iPhone Activations Drop 43% at AT&T, But Represent 60% of Total Postpaid Phone Sales

AT&T today announced its financial results for the first quarter of 2012, revealing that it activated 4.3 million iPhones during the quarter. The number marks a substantial drop from the 7.6 million iPhones activated last quarter for the launch of the iPhone 4S, but still easily tops Verizon's 3.2 million iPhones sold during the first quarter.

Both Android and iPhone device sales remain strong. iPhone sales were helped by AT&T's 4G network, which lets iPhone 4S download three-times faster than other U.S. carriers' networks. In the quarter, the company activated 4.3 million iPhones, with 21 percent new to AT&T.

While AT&T's activations and sales can not quite be directly compared because activations includes used devices being reactivated on new accounts, AT&T has told us that this is a small difference. Consequently, AT&T's 4.3 million iPhone activations likely corresponds to approximately 75% of its total smartphone sales of 5.5 million units for the quarter.

att iphone activations 1q12
Even more impressively, the continued trend toward smartphone adoption means that the iPhone is representing a growing proportion of total phone sales (smartphone and non-smartphone) at AT&T. The carrier notes that smartphones represented more than 78% of its total phone sales to postpaid customers, meaning that the iPhone accounted for roughly 60% of AT&T's total phone sales to those customers during the quarter.

The significant drop in iPhone activations for AT&T combined with the significant drop at Verizon are weighing on Apple's stock this morning, with the already-weakened share price down another $10 as trading opens for the day. But while investors appear nervous about Apple's iPhone sales numbers for the quarter, the primary driver will be international sales as Apple increased distribution during the quarter. China is by far the largest component to that equation, with the iPhone 4S not only having launched on China Unicom early in the quarter but also having been added by China Telecom in early March.

Apple will report its quarterly financial results after the close of trading today, at approximately 4:30 PM Eastern Time.

Top Rated Comments

Popeye206 Avatar
112 months ago
Funny.... it's still a gain from normal quarters, but investors only see the dip from the holidays. :rolleyes:
Score: 16 Votes (Like | Disagree)
Hastings101 Avatar
112 months ago
I guess I don't see the big deal, why wouldn't sales be down compared to a holiday quarter?
Score: 9 Votes (Like | Disagree)
MadDog31 Avatar
112 months ago
Looks higher than it's been in the last year with exception to the obvious holiday quarter, and of course there's going to be a drop after having a massive quarter like that. Look for the same pattern this year.

Rinse, repeat, continue enjoying the iPhone.
Score: 8 Votes (Like | Disagree)
bad03xtreme Avatar
112 months ago
Aww, poor cell phone companies my heart aches for you. :rolleyes:
Score: 8 Votes (Like | Disagree)
Yr Blues Avatar
112 months ago
a few years ago smart phones were novel, now everyone's on their second or third one. people are getting bored and the global economy is not what it used to be. unless there's a revolutionary new iphone … and not just a minor upgrade … people will be less likely to care.
Score: 7 Votes (Like | Disagree)
lord patton Avatar
112 months ago
AT&T iPhone "activations" down 43%, but Verizon's were down only 25%. I wonder why?
Score: 6 Votes (Like | Disagree)

Top Stories

apple top apps games 2020

Apple Shares Top 20 Most Downloaded Games and Apps of 2020

Tuesday December 1, 2020 9:38 pm PST by
Alongside picks for the top iPhone, iPad, and Mac apps and games of the year, Apple today shared charts featuring the Top Games of 2020 and the Top Apps of 2020, revealing the most popular free and paid apps and games during the year. Among Us! was the top free game of 2020, followed by Call of Duty: Mobile, Roblox, and Subway Surfers. Ink Inc. Tattoo Drawing was the number four free app,...
m1 chip macbook air pro

Developer Delves Into Reasons Why Apple's M1 Chip is So Fast

Monday November 30, 2020 1:57 pm PST by
Apple's M1 chip is the fastest chip that Apple has ever released in a Mac based on single-core CPU benchmark scores, and it beats out many high-end Intel Macs when it comes to multi-core performance. Developer Erik Engheim recently shared a deep dive into the M1 chip, exploring the reasons why Apple's new processor is so much faster than the Intel chips that it replaces. First and foremost,...
maxresdefault

Italy Fines Apple $12 Million for Misleading iPhone Water Resistance Claims

Monday November 30, 2020 3:10 am PST by
Apple has been slapped with a 10 million euro ($12 million) fine by Italy's antitrust watchdog for unfair commercial practices related to its iPhone marketing in the country. One of the Apple ads cited in the Italian watchdog's proceedings (credit: setteBIT) Specifically, Apple is being charged for misleading claims in promotional messages about how deep and how long iPhones can be submerged...
General cyber monday 20 sale feature

Apple Cyber Monday 2020: Discounts on iPads, Macs, AirPods, and More [Updated]

Monday November 30, 2020 6:25 am PST by
Today is Cyber Monday, a shopping event that sees many of the same deals from Black Friday bleed over into a new week, along with a few brand new offers on everything from Apple products to related accessories. In this post we'll highlight the best online discounts that you can find on Apple devices today. Note: MacRumors is an affiliate partner with some of these vendors. When you click a...
16 inch MBP Mini Led

Mini-LED M1 MacBook Pro and Mini-LED iPad Pro Models Coming First Half of 2021

Monday November 30, 2020 2:24 am PST by
Apple is widely reported to be embracing mini-LED display backlighting technology for some products next year, and a new report today by DigiTimes has named several of Apple's partners in the supply chain that are expected to benefit from the switch. According to the report, Apple is set to launch its first mini-LED iPad Pro in the first quarter of 2021 and mass produce mini-LED MacBook Pro...
iphone8guide b

iOS 14.2 Quietly Added FaceTime 1080p Support to iPhone 8 and Later Models

Wednesday December 2, 2020 3:21 am PST by
Back in early November, Apple released iOS 14.2 and announced with it a slew of new features for iPhones, but one thing it didn't mention was the apparent addition of support for 1080p FaceTime calls on iPhone 8 and later devices. The little-known fact was discovered by MacMagazine, which found that Apple quietly updated the specs pages for devices like iPhone XR shortly after the release of ...
Mac Mini 2018

Apple Developers Now Able to Natively Run macOS Within AWS With Amazon EC2 Mac Instances

Monday November 30, 2020 9:01 pm PST by
As AWS re:Invent kicks off, Amazon Web Services today announced new Mac instances for Amazon Elastic Compute Cloud, allowing AWS customers to run on-demand macOS workloads in the AWS cloud for the first time. Amazon says that the new feature extends the flexibility, scalability, and cost benefits of AWS to all Apple developers as those creating apps for iPhone, iPad, Mac, Apple Watch, Apple...
best apps of 2020

Wakeout! Named Apple's Best App of 2020, While Zoom Earns the Title for Best iPad App

Tuesday December 1, 2020 9:26 pm PST by
Apple today shared its App Store Best of 2020 winners, highlighting its picks for the top iOS, iPadOS, and macOS apps and games released over the course of the year. Apple's iPhone App of the Year award went to Wakeout!, which is a family friendly exercise and movement app that encourages people to complete easy exercises while at home. Apple's iPad App of the Year was Zoom, which soared in...
magsafe duo charger

MagSafe Duo Charger for iPhone 12 and Apple Watch Now Available for Purchase

Tuesday December 1, 2020 4:15 pm PST by
Apple today began selling the MagSafe Duo Charger that was announced alongside the new iPhone 12 models back in October. Priced at $129, the MagSafe Duo offers a MagSafe charging puck for the iPhone 12, 12 Pro, 12 Pro Max, and 12 mini, along with an Apple Watch charger. Though the accessory was announced in October and was listed as coming soon, it was not clear when it would launch. Orders...
imac 5k 2014 video

Apple Adds First iMac Models With Retina 5K Display to Vintage Products List

Tuesday December 1, 2020 8:09 am PST by
The first iMac with a Retina 5K display is one of several iMac models that have been added to Apple's vintage products list this week. In the past, vintage Apple products were no longer eligible for repairs at the Genius Bar or at Apple Authorized Service Providers, but Apple began offering extended repairs of select vintage products in 2018. Many of the iMac models listed below will likely...