Verizon has just reported their results for the third quarter, with smartphone sales topping 7.6 million units. While the press release does not disclose details about iPhone performance, on Verizon’s conference call, the company announced that iPhones were responsible for just over half of all Verizon’s smartphone activations, compared to about 43% in Q2. It is important to remember the distinction between activations and sales, with activations including passed-down devices to spouses or children as well as the strong iPhone reseller market.
In terms of unit sales, Verizon sold 3.9 million iPhones. This is almost identical to the previous quarter, which is a bit surprising given last quarter saw the launch of the 5s and 5c. Year-over-year, though, sales are up about 26%.
Other US carriers are due to report their sales figures over the next few days, which will provide a fuller picture of iPhone performance. Apple will report total iPhone sales for the September quarter, in two weeks time, in their earnings call.
Fascinating how effectively all the growth in US smartphone sales comes from iPhone. Android flat for last 2 years.—
Benedict Evans (@BenedictEvans) October 17, 2013