Why iPhone longevity means iOS carrier activation share doesn’t resemble sales

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There was a lot of confusion yesterday when Verizon’s results were discussed, with more than one commentator confusing activations and sales. For the record, what Verizon announced was that 51 percent of its activations were iPhone, not 51 percent of its phone sales.

If you doubt the importance of this distinction, I have one word for you: T-Mobile. As of 11th April, the carrier had two million iPhone activations. Its iPhone sales as of the same date? Zero: T-Mobile didn’t start selling iPhones until the following day.

The difference between the two numbers is particularly dramatic with high-end handsets like the iPhone …  Read more

iPhone takes 51% share of smartphone activations at Verizon in Q3, unit sales flat compared to Q2

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Graph by Benedict Evans.

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.

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iPhone 5s takes top slot from Samsung Galaxy S4 at U.S. carriers; good showing by 5c too

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The iPhone has long been the best-selling phone on AT&T, but the Samsung Galaxy S4 has for some time held that slot at Verizon, Sprint and T-Mobile, with the iPhone 5 in second place. No more. September sales figures from Canaccord (reported in Fortune) show that the iPhone 5s now has top billing on all four major U.S. carriers, with the iPhone 5c also beating Samsung on AT&T and Sprint. While the news isn’t unexpected, the numbers do seem to put the lie to one rumor …  Read more

What you need to know about pre-ordering the iPhone 5c from major carriers and stores

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While it appears there will not be any preorders available for the iPhone 5s, many retailers and carriers are announcing their iPhone 5c pre-order plans. Starting tonight at 12:01 am Pacific Time tonight, you’ll be able to place your pre-order directly with Apple and have it delivered right to your door on the 20th – as long as you’re able to beat out the other customers (potentially millions) to the punch.

As a result, it may be better to work out a pre-order with a carrier or retailer as the demand could be much more sporadic, as it has been in past years. On the other hand, these outlets usually receive less stock and Apple supplies their own stores more quickly than they do for third-parties. We’ll be watching the shipping times as these pre-orders roll out so check back frequently.

Below you will find all of the current announcements, but you should definitely also take a look at how to get the most money for your current iPhone:

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Walmart iPhone pre-orders start tomorrow, 5c at $79, 5s at $189

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Walmart has announced that it will be offering both of the new iPhone models in their 16Gb versions, the 5c at $79 (a $20 saving) and the 5s at $189 (a $10 savings). Walmart offers the phones on Verizon, AT&T and Sprint.

What’s interesting here is that Apple Stores usually do price matching so it might be worth a try after waiting on line on launch day. Best Buy will also price match often, so this could trigger markdowns all over …  Read more

Case-Mate’s iPhone 5C designs ‘evleak’ out, including September 20th ship date

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Update: A bunch more cases have been added below.

Evleaks, a source with an excellent reputation for reliability, has tweeted two photos of aftermarket iPhone 5C cases, together with a very specific shipping date: 8am on 20th September.

It’s widely expected that Apple will announce the 5C (along with the iPhone 5S) on 10th September, and that it will go on sale on the 20th. Both T-Mobile and Verizon have blocked employee vacations around this date.

The photos as posted were rather small – we’ve enlarged them to give a better look …  Read more