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by fpgeek
4975 days ago
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No, Verizon, AT&T and Sprint all broke out iPhone sales in their recent quarterly reports. Verizon + Sprint didn't outsell AT&T on total iPhones, so it would make no sense for them to be winning iPhone 5 converts fast enough to create this sort of version skew. Instead, I think we're seeing an artifact of how the models are reported. If you look at Apple's iPhone 5 specification page ( http://support.apple.com/kb/SP655 ), you'll see that the CDMA iPhone 5 and the non-US GSM iPhone 5 have the same model number. That says to me that they are probably reported together in this sort of device breakdown (and may well even be almost the same phone under-the-covers modulo some configuration bits). In other words, the iPhone 5 on almost everyone but AT&T is massively outselling the iPhone 5 on AT&T, which seems much more reasonable. |
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