Supply issues seem to have held its iPhone 5 activations to about 650,000 in September
FORTUNE — Verizon VZ announced Thursday that it activated 6.8 million smartphones last quarter — 3.1 million iPhones and 3.4 million handsets running Google’s GOOG Android. That compares with 2.7 million iPhones and 2.9 million Androids in Verizon’s second quarter.
The company also said that 21% of its iPhone activations were on its LTE network, which suggests that roughly 650,000 of those activations were iPhone 5s and about 2.45 million were older models.
In a note to clients, Piper Jaffray’s Gene Munster called the results a “slight positive” for Apple AAPL .