Verizon today became the first major U.S. iPhone carrier to announce earnings for the fourth quarter of 2012. Overall, the carrier activated 9.8 million smartphones during the quarter, and GigaOM notes that Verizon revealed on its conference call that 6.2 million, or nearly two-thirds, of those were iPhones.
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Perhaps most interestingly, only half of those iPhones activated during the quarter were of the iPhone 5 variety, indicating that Verizon continues to enjoy strong sales of the lower-cost iPhone 4S and iPhone 4.
It sold 7.3 million LTE devices the last three months of 2012, and it activated 9.8 million smartphones in total. It activated 6.2 million iPhones, about half of which were the LTE-enabled iPhone 5.
Approximately 23% of devices on Verizon's base are now LTE-compatible, with those devices representing almost half of the carrier's data traffic. And AllThingsD notes that Verizon has halted any further additions to its 3G networks in favor of continuing to expand its already substantial 4G LTE networks.
Last quarter, Verizon reported total iPhone activations of 3.1 million, representing 46% of the carrier's smartphone sales.
Apple will be reporting its own earnings tomorrow after the close of trading, at approximately 4:30 PM Eastern / 1:30 PM Pacific. MacRumors will have full coverage of Apple's earnings release and associated conference call taking place at 5:00 PM Eastern / 2:00 PM Pacific.
Top Rated Comments
I haven't seen any official numbers but take a look in the forums here, there are a TON of ex iPhone users with Android devices now. I'm one of them, and I know PLENTY in person that have done the same. It's not a knock on iOS(though it needs some serious revision) but it's further proof that the times are changing, and that people want something different, and are willing to give Android a try.
You're giving anecdotal evidence and I'm referring to real statistics. Tech forums are not very indicative of reality. And macrumors in particular is flooded with fandroids and Apple haters who would never consider the iPhone so I would take most "I switched from iPhone to Android and couldn't be happier!" posts with a grain of salt. Not saying that's you though. :)
The proof is in the pudding. Verizon was a huge Android seller. Now nearly two thirds of their activations are iPhones. The picture can't get much more clearer than that.
Interesting mix. I don't think Verizon has ever sold that high a percentage of iPhones in a quarter. Perhaps the strong sales of the 4S partly contributed to the supposed "cuts" in production of the iPhone 5. It is a bit telling that people on Verizon would still be willing to get the 4S. LTE vs. 3G is a MUCH bigger deal on CDMA. Maybe Verizon did a good job of "downselling" the 4S while the 5 was out of stock.
It isn't the 4s, it's the 4 being FREE with a contract.I activate a lot of them because people want the iphone name and if they get it free they are happy
1 year ago Verizon activated 4.3 million iPhones in the 4th quarter (https://www.macrumors.com/2012/01/24/iphone-represents-55-of-verizons-4q-2011-smartphone-sales/).
This year was 6.2 million.
The low ratio of iPhone 5s may not mean the 5 is selling poorly, only that the 'free' iPhone 4 is selling well. Remember, Verizon never had a 'free' iPhone 3GS.