Did iPhone Shake Up The Mobile Biz?

Apple’s iPhone in first thirty hours caused some (minor) shifts in the overall wireless market share, according to data compiled by UBS Research. As reported earlier, iPhone resulted in 146,000 activations for AT&T, while the actual sales of the device were around 270,000.
“Net adds were probably boosted by the 60K iPhone gross adds which likely didn’t make it into the churn counts in the first 30 hours,” UBS analysts write in a note this morning. Here is the final tally:
* AT&T took 29% of national postpaid wireless net adds, up from roughly 25% the previous two quarters.
* Verizon saw its share of postpaid net adds fall to 49% from 56% last quarter and a whopping 62% in 4Q.
* T-Mobile also lost share falling to 22% from 27% last quarter.
* Sprint broke into positive territory with 16K net adds equating to 0.5% of national postpaid net adds.
UBS predicts going forward, AT&T’s share of industry net adds to increase to 34% in 3Q and 36% in 4Q at the expense of all three national (wireless) carriers.