Thursday, October 18, 2012 at 9:42 am.

‘Big picture from Verizon earnings: The iPhone 4S remains a hot seller and the iPhone 5 has major supply problems.’

Verizon reported Q3 earnings this morning, and Sammy the Walrus IV has been analyzing the iPhone numbers. (If you’re not already following Sammy on Twitter, you’re missing out.)

A few tweets:

  • Verizon: We sold 3.1 million iPhones in 3Q (2.7 million in 2Q). (link)
  • Verizon: 21% of iPhones sold were iPhone 5. (link)
  • Looks like iPhone represented 45% of Verizon smartphone sales in 3Q (similar to 2Q). I would expect that percentage to increase in 4Q. (link)
  • Verizon’s “21% of iPhone sales were iPhone 5” stat seems low. (link)
  • I’m really surprised at how well non-iPhone 5 sales were at Verizon (down only 9% on sequential quarter). Maybe the 4S price drop? Wow. (link)
  • I’m probably going to raise my iPhone estimate (to ~26 million ish), but lower ASP a little bit. Will publish final #’s this weekend. (link)
  • Big picture from Verizon earnings: The iPhone 4S remains a hot seller and the iPhone 5 has major supply problems. (link)