AT&T Branding, iPhone and Revenue Sharing
GigaOM provides some details from UBS Investment Research from the latest AT&T investor meeting.
From it, we find that AT&T is going to be using the iPhone launch as a "branding event and increase its advertising around the product to cement the AT&T Mobility name in the market." Apple, of course, is expected to be marketing the iPhone aggressively as well.
The report also reinforces what was previously hinted at -- that the iPhone does not appear to be subsidized by AT&T. This means that AT&T may actually make a small profit margin on the sales of the iPhone.
This benefit, however, may be outweighed by the monthly revenue sharing that Apple reportedly insisted on. Exact amounts are not available, but a portion of the AT&T monthly subscription plan for the iPhone is reportedly going back to Apple. Depending on how much that portion is, AT&T could even see a decline in monthly revenue for each existing customer that switches to the iPhone.
Details are scarce, of course, and the article states that "revenue share might be different for new customers vs upgraded subscribers". Regardless, AT&T is certainly banking on attracting new customers with the iPhone launch.
Popular Stories
During its Platforms State of the Union segment at WWDC 2025, Apple revealed that macOS 26 Tahoe is the final major macOS version for Intel-based Macs.
The upcoming macOS 27 release will be compatible with Apple silicon Macs only, meaning that you will need a Mac with an M-series chip or a MacBook Neo with an A18 Pro chip in order to install the software update. macOS 27 should be available...
A source said to be familiar with Apple's supply chain today revealed the color options Apple is planning for the iPhone 18 Pro, iPhone 18 Pro Max, and the upcoming foldable iPhone.
Image via Macworld.
The information comes from Macworld, which says the signature new color for this year's Pro models will be Dark Cherry, a deep wine-like red. While other sources had previously reported on a...
Last year, Apple launched CarPlay Ultra, the long-awaited next-generation version of its CarPlay software system for vehicles. Nearly a year later, CarPlay Ultra is still limited to Aston Martin's latest luxury vehicles, but that should change fairly soon.
In May 2025, Apple said many other vehicle brands planned to offer CarPlay Ultra, including Hyundai, Kia, and Genesis.
CarPlay Ultra...
