Apple iPhone Might Explain AT&T, Verizon, Sprint Net Additions, Losses

You might say the Apple iPhone was the story in the first quarter of 2012, in terms of how AT&T, Verizon and Sprint fared in terms of net new additions, either positive or negative.

Sprint activated more than 1.5 million iPhones in the first quarter of 2012, about 44 percent of those representing new customers. Since Sprint added about 263,000 net additions, the role of the Apple iPhone is obvious.

In its first quarter of 2012, AT&T  added 187,000 new two-year contract customers, 180,000 of those involved tablets such as the iPad, suggesting an anemic 7,000 net phone additions to a contract user base of nearly 70  million.  AT&T reported 4.3 million iPhone activations, a 43 percent drop from the fourth quarter.

Still, the iPhone still accounted for about 78 percent  of the smart phones that AT&T sold for the quarter.

Verizon activated 3.2 million iPhones during the first quarter, down from 4.3 million iPhones in the previous quarter, which was part of Apple's record-setting launch quarter for the iPhone 4S.

Overall, Verizon reported sales of 6.3 million smartphones during the first quarter, meaning that the iPhone continues to represent just over half of the carrier's smart phone business.