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iPhone Activations Drop 43% at AT&T, But Represent 60% of Total Postpaid Phone Sales

needfx said:
maybe the drop in sales is in anticipation of the next gen iPhone
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Doubtful. The March quarter historically results in lower revenue for Apple.

The quarter-to-quarter comparison is pretty useless due to the cyclical nature of consumer spending habits, particularly after the holiday (December) quarter. A year-over-year comparison is more meaningful.
 
Yr Blues said:
a few years ago smart phones were novel, now everyone's on their second or third one. people are getting bored and the global economy is not what it used to be. unless there's a revolutionary new iphone … and not just a minor upgrade … people will be less likely to care.
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Stright talk prepaid plan and similar might have a impact.
 
lord patton said:
AT&T iPhone "activations" down 43%, but Verizon's were down only 25%. I wonder why?
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One word... Saturation.
The market is reaching a point of saturation.
Only the hardcore types with money burning a hole in their pocket, buy a new phone every time a new model comes out.
Carriers are also getting more strict on upgrade cycles.
 
Meh, market saturation. I know people from the ages of 15-75 that now own iPhones.

Everyone owns one already! Now they will aim to speed up upgrade cycles blahhhh.

I broke down and replaced a WELL used iPhone 4 with the 4S...not feeling the speed bump, but hoping for better photo & video experience.

rambling....
 
I'm interested in this -- does anybody else think it represents the impact of economic problems on the US? Or is it really about competition (which I don't really believe)?:confused:
 
Nothing to see here. Lots of people own the 4 and are contracted through this year. This graph will be back up when the iPhone 5 is released.
 
My contract with AT&T was up at the end of February. However with a redesigned iPhone all but certain this year, I found it hard to upgrade to an almost 2 year old design for yet another 2 years. :cool:

However on topic, I believe this "slowdown" to be normal after Apple just had a blockbuster quarter through the holidays.
 
lord patton said:
AT&T iPhone "activations" down 43%, but Verizon's were down only 25%. I wonder why?
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Because, according to CNBC this morning, in the first quarter AT&T dropped the ability to upgrade to a new iPhone at low prices until your contract is up (i.e. 2 years). Previously you could pay the $200 and upgrade early. Now you get to pay full price prior to the 2 years.
 
How about the Andorid activations. Only 25% of total new activations are Android phones. Iphone may be on a decline but Andorid is more so.

Does anybody remember the ratio for Verizon?
 
Good to see verizon bridging the gap from a year ago, despite their data speed handicap. 4G verizon iPhone will blow ATT away.
 
i'll tell my wife to go buy a new one tomorrow

she has a 4, she's eligible for an upgrade but is waiting for the next one to be released

gotta keep the numbers going

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2bikes said:
How about the Andorid activations. Only 25% of total new activations are Android phones. Iphone may be on a decline but Andorid is more so.

Does anybody remember the ratio for Verizon?
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vzw is 50% iphones now
 
scottwaugh said:
Because, according to CNBC this morning, in the first quarter AT&T dropped the ability to upgrade to a new iPhone at low prices until your contract is up (i.e. 2 years). Previously you could pay the $200 and upgrade early. Now you get to pay full price prior to the 2 years.
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Yes, Pisani said that (as of January 2011) because he and others on cnbc don't know what they're talking about. They're clueless. They're just reading prompters written by others who are clueless. The SEC really should monitor that network.
 
I don't get wall street. AT&T activated a million more iPhones this quarter than they did the same quarter last year but somehow that number is weak? It makes no sense to compare this quarter to last quarter which was a holiday quarter with an extra week and the introduction of a new phone. Plus with likelihood of a new redesigned phone later this year maybe some have decided to hold off on upgrading.
 
q64ceo said:
I thought Sprint would be doing better than this.

They are the last ones left with unlimited data plans
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That's because only a few loudmouth data hogs are making all the noise about capped plans. It's a non-issue with 99% of users.
 
Rogifan said:
I don't get wall street. AT&T activated a million more iPhones this quarter than they did the same quarter last year but somehow that number is weak? It makes no sense to compare this quarter to last quarter which was a holiday quarter with an extra week and the introduction of a new phone. Plus with likelihood of a new redesigned phone later this year maybe some have decided to hold off on upgrading.
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stocks are priced on growth 2 years out

iphone and smartphone growth in general is getting saturated. there are less potential new customers out there than current customers

once this happens the next cycle is commoditization and a price war. see computers around 2000
 
Q1 2011 had an extra week in it (14 instead of 13). So, the year over year totals improving from 5.8million units to 7.5million (29.3% increase) is better than it looks (and it looks good).
 
Popeye206 said:
Funny.... it's still a gain from normal quarters, but investors only see the dip from the holidays. :rolleyes:
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Investors are concerned that iPhone sales have not kept pace with the rise in the stock price. The stock has risen 62% in the last year, yet AT&T iPhone sales have only risen 19% when compared to the same quarter last year. It's not unreasonable to expect a slight correction as a result of these sales figures. We'll have to wait a few more hours though for the whole picture to be revealed.
 
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