Yes, Virginia, activation != sales
Reuters reports that Apple is announcing iPhone sales figures of 270,000 for the second calendar quarter. Now the question is why don't AT&T and Apple's numbers agree? [Update from conference call: Apple does seem to be blaming it on activation problems. So 46% of iPhones had activation problems lasting longer than 30 hours? Wow.]
Also, another great quarter overall with record Mac sales and iPod sales up 21% year-over-year.
The Macalope eagerly awaits the first silly pundit to point out -- again! -- the dire news that iPod sales were down for the second consecutive quarter. The pointy one never gets tired of that tomfoolery!
[Update: On the conference call, Apple seems to be hinting at some new lower margin products coming during the current quarter for the school buying season. That's the horned one's interpretation anyway.]
Mythical beast and rumormonger extraordinaire, the Macalope writes about all things Apple for the CNET Blog Network. Read more at The Macalope: An Apple blog. He is not an employee of CNET. Disclosure.






Maybe they lasted only 13,8 hours ? So the people buying in the last 46% of 30 hours were not registered for that weekend.
I don't know how it works in the US, but maybe people were waiting for the end of the month for their current plan to end ? (Maybe they thought they would be able to use it as a pda in the mean time).
And, is it possible to change operator without changing number ? Because here (France) it takes a few days to get the appropriate paper.
Oh and what texasags says.
newspapers. There's some people out there whose life doesn't revolve around
technology. Sad, but true.
I'm told that some of those people may have picked up their iPhone Friday
night and actually went to a movie or out for a drink instead of rushing home
to activate it! It's true!
Others reportedly bought an iPhone on their way to the beach on Saturday
and drank a lot of something at the BBQ! Blasphemy!
And this is just an anecdote, but a friend of a friend said she'd heard about
the activation problems and didn't try activating her band new iPhone 'cause
she couldn't bear to be without a phone at the mall on Saturday! Amazing!
They all activated on Sunday, the first day of the 4th quarter.
the 2005 contract that Apple has on NAND Flash memory. Apple's reply is that
it's happy it made that agreement in 2005 because now Apple "uses flash in all
of its products..."
I wonder if this hints at a flash-based Mac, or if the Mac was simply a victim of
temporary memory loss. Perhaps they mean only the iPod and iPhone products?
based on a couple of loosely related numbers is kind of silly.
On another note, there were never any lines for the introduction of Zune or
Vista. Microsofties say they're huge successes. There must be some kind of a
metric in there somewhere.
If at first you don't succeed, so much for skydiving.
So less than 270,000 were sold. It's impossible to tell how close the actual number was to AT&T's 164,000.
- Accessories not included!
- by Macalope July 26, 2007 8:55 AM PDT
- That point was clarified. The revenue number includes accessories but the units shipped does not.
- Like this Reply to this comment
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