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Apple's Share of Verizon Smartphone Sales Slips to 45%

Verizon today announced earnings for the second quarter of 2012, providing a first glimpse at Apple's iPhone performance during the quarter. During the conference call associated with the earnings release, Verizon announced iPhone sales of 2.7 million for the quarter, down from 3.2 million in the prior quarter.

A quarterly decline in iPhone sales for Verizon is not necessarily a surprise given the typical lull heading toward new hardware launches. And with Apple's iPhone business increasingly coming from international markets, performance of the main U.S. carriers like AT&T and Verizon is less indicative of Apple's overall sales numbers.

Notably, the 2.7 million iPhones represent 45% of Verizon's total smartphone sales of 5.9 million units, down from roughly 50% in the first quarter and 55% in the fourth quarter of 2011. Apple's share of Verizon smartphone sales does, however, remain above its low point of 35% seen in the third quarter of last year just before the launch of the iPhone 4S.

Apple will report its performance for the third fiscal quarter (second calendar quarter) of 2012 next Tuesday, July 24.

Related roundups: iPhone 5c, iPhone 5s, iPhone 6

Top Rated Comments

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23 months ago
Why is this a surprise? As several posters before mentioned, big durrrrrrr to this article.

As for the Samsung Galaxy S3... Yeah, one of my android loving co-workers got it. Having had the OG Droid & HTC Thunderbolt for several years, I was considering going back as I wouldn't mind LTE in Los Angeles. However, upon testing out my co-worker's Galaxy S3, the dang screen is still laggy as hell and the virtual keyboard can't keep up with my typing (I type fast). Seriously? Dual 1.5Ghz processors and the darned thing can't keep up with my thumb texting?

My iPhone 4s was (and is) the only phone that has 0 lag and can keep up with my insane typing as if it was nothing. I guess LTE can wait. I like the size of the iPhone 4s as well, I don't want a tablet.

That said, I had to root my OG Droid and super overclock it to make it even usable. Same for the HTC Thunderbolt. Even when overclocked to the max using ASOP roms, those phones don't even come close to the iPhone 4S in smoothness and keyboard speed.

What really bothered me about Android was... I'm buying a $600-$800 phone and Verizon is going to FORCE adware on me? Verizon Android phones come with pre-loaded CRAP (gigabytes) that you can't uninstall unless you root. No. You are NOT going to make money off of a device I paid for by forcing adware on me that I don't want.

iPhone all the way.
Rating: 9 Positives
23 months ago
Not bad considering its about 100 phone models for the "others" versus 3 models for Apple.
Rating: 9 Positives
23 months ago
I'm an AAPL Shareholder, and own several of their products, and would call myself a fan.

Yet I want Android and other smartphones to do well too. Competition is good for this industry. If Apple becomes completely dominant, it will be bad for them in the long run because they WILL become complacent, start doing anti-consumer things and do everything they can to HOLD ON to this monopoly.

A competitive marketplace is the most healthy. There's room for Android, there's room for Windows Phone. The companies borrow ideas from each other (crazy patent lawsuits notwithstanding) and we all benefit in the end.

Apple fans: Please understand this.

Fans of other companies: I love you too. You've got a great platforms going.

Keep up the great work. We live in interesting, fun times.
Rating: 8 Positives
23 months ago
Very misleading.

For one, you shouldn't be reporting this quarter to last quarter. Instead you should be reporting this quarter to the same quarter one year ago. Second, this is the end of the cycle for the iPhone 4S. Even my long-ago dead grandmother knows that. Third, even if we did look at the dropoff from the past sequential quarter to this one sales are still remarkably strong. I would even posit that they held much better than other phones released in a similar time period.
Rating: 8 Positives
23 months ago
The real shocker is why are so many people still buying iPhones ahead of the imminent release of the next version and price reduction of the 4 and 4s.
Rating: 5 Positives
23 months ago

Not bad considering its about 100 phone models for the "others" versus 3 models for Apple.


Verizon only supports 2 Apple models I think (afaik, there is no Verizon 3GS), making these numbers even more impressive.
Rating: 5 Positives
23 months ago
Not surprised. VZ isn't exactly giving away iPhones, and none of the older models are on their network.

Rating: 3 Positives
23 months ago



Besides the fact that Verizon is posting record profits and continues to raise prices. Bless government allowed duopolies!
Rating: 3 Positives
23 months ago
Yep pretty much standard here....new iPhone rumors are in full effect and everyone knows a new phone is coming in about 3 months. Not surprising. Plus those #s will be made up in the PAYGO market from Cricket/Virgin/Boost and hopefully one day T-Mobile.
Rating: 3 Positives
23 months ago
Verizon activated 2.3 million (http://mashable.com/2011/07/22/verizon-iphone-activations-2/) iPhones the second quarter of 2011.
This year it's 2.7 million for the same quarter. Why is this report comparing the first quarter to the second quarter of 2012?
Rating: 3 Positives

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