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

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.

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



1. darkkjedii

Posts: 31052; Member since: Feb 05, 2011


2. Whateverman

Posts: 3295; Member since: May 17, 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.

5. torr310

Posts: 1659; Member since: Oct 27, 2011

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

8. Whateverman

Posts: 3295; Member since: May 17, 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.

3. palmguy

Posts: 982; Member since: Mar 22, 2011

IPhone & ATT,joined at the hip.

4. torr310

Posts: 1659; Member since: Oct 27, 2011

That number is just insane

6. wendygarett unregistered

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

10. Mxyzptlk unregistered

Good phone chosen wisely.

17. darkkjedii

Posts: 31052; Member since: Feb 05, 2011

Great phone

13. Edmund

Posts: 656; Member since: Jul 13, 2012

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

16. Mxyzptlk unregistered

How does that change what I said?

7. taz89

Posts: 2014; Member since: May 03, 2011

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

9. gameday78

Posts: 48; Member since: Mar 17, 2012

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

11. VLaRueC

Posts: 189; Member since: Dec 18, 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.

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

12. Edmund

Posts: 656; Member since: Jul 13, 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. .

15. JGuinan007

Posts: 699; Member since: May 19, 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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