updated 12:20 pm EST, Wed November 9, 2011
Verizon loses most share
Both AT&T and Verizon have given up US iPhone share to Sprint with the advent of the iPhone 4S, according to data from Localytics. Whereas 60 percent of iPhone 4 owners are on AT&T, and 40 percent are on Verizon, AT&T's lead is just 56 percent for the iPhone 4S. Verizon appears to be suffering the most with the new phone, sitting at 32 percent; in all Sprint currently has 12 percent of 4S subscribers.
AT&T is thought to have several factors working in its favor. 4S download speeds are much faster on the AT&T network, which also allows for simultaneous voice and data. Businesswise AT&T has a large pool of existing iPhone subscribers, many of whom are thought to be near or at the end of their contracts. Localytics suggests that based on its data, AT&T appears to be successfully exploiting the 4S to get people to sign up for new two-year contracts.
Sprint's one advantage is unlimited data, since it is currently the only US carrier to offer the option for iPhones outside of some grandfathered AT&T plans. Some Sprint subscribers have been reporting unusually slow 3G data however, and there appears to be no fix in sight. Apple is said to be helping the carrier to troubleshoot.