The first full quarter with the iPhone available on the market has come to a close, and the numbers are looking as good for AT&T as they are for Apple. The iPhone is stealing Treo and Sidekick owners from T-Mobile, and Apple's Q4 earnings report yesterday clocked 1.1 million iPhones sold in the quarter (bringing the total sold to just under 1.4 million). And that's all before the holidays kicked into full gear.
AT&T just announced its own numbers for the quarter, and things are unsurprisingly going well on its campus too. The report primarily involves company-wide profit increases thanks to recent mergers and buyouts, it also mentions wireless revenue growth. That growth is thanks in part to the iPhone's debut and the addition of 2 million subscribers—the third highest increase in the company's history. Considering that the iPhone is reportedly the fourth highest selling mobile phone in the US, as well as the best selling for AT&T, it's probably safe to declare the partnership an initial success, despite Apple's surprising estimate of 250,000 unlocked iPhones.
With all these tea leaves laid out on the Ars coffee table, it almost goes without saying that both Apple and AT&T are likely going to have a very merry Christmahanakwanzika season. AT&T has exclusive rights in the US to one of the hottest mobile phones in the country, and Apple has a killer lineup in both gadgets and computers—not to mention a fresh new OS—for the holidays. Expect to see AT&T competitors like T-Mobile and Verizon to hemorrhage more subscribers in the name of the iPhone. We'll settle in for the show—can someone grab the popcorn?