Verizon has now joined Apple and AT&T in reporting their quarterly earnings, and the big news for us is that they activated 2.3 million iPhone 4 devices. That's up from last quarter, but perhaps not as many as expected.

In the follow up, new Verizon CEO Lowell McAdam acted shocked -- shocked we tell you -- that there was no iPhone 5 this summer. He, like the rest of us, expect it this fall. Given Verizon only launched iPhone 4 in February, over a half-a-year later than AT&T, it's hard to believe they were completely out of the loop on Apple's roadmap this time around.

Either way, Apple previously reported selling 20 million iPhones this quarter, and AT&T activated 3.6 million. That means 5.6 million of those 20 million iPhones were activated on an official US carrier, and further proves just how much of Apple's business is increasingly international (gray market included.)