Tags activations

Analytics data shows Apple is delivering far more iPhone 6 units than 6 Plus

Screen Shot 2014-09-19 at 8.35.59 PM

New data released by mobile analytics firm MixPanel (via TechCrunch) has revealed a trend in adoption rates of the 4.7-inch iPhone versus the 5.5-inch model. According to the report, the smaller model appears to be outperforming the larger one is deliveries today, and by no small margin. While the larger model has claimed about .30% of hits in MixPanel’s survey, the smaller version has achieved an impressive 2.46%.

However, that doesn’t necessarily mean the 4.7-inch version is outselling its counterpart by such a large gap, if at all. It’s entirely possible (though unlikely) that more of the larger version have been sold or ordered overall, but weren’t available for delivery or in retail stores today. Of course, this makes a lot of sense given the ongoing reports of extremely limited iPhone 6 Plus supplies both in retail stores and online, even during the pre-order phase.

It will certainly be interesting to see how the data changes over the next few weeks as more and more customers get their hands on the “Plus” units.


Filed under: iOS Devices Tagged: activations, adoption rate, analytics, iPhone 6, iphone 6 plus, Mixpanel

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Mike Beasley

September 20th

Apple

Mac

Report: Six of top 10 enterprise devices using Good are iOS, 97 percent of tablets are iPad

In its Q1 2012 report of device activations by platform, multi-platform software company Good Technology analyzed thousands of activated smartphones through its network of enterprise customers. Apple’s CEO Tim Cook noted this week during Apple’s Q2 earnings call that the iPad was now being deployed or tested by 94 percent of the Fortune 500s and 75 percent of the Global 500. Good Technology’s numbers show the iPad and iPhone together continue to dominate Android in the enterprise market with roughly 73.9-percent of all smartphone activations and 97.3-percent of tablet activations during Q1. Apple’s iOS devices together took 80 percent of total activations, which is up 10 percent from last year.

Among iOS, iPhone 4S is the clear leader with 37 percent, representing four times the amount of activations of any other device. In the graphic of the Top 10 Devices above, we see iOS take up six of the top 10 spots with iPhone 4S and iPad 2 accounting for the majority of activations during the quarter. Good’s numbers, however, do not include RIM or Windows…

The report said the third-gen iPad did not have a significant impact on new activations in the enterprise. The first non-iOS device to take position in the top 10 was Android handset Motorola Droid at No. 7 with 1.6-percent of activations.

Other interesting notes from the report: 30 percent of companies are choosing either iOS or Android and abandoning the “bring your own device” and OS model. Also, iPhones continue to beat out iPads for new enterprise activations—as witnessed in the graphic of “Activations by Device Type” to the right. All iPhone models together were able to capture 55 percent of activations during the quarter (up from 53 percent), while iPad models collectively grabbed 24.8-percent (up 18 percent).

Good’s numbers did not include Windows Phone devices, such as the Nokia Lumia, but it will monitor those devices over the upcoming quarters. Good also does not track RIM devices using the BlackBerry Enterprise Server, because Good’s own software is related to push email.



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Jordan Kahn

April 26th

Uncategorized

Apple slides as Wall Street panics over potential iPhone sales miss

Apple’s stock continued to slide on Tuesday morning as some analysts suggest AT&T’s earnings point to a possible rare miss for the Cupertino, California-based company. Wall Street expects Apple to report iPhone channel sales of 32 million units when it posts its earnings after the market closes on Tuesday, but several analysts have made last-minute adjustments to their estimates following AT&T’s earnings report on Tuesday morning.

Apple’s top iPhone carrier partner reported that it activated 4.3 million iPhone handsets last quarter, up from 3.6 million in the first quarter last year but missing many estimates, and Verizon reported last week that it activated 3.2 million iPhones. According to several firms, these activation figures point to a potential Apple miss.

“Apple’s stock has corrected just over 10% from its all-time high last week,” Jeffries & Company analysts wrote Tuesday morning in a note to investors. “We believe this has been partially due to concerns over carrier subsidies eroding and penetration rates losing steam. We disagree on both counts and provide a brief look at subsidies as well as the iPhone and iPad opportunity. AT&T’s and Verizon’s results imply cuts are required to our CQ2 Apple estimates.”

The firm continued, “AT&T activated 4.3M iPhones in Q1 (-43% Q/Q) vs. our expectation of 6M. Last week Verizon reported activating 3.2M (-24% Q/Q) vs. our expectation of 4M. iPhone share fell slightly at both (from 81% to 78% at AT&T; from 55% to 51% at Verizon). We believe this bodes poorly for Apple’s CQ2 guidance. Instead of 32M iPhone shipments in CQ2 we now believe 28M-30M is more likely (we currently estimate 32M).”

BTIG Research analyst Walter Piecyk points to a slower-than-expected upgrade rate as the culprit for a potential iPhone sales miss. “The lower than expected number of iPhone activations appears to be driven by a lower than expected upgrade rate of 7% versus our estimate of 9% and Q4 upgrade rate of 11.9% resulting in total devices sold in calendar Q1 of 7.1 million versus our estimate of 8.7 million, a 17% decline from last year,” the analyst wrote in a note on Tuesday. ”This is a significant slowdown and likely driven by the company’s new upgrade policies.”

Piecyk believes that new upgrade policies could have an even greater impact on iPhone sales in future quarters. While he thinks iPhone sales in China are likely to offset slowed sales in the U.S. to an extent, Piecyk reiterated his iPhone sales estimates of 33 million units this past quarter and 27.5 million in the third fiscal quarter.

Updated to correct BTIG’s iPhone sales estimates

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Zach Epstein

April 24th

Apple

Google CEO Larry Page talks Android activations and Motorola acquisition

Google CEO Larry Page stated in a blog post on Thursday that the company’s Android platform is “on fire.” The CEO boasted that there are now more than 850,000 Android devices activated each day through a network of 55 manufacturers and more than 300 carriers. Page called Android a “tremendous example of the power of partnership, and it just gets better with each version.” He went on to explain his excitement for the Motorola acquisition and “the opportunities to build great devices capitalizing on the tremendous success and growth of Android.” The CEO then reiterated the benefits surrounding Android’s open ecosystem, maintaining that “we have no plans to change that.” The Mountain View-based company in February stated that Android activations were up 250% year-over-year. Google also previously announced that the Android Market is home to more than 450,000 apps.

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Dan Graziano

April 6th

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Google CEO Larry Page talks Android activations and Motorola acquisition

Google CEO Larry Page stated in a blog post on Thursday that the company’s Android platform is “on fire.” The CEO boasted that there are now more than 850,000 Android devices activated each day through a network of 55 manufacturers and more than 300 carriers. Page called Android a “tremendous example of the power of partnership, and it just gets better with each version.” He went on to explain his excitement for the Motorola acquisition and “the opportunities to build great devices capitalizing on the tremendous success and growth of Android.” The CEO then reiterated the benefits surrounding Android’s open ecosystem, maintaining that “we have no plans to change that.” The Mountain View-based company in February stated that Android activations were up 250% year-over-year. Google also previously announced that the Android Market is home to more than 450,000 apps.

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Dan Graziano

April 6th

Uncategorized

China leads U.S. in iOS, Android activations, study shows

Mobile analytics firm Flurry on Wednesday announced that sometime in February, activations for iOS and Android devices in China overtook the United States for the first time ever. In January 2011, the U.S. accounted for 28% of the world’s total iOS and Android device activations, while China only accounted for 8%. China is now the world’s fastest growing smartphone market, however. In March, Flurry projects that China will account for 24% of all iOS and Android device activations, compared to the 21% for the U.S. Not only is China activating more devices per month than the U.S., the country is also the second largest app economy. The country’s app growth increased more than 1,100% between the first quarter of 2011 and the first quarter of 2012, and is projected to eventually overtake the U.S. in the global app economy. Flurry’s second image can be found after the break.

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Dan Graziano

March 22nd

Apple

Apple’s Tim Cook says ‘pipeline is full of stuff,’ AT&T affirms record sales of new iPad

Apple's 'cash balance' conference call this morning was mostly uninteresting for folks not immediately involved with Wall Street (the actual thing and the Shia LaBeouf masterpiece, as it turns out), but CEO Tim Cook did let loose a few nuggets of interestingness for those hoping for insight into the future. For one, he stated that Apple's pipeline is "full of stuff," further impressing upon the masses the message he planted at the tail-end of the new iPad keynote on March 7th. He also stated: "I think our customers will be incredibly pleased with what they see coming out." Hardly a surprise, but Apple rarely hands out confirmation of boom times unless it truly has something significant in the labs.

He also confirmed that Apple had "a record opening weekend" in regard to the new iPad launch, but stopped short of handing out actual figures. In fact, we could be talking about a record low -- we jest, we jest. At any rate, AT&T has stepped in to announce that on Friday, March 16th, the carrier "set a new single-day record for its iPad sales and activations." Again, no hard figures, but something tells us the number crunchers (and auditors) are hard at work to bring us precisely that. Ma Bell's laughably brief press release can be found in its entirety after the break -- all 45 cliffhanging words of it.

Continue reading Apple's Tim Cook says 'pipeline is full of stuff,' AT&T affirms record sales of new iPad

Apple's Tim Cook says 'pipeline is full of stuff,' AT&T affirms record sales of new iPad originally appeared on Engadget on Mon, 19 Mar 2012 11:43:00 EDT. Please see our terms for use of feeds.

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Darren Murph

March 19th

Apple

Android accounted for less than 19% of Q4 smartphone sales at AT&T

Apple’s share of the global smartphone market reportedly topped the market share of all Android vendors combined in the fourth quarter last year, and nowhere was the iPhone’s lead more dominant than at AT&T. The nation’s No.2 carrier on Thursday reported its earnings for the December quarter, stating that smartphone activations totaled 9.4 million units. Apple’s iPhone lineup accounted for 7.6 million activations, or 81% of all smartphones AT&T activated during the three months ended in December. Considering the handful of BlackBerry smartphones and Windows Phones the carrier sold last quarter, all of AT&T’s Android phones combined were responsible for under 19% of the carrier’s smartphone sales. Android handsets continue to proliferate globally and with a number of stunners due to be unveiled next month at Mobile World Congress in Barcelona, the tide will certainly soon turn back in Google’s favor. The iPad 3 is due to launch in the coming months and a completely redesigned iPhone on the horizon, however, and Apple may very well top its record-setting fiscal first quarter later this year.

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Zach Epstein

January 26th

Apple

AT&T reports best-ever quarter for smartphones; 7.6 millon iPhones activated


AT&T reported its fourth-quarter 2011 results on Thursday and noted that it achieved record mobile broadband and smartphone activations during the quarter. The company reported consolidated revenue of $32.5 billion, up 3.6% or $1.1 billion from the same quarter last year, but it posted a loss of $6.7 billion, or $1.12 per share. EPS swings to a profit of $0.42 per share discounting one-time charges including the massive breakup fee paid to T-Mobile. AT&T attributed 76% of its revenue growth to wireless, wireline data and managed services, which represented 76% of overall revenue, up 7.5% from last year. The carrier sold 9.4 million smartphones during the quarter, a record that was 50% more than its previous record and more than twice the number of smartphones that were sold during the last quarter. AT&T added 717,000 postpaid customers, the largest increase in postpaid in five quarters, and 2.5 million total net wireless subscribers. The company said it was also the best quarter for Android and iPhone activations and that it activated a total of 7.6 million iPhones during the quarter. AT&T also noted that its full year revenue totaled $126.7 billion, up 2% from the $124.3 billion it reported in 2010. AT&T’s full press release follows after the break.

Best-Ever Mobile Broadband Sales and Strong Cash Flows Highlight AT&T’s Fourth-Quarter Results; Stock Buyback Begins on Previous 300 Million Share Authorization

2012 Outlook: Solid Revenue, Margins and Earnings Growth with Strong Free Cash Flow

DallasTexasJanuary 26, 2012

  • $(1.12) diluted EPS in fourth quarter compared to $0.18 diluted EPS in the year-ago period. Excluding significant items for both quarters, EPS of $0.42 compared to $0.55 in the year-ago quarter, driven by the company’s best-ever quarter for smartphone activations — up nearly 60 percent year over year
  • Consolidated revenues of $32.5 billion, up $1.1 billion, or 3.6 percent, versus the year-earlier period
  • In 2011, AT&T’s growth engines — wireless, wireline data and managed services — represented 76 percent of total revenues and grew 7.5 percent versus 2010, led in the fourth quarter by:
    • 10.0 percent growth in wireless revenues
    • 19.4 percent growth in wireless data revenues, up $956 million versus the year-earlier quarter
    • 16.4 percent growth in strategic business services revenues
    • 43.7 percent growth in consumer U-verse revenues
  • 9.4 million smartphone sales, best-ever quarter and 50 percent more than previous quarterly record and nearly double 3Q11 sales; 82 percent of postpaid sales were smartphones
  • 717,000 wireless postpaid net adds, the largest increase in five quarters; 2.5 million increase in total net wireless subscribers, with gains in every customer category
  • Best-ever quarter for Android and Apple smartphones, including 7.6 million iPhone activations
  • 571,000 branded computing device (tablets, aircards, etc.) sales, best-ever quarter to reach 5.1 million total subscribers; up almost 70 percent from a year ago
  • 12th consecutive quarter with a year-over-year increase in postpaid wireless subscriber ARPU (average monthly revenues per subscriber), up 1.4 percent to $63.76 — more than $6 higher than nearest competitor’s ARPU
  • Second consecutive quarter of sequential growth in wireline business revenues
  • Sixth consecutive quarter of year-over-year growth in wireline consumer revenues, driven by AT&T U-verse® services
  • 208,000 net gain in AT&T U-verse TV subscribers to reach 3.8 million in service, with continued high broadband and voice attach rates

AT&T Inc. (NYSE:T) today reported fourth-quarter results highlighted by record sales, strong wireless network performance and improved wireline revenue trends.

“We had a tremendous year in terms of execution, and we have excellent momentum across our growth platforms,” said Randall Stephenson, AT&T chairman and chief executive officer.”This was a blowout quarter for sales. Our network performance is at a high level on voice quality and best-in-class mobile download speeds. Sales continue to be strong and business revenue trends are on a good track.

“Looking ahead, we start 2012 with the best visibility we’ve had in some time, and we’re well positioned to deliver solid results — including continued revenue growth with margin expansion, solid earnings per share growth and strong cash flow,” Stephenson said.”In short order, we will begin share repurchases to deliver significant value to our owners.”

Fourth-Quarter Financial Results
For the quarter ended December 31, 2011, AT&T’s consolidated revenues totaled $32.5 billion, up $1.1 billion, or 3.6 percent, versus the year-earlier quarter.

Compared with the fourth quarter of 2010, operating expenses were $41.5 billion versus $29.3 billion; operating loss was $9.0 billion, compared to operating income of $2.1 billion; and AT&T’s operating income margin was (27.7) percent, compared to 6.7 percent. Excluding fourth-quarter significant items, operating expenses were $28.1 billion versus $25.8 billion; operating income was $4.4 billion, compared to $5.6 billion; and operating income margin was 13.5 percent, compared to 17.7 percent.

Fourth-quarter 2011 net income attributable to AT&T totaled $(6.7) billion, or $(1.12) per diluted share. Excluding significant non-cash charges of $0.65 from the actuarial loss on benefit plans and $0.48 for directory asset impairments, along with a one-time charge of $0.44 for termination of the T-Mobile USA acquisition and a one-time gain of $0.03 from a tax settlement, adjusted earnings per share was $0.42.

(The actuarial loss on benefit plans was driven by a reduction in the discount rate from 5.8 percent to 5.3 percent. While our investment returns were better than the overall market, they were less than expectations; this was largely offset by better-than-expected force and medical cost management. The directory asset impairment resulted from an annual review of intangible assets compared to fair value.)

These results compare with reported net income attributable to AT&T of $1.1 billion, or $0.18 per diluted share, in the fourth quarter of 2010. Excluding significant items, earnings per share for the fourth quarter of 2010 was $0.55 per diluted share.

Fourth-quarter 2011 cash from operating activities totaled $7.5 billion, and capital expenditures totaled $5.5 billion. Also included in the fourth quarter, the company made a $1.0 billion contribution to the company’s pension fund. No additional funding is required in 2012. Free cash flow — cash from operating activities minus capital expenditures — totaled $2.0 billion.

Full-Year Results
For the full year 2011, compared with 2010 results, AT&T’s consolidated revenues totaled $126.7 billion versus $124.3 billion, up 2.0 percent; operating expenses were $117.5 billion, compared with $104.7 billion; net income attributable to AT&T was $3.9 billion versus $19.9 billion; and earnings per diluted share was $0.66 compared with $3.35. Excluding significant items, earnings per share totaled $2.20, compared with $2.29.

Compared with 2010 results, AT&T’s full-year cash from operating activities totaled $34.6 billion, down from $35.0 billion. Capital expenditures, including capitalized interest, totaled $20.3 billion versus $20.3 billion, including a 6.4 percent increase in wireless-related capital investment versus 2010, as AT&T aggressively deployed next-generation mobile broadband networks. Free cash flow totaled $14.4 billion, compared with $14.7 billion.

Outlook
AT&T is well positioned to deliver solid revenue and earnings growth with improving margins while returning substantial value to shareowners. In 2012, AT&T expects continued consolidated revenue growth, including postpaid wireless ARPU growth around 2 percent for the year. The company also expects to expand consolidated and wireless margins while keeping wireline margins stable. Achieving these targets will lead to mid-single-digit or better earnings growth with an opportunity to accelerate earnings growth beyond 2012. Outlook excludes any significant items. Importantly, little economic lift is assumed with these expectations.

AT&T expects capital expenditures to be about $20 billion, stable with 2011, as increases in wireless spending offset declines in wireline capital expenditures. The company also expects strong free cash flow, with full-year free cash flow in the $15 to $16 billion range, and plans to begin execution of its existing 300 million share repurchase authorization immediately.

WIRELESS OPERATIONAL HIGHLIGHTS
Record-setting mobile broadband sales and the company’s best postpaid subscriber growth in five quarters drove double-digit wireless revenue growth. AT&T continues to lead the industry in smartphone penetration, mobile broadband sales and postpaid ARPU. Highlights included:

Best Postpaid Growth in Five Quarters. AT&T posted a net increase in total wireless subscribers of 2.5 million in the fourth quarter to reach 103.2 million in service. This included gains in every customer category. Subscriber additions for the quarter include postpaid net adds of 717,000, the best gain in five quarters. Prepaid net adds were 159,000, connected device net adds were 1,029,000 and reseller net adds were 592,000. Fourth-quarter net adds reflect accelerated adoption of smartphones, including the October launch of iPhone 4S, increases in prepaid and reseller subscribers and sales of tablets and connected devices such as automobile monitoring systems, security systems and a host of other emerging products.

Record Quarter for Smartphone Sales. AT&T delivered its best-ever smartphone sales quarter — up nearly 60 percent from the year-ago period. (Smartphones are devices with voice and data capabilities and an advanced operating system to better manage data and Internet access.) In the fourth quarter, the company set a new record with 9.4 million smartphones sold, nearly double the number sold in the third quarter and 50 percent more than the previous quarterly record. Fourth-quarter smartphone sales represented more than 80 percent of postpaid device sales. Both iPhone and Android device sales set records. During the quarter, more than 7.6 million iPhones were activated, the majority of which were iPhone 4S, which went on sale Oct. 14, and more than twice as many Android smartphones were sold versus the fourth quarter a year ago. iPhone sales were helped by a superior customer experience, with AT&T delivering download speeds up to three-times faster than on other U.S. carriers’ networks.

At the end of the quarter, 56.8 percent of AT&T’s 69.3 million postpaid subscribers had smartphones, up from 42.7 percent a year earlier and 32.8 percent two years ago. The average ARPU for smartphones on AT&T’s network is 1.9 times that of the company’s non-smartphone devices. About 87 percent of smartphone subscribers are on FamilyTalk® or business plans. Churn levels for these subscribers are significantly lower than for other postpaid subscribers.

Best-Ever Quarter for Branded Computing Device Sales. AT&T had its best sales quarter ever for branded computing subscribers, a new growth area for the company that includes tablets, aircards, mobile devices, tethering plans and other data-only devices. AT&T added 571,000 of these devices to reach 5.1 million, an almost 70 percent increase in total subscribers from a year ago. Most of those new subscribers were tablets, with 311,000 added in the quarter, more than half of which were postpaid.

Double-Digit Growth for Wireless Revenues. Total wireless revenues, which include equipment sales, were up 10.0 percent year over year to $16.7 billion. Wireless service revenues increased 4.0 percent, to $14.3 billion, in the fourth quarter.

Wireless Data Revenues Increase 19.4 Percent. Wireless data revenues — driven by Internet access, access to applications, messaging and related services — increased by $956 million, or 19.4 percent, from the year-earlier quarter to $5.9 billion. AT&T’s postpaid wireless subscribers on monthly data plans increased by 16.4 percent over the past year. The number of subscribers on tiered data plans also continues to increase. About 22 million, or 56 percent, of all smartphone subscribers are on tiered data plans, and about 70 percent have chosen the higher-tier plans.

Industry-Leading Postpaid ARPU Continues Growth. Driven by strong data growth, postpaid subscriber ARPU increased 1.4 percent versus the year-earlier quarter to $63.76. This marked the 12th consecutive quarter AT&T has posted a year-over-year increase in postpaid ARPU. AT&T continues to lead the industry with postpaid subscriber ARPU about $6 higher than the nearest competitor. Postpaid data ARPU reached $26.01, up 14.9 percent versus the year-earlier quarter.

Postpaid Churn Up Only Slightly. Despite record smartphone sales and the first holiday sales period since the loss of AT&T’s iPhone exclusivity, postpaid churn was up only slightly at 1.21 percent, compared to 1.15 percent in both the year-ago fourth quarter and in the third quarter of 2011. Total churn was up slightly at 1.39 percent versus 1.32 percent in the fourth quarter of 2010 and 1.28 percent in the third quarter of 2011.

Wireless Margins Reflect Record Sales. Fourth-quarter wireless margins reflect record-setting smartphone sales and customer upgrade levels. This was offset in part by improved operating efficiencies and further revenue gains from the company’s growing base of high-quality smartphone subscribers.

AT&T’s fourth-quarter wireless operating income margin was 15.2 percent versus 22.9 percent in the year-earlier quarter, and AT&T’s wireless EBITDA service margin was 28.7 percent, compared with 37.6 percent in the fourth quarter of 2010. (EBITDA service margin is earnings before interest, taxes, depreciation and amortization, divided by total service revenues.) Fourth-quarter wireless operating expenses totaled $14.2 billion, up 20.9 percent versus the year-earlier quarter, and wireless operating income was $2.5 billion, down 27.0 percent year over year.

WIRELINE OPERATIONAL HIGHLIGHTS
AT&T’s fourth-quarter wireline results were highlighted by the second consecutive quarter of sequential wireline business revenue growth, a 44 percent increase in U-verse revenues and solid cost management:

Sequential Wireline Business Revenue Growth Continues. Total business revenues grew sequentially for the second consecutive quarter. Revenues were $9.3 billion, down 1.4 percent versus the year-earlier quarter but a slight increase over the third quarter of 2011. The year-over-year decline reflects economic conditions and weakness in voice and legacy data products somewhat offset by growth in IP data. Business service revenues, which exclude CPE, declined 1.2 percent year over year, compared to a year-over-year decline of 4.3 percent in the year-ago quarter and were essentially flat sequentially, despite fewer business days in the fourth quarter.

Robust Strategic Business Services Revenues. Revenues from the new-generation capabilities that lead AT&T’s most advanced business solutions — including Ethernet, VPNs, hosting, IP conferencing and — grew 16.4 percent versus the year-earlier quarter, continuing strong trends in this area. This now represents a nearly $6 billion annualized revenue stream.

VPN Growth Drives Business IP Revenues. Total business IP data revenues grew 9.2 percent versus the year-earlier fourth quarter, led by growth in VPN revenues. IP-based solutions allow customers to easily add managed services such as network security, cloud services and IP conferencing on top of their infrastructures. Total business data revenues grew 1.3 percent year over year.

Wireline Consumer Revenues Continue Growth. Driven by strength in IP data services, revenues from residential customers totaled $5.3 billion, an increase of 0.5 percent versus the fourth quarter a year ago. The fourth quarter marked the sixth consecutive quarter of year-over-year growth.

208,000 U-verse Net Adds. AT&T U-verse TV added 208,000 subscribers to reach 3.8 million in service. As U-verse scales, its margins improve, contributing to profitability. In the fourth quarter, the AT&T U-verse High Speed Internet attach rate was 90 percent and about half of new subscribers took AT&T U-verse Voice. About three-fourths of AT&T U-verse TV subscribers have a triple- or quad-play option from AT&T. ARPU for U-verse triple-play customers was almost $170, up 2.5 percent year over year.

AT&T’s U-verse deployment has reached its goal of passing 30 million living units. Companywide penetration of eligible living units continues to grow and was at 15.9 percent in the fourth quarter, and 25.0 percent across areas marketed to for 36 months or more. AT&T’s total video subscribers, which combine the company’s U-verse and bundled satellite customers, reached 5.6 million at the end of the quarter, representing 23.9 percent of households served.

U-verse Broadband Continues Strong Growth. AT&T U-verse High Speed Internet delivered a fourth-quarter net gain of 587,000 subscribers to reach a total of 5.2 million, helping offset losses from DSL. Overall, AT&T lost 49,000 wireline broadband connections. About 74 percent of consumers have a broadband plan delivering speeds of 3 Mbps or higher versus 65 percent in the year-ago quarter.

U-verse Drives Consumer Revenue Transformation. U-verse continues to drive a transformation in wireline consumer, reflected by the fact that consumer IP revenues now represent 53.2 percent of wireline consumer revenues, up from 45.0 percent in the year-earlier quarter. Increased AT&T U-verse penetration and a significant number of subscribers on triple- or quad-play options drove 18.7 percent year-over-year growth in IP revenues from residential customers (broadband, U-verse TV and U-verse Voice) and 4.3 percent sequential growth. U-verse revenues grew 43.7 percent compared with the year-ago fourth quarter and were up 8.6 percent versus the third quarter of 2011.

Growth in Revenues Per Household Continues. Wireline revenues per household served increased 7.0 percent versus the year-earlier fourth quarter and were up 2.3 percent sequentially (average revenues per household is total wireline consumer revenues divided by the average monthly households in service), driven by AT&T U-verse services. This marked AT&T’s 16th consecutive quarter with year-over-year growth in wireline consumer revenues per household as U-verse scales and represents a larger portion of this category.

Consumer Connection Trends. In the fourth quarter, AT&T posted a decline in total consumer revenue connections primarily due to expected declines in traditional voice access lines, consistent with broader industry trends and somewhat offset by increases in U-verse TV and VoIP (Voice over Internet Protocol) connections. AT&T U-verse Voice connections increased by 136,000 in the quarter and 598,000 over the past four quarters. Total consumer revenue connections at the end of the fourth quarter were 41.3 million, compared with 43.4 million at the end of the fourth quarter of 2010 and 41.9 million at the end of the third quarter of 2011.

Wireline Revenues Down Slightly. Total fourth-quarter wireline revenues were $14.9 billion, down 1.4 percent versus the year-earlier quarter and down slightly sequentially. Fourth-quarter wireline operating expenses were $13.1 billion, down 0.2 percent versus the fourth quarter of 2010 and down 0.1 percent sequentially. Wireline operating income totaled $1.8 billion, down from $2.0 billion in the fourth quarter of 2010 and down versus the third quarter of 2011. AT&T’s fourth-quarter wireline operating income margin was 11.9 percent, compared to 13.0 percent in the year-earlier quarter and down slightly from 12.1 percent in the third quarter of 2011. Improved consumer and business IP data revenue trends and execution of cost initiatives helped to partially offset declines in voice revenues.

 

 

AT&T products and services are provided or offered by subsidiaries and affiliates of AT&T Inc. under the AT&T brand and not by AT&T Inc.

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Todd Haselton

January 26th

Uncategorized

Oracle claims Android activations make Google $10 million in annual revenue each day

Oracle recently asked a court to stay or dismiss a Java-related patent infringement case against Google for up to 9 months. In a letter to the court, however, Oracle also revealed how much it believes Google makes per day from Android activations alone. “Each day’s worth of activations likely generates approximately $10 million in annual mobile advertising revenue for Google,” Oracle said. Patent expert Florian Muller of FOSS Patents explained that while Oracle doesn’t state how it came to the conclusion, the figure is likely derived “on the assumption of annual advertising revenues of $14 per Android user.” Oracle also argued that Android helps Google gain users on its Google+ social network and that Android alone is much more than a source for mobile ad revenue. Oracle hopes the stay or dismissal, if approved by the judge, might lead to a near-term copyright trial, Muller explained.

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Todd Haselton

January 18th

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