AT&T has just reported their Q4 2010 financial results and it included another 4.1 million iPhone activations.
More than 7.4 million postpaid integrated devices were sold in the fourth quarter, including the second-largest quarterly number of upgrades in the company's history. Integrated device sales included 4.1 million iPhone activations. More than 80 percent of postpaid sales were integrated devices. (Integrated devices are handsets with QWERTY or virtual keyboards in addition to voice functionality and are a key driver of wireless data usage.)
At the end of the quarter, 61.0 percent of AT&T's 68.0 million postpaid subscribers had integrated devices, up from 46.8 percent a year earlier. The average ARPU for integrated devices on AT&T's network is 1.7 times that of the company's non-integrated device base. More than 80 percent of integrated device subscribers are on FamilyTalk and/or business discount plans. Churn levels for these subscribers are significantly lower than for other postpaid subscribers.
AT&T didn't break out iPad 3G numbers specifically but taken together with Android-based tablets, they added 442,000 devices to their network.
Since Apple sold 16.24 million iPhones during the same period, AT&T's 4.1 million show the international growth Apple mentioned during their own quarterly results. Apple sold 7.33 million iPads last quarter, though no doubt many of those were Wi-Fi only models.
What if anything changes when the Verizon iPhone launches on February 10 won't be reflected until AT&T's Q2 or Q3 numbers are in.