Verizon (VZ) states on its Q4 call it activated 6.2M iPhones in Q4. Check AT&T next.
Tuesday, January 22, 9:21 AM ET
Verizon (VZ) states on its Q4 call it activated 6.2M iPhones in Q4, good for 63% of total smartphone activations (up from 46% in Q3, and 56% in the year-ago period). Big Red had previously disclosed it activated 9.8M smartphones in the quarter. CFO Fran Shammo says about half of the iPhone sales involved the iPhone 5 - that remark comes as UBS points to survey data indicating a mix shift towards older and lower-capacity iPhone models. Apple (AAPL) +0.8%. (AT&T smartphone sales)
so you would rather have the units picked up by samsung....I don't get it. I can assure you that the GM% on any model iphone is higher than not keeping the customer and loosing to another low cost phone.
doc...55mm has been my estimate for a few weeks, and I see nothing in the VZ report to change my prediction. If I were to change it, however, I would increase it on the basis of the VZ numbers. IMO, 60mm iPhones in Q1 is not out of the question. We shall see soon.