About those 3.2 million Verizon iPhone activations last quarter
There were two schools of commentary on Verizon’s VZ report last week that it activated 3.2 million iPhones last quarter, down from 4.2 million in the Christmas quarter.
“Verizon Q1 Adds: Tablets Up, But iPhones Down” was the headline on Investors’ Business Daily, as if the 1 million unit shortfall was bad news for Apple AAPL.
MacRumors‘ headline, “iPhone Again Represents Over Half of Verizon’s Smartphone Sales in 1Q 2012,” set the tone on Techmeme, where most writers took the fact that the iPhone outsold all Android phones combined as bad news for Google GOOG.
“Android is still winning by some metric, I’m sure,” quipped MG Siegler on his Paris Lemon blog.
But as AnAAPLDay pointed out on Investor Village’s AAPL Sanity board, Verizon’s iPhone activations don’t amount to a hill of beans in the context of Apple’s worldwide smartphone sales. To drive home his point — and get my undivided attention — he quotes an Apple 2.0 headline from February (and posts the Asymco chart above):
“63% of iPhones were activated outside the U.S. last quarter”