Jay Yarow, Business Insider:
AT&T activated 4.3 million iPhones, which is a 43% sequential decline. That means between AT&T and Verizon, iPhone activations fell 37% on a quarter over quarter basis.
This information was published under a somewhat misleading headline: ‘The iPhone Crashes At AT&T’. As you’d expect for this quarter - and Apple themselves indicated - the sales of iPhones are not going to match Apple’s blowout last quarter. But there’s one very telling snippet further down in Yarow’s piece:
This AT&T news sounds bad, but here’s the silver lining: AT&T sold 5.5 million smartphones overall, which means the iPhone was an astounding 78% of sales. At Verizon, the iPhone was more than half of all sales.
So the truth is that smartphone sales have crashed this quarter. (Again, smartphone sales dropping this quarter is no surprise.) But of those smartphones AT&T did sell, 78% of them were iPhones. That means that less than 22% were Android devices. That’s a pretty astonishing statistic and, combined with Verizon’s recent figures what had iPhones at around 50% of all their smartphone sales, Apple - in marketshare terms - is rising rapidly in the US market.
All in all, physical sales are down as you’d expect, but marketshare is rising rapidly. I don’t think Apple will be too worried.