Carriers

Could carriers rebel against the high costs of Apple's iPhone?

If a carrier, like AT&T, wants to improve profitability on iPhone sales, it has to do so by reducing the subsidy. The only way to reduce the subsidy is to get Apple to drop its pricing, or to sell at a higher contract price

Yesterday, on Wall Street, we saw something rare. An Apple analyst downgraded the stock from a “buy” to “neutral” rating. Most analysts who cover Apple are incredibly bullish. So it’s interesting to think about why this analyst, Walter Piecyk from BTIG Research, disagrees.

I haven’t seen his research report with my own eyes, so I’m relying on the good reporting done by AllThingsD here. The crux of the downgrade reasoning seems to come down to subsidies.

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U.S. Cellular says no to iPhone 4S, quarterly sales estimates say YES!

According to a report by Fierce Wireless, U.S. Cellular apparently turned down the opportunity to carry Apple's new iPhone 4S:

U.S. Cellular turned down Apple's (NASDAQ:AAPL) iPhone because it did not make sense for the company economically, CEO Mary Dillon said on the company's third-quarter earnings conference call. Dillon said that the carrier had the opportunity to sell the iPhone but that Apple's "terms were unacceptable from a risk and profitability standpoint."

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CDMA iPhone on its way to China, Korea, and Japan?

Looks like the CDMA variant of Apple's iPhone might eventually make its way to carriers in China, Korea, and Japan. According to the not always reliable Digitimes, Apple suppliers currently expect around 7 million CDMA iPhones to be sold in the first quarter of 2011. That's a lot of iPhones, no matter how you look at it.

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Android founder says carriers add value, we do a spit take

Given all the Verizon iPhone rumors of late, and given our fears Verizon would try to mutilate iOS the way it's mutilated Android, it's rather shocking to hear Android founder Andy Rubin say the following to PCMag's Sacha Segan:

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iPhone: 3% market share vs. 39% profit share

iPhone has tiny market shall, monumental profit share according to Canaccord Genuity and IDC, and pretty much everyone else who's ever mentioned it. TiPb's been pointing this out for a long time of course, but boy does the above graphic make it visually apparent just what the difference is.

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Do Apple and carriers remember they're launching iPhone 4 in 17 more countries next week?

Steve Jobs mentioned almost in passing during the iPhone 4 press conference last week that iPhone 4 would be available on July 30 in Australia, Austria, Belgium, Canada, Denmark, Finland, Hong Kong, Ireland, Italy, Luxembourg, Netherlands, Norway, New Zealand, Singapore, South Korea, Sweden, and Switzerland.

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iPhone 4 FaceTime will not use carrier minutes

Even though Wi-Fi is required to use FaceTime, because it can be initiated from a voice call it was unclear if it would also use minutes from your voice plan. Apple has confirmed with Business Insider that "the voice call ends as soon as the FaceTime call connects," so it will not cost you voice minutes to use FaceTime.

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WWDC predictions, iPhone pre-order, Win a 4th gen iPhone, iPhone carriers

From the Forums is a great way to see all of the hot topics in our iPhone and iPad forums. In order to create a new thread of your own or reply to any of the existing threads, you must be a registered member. Becoming a member is a simple process that will only take a few minutes out of your day, so if you have not already already done so, head on over and register now!

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From the Forums: iPhone OS 4.0, Carriers, Windows 7, iPhone Battery Tips

So you say you have some time to kill before the big Apple Keynote today? Why not spend some time browsing our forums, all you need to do is register and you are on your way. Once registered be sure to check out some of the following threads!

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