John Paczkowski

Recent Posts by John Paczkowski

Expectations for Boring AT&T Earnings Call Mitigated by iPhone Activation Numbers

841578411_646ada59c9_m.jpgAT&T reported its first Anno DominiPhone earnings today and along with them the first hard sales numbers since the device arrived at market June 29. AT&T activated 146,000 iPhones by June 30–with 40% of them purchased by new AT&T customers.

That’s quite a bit lower than expected; analysts had predicted about double that number. That said, it could be that Apple sold more iPhones than AT&T activated. A significant number of early iPhone adopters ran into trouble activating their phones during the rush of early sales (see video below). Indeed, some were unable to do so until July 1. We’ll find out if AT&T’s early activation numbers were misleading tomorrow afternoon, when Apple reports earnings.

Oh, and speaking of Apple earnings, they’re likely to be well above Wall Street predictions and the company’s own estimates. Which may be par for the course in the quarters ahead if the financial terms of Apple’s deal with AT&T are as current rumors describe them. According to, AT&T is paying Apple a bounty of between $150 and $200 per iPhone along with a $9-a-month royalty over the length of the typical two-year customer contract. Said’s Scott Moritz, “Bulls on the stock believe the nifty terms–which haven’t been baked into Wall Street’s earnings estimates for Apple–could push Apple’s high-flying stock into the stratosphere.”

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December 30, 2013 at 6:49 am PT

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December 29, 2013 at 2:12 pm PT

BlackBerry Pulls Latest Twitter for BB10 Update

December 29, 2013 at 5:58 am PT

Apple CEO Tim Cook Made $4.25 Million This Year

December 28, 2013 at 12:05 pm PT

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First the NSA came for, well, jeez pretty much everybody’s data at this point, and I said nothing because wait how does this joke work

— Parker Higgins via Twitter