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Apple's Share of Verizon Smartphone Sales Slips to 45%
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I was at a Verizon store recently and they were very heavily focused on their Droid line. I'm sure they make a higher profit margin on them, plus they want to push their LTE network which the iPhone doesn't support yet.
That might change a bit when the the iPhone gets LTE support this year.
That might change a bit when the the iPhone gets LTE support this year.
Ditto. I'm hoping Sprint and t-Mobile improve their networks as we need more competition, not less. I am so grateful that AT&T was barred from acquiring t-Mobile, let's hope Deutsch Telecom doesn't completely abandon its U.S. market (although I'm unaware of who exactly own t-Mobile now, or owns the most shares?).
It's more likely the end of either iPhone 3GS or iPhone 4. When the next model is released, it will make sense to still have three models for sale. And dropping the iPhone 4 makes more sense than dropping the iPhone 4s.
I saw numbers somewhere that claimed that both 3GS and 4 sales were actually quite low; only a few percent of the iPhone sales. I found that surprising myself, but it seems that 4s is about 90% of iPhone sales.
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I think it was released on the 12th of this month.
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I had T-Mobile from 1997 to about 2006. It was very good in Los Angeles, California. If my job didn't require me to have Verizon, I'd probably still be with them. That said, Verizon definitely has reception pretty much everywhere now that I'm working more north of LA.
I'm an AAPL Shareholder, and own several of their products, and would call myself a fan.
Yet I want Android and other smartphones to do well too. Competition is good for this industry. If Apple becomes completely dominant, it will be bad for them in the long run because they WILL become complacent, start doing anti-consumer things and do everything they can to HOLD ON to this monopoly.
A competitive marketplace is the most healthy. There's room for Android, there's room for Windows Phone. The companies borrow ideas from each other (crazy patent lawsuits notwithstanding) and we all benefit in the end.
Apple fans: Please understand this.
Fans of other companies: I love you too. You've got a great platforms going.
Keep up the great work. We live in interesting, fun times.
Yet I want Android and other smartphones to do well too. Competition is good for this industry. If Apple becomes completely dominant, it will be bad for them in the long run because they WILL become complacent, start doing anti-consumer things and do everything they can to HOLD ON to this monopoly.
A competitive marketplace is the most healthy. There's room for Android, there's room for Windows Phone. The companies borrow ideas from each other (crazy patent lawsuits notwithstanding) and we all benefit in the end.
Apple fans: Please understand this.
Fans of other companies: I love you too. You've got a great platforms going.
Keep up the great work. We live in interesting, fun times.
This isn't too surprising given the age of the 4S. It's amazing it is still 45% of VZW's smartphone sales given that it doesn't support LTE. With the SIII out this quarter, I expect the iPhone percentage to shrink a bit further this quarter before rebounding in Q4 with the new LTE iPhone.
Why is comparing QoQ "wrong" in this case? Companies always want to see how they're doing from quarter to quarter to detect and explain trends in their revenue. I'm not saying that doing a comparison of this past quarter with the same quarter from last year is wrong, but doing a simple QoQ analysis is NOT wrong.
And why the heck are you so defensive about these numbers? The earnings report didn't pass judgement or make any comments that Apple was slipping ground to other mobile manufacturers. You're being a bit sensitive, eh?
kind of like how Madden bought out the NFL license to not compete with NFL 2k (which was about to overtake madden as far as sales, but nfl 2k5 still destroys madden 2012 in terms of gameplay)
NFL 2k was the ISH.
since 2005, madden has gotten worse and worse. contract runs out feb 2014
Huge hit for an Android phone. I bet it still doesn't make the top 3 handset sales list
kind of like how Madden bought out the NFL license to not compete with NFL 2k (which was about to overtake madden as far as sales, but nfl 2k5 still destroys madden 2012 in terms of gameplay)
NFL 2k was the ISH.
since 2005, madden has gotten worse and worse. contract runs out feb 2014
THANK GOD
I agree with everything you said. Madden is horrible now, horrible!
As far as I know, it is still Deutsche Telekom AG. Anything else would cause a name change. T-Mobile is their proprietary German wing for mobile services. The name is basically the "T" for Telekom and then the dash and the branch. They also have T-Online, for example, which services their high speed internet (ADSL) and other online services. The good thing is, they have money and don't go down because of bad performance. The bad thing is that T-Mobile USA is still not profitable and compared to Germany, does not provide the same level of service. In Germany, they fight with similar problems AT&T is fighting being the former government-owned postal service: Big overhead, basically running it is like running an oil tanker.
What is a "Madden", and what does it have to do with the Verizon iPhone sales drop?
I'm absolutely positive that the average person just wants an iPhone and has no clue about model numbers, when new ones come out, etc, etc. Remember, lots of iPhone buyers think they're phone is "4G" capable - I mean, it's an "iPhone 4" after all !
I lived in L.A. with AT&T and it was awful. Everyone I knew with AT&T had to get landlines.
I recall reading when AT&T acquired Cingular in '06, Cingular leased out many of their towers to t-Mobile to stave off bankruptcy. Almost half their towers in SoCal were renewed just before AT&T acquired the company, screwing them big time.
From my short time in L.A., I learned Beverly Hills is a sore spot. They won't approve the Metro to pass through to Santa Monica [thereby rendering it useless) nor will they approve new towers in their backyard". Yet they're the first to complain when their iPhone's have horrendous service. Guess t-Mobile got the better end in SoCal
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Thanks! I recall the CEO of Deutsch Telekom (thanks for the Telekom correction
) making those statements, and needing/wanting to sell t-Mobile due to profit losses. I wasn't sure if they sold some of their company after the merger fell through and the name simply stayed for marketing sake or as DT had more shares.I'm glad they're working at going after the only other GSM carrier in the states, we need more competition (and toss out contracts, ETF and allow people to use any SIM card on any phone and pay as you use, like those other first world nations
)
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The fact that iPhone makes up 45% of their smartphone sales in the third quarter after its release is freaking amazing. I expected this to slip a lot more than that. There are literally 2 iPhone models at Verizon (iPhone 4 and 4S) versus something on the order of 100 other phones to choose from. Many of those other phones are newer than the iPhone. Couple that with the fact that Verizon sales people make next to nothing on iPhone commissions and therefore push other devices, 45% of all smartphone sales is great number. This bodes very well for AAPL.
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Despite that, the #2 selling smartphone is typically the iPhone 4. Which means that iPhone 4S is like 9 times better than the best selling Android phone. I have not seen the most recent rankings on this, but for many quarters the top two or top three spots were held by iPhone with the latest model being like 8x better than the previous model iPhone.
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Despite that, the #2 selling smartphone is typically the iPhone 4. Which means that iPhone 4S is like 9 times better than the best selling Android phone. I have not seen the most recent rankings on this, but for many quarters the top two or top three spots were held by iPhone with the latest model being like 8x better than the previous model iPhone.
didnt they rebrand T-Mobile to simply "Telekom" in germany? i remember my iPhone getting a carrier logo update a year ago or so. it used to say t-mobile but now it says Telekom.de
That happened last quarter too when CNBC and all the others compared AT&T and Verizon numbers from calendar year Q1 to the prior quarter. As someone who works in finance it's a totally bogus comparison. Doesn't account for seasonality or when product launches occur. Ridiculous.
First there aren't 100 phones to for the iPhone to compete with at Verizon. More like 12-14. Of those 12 I would only put 6 phones on par, slight better, or slightly worse than iPhone 4 and 4s.
Second, I agree, I would of thought the number would have been lower this quarter too. A better statistic would be of that 45% how many are converts and how many are just upgrading from a previous iPhone?
You are right. 4/1/10 actually. Funny part is: The web page is still www.t-mobile.de. The article in German to that is T-Mobile ist jetzt Telekom. Note that the first topic under products is the iPhone...
anyone got the numbers on Galaxy 3? I keep hearing it is a huge hit, but mostly isn't that mainly with the fandroids that would buy them anyway...
It's not necessarily wrong to compare QoQ but it's not as meaningful as YoY due to the product cycle.
Incidentally, AAPL stock is up today on this news. Which probably indicates that most investors (like myself) did not expect Apple to maintain such a high percentage of total smartphone sales versus the myriad of other choices on Verizon that support LTE and run on Android. Especially given the fact that Verizon sales reps push alternatives to the iPhone in order to make higher commissions.