Number port stats suggest curious trends in iPhone 3G launch
Sure, Apple alleges to have flipped over a million iPhone 3Gs
at this point, but what does that mean? The devil's in the details, as
always; yes, true, the first one took 74 days to reach that same
milestone, but it was available in less than one-twentieth the number
of countries and an even smaller fraction of carriers. Hell, the very
definition of "sale" is under scrutiny here, with some suggesting that
Apple's making reference to the number of phones it's sold to its
carrier partners, not end users -- a metric that would make sense from
Cupertino's perspective since Apple's payday technically ends there.
Here's
where it gets interesting -- Engadget has obtained a handful of stats
regarding number ports in and out of T-Mobile USA handled by a national
wholesaler. Specifically, we have data surrounding the launch of the
first-gen iPhone and the iPhone 3G, and get this: of more than 1,000
ports in total, ports to AT&T represented under 40 percent of the
firm's total outflow in the days surrounding the 3G's launch, versus
nearly 70 percent the last time around. Furthermore, they took roughly
the same number of inbound ports from AT&T during the same period,
meaning that T-Mobile effectively lost no net ground due to the 3G's
launch. Granted, the porting stats from a single wholesaler represent
just a microcosm of the big picture, but even accounting for some loss
of precision when you extrapolate that data, you're looking at a pretty
significant downturn in interest from T-Mobile subscribers. We still
think Apple's probably laughing all the way to the bank either way --
and iPhone 3Gs are sold out virtually everywhere right now -- but
you've got to wonder if AT&T's not freaking out a little bit at the
number of new subscribers it managed to entice, and whether its
competitors are all breathing cautious sighs of relief at some
surprisingly reasonably churn rates.
via engadgetmobile

