US smartphones at 90% of contract sales

With Sprint, VZW and AT&T Q4 results now out, we can see that US smartphone sales were at or near 90% of contract phone sales. 

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Within that:

  • The iPhone, with 17m sold, was 65% of reported Q4 smart sales and 57% of contract sales at the big 3 US MNOs carrying it. It was about 48% of total US contract sales
  • Maybe 13m non-iPhone smartphones were sold on contract in the USA in Q4.

As an aside, this means that the US was well under 10% of global Q4 Android unit sales, versus 36% of iPhone sales.