2012, Device Accounts for Some 84% of Smartphone Sales




AT&T has released its holiday quarter earnings data, reporting that it sold a record 10.2 million smartphones -- 8.6 million of those (84%) being iPhones. AT&T reported earlier this month that the quarter was its best ever for iPhone sales. 16% of the iPhones were on accounts new to the company.

During the same holiday quarter, Verizon activated 6.2 million iPhones, some two-thirds of its total smartphone sale. AT&T's previous best quarter was 2011's fourth quarter, when it activated a total of 9.4 million smartphones and 7.6 million iPhones -- an 80% share for the Apple device.

On Twitter, Apple watcher Sammy the Walrus calculated that 74% of smartphones sold by AT&T and Verizon were iPhones, giving the device an "iPod-like share".

Update: AT&T has reached out to us to note that the 8.6 million iPhone number is activations, while the 10.2 million smartphone sales number is sales. This means the iPhone probably doesn't make up exactly 84% of smartphone sales, but it should be in the right ballpark. The activations number includes hand-me-down iPhones and the like.

Article Link: AT&T Activates 8.6 Million iPhones in Q4 2012, Device Accounts for Some 84% of Smartphone Sales
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Old Jan 24, 2013, 03:44 PM   #2
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That's a lot of iPhones. And people still think Apple is doomed.
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Old Jan 24, 2013, 03:45 PM   #3
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And so many of those were iPhone 4s. It's remarkable.

The people have spoken, we need a larger form factor as well.
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Old Jan 24, 2013, 03:46 PM   #4
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And so many of those were iPhone 4s. It's remarkable.

The people have spoken, we need a larger form factor as well.
lolwut?
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Old Jan 24, 2013, 03:51 PM   #5
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And so many of those were iPhone 4s. It's remarkable.

The people have spoken, we need a larger form factor as well.
Amazing how well the 4 and 4S are doing when we're told day after day people want bigger screen sizes.
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Old Jan 24, 2013, 04:36 PM   #6
Michael Scrip
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Amazing how well the 4 and 4S are doing when we're told day after day people want bigger screen sizes.
You could also say that every phone sold that is above 4" is a loss for Apple.

Some people are platform agnostic... they don't care whether the phone is running iOS or Android.

They just want a bigger screen... along with calling, texting and Facebook.

If Apple can't provide that... they will go elsewhere.
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Old Jan 24, 2013, 04:48 PM   #7
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Old Jan 24, 2013, 03:45 PM   #8
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so how do the rest of the smartphones rank within the remaining 16%?
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Old Jan 24, 2013, 03:46 PM   #9
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how do they have 74% of the activations when marketshare is more like 50-50 compared to android?
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Old Jan 24, 2013, 03:51 PM   #10
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how do they have 74% of the activations when marketshare is more like 50-50 compared to android?
Andriod and Iphones are sold outside of the US as well.
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Old Jan 24, 2013, 03:53 PM   #11
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Andriod and Iphones are sold outside of the US as well.
but isnt the split 50-50 in the US and much higher for android worldwide?

unless that 74% number was for the holiday quarter only which may make sense.

edit: yeh i guess its last quarter only.
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Old Jan 24, 2013, 03:57 PM   #12
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how do they have 74% of the activations when marketshare is more like 50-50 compared to android?
This is for one carrier in one country. There are many other carriers in many other countries where the distribution isn't so heavily in favor of the iPhone.
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Old Jan 24, 2013, 04:00 PM   #13
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how do they have 74% of the activations when marketshare is more like 50-50 compared to android?
This is just AT&T, remember - Outside of the U.S it'd be leaning a lot more towards Android.
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Old Jan 24, 2013, 04:10 PM   #14
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how do they have 74% of the activations when marketshare is more like 50-50 compared to android?
AT&T is pretty much an iPhone shop. They were the first to get it, and had an exclusive deal for 4 years. Therefore, they get lots of upgrade activity. Also, until recently they didn't heavily promote Android.
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Old Jan 24, 2013, 04:22 PM   #15
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Originally Posted by max pl View Post
how do they have 74% of the activations when marketshare is more like 50-50 compared to android?
It includes older iPhones and hand-me-downs. But still... it shows the costomer preference pretty clearly.


Edit: Sorry. I can see someone else already answered this. Oh well.

----------

Quote:
Originally Posted by bungiefan89 View Post
lolwut?
um... maybe it was sarcasm?
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Old Jan 24, 2013, 04:31 PM   #16
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Sooooo they've got all these new activations and tons more subscribers... yet they still won't grant FaceTime over cellular for grandfathered unlimited customers?

Yeah. I'm a little bitter.
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Old Jan 24, 2013, 05:05 PM   #17
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how do they have 74% of the activations when marketshare is more like 50-50 compared to android?
because a lot of the activations were for old hand-me-down iPhones.
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Old Jan 24, 2013, 05:16 PM   #18
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how do they have 74% of the activations when marketshare is more like 50-50 compared to android?
Android is on more carriers. Once T-Mobile/Metro PCS comes on board, I think you'll see Apple dominate the US smartphone market, similarly to iPod.

Also, these analyst reports are often notoriously wrong.
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Old Jan 25, 2013, 08:33 AM   #19
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how do they have 74% of the activations when marketshare is more like 50-50 compared to android?
This is only for AT&T. There are 3 other major carriers in the US and one of them doesn't even sell the iPhone. Then there's a plethora of budget carriers like Boost and Cricket that sell tons of cheap Android devices.
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Old Jan 24, 2013, 03:45 PM   #20
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Looks like the Chicken Little's of the world were wrong.
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Old Jan 24, 2013, 03:46 PM   #21
Compile 'em all
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but Android is winning....
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Old Jan 24, 2013, 06:03 PM   #22
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That's a lot of iPhones. And people still think Apple is doomed.
By "people" you mean the fragmentoid Samsung fans right?
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Old Jan 24, 2013, 08:35 PM   #23
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That's a lot of iPhones. And people still think Apple is doomed.



And in other news...

SEOUL, South Korea (AP) — Samsung Electronics Co. said Monday that global sales of its Galaxy S smartphones surpassed 100 million units since the first model in the series was released less than three years ago.
Samsung said it has sold more than 25 million Galaxy S smartphones, 40 million Galaxy S II smartphones and 41 million Galaxy S III smartphones.

http://news.yahoo.com/samsung-sells-...--finance.html

No doubt Apple is the dominate smart phone maker, but Apple faces an increasingly uphill fight, with higher prices, stale OS and hardware.

Last edited by coolspot18; Jan 24, 2013 at 08:40 PM.
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Old Jan 24, 2013, 08:54 PM   #24
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Image


And in other news...

SEOUL, South Korea (AP) Samsung Electronics Co. said Monday that global sales of its Galaxy S smartphones surpassed 100 million units since the first model in the series was released less than three years ago.
Samsung said it has sold more than 25 million Galaxy S smartphones, 40 million Galaxy S II smartphones and 41 million Galaxy S III smartphones.

http://news.yahoo.com/samsung-sells-...--finance.html

No doubt Apple is the dominate smart phone maker, but Apple faces an increasingly uphill fight, with higher prices, stale OS and hardware.
And

Quote:
Samsung profits top forecast as mobile biz doubles
...
Increased sales of smartphones were the key source of its stellar profit. Samsung, which overtook Apple Inc. as the top smartphone maker last year, said its operating profit from the division that makes and sells smartphones and tablets more than doubled to 5.44 trillion won in the fourth quarter, from 2.56 trillion won a year earlier.
That "thermo-nuclear war" thing doesn't seem to be panning out...
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Old Jan 25, 2013, 09:43 AM   #25
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I like that chart. I wonder how much of that is device/OS preference and how much is simply carrier compatibility. iOS is available on a limited number of carriers in each region to support the revenue sharing model more effectively. I do not wonder why the highest cost supplier does not have a dominant market share, but the difference between adoption in USA and Japan varies greatly from the experience in EU and China. That seems like a network compatibility issue, notably Apple only recently adopting TD-LTE which China uses.
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