Are sales of Apple's Verizon iPhone 4 below expectations?

Boy Genius Report: Apple source says units sold 'a little under' what two companies anticipated

I've blogged about rumors that Windows Phone 7 wasn't selling well, so it's only fair to note this from the Boy Genius Report: One of our Apple sources has shared some very sensitive information on first-week Verizon iPhone launch sales with us. It’s quite interesting — we’re being told sales are performing a little under what Apple and Verizon anticipated, and we have the data to show it. (Also see: Is the Verizon iPhone deal a disaster for AT&T?) BGR then rolls out combined unit sales for five Apple stores over a five-day period. The data show sales of both Verizon and AT&T versions of Apple's iPhone 4, with Verizon's iPhone outselling AT&T's by 3,992 to 3,009. In other words, 43 percent of iPhone 4 buyers in those five Apple stores chose AT&T as their carrier, despite the predicted mass exodus to Verizon by disgruntled AT&T iPhone subscribers and smartphone customers who simply were waiting until another carrier other than AT&T began selling the iPhone. That's a small sample size, of course, but BGR also says "we have been told that online pre-orders between Verizon and Apple amounted to around 550,000 units." Is that fewer than what Apple and Verizon expected? It doesn't say. I do remember Verizon claiming the iPhone broke first-day sales records in just the first two hours it was available on Feb. 3, so everyone seemed happy back then. Then came Feb. 10 -- the Day the Long Lines Didn't Appear. The underwhelming debut of the Verizon iPhone in stores, while undoubtedly a great relief to AT&T, prompted a search for reasons, the most cited generally being 1) Media and analyst expectations were unrealistic 2) many people are waiting for the iPhone 5 next summer, and 3) AT&T users are a discontented but lazy lot. Whatever the source of their inaction, AT&T iPhone owners accounted for only 14 percent of Verizon iPhone's buyers, according to BGR. Thirty percent of Verizon iPhone buyers said they were abandoning the Android mobile OS, while 25 percent reported they were dumping their BlackBerrys.

Chris Nerney writes about the business side of technology market strategies and trends, legal issues, leadership changes, mergers, venture capital, IPOs and technology stocks. Follow him on Twitter @ChrisNerney.

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