AT&T Gives Status ReportiPhone activation count worries Wall Street ( old news - 02:42PM Tuesday Jul 24 2007) Tipped by JSRoman  AT&T posted a 61% increase in second-quarter earnings today, though that's thanks to its buyout of BellSouth. In addition to continued landline losses, DSL sales slumped, with 439,000 added last quarter -- down from the 691,000 new DSL customers added the quarter before. AT&T reports 51,000 total U-Verse subscribers. Wireless is where the growth is happening for AT&T. However, Wall Street is apparently grumpy that fewer iPhones were activated during the first two days of sales than anticipated (146,000 reported compared to 500,000 predicted). Apple shares fell on the news, though we're guessing both AT&T and Apple will be just fine.
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jgkolt
Premium
join:2004-02-21
Lakewood, OH
clubs: | go verizon then put ur money behind verizon for fios and wireless.
--
www.LakeSemaJ.com | |
|  | 
en102
Canadian, eh?
join:2001-01-26
Valencia, CA
 ·RoadRunner Cable
 ·DSL EXTREME
| Re: go verizon Verizon Wireless has traditionally done well.
Verizon is still on a gamble with FiOS (i.e. ROI), not functionality.
AT&T (Mobility?) isn't bad... too bad they sold a crippled product for $$$$
AT&T Landline still is the countries largest DSL / ISP.
I've been MUCH happier with AT&T (Mobility?) than I was with Verizon Wireless. Too many billing issues, CS problems, dropped calls. | |
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timcuth
Braves Fan
Premium
join:2000-09-18
Pelham, AL
clubs:
·AT&T Southeast
|  146,000 registrations?
So, did 550,000 people buy iPhones just to use as iPods? Or, is the sales figure of 700,000 just another pipe dream? 
Wait, here's another idea. 550,000 phones were bought by saps who thought they would buy them for $600 and sell them for $1200 into a sold-out market. Ha ha ha!
Tim
--
If you want to know what God thinks of money, just look at the people he gave it to. - Dorothy Parker
~ Project Hope ~ | |
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BillTager
join:2000-09-20
Charlotte, NC
| Re: 146,000 registrations? quote:
I wonder why there were only 146,000 registrations when it has been widely reported that 700,000 iPhones were sold?
Could it be that the 146K activations were new AT&T customers only, and that the rest were existing customers?
Just a guess.
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Formerly DSLWho | |
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tigers
join:2001-01-14
Irmo, SC
| Re: 146,000 registrations? said by BillTager : quote:
I wonder why there were only 146,000 registrations when it has been widely reported that 700,000 iPhones were sold?
Could it be that the 146K activations were new AT&T customers only, and that the rest were existing customers? Just a guess. AT&T says total:
"AT&T activated 146,000 iPhone subscribers, more than 40 percent of them new subscribers. Sales of the iPhone continue to be strong in July with store traffic above historical levels." | |
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iPhoner
@comcast.net | Maybe it's because we're looking at the time period of 6PM Friday June 29 through June 30? | |
| | skrupowies
join:2002-08-22
Wallingford, CT
clubs:
 ·AT&T U-Verse
| said by timcuth :I wonder why there were only 146,000 registrations when it has been widely reported that 700,000 iPhones were sold? Tim
Sales of the iPhone began just 30 hours before the official end of the AT&T fiscal second quarter. That 146,000 is the total number of activations that occurred in that 30 hours. This is from the AT&T announcement:
"Sales of the Apple iPhone have been robust. The June 29 launch allowed for less than two days of sales and activations before the end of the quarter. In that time, AT&T activated 146,000 iPhone subscribers, more than 40 percent of them new subscribers. Sales of the iPhone continue to be strong in July with store traffic above historical levels."
The number of iPhones sold to date will be much higher because of that. | |
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timcuth
Braves Fan
Premium
join:2000-09-18
Pelham, AL
clubs:
·AT&T Southeast
|  Re: 146,000 registrations?
Also, everyone is talking about "two days", when it was really only one day and six hours, because the iPhone did not go on sale until 6 PM, Friday evening.
Tim
--
If you want to know what God thinks of money, just look at the people he gave it to. - Dorothy Parker
~ Project Hope ~ | |
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Jon
Premium
join:2001-01-20
Lisle, IL
1 edit | 146,000 reported compared to 500,000 predicted How many phones did they sell?
It's probably because after paying $600+ for the phone, they couldn't afford to activate it.
edit ^^ I see, 700,000  | |
| | 
tc1uscg
join:2005-03-09
Saint Clair Shores, MI
| Re: 146,000 reported compared to 500,000 predicted said by Jon :How many phones did they sell? It's probably because after paying $600+ for the phone, they couldn't afford to activate it. edit ^^ I see, 700,000  Yep.. sorta like people who by H2's. They might can afford the LEASE payment but putting gas in it and driving around is another issue. Time to look for that 4th job.. Now if we only had 32 hrs in a day, I might can get some sleep  | |
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tc1uscg
join:2005-03-09
Saint Clair Shores, MI
| Re: 146,000 reported compared to 500,000 predicted AT&T has an exclusive deal with Apple to provide wireless service for American buyers of the iPhone, which went on sale June 29 amid excitement surpassed only by the release of the final Harry Potter book last week. Gee, do you think VZ and Sprint knew this would happen. Guess they are a little smarter then people give them credit for. | |
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jspectre
join:2001-11-08
Germantown, WI |  more likely..
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tigers
join:2001-01-14
Irmo, SC
| Re: more likely.. The phones went on sale at 6 pm friday and the second quarter ended on Saturday.
Still 146k vs. 700k estimated is quite a discrepancy. I wonder how much the activation problems hurt those numbers and also if they take into account the phones sold by Apple stores.
Om Malik has a few comments as well: »gigaom.com/2007/07/24/iphone-and···lusions/
said by Om Malik :
...Richard Farmer of Merrill Lynch takes the cake, when he stomps his feet and says, “we expected more days of selling in June.” We know Steve is God, but even he can’t add extra days to June....
...Over a period of 30 hours (including night time) equates to 4867 iPhone activations per hour or 82 activations per second.
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oh yeah
@bellsouth.net | The problems were APPLE my sim card was actiated not the device!!!!! | |
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NPGMBR
join:2001-03-28
Arlington, VA
| Time Will Tell I think it is safe to say that those numbers (may) improve as the current cellular contracts of current and future iPhone buyers come to and end. Those numbers dont include purchases made directly from Apple.
But it could also be any of the following:
1. People arent willing to pay that much the iPhone
2. Don't wanna be stuck with AT&T
3. Afraid of the all in one device scenario | |
| | 
N3OGH
Bear patrol must be working like a charm
Premium
join:2003-11-11
Philly burbs
·Verizon Online DSL
| Re: Time Will Tell said by NPGMBR
But it could also be any of the following:
1. People arent willing to pay that much the iPhone
2. Don't wanna be stuck with AT&T
3. Afraid of the all in one device scenario
[/BQUOTE :It could be.... We have a winner! All 3 of the top reasons I took a pass on the iPhone. --
Welcome to cat noise Wednsday!! | |
| 
DaSneaky1D
one wall to block them all
Premium,MVM
join:2001-03-29
The Lou
·Charter Pipeline
| How many iPhones were returned, or will be before 30 days? Buyers remorse I'm sure claimed a large portion of those numbers.
For most people, dropping $500 on a new phone is not a reality. Many people that did buy them, did so on a credit card (very stupid) or used already accounted for funds (ie, mortgage/rent, bills, ect). And sometimes, after all the fun and attention to "you" wears off, you're just left with an expensive phone.
I wouldn't doubt that many of the people that bought them never intended to activate it. Or, if they did see that "cute" gadget, was scared off at the time of activation after they seen how much one line of service would really cost.
--
:: my trivial ramblings :: | |
| | bogey780
join:2004-03-19
Here | Re: How many iPhones were returned, or will be before 30 days? It's explained. Activations from only the first 48 hours were counted. Those who bought theirs from a reseller, had trouble activating, or didn't activate immediately weren't counted. | |
| | Pictor Guy
join:2004-06-21
Sammamish, WA
| 146,000 activations != 146,000 sold Activations is not the same as sold. Being that most new subscribers were reporting 20+ hours to activate a phone I would be willing to bet that many more phones were sold. The 2% of users having problems is questionable based on posts and personal experience for new subscribers. | |
| | 
Rick
Premium,MVM
join:2001-02-06
Waterbury, CT
clubs:
| The numbers they don't want to talk about... Guess what folks?....
Another almost TWO HUNDRED THOUSAND LANDLINES bit the old dust.
Yep..that's right. In just one quarter..there goes another 1/4 million.
And you know what? I think if I was a TELEPHONE company..I might find that just a teeny weeny bit concerning.
But hey..that's not all..is it?
Remember that next generation video..voice and HSI service we've been hearing so much about?
You know..the one that for what seems FOREVER now has been rolling out to all kinds of cities across this great land of ours.
Well, guess what kids...
You know how many customers they've managed to sign up for it?
Hold on to your seats folks. It's a real whopper.
51,000.
Yep..that's right. FIFTY ONE THOUSAND people have flocked to AT&T's door for the latest in copper technology.
I mean, doesn't it seem like AGES ago that the AT&T fanclub was telling us the number was 40,000. And so, in between THEN..and todays earnings release..they've managed to really sock it too the cable industry, by adding another 11,000 customers.
Ya know what? Like I've said over..and over and over..
when you have a telco this size..and they're losing that many landlines..and their next generation uverse service is this much of a failure to date...you really don't have very much left now, do you?
Well, of course..they do have the Iphone.
Is it any wonder that the market is now panicking over those numbers?
AT&T...listen up. And listen good.
You don't have much time left.
Ftth..is what you need to do now.
As in..TODAY.
--
The Coyote captured the RR! Roadrunner Rick is now Comcastic! | |
| | bogey780
join:2004-03-19
Here | Re: The numbers they don't want to talk about... Ages ago? You mean like 2-3 weeks before the quarter ended?
So how many Fortune 500 companies you run? | |
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Rick
Premium,MVM
join:2001-02-06
Waterbury, CT
clubs:
2 edits | Re: The numbers they don't want to talk about... said by bogey780 :Ages ago? You mean like 2-3 weeks before the quarter ended? So how many Fortune 500 companies you run? I'm available for hire by AT&T if their new CEO wants to step down.
Ftth will be rolled out starting 9am tomorrow if that were to happen. | |
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Alakar
Facts do not cease to exist when ignored
join:2001-03-23
Milwaukee, WI
| Re: The numbers they don't want to talk about... said by Rick :said by bogey780 :Ages ago? You mean like 2-3 weeks before the quarter ended? So how many Fortune 500 companies you run? I'm available for hire by AT&T if their new CEO wants to step down. Ftth will be rolled out starting 9am tomorrow if that were to happen. Rick you are Comcastic comic relief. Keep it up, we all need a good laugh. "Ooohhh nooes, AT&T is failing, there earnings increased 61%! Oooohhhh nooes!"
--
"Necessity is the plea for every infringement of human freedom; it is the arguments of tyrants; it is the creed of slaves." William Pitt the Younger | |
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Paladin
Sage of the light
join:2001-08-17
Chester, IL | I'd pay for your plane ticket from New York to San Antonio. | |
| | | | | notwrth10
join:2007-03-03
1001EB
1 edit | Re: The numbers they don't want to talk about... said by Paladin :I'd pay for your plane ticket from New York to San Antonio. Why pay for the plane ticket, have comcast pay for it, right Rick ? See then there's more numbers comcast nor rick will talk about!! | |
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Rick
Premium,MVM
join:2001-02-06
Waterbury, CT
clubs:
| Re: The numbers they don't want to talk about... So, what you're saying is..as long as Uverse has been out now they've managed to add enough customers to cover just 3 weeks worth of this quarters landline losses.
Wow.
I'm impressed.
--
The Coyote captured the RR! Roadrunner Rick is now Comcastic! | |
| | | cwh
join:2006-05-14
San Antonio, TX | So the real numbers look like htis
q4 2006 3,000
q1 2007 13,000
q2 2008 51,000
It appears the ramp up is going nicely. I would think they will be over 100k by the end of q3. | |
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See 22 replies to this post | |
| 
RIRWIN1983
join:2005-08-30
Columbus, OH | Glad to see you were unbaned/rembered your password and was able to login and drop some more at&t bashing we all were starting to worry if the comcast check had stopped comming in for all the work your doing for them. | |
| | gworkman7
join:2005-10-18
Vail, AZ
 ·magicjack.com
·Qwest.net
·Broadvox Direct
| No 3g If you are willing to spend that kind of money on a phone, wouldn't you expect it to have the most recent technology? No way in hell I'd spend $500 on a phone that can't do 3g. I waited for a price drop on the 8525 and I'm happy. I wasn't willing to spend $399. Got a refurb for $99. | |
| | 
ColorBASIC
8-bit Fun
Premium
join:2006-12-29
Corona, CA
| Re: No 3g With 3G coverage sucking so bad, for me not having 3G wasn't a deal breaker. I've read that the Euro version of the iPhone is supposed to be 3G so perhaps next year Apple will release a 3G phone in the US and 3G coverage will have improved.
As for price, my Treo 700w was $600 w/ 2y contract when I got it from Verizon (when the model just came out) and it sucks. It's just par for the course with brand new stuff.
--
Macintosh Users Group Serving the Inland Empire | |
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buster2007a
@pacbell.net
|  Re: No 3g
iPhone with CrapT&T EDGE is like getting a brand spankin new quadcore computer and getting dialup for it. | |
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ColorBASIC
8-bit Fun
Premium
join:2006-12-29
Corona, CA
| Wow, how about a little perspective U-Verse, yeah they're at 51,000, a 300% increase in subcribers from the 1st quarter. Pretty good.
Revenue is nearly double what it was the prevous year, margins are up from 19 to 24%.
Over 400,000 new DSL adds..that is still great but shy of the absolutely insane 700,000 adds previously.
And no one in their right mind expected a 1/2 million iPhone ACTIVATIONS in LESS THAN 2 days. 150K activations in less than 2 days of sales ain't shabby. Certainly far more were sold that weekend that weren't activated by the time the qtr closed. And of course sales have been robust since then. And nearly 1/2 of those activations were non-AT&T subs...either their first phone or I would guess the former customer of a competitor.
All of the news is good for AT&T except for their continued bleeding of POTS customers due to overpriced options like Caller ID.
And call the iPhone an over hyped, over priced, crash happy POS that is open to attacks, 8GB ain't enough memory and while I can afford a $600 phone I can't afford an $80 battery and all the other hater nonsense...the iPhone has been a huge success for both Apple and AT&T. AT&T is snaking subs from their competitors while Apple makes profit not only on the phone, but a share of the $60+/mo service fees customers are paying every month.
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Macintosh Users Group Serving the Inland Empire | |
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See 22 replies to this post | |
Douggles
@rr.com
| 700,000 says who? First of all, the numbers mentioned before the ATT statement (and Apple's coming tomorrow) were just speculation. They were uneducated guesses.
Second, there were *at least* 146,000 sold, since its probably that not 100% of sold phones were activated. Many new buyers (including me) had trouble activating in the 30 hours and may not have been counted.
And third, selling and activating 146,000 $500 to $600 gadgets in 30 hours is a phenominal feat. (This high load likely explains the activation problems incurred).
For a real picture, wait for the next quarter. | |
| bmn
? ? ?
Premium,ExMod 2003-06
join:2001-03-15
hiatus | In other words... Nothing really great is happening at ATT. Big surprise. | |
| guardfrog
join:2004-08-27
Dallas, TX | Overall Video Adds AT&T added 200,000 new video subscribers (U-verse + satellite) during the 2nd quarter...
This is more than the 4 largest public cable companies COMBINED added in ALL OF 2006. | |
| notwrth10
join:2007-03-03
1001EB
| Man I thought I smelled something off today. It seems Comcastic bull-S**T being spread today and noticed Rick stopped by to lay it down for us today. Damn does this forum stink today. So let's do a tally on what Rick got paid today:
• Slammed at&t, and others- $10,
• proclaimed to want to be at&t CEO, slammed other opinions- $10
• Inflated or deflated numbers to make a point- $10
• Didn't lose password this time- $10
he forgot his bonus $10 for this tag line
"To order service today visit comcast at »www.comcast.com"
All in all must have been a net of $50 for the day. Not a bad day huh rick?
Don't worry about our techs, if you are good and don't install your internet yourself, we won't kill you or sleep on your couch! | |
| 
JE
Can I Taste It? Mmmm
Premium
join:2000-12-15
Brooklyn, NY
| Hmmmm These people must not have read that the report stated (A FEW DAYS, THINK IT SAID 2 OR SO)at the end of the quarter. The real IPHONE numbers will be released when the next Quarters numbers come out.
If you don't know what I mean, TOO BAD!
JE | |
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