Daniel Eran DilgerAccording to a note by analyst Gene Munster of Piper Jaffray, the addition of Sprint to Apple's US carrier mix, as reported to be in the cards by the Wall Street Journal, would increase Apple's estimated 2012 phone sales from 111 million to 117 million.
The estimate is modeled after Verizons' sales of 4.6 million iPhone 4 units in the first half of the year. The analyst expects Verizon to sell 12 million iPhones in its first year of sales, roughly 11 percent of its phone mix.
If Sprint sells a similar percentage of iPhones, it would amount to 6 million new sales for Apple next year across its 52 million subscribers.
In the most recent quarter, AT&T sold about 3.6 million iPhones and Verizon sold 2.3 million, together accounting for about 30 percent of Apple's global smartphone sales.
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Adding Sprint as an iPhone carrier this fall could help Apple's growth grow from 30 to 37 percent, adding 6 million more iPhone users over the next calendar year.
In all of 2012?
Isn't that lowballing it a bit?
(But what's a million or two, give or take, anyway?)
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I think Sprint has some work to do before courting Apple customers:
http://sports.sprint.com/speed/
(I'm looking at that using desktop Safari with Click-to-Flash enabled; I have no idea if it redirects to a mobile site if accessed using iOS.)
Those numbers must be wrong.
They were published by Gene Munster.
I think Sprint has some work to do before courting Apple customers:
http://sports.sprint.com/speed/
(I'm looking at that using desktop Safari with Click-to-Flash enabled; I have no idea if it redirects to a mobile site if accessed using iOS.)
The projections make more sense with iPhone being former non-iPhone Sprint users.
I, for one, who will probably get bashed to heck for posting this, would happily go back to Sprint for the iPhone. I had great coverage with voice and data. Their plans, albeit a few years ago, were truly great and competitive. The SERO program was an incredible cost savings compared to my ATT plan now. $50 for 1250 mins, unlimited text and web, etc. vs $80 monthly for 450 anytime with rollover, $20 unlimited text plan and $30 data plan (including my corporate discount). I sure hope Dan Hesse has beefed up the network in preparation for onslaught of new data-hungry customers.
Ok, now bash away.