About those 3.2 million Verizon iPhone activations
Some saw it as bad news. Some saw it as good. Both missed a point.
There were dual schools of explanation on Verizon’s (VZ) news final week that it activated 3.2 iPhones final quarter, down from 4.2 million in a Christmas quarter.
MacRumors‘ headline, “iPhone Again Represents Over Half of Verizon’s Smartphone Sales in 1Q 2012,” set a tinge on Techmeme, where many writers took a fact that a iPhone outsold all Android phones total as bad news for Google (GOOG).
“Android is still winning by some metric, I’m sure,” quipped MG Siegler on his Paris Lemon blog.
But as AnAAPLDay forked out on Investor Village’s AAPL Sanity board, Verizon’s iPhone activations don’t volume to a mountain of beans in a context of Apple’s worldwide smartphone sales. To expostulate home his indicate — and get my amount courtesy — he quotes an Apple 2.0 title from Feb (and posts a Asymco draft above):
“63% of iPhones were activated outward a U.S. final quarter”
Moral of a story: If you’re endangered about iPhone sales in a Mar quarter, don’t worry about Verizon. Worry about China, where a iPhone 4S launched during China Unicom’s (CHU) and Apple’s Chinese stores in Jan and China Telecom’s (CHA) in early March. (See Overwhelmed by abrasive demand, Apple halts Friday’s iPhone 4S launch in China and China’s Verizon gets a iPhone.)
See also a print below: