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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?


To: slacker711 who wrote (147913)1/9/2013 2:10:03 PM
From: pyslent2 Recommendations  Read Replies (2) | Respond to of 213173
 
If that number holds through December, you get 5.4 million iPhones in the December quarter.

FWIW, the 55% iOS share at Verizon from Kantar World Panel is probably underestimated for the quarter, IMO. Their tracking period of 12 weeks ending Nov 25 includes 2 weeks prior to the iPhone 5 release and 2 weeks in which VZ only sold 650K iPhone 5's due to supply constraints. Supply and sales likely accelerated throughout the quarter. Moreover, we know that the iPhone share at AT&T will come in at least 4% higher than Kantars' findings once the Dec numbers are included (>76% from AT&T's statements on the Dec quarter).

gigaom.com