2009

3.1 Million iPhone's Activated -- AT&T Q4 2009 Results

Hot on the heels of Apple's explosive Q1 2010 results come AT&T's Q4 2009 financials, and once again the iPhone helped its exclusive US carrier paint a rosy picture that includes 3.1 million new activations.

AT&T's fourth-quarter integrated-device growth included 3.1 million iPhone activations, the second highest quarterly total to date, with more than a third of the activations for customers who were new to AT&T. The average ARPU for integrated devices on AT&T's network continues to be 1.8 times that of the company's nonintegrated-device base.

ARPU (average revenue per user), as Dieter keeps telling us, is the magic number for AT&T, and despite complaints about service in cities like New York and San Francisco, iPhone users continue to use -- and pay for -- a lot of data.

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Updated: Apple Reports 3.79 Million More iPhone Sold in Q2, 11 Million iPods

UPDATING ON LIVE CONFERENCE CALL:

  • Waiting for call to start, any minute now. Will post updates only when major iPhone-ish news is announced (or inner fanboy takes over).
  • Covering Macs
  • iPod touch growth, customers embrace superior features and apps.
  • US market share for MP3 players 70%, gaining share in most international markets
  • UK, France, Germany, Japan, Australia, China, growing.
  • iTunes store had good quarter.
  • DRM free now all 4 major labels and indies.
  • App Store unparalleled succes.
  • 35,000 apps, +20,000 since last call
  • Almost at 1 billion downloads

More after the break!

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Apple Q1 Conference Call Coming January 21

About the only time Apple updates iPhone sales numbers is during their quarterly conference calls. Last time Steve Jobs himself showed up to crow about the iPhone hitting 10 million ahead of schedule and outselling the BlackBerry. This time? We don't count on it, but with Steve Jobs, we can never count anything out either.

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