What can we glean about how the iPhone is doing from AT&T’s and Apple’s earnings calls? Last quarter, AT&T Wireless had a net gain of 2 million subscribers, its best quarter ever. Apple sold 1.1 million iPhones in the quarter (and 1.4 million cumulatively). Though some portion of those were already AT&T Wireless subscribers, it is safe to say the iPhone deal is working for AT&T and helping to push its overall net subscriber numbers up. Other tidbits:
—On the Apple earnings call, CFO Peter Oppenheimer cited some research from Strategy Analytics placing the iPhone as the “fourth highest selling handset in the U.S. market in the September quarter.” (The Motorola V3 was No. 1).
—Apple has sold 1.4 million iPhones in a little over a quarter. It took the iPod more than two years to reach the same number of sales. The price cut helped it reach that number, by nearly doubling the daily sales of the iPhone. And Apple says it is on track to sell 10 million iPhones by next year.
—Of those 1.4 million iPhones, Oppenheimer estimates 250,000 (or 18 percent) were unlocked to work on networks other than AT&T. (That explains why Apple was so aggressive in bricking those iPhones. Apple only gets paid by AT&T for iPhones connected to its network).
—The iPhone starts selling in the UK (with O2) and Germany (with T-Mobile) on November 9th, and in France on November 29th (with Orange).
—iTunes has now sold 3 billion songs, and 100 million TV shows.
—Apple’s retail strategy continues to power an increasing portion of its sales. In the September quarter, 57 percent of Apple’s sales were direct through its stores or Website, compared to 53 percent a year ago.
Hmm.. I read that in few months Apple will release APIs and application platfor for third party developers on iphone. However, presently they are looking at how to make their platform secure. Best of luck to them!!!
Everyone’s pissed at Apple for bricking these iPhones.
They have monteary incentive to have its customers use AT&T. It’s profitable. It’s understandable.
Yet at the same time, I’m still pissed at them
Everyone’s pissed at Apple for bricking these iPhones.
They have a monteary incentive to have its customers use AT&T. It’s profitable. It’s understandable.
Yet at the same time, I’m still pissed at them
This statement gives the impression that Apple purposefully bricked people’s iPhones, there’s actually no evidence to say this is true either way.
Personally I think the ‘bricked’ phones were casualties of the methods used by some of the iPhone hackers to unlock the phones.
When you mess with a device’s firmware – which is what it takes to unlock an iPhone – then there’s every chance that this will cause problems when exposed to a standard update.
Apple do have a vested interest to have iPhone users stay with AT&T, but I don’t think they’re resorting to purposefully bricking phones.
No more than 3 billions music tracks sold from the beginning of iTunes!
If you consider the customer base, more than 100 millions iPods sold as of April 2007, it is really miserable : less than 30 tracks per iPod average, and for the whole life of every iPod !
This is 9 month old, but still interesting:
http://blogs.ft...sters_itun.html
Steve Jobs is genius – he just knows what works in the market and what does not. None of these gadgets are great breakthru technologies but they have that “wow” factor that people love them. I want to study his mind, how he comes up with these ideas,strategies.
Huh? 57% through its stores or website? As opposed to what, exactly, Microcenter (or the very few other resellers)? If that’s all this is trying to say, I’m actually quite shocked that so little of their sales is via direct retail.
In germany most people say that the prospected rates from T-Mobile to expensive. So it will be interesting, if the iPhone will run under a more exclusive environment.
I don’t think apple is intentionally bricking the phones, but I am sure they couldn’t care if they accidentally bricked the phone… There is no incentive for apple to test updates on modified phones for compatibility….
When I upgraded my iPhone from 1.0.2 to 1.1.1, it said something along the lines of “if you have modified your iPhone, you should not run this upgrade. Your phone might not work anymore.” It was bold, and I actually noticed it in the EULA.
I cannot fathom how people are upset at Apple about the ‘bricking’ when:
1. It was in the news that modified phones might be re-locked or bricked.
2. It was in big bold letters on the agreement.
3. It requires a firmware modification to modify it.
4. The upgrade didn’t add much, and was not at all necessary.
If I modified a device, I would certainly research if I could run the normal upgrades.
Apple needs a social platform now to bring all those numbers(of users) to form a community. Provide online platform to interact and share. Somehow they still think that all this photo and video sharing happens out of the PC which is not true any more. Now this happens on facebooks and orkuts. And building a community totally around songs(iTunes) is very boring idea. Their .mac is simply not good enough. If MS can look into this space then why not Apple? They have the money and resources. 18 billion dollars, i guess and total debt of $0.
Steve curran wrote:
This statement gives the impression that Apple purposefully bricked people’s iPhones, there’s actually no evidence to say this is true either way.
Personally I think the ‘bricked’ phones were casualties of the methods used by some of the iPhone hackers to unlock the phones.
Are you NUTS. Apple stated that if you unlocked your phone their
upgrades would brick it! [Censored] Apple! Apple is just
[Censored] themselves in the [Censored]. The Iphone will
sell for a while then people will come to their senses and toss
their piece of [Censored] phones like the junk it is!
Apple warned about the bricks before because they probably took a look at the unlocking techniques used and saw they had a bug in them. You could have downloaded the code yourself too; it was freely available. Now Apple isn’t going to contact the unlockers to tell them about the bug in their code, so they instead sent a warning. Phones bricked, and after the dust settled, the unlock hackers discovered it was a bug in their code, and posted about it. That is why they worked to write the unbricker code; because it was their mistake the phones bricked. You can read their own words here with a complete explanation of how they messed up the unlocking: http://code.goo...iki/iPhoneBrick
Of course it sells more ads to make it Apple’s fault, so every news outlet and blog posted it as Apple retaliation, but instead of being spoon-fed your information, a few minutes of Googling would have revealed the truth. Hate Apple all you want, but at least hate them for real reasons.
@trygve There are quite a few Apple resellers, such as Best Buy and Amazon.com, for starters.
Eric: You stated, “Apple says it is on track to sell 10 million iPhones by next year.” I am pretty sure they stated they are on track to sell 10 million iPhones IN 2008. That implies a larger amount than selling 10 million by the end of next year, as it means not counting the million(s) already sold this year… I could be wrong.
MGZ
10 million is a bit of a large figure! I can’t see them taking off too well in Europe as they are too big and clumsy as a phone, slim phone and ipod nano do the same job, take up less space and look better!
Whether the bricking was deliberate or not to protect AT&T revenue sharing is moot.
The majority of the unlocked iPhones are not being used in the US. I have two in my household alone, unlocked… in Australia.
In my wider circle of (mainly tech savvy) acquaintances, there are a large number of iPhones represented, almost as many as amongst similar groups in the US.
In finding out how to unlock, I’ve been communicating with people all over the world, ranging from Malaysia to Croatia. There has been no announcement of iPhone availability in any of those markets.
If those people had not unlocked, Apple would have not received any more revenue, and if those people had not purchased the unit at all, Apple would have received less revenue and would not be able to boast having sold over 1 million in Q4.
To assume that unlocking is hurting Apple is flat out wrong. Unlocked phones benefit Apple.
Who is assuming unlocking is hurting Apple? Someone said there is monetary incentive to have the iphone buyers use ATT, which there is, but no one said Apple is being hurt by it.
That’s nice you and your friends overseas have iphone. Here, have a piece of candy…
Direct sales include stores, website, and direct education sales.
Apple has lots of resellers in the US and around the world, especially where there are no Apple Stores.
Verizon’s Voyager! – Now an iPhune Killer!
http://fakestev...er.blogspot.com
The news for Apple and the iPhoney just gets worse and worse!
First we release the iPod Killer, Zune2, with FM radio!
THEN:
Verizon announces the LG Voyager phone! Mobile Magazine says:
“Remember how Verizon passed on the iPhone? That’s because the LG Voyager might even be better. It also has a large external touchscreen, but when you open the phone laterally, a QWERTY keyboard emerges for text entry. Key features include high-speed wireless broadband, a web browser, music player, and microSD expansion.”
Best of all it is driven by a proven OS, Windows Mobile! No playing on the screen with your fingers, we treat you like an adult.
Apple is on the ropes! They are down! They are out! It’s over! It’s over!