Verizon activated 3.2 million iPhones in the same quarter last year.
FORTUNE -- Verizon (VZ) reported Thursday morning that it activated 7.2 million smartphones in the first quarter of 2013, 4 million of them iPhones.
There are several perfectly legitimate ways to interpret what those numbers mean for Apple (AAPL).
Good for Apple: 4 million iPhones is 25% better than the 3.2 million Verizon activated in the same quarter last year.
Good for Apple: 55.5% MORE
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.
And even in that business, Dish Network (DISH), which on Monday announced a $25.5 billion bid for MOREDan Mitchell, contributor - Apr 16, 2013 11:10 AM ET
It's the biggest shift in technology since the advent of the Internet, and mobile is still only just beginning.
By Kevin Kelleher, contributor
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
Also: Microsoft's Surface gets priced; Apple to unveil the iPad mini Oct. 23?
Apple event set for Oct. 23. Investors await the iPad mini [FORTUNE]
If the price were right, a smaller tablet that could run 700,000 iOS apps -- 250,000 of them customized for the iPad -- would be, in the words of Sterne Agee's Shaw Wu, the "competition's worst nightmare."
UberTAXI in NYC shutting down for now [UBER BLOG]
Unfortunately, as many MOREJP Mangalindan, Writer - Oct 17, 2012 6:30 AM ET
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?
By Peter Suciu
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
For the first time since Feb. 2011, the carrier's No. 1 smartphone is a Droid
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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