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J.P. Morgan: Verizon is getting its iPhone reward this quarter

Philip Elmer-DeWitt — Sun, 04 Dec 2011 11:45:22 +0000

The carrier will add an estimated 1.2 million new accounts, more than double AT&T's

Data: J.P. Morgan. Chart: PED

"Santa's Sleigh Needs More Room for iPhones." That was the headline on a note to clients Thursday by Mark Moskowitz, who follows Apple (AAPL) for J.P. Morgan. Moskowitz was upping his iPhone sales estimate for the current quarter from 25.3 million to (a still relatively conservative) 28 million.

"Christmas Is Coming Early for MORE

ChangeWave poll finds 96% of users satisfied with iPhone 4S

Philip Elmer-DeWitt — Thu, 01 Dec 2011 12:00:04 +0000

Up from 93% with iPhone 4. What they like most: Siri. Least: Too short battery life.

Source: ChangeWave

Despite widely publicized reports of unexplained battery drainage, the satisfaction ratings on Apple's (AAPL) latest iPhone continue to hover in what ChangeWave research director Paul Carton calls "nosebleed territory."

In a survey of 215 new iPhone 4S owners, 77% declared themselves "very satisfied" and 19% "somewhat satisfied" with their new phones. Only 2% were "disappointed."

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iPhone 4S shipments begin

Philip Elmer-DeWitt — Mon, 10 Oct 2011 10:20:09 +0000

Units pre-ordered early last Friday are due to arrive by end-of-day this Friday

Source: UPS Tracking

The e-mail from Apple (AAPL) notifying me that my pre-ordered iPhone 4S had left Shenzhen, China, early Monday and was set be delivered in four days popped into my mailbox at 2:07 a.m. EST -- two days and 21 hours after AT&T's (T) servers finally let my order go through.

9to5Mac meanwhile has posted a notice from MORE

iPhone 4S pre-orders may have topped 500,000 in the U.S. before Apple ran out

Philip Elmer-DeWitt — Sat, 08 Oct 2011 12:25:44 +0000

AT&T alone sold 200,000 in 12 hours. By Friday night, ship dates slipped to 1-2 weeks

If you had any doubts that Apple (AAPL) would be able to beat the record 1.7 million iPhones sold in three days in June 2010, you can put them to rest.

Despite early glitches that slowed down pre-orders, AT&T (T) announced Friday it had taken orders for 200,000 iPhone 4S units in the first 12 hours MORE

AT&T reeled under the crush of iPhone 4S pre-orders. Verizon and Sprint seemed to be fine

Philip Elmer-DeWitt — Fri, 07 Oct 2011 10:52:51 +0000

Widespread reports of long waits, starting shortly after midnight Pacific time

Spinning gears at Apple.com

"2 hours of putting in my information and hitting refresh and I STILL don't have an iPhone 4S. AT&T, you failed again. Goodnight."

Eric ("gameric") Gamero, who posted that message on Twitter at about 3:15 a.m. PST Friday, was hardly alone. In the early hours after Apple (AAPL) began taking pre-orders for its latest iPhone, due out next MORE

Handicapping the iPhone rumors

Philip Elmer-DeWitt — Tue, 04 Oct 2011 12:17:32 +0000

With only hours to go before the truth is known, Apple watchers are placing their bets

Source: Technologizer

I can't recall an Apple (AAPL) event surrounded by as many unanswered questions as the "Let's talk iPhone" press conference scheduled to begin today at 10 a.m. Pacific (1 p.m. Eastern).

Will there be one new iPhone or two? An iPhone 5 or 4S? Square edged or teardrop? Exclusive to Sprint (S) or available MORE

Sprint soars 10.12% on report that it’s getting the iPhone

Philip Elmer-DeWitt — Tue, 23 Aug 2011 21:26:23 +0000

According to the Wall Street Journal, Apple will add a third U.S. carrier in mid-October

"Sprint Nextel Corp. will begin selling the iPhone 5 in mid-October, people familiar with the matter said, closing a huge hole in the No. 3 U.S. carrier's lineup and giving Apple Inc. another channel for selling its popular phone."

So begins the report in the Wall Street Journal -- Apple's (AAPL) current favorite backchannel outlet for releasing unofficial product news -- that MORE

AT&T-Mobile: What the analysts say

Philip Elmer-DeWitt — Mon, 21 Mar 2011 15:18:39 +0000

The acquisition deal announced on Sunday unleashed a flood of analyst's notes With the fate of so many players at stake -- not just AT&T (T) and Deutsche Telekom (DT), but also Verizon (VZ), Sprint (S), Apple (AAPL), Research in Motion (RIMM), Hewlett Packard (HPQ), Nokia (NOK), Motorola (MOT) and the other makers of Google [...]

Who’s buying the Verizon iPhone

Philip Elmer-DeWitt — Thu, 10 Feb 2011 18:15:31 +0000

The results of a quick launch day headcount Piper Jaffray's Gene Munster, one of the few Apple (AAPL) analysts who believes in counting heads, issued a note to clients Thursday with the results of a quick survey of early Verizon (VZ) iPhone buyers. He and his team interviewed 40 customers in New York City and [...]

Rate plans: How AT&T, Verizon, Sprint and T-Mobile stack up

Philip Elmer-DeWitt — Fri, 04 Feb 2011 12:39:09 +0000

Now that Verizon has the iPhone, you can start to choose your carrier by its rates As long as AT&T (T) was Apple's (AAPL) only U.S. carrier, nobody who really wanted an iPhone did much comparison shopping on voice and data rates. You signed up for the AT&T plan that made sense for you and [...]

Verizon snaps up iPhone domains

Philip Elmer-DeWitt — Sun, 02 Jan 2011 12:59:38 +0000

Protecting its brand by buying Internet domain names that link the iPhone with Verizon Here's more evidence -- as if we needed it -- that Apple (AAPL) is building an iPhone for Verizon (VZ). PocketNow's Evan Blass has discovered that Verizon Trademark Services LLC, the company that owns verizon.com and verizonwireless.com, now also owns iphoneonverizon.com [...]

What if Verizon never gets an iPhone?

Philip Elmer-DeWitt — Fri, 24 Sep 2010 14:24:19 +0000

An analyst examines the impact on iPhone shipments and on Apple's share price In the wake of Verizon CEO Ivan Seidenberg's remarks Thursday -- which seemed to pour cold water on rumors of the imminent release of a Verizon iPhone -- RBC Capital's Mike Abramsky takes a look at the implications in a note to [...]

CEO Ivan Seidenberg pours cold water on all those Verizon iPhone rumors

Philip Elmer-DeWitt — Thu, 23 Sep 2010 13:55:18 +0000

Tells investors he hopes Apple will build one for a 4G network Verizon hasn't yet deployed If Apple (AAPL) is indeed building a CDMA iPhone, as a series of analysts' notes maintain, it may not be for Verizon (VZ). On Wednesday, for example, Susquehanna's Jeff Fidacaro issued what may be the most detailed report yet [...]

Verizon and Apple at loggerheads?

Philip Elmer-DeWitt — Mon, 23 Aug 2010 13:05:14 +0000

"Important details still being ironed out," writes analyst. Could T-Mobile and Sprint be next? Apple (AAPL) needs another carrier to maintain the iPhone's current rate of growth in the U.S., says Kaufman Bros.'s Shaw Wu in a note to clients Monday, but it doesn't necessarily have to be Verizon (VZ). According to Wu, Apple's share [...]

An iPhone for T-Mobile?

Philip Elmer-DeWitt — Thu, 10 Jun 2010 12:09:14 +0000

T-Mobile, not Verizon, will be the next carrier to get Apple's smartphone, says an analyst Like most analysts, Kaufman Bros. Shaw Wu believes Apple (AAPL) will eventually end its exclusive relationship with AT&T (T) and give the iPhone to other U.S. carriers -- by 2011, most likely, and perhaps as early as this fall. But [...]