Apple's $800 iPhone
Apple analyst Gene Munster at Piper Jaffray & Co. tells The New York Times that -- taking into account the deferred revenue figues in Apple's latest financial report -- the company could expect to make up to $18 a month from each iPhone on the AT&T network. This is more than double what Munster had previously estimated Apple was receiving in recurring service revenues from AT&T.
Regular Unstrung readers will know that we have been tracking how much various analysts and industry sources believe Apple is making from the iPhone. The estimates have steadily risen since the phone's launch at the end of June this year. Wall Street number crunchers, Bernstein Research, recently suggested that the Mac-maker could derive more than 40 percent of its expected $1 billion-plus iPhone revenues in 2008 from carrier payments. (See Peeling Back Apple's iPhone Revenue and iPhone Revenues Flow in Three Streams.)
Neither Apple or AT&T have made any official comment on iPhone payments.
— Dan Jones, Site Editor, Unstrung