AT&T Activates 8.6 Million iPhones in Q4 2012, Device Accounts for Some 84% of Smartphone Sales

Discussion in ' News Discussion' started by MacRumors, Jan 24, 2013.

  1. MacRumors macrumors bot


    Apr 12, 2001

    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
  2. iPhoneApple macrumors 6502

    Jan 24, 2011
    That's a lot of iPhones. And people still think Apple is doomed.
  3. unlimitedx macrumors 6502a

    Jun 15, 2010
    Yet analysts think even more should have been sold
  4. abhishake macrumors regular

    Jul 14, 2005
    And so many of those were iPhone 4s. It's remarkable.

    The people have spoken, we need a larger form factor as well.
  5. needfx macrumors 68040


    Aug 10, 2010
    macrumors apparently
    so how do the rest of the smartphones rank within the remaining 16%?
  6. macaddict06 macrumors regular

    Jan 17, 2006
    about 3 meters from here. *points*
    Looks like the Chicken Little's of the world were wrong.
  7. Compile 'em all macrumors 601

    Compile 'em all

    Apr 6, 2005
  8. bungiefan89 macrumors 6502a

    Apr 5, 2011
  9. max pl macrumors regular

    Jun 9, 2010
    how do they have 74% of the activations when marketshare is more like 50-50 compared to android?
  10. JS82712 macrumors 6502a


    Jul 1, 2009
    but but.. i thought people wanted 5" phones with octa-core!
  11. newdeal macrumors 68020

    Oct 21, 2009

    ok so its pretty clear the iphone is still killing it but the question then is, with all these sales in the US, and huge growth in China, yet flat revenue year over year how can Apple get their margins back up to previous levels with all the competition from low cost, low margin android handsets and maintain their sales percentage. With only 16% going to new subscribers it seems like the market has become pretty saturated in the USA with many who want a smartphone already having one. Apple is very well positioned to blow up in China so that will be great for years to come but I think Apple will need to come out with a new service that adds revenue from existing iphone users once new smartphone sales stagnate
  12. Rogifan macrumors P6


    Nov 14, 2011
    Amazing how well the 4 and 4S are doing when we're told day after day people want bigger screen sizes. :p
  13. basesloaded190 macrumors 68030


    Oct 16, 2007
    Andriod and Iphones are sold outside of the US as well. ;)
  14. diamond.g macrumors 603


    Mar 20, 2007
    Did they breakout which iPhone models they sold the most of (or activated the most of)?
  15. max pl macrumors regular

    Jun 9, 2010
    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.
  16. Dmunjal macrumors 65816

    Jun 20, 2010
    Maybe it was the price? The 4S is a bargain for $99.
  17. dethmaShine macrumors 68000

    Apr 13, 2010
    Into the lungs of Hell
    I am not following — are activations different from sales for the iPhone?

    Even if not, I think its safe to assume that activations number is actually less than real sales given that some people may not activate their phones straight away or something of that sort?
  18. jrswizzle macrumors 603


    Aug 23, 2012
    McKinney, TX
    More like 51% Apple, 44% Android, scraps - everyone else.

    Apple is gaining in China though - something like 20% last I heard - I know Android still dominates with 70% there, but Apple is making strides....the lull is simply that - a lull. Expect big things out of the smartphone industry in 2013, Apple included!
  19. ArtOfWarfare macrumors G3


    Nov 26, 2007
    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.
  20. Oletros macrumors 603


    Jul 27, 2009
    Premià de Mar
    My God, the USA market is totally different from the rest of the world, impressive numbers for Apple there
  21. Rocketman macrumors 603


    That's an impressive domestic market share., There are over a hundred foreign carriers, some of which have public reporting requirements. It would be interesting to concatenate those results as well.
  22. mrsir2009 macrumors 604


    Sep 17, 2009
    Melbourne, Australia
    This is just AT&T, remember - Outside of the U.S it'd be leaning a lot more towards Android.
  23. jonnyb macrumors 65816

    Jan 21, 2005
    Rye/London, UK
  24. iMikeT macrumors 68020

    Jul 8, 2006
    Yet AAPL will probably continue to drop with this great news. :rolleyes:
  25. Rocketman macrumors 603


    Buy on weakness, hold for 3 years.

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