attAlongside AT&T's announcement of one million iPhone 4S activations today, the carrier also released its financial results for the third quarter of 2011. As Apple saw with customers holding off on iPhone purchases in anticipation of a new model, AT&T reported that it activated 2.7 million iPhones during the quarter, down from 3.6 million in each of the previous two quarters.

All told, AT&T sold 4.8 million smartphones during the quarter, and while AT&T's "activations" number is slightly different than its sales numbers due to the inclusion of previously-sold handsets being reactivated by new users, that difference is slight. As a result, the iPhone continues to represent more than half of AT&T's overall smartphone sales.

In the third quarter, the company sold 4.8 million smartphones, representing nearly two-thirds of postpaid device sales. Sales of Android devices more than doubled year over year, and almost half of all smartphone sales were non-iPhone devices. During the quarter, 2.7 million iPhones were activated.

AT&T notes that it has now passed 100 million subscribers and that its profit margins in wireless improved year-over-year, due in part to the lack of an iPhone launch just before or during the third quarter this year. AT&T's churn rate of customers leaving the carrier also decreased year-over-year, even for iPhone customers who had Verizon as a new iPhone option during this year's third quarter.

Overall, AT&T's revenues were down 0.3% compared to the year-ago quarter, with the carrier citing iPhone launch timing as one of the primary factors in that decrease.

Related Forum: iPhone

Top Rated Comments

DiamondMac Avatar
173 months ago


That's because AT&T is awesome!

AT&T ever plan on showing that awesomeness?
Score: 4 Votes (Like | Disagree)
Caliber26 Avatar
173 months ago
This really shouldn't come as a surprise to anyone. I mean, seriously, what other device out there would possibly outsell the iPhone?
Score: 3 Votes (Like | Disagree)
h0mi Avatar
173 months ago

All told, AT&T sold 4.8 million smartphones during the quarter, and while AT&T's "activations" number is slightly different than its sales numbers due to the inclusion of previously-sold handsets being reactivated by new users, that difference is slight. As a result, the iPhone continues to represent more than half of AT&T's overall smartphone sales.AT&T notes that it has now passed 100 million subscribers and that its profit margins in wireless improved year-over-year, due in part to the lack of an iPhone launch just before or during the third quarter this year. AT&T's churn rate of customers leaving the carrier also decreased year-over-year, even for iPhone customers who had Verizon as a new iPhone option during this year's third quarter.

This is also a good indication that while android has a larger marketshare (~35% to ~29% IIRC ... numbers are probably off a little) it's due in large part to having been available for so long on Verizon and Sprint while the iphone wasn't on either carrier until earlier this year & a week ago respectively.
Score: 2 Votes (Like | Disagree)
Caliber26 Avatar
173 months ago
I would have bought a 4s if I had an upgrade availible. I bought an iphone 4 last year but my upgrade date is feb 2012! I spend 250 bucks a month on out phones. Guess thats not enough. :confused:

That is interesting. I'm not sure what to say, then. I have a total of three lines and spend $180 every month (after my discount through my job). 700 min plan, unlimited texting + unlimited mobile-to-mobile, two lines with 2GB and one with 200MB. Granted, only my line was eligible for an upgrade this year even though two of my lines got iPhone-4 last year.

I'd call AT&T again and ask nicely about getting your date moved closer and point out what you're spending. They should at least do it for your main number.
Score: 2 Votes (Like | Disagree)
imotionb18 Avatar
173 months ago
I would have bought a 4s if I had an upgrade availible. I bought an iphone 4 last year but my upgrade date is feb 2012! I spend 250 bucks a month on out phones. Guess thats not enough. :confused:
Score: 2 Votes (Like | Disagree)
Caliber26 Avatar
173 months ago
Why is the real reason not being said why most are not upgrading.
ATT did not roll back upgrade dates. Most everyone that bought an iPhone 4 last year cannot but until Nov or later.

Yes ATT did let some upgrade early for some magically reason they cannot explain to me but many cannot.

I do not know many people that want to pay an extra 250 dollars, plus a 18 dollar fee on top of the 199, 299, or 399 price of the phone.

Wait a couple months and see how many sell with Apple, and I am sure Verizon also.

Discounted upgrades are offered to customers based on how much they spend on their wireless services. If you have the cheapest minute/text/data plans and are keeping your expenses to a minimum, then AT&T feels that they have not made enough money off of you, just yet, and will not give you another discounted device until they've made what they need to make, in order to recover the amount they subsidized when you got your phone for $199 (or $299, if you got the 32GB).

Basically, the more you spend, the sooner you're eligible for an upgrade. And this is also based on a per-line basis.
Score: 2 Votes (Like | Disagree)

Popular Stories

iOS 18

Apple Expected to Release iOS 18.3 Next Week With These New Features

Thursday January 23, 2025 6:41 am PST by
iOS 18.3 should be released to the public next week, following beta testing since mid-December. While the software update is a relatively minor one, it still includes a handful of new features, changes, and bug fixes for iPhones. Below, we recap everything new in iOS 18.3. Notification Summary Changes Examples of inaccurate Apple Intelligence notification summaries Apple Intelligence...
iOS 18

5 New Things Your iPhone Can Do in iOS 18.3

Friday January 24, 2025 1:55 am PST by
Apple is set to release iOS 18.3 next week, bringing further refinements to Apple Intelligence features, a couple of neat new capabilities to iPhone 15 Pro and iPhone 16 devices, and bug fixes. While not quite as packed with new features as Apple's preceding iOS 18 point releases, iOS 18.3 still introduces capabilities that aim to make your iPhone smarter and more intuitive. Below, we've...
Generic iOS 18

iOS 18.4 Beta Coming Soon With These New Features for Your iPhone

Friday January 24, 2025 8:16 am PST by
iOS 18.3 is expected to be widely released next week, and that means the first iOS 18.4 beta for iPhones should be just around the corner. Apple has previously implied that iOS 18.4 will be released in April, as that is when it promised to make Apple Intelligence available in even more languages. Below, we outline what to expect from iOS 18.4 so far. Apple Intelligence for Siri Siri ...
Apple Pay Walmart Feature

Walmart Stands Firm on Why It Doesn't Accept Apple Pay in the U.S.

Thursday January 23, 2025 7:32 am PST by
Walmart still does not accept Apple Pay or other NFC payments at its more than 4,600 stores across the U.S., and it stood firm on its reasoning for that today. A spokesperson for Walmart today informed MacRumors that its position on contactless payments has not changed since we last reached out about the matter in 2022. The big-box retailer said it remains focused on its own convenient...
apple tv 4k new orange

New Apple TV Launching This Year With These New Features

Wednesday January 22, 2025 6:01 pm PST by
A new Apple TV is expected to be released later this year. In this article, we recap rumored features and changes for the device. The next Apple TV will be equipped with Apple's own combined Wi-Fi and Bluetooth chip, according to Bloomberg's Mark Gurman. He said the chip supports Wi-Fi 6E, which would be an upgrade over the current Apple TV's standard Wi-Fi 6 support. Wi-Fi 6E extends the...
iOS 18

Here Are Apple's Full Release Notes for iOS 18.3

Tuesday January 21, 2025 4:31 pm PST by
Apple provided developers and public beta testers with the release candidate version of iOS 18.3 today, and with it comes release notes confirming what's new. While we knew about several of the features that are in the update, there are some lesser known tweaks and bug fixes. The update adds new Visual Intelligence features for iPhone 16 models, it tweaks Notification summaries on all...
iPhone 17 Pro Dual Tone Horizontal Single Feature

Kuo: iPhone 17 Models Won't Have Smaller Dynamic Island

Friday January 24, 2025 9:09 am PST by
The upcoming iPhone 17 models that Apple plans to release this year will not feature a smaller Dynamic Island, Apple analyst Ming-Chi Kuo said today. On social media, he said that he is expecting the size of the Dynamic Island to remain "largely unchanged" across the iPhone 17 lineup. His statement is contrary to prior rumors that we've heard about planned changes for the iPhone 17 models. ...
iPhone 16 Apple Store Levels

Gurman: Apple Stores Receiving 'Merchandise' Updates Next Week

Saturday January 25, 2025 5:07 pm PST by
Apple's retail stores will be rolling out "merchandise/floor marketing updates" next week, according to Bloomberg's Mark Gurman. Gurman did not explicitly say if the store updates are related to any upcoming product announcements, but he did mention that next week is around the time that Apple rolls out its annual Black Unity watch band for the Apple Watch. In each of the past four years, ...
apple power beats pro 2

Apple's First Product Announcement of 2025 is Imminent

Thursday January 23, 2025 2:48 pm PST by
It's also time for Apple's first product announcement of the year. Last year, Apple said it would be launching Powerbeats Pro 2 in 2025, and the wireless earbuds are expected to launch very soon. Powerbeats Pro 2 images found in iOS 18 code In his Power On newsletter last weekend, Bloomberg's Mark Gurman said the Powerbeats Pro 2 are "due imminently." In addition to Apple filing the...