Verizon

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According to Localytics, AT&T continues to be the dominant iPhone carrier in the US, even with the Verizon entering the market strongly last year, grabbing 40% of the users in half the time.

As the 4S was launched on Sprint as well with truly unlimited data plans, one would have thought more of AT&T’s marketshare would have been diminished.  However, it appears that sprint is taking more away from Verizon.

Sprint’s share of the 4S market now stands at 12% according to the figures.  AT&T, though coverage is spotty in urban areas like New York and San Francisco, does have a significant speed advantage over Sprint and Verizon’s 3G as well as the ability to talk and use data at the same time.

Looking at iPhone 4 distribution as a comparison, Sprint seems to have eroded more of Verizon’s market share than AT&T’s – of the previous-generation handset, 60% are on AT&T versus 40% on Verizon.

A likely driver for these differences is the fact that AT&T can mine its existing base of iPhone users. Because all Verizon iPhone users are in the first year of their wireless contract, the cost of upgrading will be high. However, many longer-term AT&T users, especially those holding iPhone 3GS and earlier devices, are off-contract or nearing the end of their contract. AT&T has been aggressively leveraging the iPhone 4S to sign these customers to new two-year contracts, and the data in this study suggests that tactic may be working.

That data strongly lines up with our poll which we’ve been tracking since before the iPhone 4S launch…

Out of the AT&T idea factory comes a new app that allows users to make calls via Voice over IP.  While it doesn’t say so explicitly, Verizon and Sprint users can use this VoIP app to make cheaper(?) calls on their iPhones even though they don’t use AT&T’s wireless service.  Theoretically, International iPhone users could as well.  The app is also available for Android.

The costs are billed directly to a credit card and not necessarily to an AT&T card holder’s account.

Just think of it as a more expensive Skype or (insert your favorite VoIP service here) with more limitations.

Also, while traveling in some countries, AT&T will allow you to use Wifi to make international calls over VoIP.

Here’s a few situations where this makes sense:

1. If you don’t have an AT&T signal but have Wifi – like Midtown Manhatten or the greater San Francisco area for instance.  T-Mobile already does this and it is a great service.  However, T-Mobile lets you recieve calls over Wifi too – which is awesome anywhere (including overseas) where a T-Mobile signal isn’t available.  T-Mobile’s is also integrated into the phone and is free — see where I am going here?  AT&T has a ways to go.

2. If you are travelling internationally and don’t want to get hit with International roaming fees.  Using Wifi saves some money here.

3. If for whatever reason, your Verizon or Sprint long distance calling service is too expensive.

4. International users may be able to get better rates f they can provide AT&T with an acceptable credit card.

Just think, a few years ago VoIP apps were being blocked and now the Telcos are doing it themselves.  Full App info below:

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Carrier Verizon Wireless, a joint venture of U.S. telecommunications firm Verizon Communications and UK multinational mobile network operator Vodafone, today announced financial results for the September quarter. Big Red sold two million iPhone units which represents a 300,000 units decline compared to the June quarter. Verizon was also behind rival AT&T which yesterday reported activating 2.7 million iPhones in the quarter out of a total of 4.8 million total devices.

In a separate statement, rival AT&T said it activated a million units of the new iPhone 4S on its network as of Tuesday, while Verizon made no mention of iPhone 4S in its quarterly filing. iPhone 4S went on sale in the United States, UK, Australia, France, Germany, Canada and Japan on Friday, October 14. The phone will roll out to 22 new countries later this month, with regional online Apple Stores in those countries accepting reservations beginning today.

Verizon’s full press release is right after the break.

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[youtube http://www.youtube.com/watch?v=wd7taHnHzcg]

If you’re trying to make your iPhone 4S buying decision based on network speeds, here’s a helpful comparison video (above). The test shows the loading of websites and also runs the speed test application on all three networks.

Remember, this was done at one fixed location so you’re mileage most certainly will vary.

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Readers are writing in to tell us that AT&T is backlogged on their iPhone activations while Verizon and Sprint appear to be handling the load a little better.

One reason is likely sheer numbers. Our survey (below) shows that US users are picking AT&T over Verizon and Sprint by a significant margin (mostly for the Data speed). We’ve also heard that Apple was expecting this and stocking up to five times as many AT&T iPhone 4Ss as Sprint or Verizon iPhones.

So which iPhone did you pick up?

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The iPhone 4S has sold out completely across AT&T, Verizon, and Sprint reports Businessweek. While you can still get your order in, delivery in AT&T’s case has been pushed back 3 -4 weeks. Shipping should be similar for Verizon and Sprint too, but they aren’t providing a time frame on their website.

Apple announced it had sold 1 million iPhone 4Ss across 100 world carriers in 24 hours in contrast with 600,000 across the five launch countries in 2010 with the iPhone 4.

Tomorrow the iPhone 4S goes on sale, and stores should have an extra stock of the iPhone 4S for those who haven’t pre-ordered yet. To get your hands on those, you’ll probably have to hop in line pretty early. 
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Owning up to its ‘Worldphone’ capabilities, Macworld got the SIM unlock policies from Verizon and Sprint which may make the CDMA phone more attractive than one from AT&T that is SIM-locked.

But there’s a new wrinkle that potentially makes the international-roaming experience better on Sprint and Verizon iPhones than it is on AT&T. Sprint plans to sell the iPhone 4S with its micro-SIM slot unlocked; Verizon’s will be initially locked, but if you’ve been a customer in good standing for 60 days, you can call Verizon and ask for an “international unlock.” (A Verizon spokesperson told me that this is Verizon’s standard policy for all world phones—it’s just the first time it’s manifested itself on an iPhone.)

That’s interesting because for instance the Verizon Droid II Worldphone comes with a locked Vodafone (Verizon’s half parent company) SIM card. If you travel overseas you cannot exchange a local carrier’s SIM, you have to use Vodafone. Verizon may unlock these but it was my understanding that it was up to their discretion. Their policy might be two months old now but that could change on a whim (plus, what is “good standing” – seems shady).

AT&T of course won’t let you put in a local carrier’s SIM card and will charge you their high rates for roaming (though they’ve come down a bit over the past year).

When added to Sprint’s unlimited data plans, ol’ Yellow is looking pretty good, especially for those who travel internationally.

Update: Sprint refuted this claim to Ars Technica and says you will get a Sprint SIM and be charged Sprint Roaming charges, like AT&T.

We are hearing numerous reports that AT&T unlimited data users aren’t able to upgrade their unlimited plans when they order the iPhone 4S. They are automatically changed to a different data tier (in the above case, the $30 data).

Update: It appears the upgrade is just a bit more complicated. You have to remove the “unlimited data for iphone” plan and then they’ll let you add an “unlimited data for iphone 4S” plan. Yes, unnecessarily complicated and is causing some users to lose their unlimited status.

Update 2: AT&T has chimed in: All current AT&T smartphone customers with an unlimited plan can upgrade and keep their unlimited plan. We’re working on making the online page more clear, but if a customer keeps clicking continue, they will see their unlimited plan.

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It’s interesting that you can’t take your unlocked iPhone 4S over to Sprint or Verizon to enable service, at least explicitly. Also, it appears that you can take your unlocked iPhone 4S over to T-Mobile (Apple says “GSM Networks” but doesn’t mention T-Mobile specifically), but only expect to use the EDGE 2G speeds.  Being unlocked also means swapping out micro SIMs when travelling internationally is possible.

The unlocked iPhone includes all the features of iPhone but without a contract commitment. You can activate and use it on the supported GSM wireless network of your choice, such as AT&T in the United States.* The unlocked iPhone 4 or iPhone 4S will not work with CDMA-based carriers such as Verizon Wireless or Sprint.

If you don’t want a multiyear service contract or if you prefer to use a local carrier when traveling abroad, the unlocked iPhone is the best choice. It arrives without a micro-SIM card, so you’ll need an active micro-SIM card from any supported GSM carrier worldwide. To start using it, simply insert the micro-SIM card into the slot on your iPhone and turn it on by pressing and holding the On/Off button for a few seconds. Then follow the onscreen instructions to set up your iPhone.

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Today’s iPhone 4S launch, while bringing a consolidated single phone to three US carriers, also presents some complexities. Some observations:

1. Probably obvious to some: The 14.4 speed increase is only on AT&T where that speed is actually available. Verizon and Sprint will continue to be at their same 3G speeds. They will also continue to have other CDMA limitations like being cut off of data when talking.
2. If you buy a Verizon iPhone 4S, you may not be able to head across the street to Sprint with your phone. And vice versa. Phone companies lock their devices so that you can’t move carriers as easy and it appears at first glance that the iPhone 4S won’t be an exception.
3. IF you have a Verizon or Sprint iPhone 4S, you likely will still be able to stick an international SIM card in your phone while travelling. However, will AT&T work in a VZ or Sprint iPhone? Unlikely.
4. Sprint is also getting the iPhone 4 but AT&T still has an exclusive on the iPhone 3GS in the US. If you factor in the costs of owning a phone for two years, the $100-200 saved up front is a drop in the bucket.
5. Sprint is the only US carrier offering truly unlimited data plans. From personal experience, Sprint offers great data connectivity, especially in big cities. It will be interesting to see how that network holds up as 30 million iPhones get onto Sprint’s network over the next four years.

Another poll for US iPhone users…

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Reddit user TheReverndZ shows the text he just got from AT&T.  He was over 11GB (!!) today for the month which is pretty hefty to say the least.  Next month, he’s probably going to get throttled as per the news we broke in June.

Starting October 1, smartphone customers with unlimited data plans may experience reduced speeds once their usage in a billing cycle reaches the level that puts them among the top 5 percent of heaviest data users.  These customers can still use unlimited data and their speeds will be restored with the start of the next billing cycle.  Before you are affected, we will provide multiple notices, including a grace period.

Don’t laugh Verizon users.  Yours is coming too.  Sprint, for the record, says it won’t throttle guys like Skelatwork, if they get the iphone

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Just like Verizon, T-Mobile has chosen to side with Samsung in its fight against Apple reports Foss Patents. T-Mobile’s reason, in response to a preliminary injunction proposed by Apple, is that they don’t want key 4G devices to be banned for the holiday season. And since it doesn’t look like T-Mobile is getting the iPhone anytime soon, Samsung’s 4G phones could be a big part of their sales. Check out T-Mobile’s response below:

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Here’s the story (via Daring Fireball). The short of it is that Verizon asks the court not to issue Apple’s requested injunction against Samsung products because an injunction “is not in the public interest… It significantly limits consumer options and crippling the free flow of goods to Verizon and its customers”.

The obvious response is what injunction wouldn’t?

The question is: why would Verizon throw its weight behind Samsung in this battle now that it has the iPhone?

Perhaps Verizon isn’t as happy with the iPhone and as they were in early 2011.

Notice the love start to peel away in the video below. Verizon CEO Lowell McAdam was expecting to have an iPhone 5 this summer and counts that as a reason for missing targets in the third quarter. Revenues overall are flat and Verizon isn’t seeing the LTE money they were hoping for. Samsung obviously sells a bunch of LTE phones and Tablets that Verizon wants to capitalize on (and has a lot invested in) including the Galaxy Tab 10.1, Droid Charge, and the Droid Nexus Prime due out later this year…

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Verizon Wireless CEO Lowell McAdam

At an investor conference yesterday, Verizon CEO Lowell McAdam made the simple argument:

I have taken the position that the AT&T merger with T-Mobile was kind of like gravity. It had to occur, because you had a company with a T-Mobile that had the spectrum but didn’t have the capital to build it out. AT&T needed the spectrum, they didn’t have it in order to take care of their customers, and so that match had to occur.

I don’t think that I’ve heard a rationale for the merger stated more succinctly.

But coming from AT&T and T-Mobile’s biggest rival, you know it is a bunch of horses**t.

Since when does a company CEO say something to the effect of “We want our competitors to be stronger and better equipped to compete with us and take our customers”?

The reason why Verizon is in favor of the deal is because it eliminates a low-cost player in the market and brings the U.S. closer to a telecom duopoly, in which AT&T and Verizon can set prices.  Just recently, Verizon was forced to offer a $50 pre-paid data plan that competes with Sprint’s Virgin and T-Mobile.  With Verizon/AT&T running the show, they won’t need to make moves like that.

It’s pretty obvious to anyone not on an AT&T or Verizon payroll (including fifteen members of Congress led by North Carolina’s Heath Shuler) that a merger would be horrific for wireless competition in this country.

No one with an eighth-grade education really believes that any merger, telecom or otherwise, has ever created jobs or competition in the marketplace which is what AT&T is somehow trying to argue. Hopefully this thing is killed. Soon.

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Clearly, Sprint CEO Dan Hesse knows (whether or not) he’s getting the iPhone in a few weeks. But he’s obviously sworn to secrecy by Apple.

The problem is that he has to tell investors how he’s going to come up with all of the additional money and subscribers that will come with getting the iPhone and offering it on unlimited data plans.  When asked about the “rumored device” he said,

“If we get it–if–we may have to adjust our guidance for that,”

Last week, Sprint CFO Joe Euteneuer did the same dance, saying that Sprint’s network could handle the iPhone, not that it was getting it.

It will indeed be interesting to see how Sprint’s network can handle the iPhone, especially with unlimited plans.

In other ‘News’, Al Gore mentioned that Apple would be releasing new iPhones next month.

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Apple and Sprint have completed work on a version of the iPad for Sprint’s data network. This Sprint compatible iPad appears to be ready for public consumption and will join the family of GSM (AT&T) and Verizon capable Apple tablets before the holidays. With Apple soon launching a Sprint version of the iPhone – which we independently confirmed in June – we suspect that the Sprint iPad will come alongside or soon after that release. The iPhone 5 release is still scheduled for October 7th according to our source (and others), but changes/delays are always possible.

The first week of October date for the new iPhone’s availability fits nicely with our report about AT&T’s major early October changes: data throttling and a new insurance plan for $199 devices.

The Sprint version of the iPad is completely separate from the CDMA Verizon model.  We can’t confirm that this new iPad will run on Sprint’s powerful 4G WiMAX network, but the question begs to be asked: Why would Apple build a new iPad for Sprint and not use the CDMA iPad that Verizon already carries?  A report yesterday from TUAW seemed to imply that a 4G iPad from Sprint would be happening at some point.

What’s perhaps most enticing about the Sprint iPad (besides the possibility of 4G) is that Sprint is a lot more generous with its data plans, perhaps offering iPad users once again a truly unlimited data option.

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SprintFeed provides a screenshot of Sprint’s internal systems showing a blackout of some kind due to a major phone launch. The dates September 30th to October 15th fall in line with all of the recent rumors and Sprint’s Galaxy S II gets released next week so that ain’t it. Yeah, Sprint. Welcome to iPhone.

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Late last week, Verizon introduced a new 300MB data plan for $20/month for the carrier’s mid-Atlantic region. This covers Maryland, Washington, DC, Virginia and North Carolina. This special data plan tier is available in a limited test run from August 18th until September 30th. The idea for the plan, according to Verizon regional president Mike Maiorana is to welcome users from non-smartphones:

This is a great introductory plan for customers who have been contemplating moving from a basic phone to a smartphone but were hesitant because of cost, said Mike Maiorana, regional president in Maryland, Washington, DC and Virginia. The $20 monthly access promotional plan is an opportunity for customers to learn the many benefits of having a smartphone with email and calendar functions, as well as Internet access and apps, at their fingertips

According to our sources, though, Verizon’s reasoning for the plan is not that simple. The company is actually going right after AT&T’s $15 data plan that provides users with 200MB of data usage per month. Verizon Wireless figures that an extra 100MB for only $5 is the more enticing deal. The plan also doubles as an easier route for parents to set young children up with a phone line on their Verizon plan. Because of this, Verizon Wireless currently plans to make this data plan a permanent and nationwide option by this holiday season. This could change at anytime, though, depending on response to the test-run.

VZ’s current plans

Cross posted on 9to5Google

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About a month and a half ago, one of our Apple Store sources told us that some Verizon techs had visited that day and upgraded the in-store cell equipment to LTE.  At the time, LTE iPhones seemed like a distant possibility for upcoming iPhones and a Verizon source told us that upgrades to cell boxes were happening somewhat arbitrarily all over the country.  Tim Cook, in a conference call earlier this year, made it sound like LTE was going to have to wait until later builds.

Tim Cook said that these early generation LTE chips would require too many compromises in design.

But yesterday things changed when a report detailled the LTE (specifically Verizon in this case) strings that were pulled from a carrier version of iOS OTA updates.  Could the changing of the iPhone release schedule be timed to allow Apple to get the most modern LTE chips in iPhones aas well as give the networks time to mature?

Fast forward to this today, where Engadget says AT&T is also upgrading its on-premise Apple Store Cells to LTE.

Sure, but it possible that AT&T is just building up its nationwide infrastructure ahead of its LTE rollout, which today it announced (below) was going to start in 5 cities next month and…

By the end of 2011, AT&T plans to offer 4G LTE to customers in at least 15 markets, covering 70 million Americans.

Realistically, does that sound like the type of  mainstream network Apple will aim its iPhone 5 towards?
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While Google passed the 40% smartphone share (Microsoft must be happy!) in the US threshold, Apple continues to outpace the industry as a whole posting modest 1 point gains in the US smartphone category according to comScore.   Apple moved up from 25.5% in March to 26.6% in June on the year old iPhone 4 model which also saw its US debut on Verizon.

Apple also moved up in the hardware category, below:

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Update: AT&T has officially verified this information.

Frankly, throttling isn’t so bad if done fairly.  It is a good way to penalize heavy users but without them having to worry about overage charges.  For high end users, however, it wold make sense for AT&T to add the ability to buy more regular speed data like they do now…
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