Register FAQ / Rules Forum Spy Search Today's Posts Mark Forums Read
Go Back   MacRumors Forums > News and Article Discussion > iOS Blog Discussion

Reply
 
Thread Tools Search this Thread Display Modes
Old Apr 18, 2013, 09:53 AM   #1
MacRumors
macrumors bot
 
Join Date: Apr 2001
iPhone Activations Rise 25% at Verizon, Account for 55% of New Smartphones




Verizon today became the first major U.S. carrier to report financial results for the first quarter of 2013, and with Apple's earnings not being released until next week, Verizon's numbers offer the first look at how Apple's quarter might turn out.

Verizon reported activations of 7.2 million smartphones during the quarter, and TechCrunch notes that on the company's conference call the carrier revealed that 4 million of those were iPhones, which corresponds to 55% of total smartphone activations. Verizon also noted that the iPhone 5 accounted for roughly half of iPhone activations on the carrier, with the iPhone 4S and 4 accounting for the remaining half.

Verizon's overall iPhone numbers are down from 6.2 million iPhones representing nearly two-thirds of Verizon activations last quarter, but the fourth quarter of 2012 was the launch quarter for the iPhone 5, skewing the company's numbers.

A more relevant comparison comes from the first quarter of 2012, which saw Verizon activate 3.2 million iPhones for just over half of the carrier's total smartphone activations in a quarter when Apple shipped 35.1 million iPhones worldwide. Those numbers show that iPhone activations on Verizon rose 25% year-over-year and are giving Wall Street analysts optimism that Apple may meet their overall targets for the quarter, which are generally in the 35-37 million range.

Article Link: iPhone Activations Rise 25% at Verizon, Account for 55% of New Smartphones
MacRumors is offline   0 Reply With Quote
Old Apr 18, 2013, 09:58 AM   #2
camnchar
macrumors 6502
 
Join Date: Jan 2006
Location: SLC, Utah
Send a message via AIM to camnchar
Is it safe to say that iPhone is winning in the US but losing worldwide?
__________________
Apple //c, 1 MHz, 128k RAM, 5.25" floppy drive, 1-button mouse
camnchar is offline   0 Reply With Quote
Old Apr 18, 2013, 09:58 AM   #3
Mad Mac Maniac
macrumors 68040
 
Mad Mac Maniac's Avatar
 
Join Date: Oct 2007
Location: A little bit of here and a little bit of there.
Apple is doomed!!!!!
__________________
Now I have a Signature!
Mad Mac Maniac is offline   2 Reply With Quote
Old Apr 18, 2013, 10:02 AM   #4
winston1236
macrumors 65816
 
Join Date: Dec 2010
Location: ><
Wow only half of new activations are for the 5. Thats a bad sign.
winston1236 is offline   0 Reply With Quote
Old Apr 18, 2013, 10:02 AM   #5
UnfetteredMind
macrumors 6502
 
Join Date: Jun 2012
This can't possibly be true. It appears to be good news.
UnfetteredMind is offline   4 Reply With Quote
Old Apr 18, 2013, 10:04 AM   #6
BC2009
macrumors 68000
 
BC2009's Avatar
 
Join Date: Jul 2009
As I have said elsewhere: I thought the analysts told me that Apple ceased ordering components for all their products? They must be making these iPhones with fairy dust.

UPDATE: Here is a little perspective:

2011Q3: Verizon sold 5.6M smartphones -- 2M iPhones / 3.6M Android
2012Q3: Verizon sold 6.8M smartphones -- 3.1M iPhones / 3.7M Android
Q3 YEAR OVER YEAR CHANGE: iPhone +55% / Android +4%

2011Q4: Verizon sold 7.7M smartphones -- 4.3M iPhones / 3.4M Android
2012Q4: Verizon sold 9.8M smartphones -- 6.2M iPhones / 3.6M Android
Q4 YEAR OVER YEAR CHANGE: iPhone + 44% / Android +6%

2012Q1: Verizon sold 6.3M smartphones -- 3.2M iPhone / 3.1M Android
2013Q1: Verizon sold 7.2M snartphones -- 4M iPhones / 2.9M Android / 0.3M Other
Q1 YEAR OVER YEAR CHANGE: iPhone + 25% / Android -3%

Last edited by BC2009; Apr 18, 2013 at 01:20 PM.
BC2009 is offline   6 Reply With Quote
Old Apr 18, 2013, 10:10 AM   #7
QCassidy352
macrumors G3
 
QCassidy352's Avatar
 
Join Date: Mar 2003
Location: San Francisco
Quote:
Originally Posted by winston1236 View Post
Wow only half of new activations are for the 5. Thats a bad sign.
Why?
QCassidy352 is offline   1 Reply With Quote
Old Apr 18, 2013, 10:10 AM   #8
Popeye206
macrumors 68030
 
Popeye206's Avatar
 
Join Date: Sep 2007
Location: NE PA USA
And the stock plummets!
Popeye206 is offline   2 Reply With Quote
Old Apr 18, 2013, 10:11 AM   #9
likemyorbs
Banned
 
Join Date: Jul 2008
Location: NJ
Send a message via AIM to likemyorbs
Let me rub this is my sister's face. She works at Verizon and is a total android fangirl.
likemyorbs is offline   0 Reply With Quote
Old Apr 18, 2013, 10:15 AM   #10
Rogifan
macrumors G3
 
Rogifan's Avatar
 
Join Date: Nov 2011
Quote:
Originally Posted by winston1236 View Post
Wow only half of new activations are for the 5. Thats a bad sign.
Same as it was last quarter. How does this fit into the narrative that Apple is doomed because they don't have an iPhone with a 4.5-5" screen size? Or is that only doom outside the USA, and the USA doesn't care about large screen phones? Or does price trump screen size? Or maybe people are looking at the iPhone 4 and thinking its a pretty damn good phone for free on contract?
__________________
"I have a very optimistic view of individuals. As individuals, people are inherently good. I have a somewhat more pessimistic view of people in groups." -- Steve Jobs , Wired interview
Rogifan is online now   0 Reply With Quote
Old Apr 18, 2013, 10:15 AM   #11
murdoc158
macrumors regular
 
Join Date: Jan 2007
Location: West Bend, WI
Quote:
Originally Posted by winston1236 View Post
Wow only half of new activations are for the 5. Thats a bad sign.
Maybe the Verizon users going with the iPhone 4S don't want to give up their grandfathered unlimited data. Activating the iPhone 5 requires you activate LTE on your contract, which will then force you into a tiered data plan unless you pay the full, unsubstidized price of the iPhone 5.

My wife is paying $75/month for the lowest voice plan, 250 texts, and unlimited data. She would be forced to pay at least $85/month for the same voice plan, 250 texts, and 2GB of LTE data with the iPhone 5. We are trying to lower our monthly payments, not increase them.
__________________
Macbook Pro 15" Mid 2012 2.7GHz i7, 8GB DDR3, 64GB Kingston V100 SSD, 750GB WD Black HDD, external USB SuperDrive
iPhone 5 Black 64GB
TV3
murdoc158 is offline   2 Reply With Quote
Old Apr 18, 2013, 10:24 AM   #12
obiegrad
macrumors newbie
 
Join Date: Jun 2012
Quote:
Originally Posted by murdoc158 View Post
Maybe the Verizon users going with the iPhone 4S don't want to give up their grandfathered unlimited data. Activating the iPhone 5 requires you activate LTE on your contract, which will then force you into a tiered data plan unless you pay the full, unsubstidized price of the iPhone 5.
Verizon will force you off unlimited whether you upgrade to a 3G or LTE device. However, it may be that heavy users are holding off upgrading because they don't want to give up unlimited data. The people upgrading now may be less heavy users and therefore OK with a 4 and 4S. The Share Everything plans may be playing a role too, adding a smart phone is only $10 more than a feature phone, so if you are already on a Share Everything plan, getting a free smart phone might be attractive for a low data usage user.
obiegrad is offline   0 Reply With Quote
Old Apr 18, 2013, 10:32 AM   #13
spazzcat
macrumors 68000
 
spazzcat's Avatar
 
Join Date: Jun 2007
Quote:
Originally Posted by winston1236 View Post
Wow only half of new activations are for the 5. Thats a bad sign.
Not everyone wants bigger phone?
spazzcat is offline   0 Reply With Quote
Old Apr 18, 2013, 10:52 AM   #14
RoastingPig
macrumors 65816
 
RoastingPig's Avatar
 
Join Date: Jul 2012
Location: SoCal
Send a message via AIM to RoastingPig
well when one rises the prices the others will follow
RoastingPig is offline   0 Reply With Quote
Old Apr 18, 2013, 10:56 AM   #15
dugbug
macrumors 6502
 
Join Date: Aug 2008
Quote:
Originally Posted by spazzcat View Post
Not everyone wants bigger phone?
My wife would love an iphone 5 mini (i.e. same size as the 4s)
__________________
Doodle Dice iOS puzzle game: http://www.dyerware.com/forum/index....pic,194.0.html
The greatest iOS game in the world? Perhaps my friends. Perhaps.
dugbug is offline   1 Reply With Quote
Old Apr 18, 2013, 11:11 AM   #16
BaldiMac
macrumors 604
 
BaldiMac's Avatar
 
Join Date: Jan 2008
Quote:
Originally Posted by winston1236 View Post
Wow only half of new activations are for the 5. Thats a bad sign.
Not at all. Same as last quarter. And Cook said the were seeing the same product mix as last year. ASP also remained the same compared to last year.
BaldiMac is offline   0 Reply With Quote
Old Apr 18, 2013, 11:15 AM   #17
adnbek
macrumors 65816
 
adnbek's Avatar
 
Join Date: Oct 2011
Location: Montreal, Quebec
Apple is doomed.

----------

Quote:
Originally Posted by winston1236 View Post
Wow only half of new activations are for the 5. Thats a bad sign.
Oh brother...
adnbek is offline   0 Reply With Quote
Old Apr 18, 2013, 11:15 AM   #18
ArtOfWarfare
macrumors 603
 
ArtOfWarfare's Avatar
 
Join Date: Nov 2007
Send a message via Skype™ to ArtOfWarfare
iPhones rose 25% Yr/Yr at Verizon, so if they did the same thing worldwide, that would mean they would rise from last year's 35.1 M to 43.9 M for the same quarter this year, well beyond the 35-37 M the analysts are expecting.
__________________
Battery Status - On the Mac App Store
The only app that'll estimate when your wireless devices will need their batteries changed.
Including the ones paired with other Macs on your network.
ArtOfWarfare is offline   0 Reply With Quote
Old Apr 18, 2013, 11:19 AM   #19
Rogifan
macrumors G3
 
Rogifan's Avatar
 
Join Date: Nov 2011
I know several people who haven't upgraded because they don't want to lose their unlimited data.
__________________
"I have a very optimistic view of individuals. As individuals, people are inherently good. I have a somewhat more pessimistic view of people in groups." -- Steve Jobs , Wired interview
Rogifan is online now   2 Reply With Quote
Old Apr 18, 2013, 11:35 AM   #20
goodcow
macrumors 6502a
 
Join Date: Aug 2007
Quote:
Originally Posted by Rogifan View Post
I know several people who haven't upgraded because they don't want to lose their unlimited data.
Then they should just buy a used phone, or buy the phone at full retail.

Even at full retail it's cheaper than the garbage share everything plans, at least on a single line.

1GB is $50 for share everything. The old unlimited plan was $30 a month. If you take the $450 iPhone subsidy and break it down over a 24-month period, that's $18.75 a month.

$30 + $18.75 is $48.75 per month to keep unlimited, paid out over two years, which is cheaper than the new plans.
__________________
MacPro (4,1): 2 x 2.26GHz Quad-Core, 12GB RAM, 640GB HD, 3x750GB WD Black (RAID-0), Drobo (4x1TB), DroboPro (8x2TB), BlackMagic Intensity Pro
iPhone 5, Apple TV (3rd gen.), Time Capsule (500GB)
goodcow is offline   0 Reply With Quote
Old Apr 18, 2013, 11:41 AM   #21
newagemac
macrumors 68000
 
Join Date: Mar 2010
Quote:
Originally Posted by camnchar View Post
Is it safe to say that iPhone is winning in the US but losing worldwide?
With the iPhone accounting for 80% of profits for the entire mobile phone industry (both smartphone and dumb phone), it's safe to say the iPhone is winning period.
newagemac is offline   1 Reply With Quote
Old Apr 18, 2013, 12:00 PM   #22
SockRolid
macrumors 65816
 
SockRolid's Avatar
 
Join Date: Jan 2010
Location: Almost Rock Solid
Quote:
Originally Posted by MacRumors View Post
... the carrier revealed that 4 million of those were iPhones, which corresponds to 55% of total smartphone activations.
Winning.
__________________
Sent from my iPad Simulator
SockRolid is offline   1 Reply With Quote
Old Apr 18, 2013, 12:41 PM   #23
alleyhunter
macrumors newbie
 
Join Date: Apr 2013
http://money.cnn.com/2013/04/18/tech...erizon-iphone/
alleyhunter is offline   0 Reply With Quote
Old Apr 18, 2013, 01:09 PM   #24
UnfetteredMind
macrumors 6502
 
Join Date: Jun 2012
Quote:
Originally Posted by UnfetteredMind View Post
This can't possibly be true. It appears to be good news.
Ah, see? I knew I had it wrong: http://money.cnn.com/2013/04/18/tech...erizon-iphone/

EDIT: LOL, I see alleyhunter pipped me on this tidbit.
UnfetteredMind is offline   0 Reply With Quote
Old Apr 18, 2013, 01:16 PM   #25
sundog925
macrumors 6502
 
Join Date: Dec 2011
I love how people were so critical of buying the device at retail when it launched to keep unlimited data just 7 months ago, and now that T-Mobile is doing almost the same thing, its "revolutionary". LOL, riiiiiiiight.
sundog925 is offline   2 Reply With Quote

Reply
MacRumors Forums > News and Article Discussion > iOS Blog Discussion

Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Similar Threads
thread Thread Starter Forum Replies Last Post
Verizon Activates 8.8 Million Smartphones in 4Q 2013, Stops Announcing iPhone Numbers MacRumors iOS Blog Discussion 27 Jan 23, 2014 09:49 AM
Verizon Activates 3.9 Million iPhones in Q3 2013, Just Over Half of All Smartphone Activations MacRumors MacRumors.com News Discussion 68 Nov 26, 2013 07:26 PM
Verizon Tops Expectations with 3.9 Million iPhone Activations in Q2 2013 MacRumors iOS Blog Discussion 48 Jul 23, 2013 08:39 AM
iPhone 5 Represented 21% of Verizon's 3.1 Million iPhone Activations in 3Q 2012 MacRumors MacRumors.com News Discussion 75 Dec 23, 2012 12:40 PM
How much data should I need for 2 smartphones w/ Verizon LTE? Newah iPhone 3 Sep 14, 2012 03:48 PM

Forum Jump

All times are GMT -5. The time now is 03:19 PM.

Mac Rumors | Mac | iPhone | iPhone Game Reviews | iPhone Apps

Mobile Version | Fixed | Fluid | Fluid HD
Copyright 2002-2013, MacRumors.com, LLC