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AT&T activates 10.2 million smartphones in Q4, 8.6 million of them were Apple iPhones

Posted: , by Alan F.

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AT&T activates 10.2 million smartphones in Q4, 8.6 million of them were Apple iPhones
AT&T has just reported its fourth quarter earnings. Let's concentrate on wireless where AT&T reported $17.6 billion in revenue for the three month period, up 5.7% from the year ago quarter. Charges for data came in at $6.8 billion, up 14.7% year-over-year. Wireless operating income, however, declined 1.2% to $2.8 billion in the period, mostly due to higher expenses to acquire new customers. Over the quarter, the carrier added 780,000 new postpaid customers (the highest number in 12 quarters) and 246,000 new devices were activated. Overall, AT&T had a net growth of 1.1 million new subscribers. There was a net loss of 166,000 accounts in the pre-paid arena.

84% of smartphones sold by AT&T in Q4 were iPhones

84% of smartphones sold by AT&T in Q4 were iPhones

AT&T scored its 16th consecutive quarterly increase in postpaid ARPU, or Average Revenue Per User. In Q4, this metric rose 1.9% to $64.98. At the moment, 69.6% of all phones running on the AT&T network is a smartphone, totaling 47.1 million units for a gain of 2.5 million from Q3. Two-thirds of AT&T's smartphone users are now on a tiered or shared mobile plan. 6.6 million of those customers are on Mobile Share and more than 25% of those accounts share 10GB of data or more each month. 75% of those using a tiered plan have selected the highest priced one available.

The mobile operator sold 10.2 million smartphones in the 12 weeks and 8.6 million were Apple iPhones. That means 1.6 million smartphones sold were Windows Phone, BlackBerry or Android models. 

It doesn't appear as though this report will move the stock in one direction or another. After-hours, AT&T's shares are down 2 cents to $33.73.

source: AT&T via AndroidCentral

17 Comments
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posted on 24 Jan 2013, 18:11 6

1. darkkjedii (Posts: 10105; Member since: 05 Feb 2011)


AT&T+iPhone=money

posted on 24 Jan 2013, 18:13 8

2. Whateverman (Posts: 3187; Member since: 17 May 2009)


Almost seems fruitless for any other OEM to intro a phone for AT&T, let alone have an exclusivity with AT&T. Just imagine if the 920 were available on all carriers. I think Nokia and WP8 would be doing much better.

posted on 24 Jan 2013, 18:36 1

5. torr310 (Posts: 335; Member since: 27 Oct 2011)


I love Nokia but your assumption is just more like a wishful thinking.
I guess S3 is selling well too.

posted on 24 Jan 2013, 19:14 1

8. Whateverman (Posts: 3187; Member since: 17 May 2009)


Maybe. And after thinking about it more, this is Q4 we're talking about. There's always going to be a spike in ios after launches and during the Christmas season.

posted on 24 Jan 2013, 18:28 3

3. palmguy (Posts: 215; Member since: 22 Mar 2011)


IPhone & ATT,joined at the hip.

posted on 24 Jan 2013, 18:33

4. torr310 (Posts: 335; Member since: 27 Oct 2011)


That number is just insane

posted on 24 Jan 2013, 18:45 4

6. wendygarett (unregistered)


First Verizon and now AT&T? Smart American :)

posted on 24 Jan 2013, 19:25 6

10. Mxyzptlk (Posts: 3224; Member since: 21 Apr 2012)


Good phone chosen wisely.

posted on 25 Jan 2013, 17:13

17. darkkjedii (Posts: 10105; Member since: 05 Feb 2011)


Great phone

posted on 24 Jan 2013, 19:42 2

13. Edmund (Posts: 654; Member since: 13 Jul 2012)


um.. No. People in the US tried android and rejected it. It's as simple as that

posted on 24 Jan 2013, 22:02 1

16. Mxyzptlk (Posts: 3224; Member since: 21 Apr 2012)


How does that change what I said?

posted on 24 Jan 2013, 18:50 2

7. taz89 (Posts: 2009; Member since: 03 May 2011)


That's insane amount of iphones sold..would be nice if we know how many was iPhone 4,4s and 5..

posted on 24 Jan 2013, 19:23

9. gameday78 (Posts: 47; Member since: 17 Mar 2012)


if i was to take a guess.... 35% iphone5, 25% iphone4s and 40 iphone4... But hey thats only a guess!

posted on 24 Jan 2013, 19:28 2

11. VLaRueC (Posts: 107; Member since: 18 Dec 2012)


I agree. If AT&T is going to be an iPhone network, other OEMs shouldn't even try. My 920 is awesome but I feel like ATT only carried it to prevent Verizon from lifting it off the ground, not to show others they diversify. Just walk into a carrier store. They are all packing iPhones and only wish to sell iPhones.

posted on 24 Jan 2013, 19:44 1

14. papss (unregistered)


Not around my place.. They are all wearing windows shirts and the manager had a Optimus G and a l920. They were all pushing WP8.. I'm sure not all are like that but with this location they do

posted on 24 Jan 2013, 19:38 1

12. Edmund (Posts: 654; Member since: 13 Jul 2012)


If we assume 500K were WP and/or BB devices it leaves 1.1m for android. lol...
That stupid smile on larry paige's face would be falling off right about now, especially if this trend away from android spreads to overseas markets. .

posted on 24 Jan 2013, 20:22

15. JGuinan007 (Posts: 620; Member since: 19 May 2011)


At my local AT&T store the Reps are mixed I talk to one guy there that knows his stuff and he is all about Android phones knows a lot about Android and hates Apple cause he doesn't get good spiffs/money from them like Android OEMs. Then there are other reps that show people their Iphones and how to use them I don't really talk to them. I never saw any reps there with a Windows 7 phone though. I remember a few years ago the reps only used 2 phones some had Iphones and others had Black Berrys .

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