Apple and AT&T iPhone Revenue Sharing Estimates

$3 month can add up to some fat cash for apple if the iPhone takes off.

Where do these numbers come from? If I'm not mistaken, this is a new idea and we therefore don't have anything to base these numbers on.

But even a dollar a month per customer will be be great for Apple.

nice that they get more for new subscribers ;)

nice that they get more for new subscribers ;)

Look at all the money Howard Stern got for new subscribers ... ;)

We had to expect some sort of payola to get the exclusive, if it is this high it'll make the next few 10-q filings interesting.

I am really looking forward to the actual numbers being released. Sounds good, but I too am curious where these numbers come from.

$3 month can add up to some fat cash for apple if the iPhone takes off.

$11 a month for new customers = $264 over a 2-year contract

Now THAT is a real significant chunk. If you say Apple sells 20 mil iphones a year and 25% are "switchers." That's $1.32 billion in additional revenues. Cha-ching!

20 mil iphones a year

:eek: :eek: :eek: I don't think even Steve Jobs has those kind of dreams… :rolleyes:

11 dollars per new subscriber???!!! :eek::eek: damn, apple just took att and forced 'em to bend over. Thats crazy cash. No wonder they are making the revenues accrue over two years instead of at purchase.

:eek: :eek: :eek: I don't think even Steve Jobs has those kind of dreams… :rolleyes:

There are projections out there of even more than this...

http://www.appleinsider.com/articles/07/06/07/iphone_yearly_sales_rate_should_top_45_million_by_2009_says_firm.html

It's not totally unreasonable, based on examples of, say, the RAZR in the cell phone world or the iPods outside the cellphone world. I think it pretty much requires though that Apple is as aggressive with iPhone product development as they are with the iPod. If they aren't willing to pump out small enhancements on a yearly + basis as well as a broader set of phones with different kinds of capabilities and price point, yeah, they'll never get into the tens of millions of units. But if they do both of those things, it seems very feasible.

11 dollars per new subscriber???!!! :eek::eek: damn, apple just took att and forced 'em to bend over. Thats crazy cash. No wonder they are making the revenues accrue over two years instead of at purchase.

If AT&T is bending over it's only to pick up that extra 1.3 billion dollars they're getting from switchers.
($48X24 months) X 1 million new subscribers..