Next-generation iPhones likely to focus on internal improvements.
AT&T Reports 3.1 Million iPhone Activations in 4Q 2009
Overall, AT&T experienced a net gain of 2.7 million wireless subscribers for the quarter, the company's second highest net gain in history. Over 4 million postpaid integrated devices were added to the company's base during the quarter, and while the activation of 3.1 million iPhones might suggest that Apple was responsible for approximately 75% of the total smartphone additions, the company has in the past noted that not all iPhone activations represent new devices sold. AT&T's "activations" term includes existing handsets transferred to new owners, making comparisons between new activations and device additions invalid.
Not addressed in AT&T's earnings release is Apple's new iPad tablet device. Apple and AT&T have partnered on the 3G-capable versions of the iPad in the U.S., with AT&T offering no-contract data plans for the device at $14.99 (250 MB) and $29.99 (unlimited) monthly price points. The 3G-capable iPad models are not expected to begin shipping for another 90 days.