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146,000 iPhone Activations in First Two Days

AT&T posted their 2nd Quarter earnings today and revealed some numbers on early iPhone sales.

Sales of the Apple iPhone have been robust. The June 29 launch allowed for less than two days of sales and activations before the end of the quarter. In that time, AT&T activated 146,000 iPhone subscribers, more than 40 percent of them new subscribers. Sales of the iPhone continue to be strong in July with store traffic above historical levels.


The 2nd Quarter only includes two days of iPhone sales so only reflects activations in those two days (June 29, June 30). While there were some activation issues for some early adopters, these delays reportedly only affected 2% of users.

A few additional notes: 40% of iPhone activations were new AT&T subscribers and since the iPhone went on sale at 6pm, activation numbers reflect less than two full days of sales.

Apple's 2nd Quarter earnings are expected on July 25th.

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60 months ago
From AT&T's quarterly report, detailed here:

* Sales of the Apple iPhone have been robust. The June 29 launch allowed for less than two days of sales and activations before the end of the quarter. In that time, AT&T activated 146,000 iPhone subscribers, more than 40 percent of them new subscribers. Sales of the iPhone continue to be strong in July with store traffic above historical levels.

:eek: That's not good...
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60 months ago
The only reason it's "not good" is because everyone had bought into the ridiculous hype on the numbers sold. Now that ATT has spilled the beans, maybe Apple will be forthcoming with numbers on their earning conference call tomorrow.
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60 months ago
Correct me if I'm wrong. But weren't there major issues with the activiation server that first weekend?

That number is lower than I expected, but for two days that ain't shabby.
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60 months ago
Thats just Friday (29), and Sat (30)?

Needs to see the whole weekend, and week after to judge how well it sold.
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60 months ago
There were definitely activation issues. I bought mine on Friday, and didn't get it fully activated until Saturday night. Even still, the numbers are waaaaay lower than all of the hype suggested (hence AAPL plummeting this morning).

The guy ringing me up said that I was one of the first people to only buy 1 phone, suggesting that some were being bought as gifts or to be resold. Who knows, I guess we'll know at 5pm Wednesday how many iPhones were actually purchased vs. how many were activated.
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60 months ago
well, this explains the beating AAPL is taking this morning. :(
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60 months ago
For reference, I didn't get totally activated until a WEEK after I purchased my iPhone. I wouldn't count on opening-weekend activations as being any more accurate than the inflated estimates of how many phones sold.

The market should really just wait for Apple to announce it in their earnings call (which I'm certain they will).
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60 months ago
Im not sure there would be >10% of buyers having activation problem.

Lets wait for apple's number, if they are going to show it.
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60 months ago

For reference, I didn't get totally activated until a WEEK after I purchased my iPhone. I wouldn't count on opening-weekend activations as being any more accurate than the inflated estimates of how many phones sold.

The market should really just wait for Apple to announce it in their earnings call (which I'm certain they will).


Apple will probably not even mention them in their earnings call, because anyone who bought in June still had the right to return them within 14 days. :p And Apple doesn't mind putting a little damper on their share price, they have done that in the past.
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60 months ago
This number only peaks more interest into how many were actually sold. I hope :apple:pple will release more information and numbers in their conference call.
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