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AT&T: Record Windows Phone Sales in Third-Quarter

October 24, 2012 1 Comment

AT& T announced their third quarter results and showed that they are doing very well. AT&T reported $0.63 EPS (earnings per share), an increase  year over year from $0.61 EPS in 3rd quarter 2011. Overall the numbers are good and in large part driven by their wireless business.

“Strong Wireless Performance; Smartphones 81 percent of Postpaid Sales

  • Wireless revenues up 6.6 percent; wireless service revenues up 4.5 percent
  • Strongest postpaid wireless subscriber ARPU (average monthly revenues per subscriber) growth in six quarters, up 2.4 percent to $65.20; phone-only ARPU up almost 3 percent
  • Strong smartphone sales of 6.1 million; postpaid smartphone customer base now 44.5 million, up 1.4 million from second quarter 2012
  • 4.7 million iPhones activated; record sales quarter for Android and Windows smartphones
  • Best-ever third-quarter postpaid churn
  • 678,000 net increase in total wireless subscribers, including gains in every customer category
  • Wireless operating income margin of 26.2 percent; EBITDA service margin of 40.8 percent with strong smartphone sales”
Some important numbers to pay attention to are the number of smartphone sales, 6.1 million phones or 81% of the total. Out of the 6.1 million smartphones sold, 4.7 were iPhones, I wonder what the breakdown was for the remaining 1.4 million devices. They did announce that they had record sales for Windows smartphones, even without a number we can see that things are moving in the right direction.
Source: ATT


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