There are several perfectly legitimate ways to interpret what those numbers mean for Apple (AAPL).
My colleagues at CNNMoney chose a different interpretation. They compared Apple's big Christmas quarter to its dependably smaller March quarter and ran this as their lead headline:
More bad news for Apple
Verizon iPhone sales tumble 33% in first three months
That, in my humble opinion, is just wrong. As Asymco's Horace Dediu points out, it treats the normal drop off from December to March as if it were breaking news. "It's the equivalent of writing a headline 'Fire is cold,'" he suggests, "without adding 'compared to the surface of the Sun.'"
To his credit, CNNMoney's David Goldman mentions in the body of his story that "year-over-year, Verizon's iPhone activations grew by 25%." But that's not what his headline says.
Even if Dish can beat out Softbank to acquire Sprint, the satellite operator would still have lots of work to do to remake the TV-distribution business the way it did in the '80s.
FORTUNE -- Why would a satellite TV operator want to buy a wireless network? Mainly, because the satellite TV business is terrible.
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FORTUNE -- "I remember traffic lights before smartphones," sighed a friend as we sat in traffic behind a car that remained still after the light had turned green. Sure enough, the driver's head was tilted downward as if lost in solemn prayer -- or, more likely, a texting/map/music app MOREFeb 20, 2013 8:40 AM ET
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While Verizon and AT&T have gone with tiered data plans, T Mobile and Sprint are hanging tough with unlimited data for its users. Will the strategy pan out for the holdouts?
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FORTUNE -- While number one and two mobile carriers Verizon Wireless and AT&T have adopted tiered plans for wireless data, T-Mobile and Sprint have opted to stick with so-called "all-you-can-eat" options for customers. And unlike older so-called MORESep 13, 2012 11:19 AM ET
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FORTUNE -- In a note to clients Tuesday, William Blair's Anil Doradla notes that although Apple's (AAPL) iPhone is still America's bestselling high-end smartphone, its sales momentum is "under pressure," particularly at Verizon (VZN).
According to Doradla's channel checks for the June quarter, the iPhone is no longer the No. 1 smartphone at Verizon's retail outlets -- MOREPhilip Elmer-DeWitt - Jun 26, 2012 10:47 AM ET
A massive surge in subscribers is slowing, and users are gobbling up more costly data. But that hasn't meant withering performance by mobile carriers like AT&T and Verizon.
By Kevin Kelleher, contributor
FORTUNE -- You might think life for mobile carriers these days is tough. After all, subsidizing the cost of smartphones to the tune of $400 or so per device is a drag on profits. There are also signs that MOREJun 14, 2012 6:49 AM ET
Having missed the boat last quarter, Wall Street is taking a second look at China
FORTUNE -- I can count on one hand the number of Wall Street analysts whose estimates of Apple's (AAPL) iPhone sales last quarter came within 2 million units of the correct answer (35.1 million).
Most of them were so distracted by the predictable fall-off in Verizon (VZ) and AT&T (T) activations after Christmas that they missed the significance of MOREPhilip Elmer-DeWitt - Apr 30, 2012 11:00 AM ET
Having fallen nearly 13% since April 10, the stock popped 7.44% on the news
FORTUNE -- After losing more than $70 billion in market value in two weeks, Apple (AAPL) capped one of the strangest earnings walkups in memory by handily beating all but the most optimistic estimates, reporting record March quarter earnings of $12.30 per share on sales of $39.2 billion.
Shares reversed course as soon as the news broke, climbing more MOREPhilip Elmer-DeWitt - Apr 24, 2012 5:04 PM ET
Why is the market so freaked by the activation numbers from Verizon and AT&T?
FORTUNE -- Just when it was supposed to start its pre-earnings rebound, Apple (AAPL) headed south again, opened down $8.79 (1.5%) Tuesday morning in reaction -- according to the talking heads on CNBC -- to the news that AT&T (T) activated only 4.3 million iPhones last quarter, down from 7.6 millon in the Christmas quarter.
On top of MOREPhilip Elmer-DeWitt - Apr 24, 2012 11:06 AM ET
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