Verizon iPhone Sales Fail to Impress
Well BGR has some stats that compare iPhone sales on AT&T and Verizon and since the Verizon iPhone is all shiny and new to the market you’d expect some big time numbers from them. Well, it’s not the case. It looks like in store sales are pretty similar comparing one is just daily sales and one is a new product. These are 5 combined stores:
- Thursday: Verizon = 909, AT&T = 539
- Friday: Verizon = 916, AT&T = 680
- Saturday: Verizon = 660, AT&T = 471
- Sunday: Verizon = 796, AT&T = 701
- Monday: Verizon = 711, AT&T = 618
And preorders were just 550,000 which is a large number, but with the iPhone the numbers are always expected to be even higher. They also note:
We also have some statistics on who’s buying Verizon iPhones to share with you: 30% of people buying Verizon iPhones were Android users, just over 25% of people buying iPhone 4 were BlackBerry users, and only 14% of people buying the Verizon iPhone were AT&T iPhone owners. The remaining percent didn’t want to say, didn’t have a smartphone, or didn’t have a phone prior to making their iPhone 4 purchases last week.
Let’s see how things fare come the iPhone 5.
We’re seeing over 10% of our iPhone traffic coming from Verizon versus AT&T, some ad network is seeing about 5%.
I don’t know how long it’s been exactly but that’s enough to impress me.
Any iPhone sales figure is going to be substantial as a single phone total. To me its begun to get misleading because the iPhone now is reflective of their ecosystem. Any major release below at least 1 million is not what Apple or the carrier wants to see.
This is a unique situation. The iPhone 4’s been on sale since what, June?
Those God intended to want an iPhone have had almost five years to settle down with the only game in town, AT&T. The iPhone 4 itself has gone to a large segment of those people whose AT&T seal had already been broken. This is not a new phone, the only thing new is that you can pay somebody else to let you use it in the US.
What do you think the launch figures would look like if AT&T hadn’t sold the iPhone 4? A little bit higher or a shitload higher?
That it launched in the high hundreds of thousands, first of all, ain’t bad period. A lot of noise behind this was a result of AT&T sucking and a pervasive suspicion that Verizon would suck substantially less. It takes a hell of a lot to lure someone into switching carriers. Do you make a habit out of hopping from one carrier to another? This is Verizon’s first Apple anything.
As things even out and they get their Apple base those people will be much more inclined to buy the next iPhone than the first time, particularly those who defected from any other carrier in order to get the iPhone 4. I don’t think anyone at Verizon’s crying about the situation, I don’t think Apple cares one way or the other and I think AT&T did not pop the champagne over the news of no overnight campouts outside of Verizon joints.
Verizon will steadily cut into AT&T’s iPhone pie. They’ve already cut themselves a slice. I bet within two months Verizon will hit double digits of iPhone carriage.
Meanwhile they’ll continue to put a hurting on AT&T across the board with customer defection from AT&T and other new subscribers from thin air, also with Android even though Verizon’s diluting themselves with this Apple stuff whereas AT&T is unloading some 3GSs that they couldn’t sell and is about to go all-in on Android.
If there weren’t already virtually no demand for AT&T’s stock I would sell my Google shares and short them.