AT&T has reported slower sales and 900,000 fewer smartphone upgrades for the past quarter, which includes more than a week of iPhone availability.
Historically, iPhone sales are strongest in the first days of availability and in the Holiday quarter, so this is clearly a troubling sign. While AT&T does not break down unit sales by model, the iPhone has been the dominant phone on all US carriers in the past few years, so this clearly has a lot to do with lower demand for the iPhone 8
This can be explained in many different ways: the trend is for less people to upgrade recently as the smartphone market matures. But also, it's not hard to understand why many people are not buying the new iPhone 8: after all, in just around 3 weeks, the Apple iPhone X
is expected to finally be available for purchase.
The $1,000 iPhone X is the 10th anniversary iPhone and features a new edge
-to-edge screen (with a notch), an improved design, a new gesture-based navigation and Face ID in place of the Touch ID.