AT&T posted its fourth quarter results for 2011 on Thursday and highlighted smartphone sales in particular, which reached a record high of 9.4 million devices, beating the standing company record by 50 percent. Apple should be very happy with those results, too, since 7.6 million, or 80.9 percent, of those smartphones were iPhones.
So 80% – eighty per cent! - of the smartphones AT&T sold were iPhones. More than 50% of the smartphones Verizon sold were iPhones. Yes, this was a quarter with a fair amount of pent-up demand for iPhones, given the “delay” to the iPhone 4S, but remember that phone buyers tend to have to wait until their contracts run out before buying – something which tends to smooth out the spikes a little.
UPDATE: As the inestimable Richard Gaywood pointed out to me on Twitter, this is conflating two types of figure: 9.4m smartphone sold and 7.6m iPhones activated. You might not think there’s much difference, but there is: activations include second-hand iPhones, hand-me-downs, and so on. That doesn’t meant that Apple didn’t make AT&T very happy bunnies, but it does mean that it’s less than 80%. How much less? No one outside of AT&T really knows.