Sprint's iPhone Opportunity

10:15 AM -- There's a great deal of speculation that Sprint Corp. (NYSE: S) will soon become the third mobile operator in the U.S. to offer an iPhone. (See iPhone 5 Rumor du Jour: Coming Soon to Sprint?)

The main question appears to be not whether Sprint will start selling the Apple Inc. (Nasdaq: AAPL) smartphone in mid-October -- that seems to be taken as a given -- but whether the introduction of the iPhone can renew Sprint's fortunes. (See US Wireless Operators' Q2 Scorecard.)

In a research note issued early Wednesday, Michael Nelson at Mizuho Securities USA Inc. writes that the addition of the iPhone, combined with the operator's focus on its unlimited data plans, could "significantly stimulate subscriber growth." The analyst team at Mizuho believes Sprint could sell 1 million iPhones during the fourth quarter of this year and 5 million in 2012, though the majority of those sales, up to 80 percent, would likely be to existing Sprint customers.

— Ray Le Maistre, International Managing Editor, Light Reading

joset01 12/5/2012 | 4:55:30 PM
re: Sprint's iPhone Opportunity

Some pubs might see a Sprint iPhone as a given but not me. Nothing's a given with a new iPhone. Remember all the other rumors haven't panned out over the years.

Sprint *seems* to make sense since Apple already has a CDMA model. But then it would make at least as much sense to add 1700/2100 AWS support so that T-Mobile (soon to be AT&T?) users could get an iPhone.

DCITDave 12/5/2012 | 4:55:30 PM
re: Sprint's iPhone Opportunity

Maybe I haven't been paying attention, but are there that many smartphones in the US that you can buy in the exact same configuration at Sprint, AT&T and Verizon?


sarahthomas1011 12/5/2012 | 4:55:30 PM
re: Sprint's iPhone Opportunity

With the big 3 carrying the iPhone in the U.S., it will come down to pricing (and the quality of the network...but mainly pricing.) Sprint should have a huge advantage with its unlimited plans. Getting the iPhone might cause it to rethink those plans though.

Sign In