AT&T has just finished their Q1, 2011 quarter, which saw 3.6 million iPhone activations, 1 million more than the same time last year. And that’s with a Verizon iPhone launch right in the middle of it. So was AT&T unfazed by the new competition, or would they have activated even more if Verizon still wasn’t on the scene?

[AT&T]

AT&T activates 3.6 million iPhones in Q1, 2011 is a story by TiPb. This feed is sponsored by The iPhone Blog Store.

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In Stock: Jabra STONE2 Bluetooth Headset for iPhone, iPad

The Jabra STONE2 Bluetooth headset takes the incredible ease-of-use of the original STONE to exciting new levels. And yes, it still looks totally sci-fi!! Check this out:

To start with, there is now no need to even touch the headset to answer or reject a call, you just use your voice. The headset tells you each caller’s number and you then simply say yes if you want to accept the call, and no if you don’t. You don’t have to look at the Jabra STONE2 headset to check battery level or the strength of the connection with your mobile phone. It will tell you just what you need to know via voice alerts.

And that’s just the beginning.

Learn more about the the incredible Jabra STONE2 Bluetooth headset now!

In Stock: Jabra STONE2 Bluetooth Headset for iPhone, iPad is a story by TiPb. This feed is sponsored by The iPhone Blog Store.

TiPb - The #1 iPhone, iPad, and iPod touch Blog

Apple today reported their Q2 2011 results, which included 18.65 million iPhones, 9.02 iPods, 4.69 million iPads sold during the quarter. Revenue was $24.67 and profits $5.99 billion.

"With quarterly revenue growth of 83 percent and profit growth of 95 percent, we're firing on all cylinders," said Steve Jobs, Apple's CEO. "We will continue to innovate on all fronts throughout the remainder of the year."

"We are extremely pleased with our record March quarter revenue and earnings and cash flow from operations of over $6.2 billion," said Peter Oppenheimer, Apple's CFO. "Looking ahead to the third fiscal quarter of 2011, we expect revenue of about $23 billion and we expect diluted earnings per share of about $5.03."

Apple’s conference call will shed some color on those numbers and we’ll update with the highlight after the break.

[Apple PR]

Conference call highlights:

• Peter Oppenheimer (PO): Record iPhone sales, record March quarter Mac sales. Robust demand for iPad.
• 95% growth over a year ago.
• Talking Macs. Air and Pro laptops drove demand.
• Lion preview brings ideas from iPad back to the Mac. Scheduled to ship this summer, will show more at WWDC in June.
• 9 million iPods. Lower year over years, ahead of expectations. iPod touch over 50%. Apple share of MP3 still over 70%.
• 4-6 weeks iPod channel inventory.
• iTunes $1.4 billion in revenue thanks to media and apps. Full catalog of Random House books. Now includes 2500 publishers in 20 categories. 100 million books downloads.
• 18.6 million iPhones. 113% year over year growth, ahead of IDC estimates. Revenue from handset and accessories $12.3 billion. America, AsiaPac doubling. Significant increase in capacity, expanded distribution.
• Please to be on Verizon, SK telecom in Korea, Saudi telecom. 186 carriers in 90 countries.
• 5.2 million iPhones in channel. 4-6 weeks of inventory.
• Enterprise growth, 80% of fortune deploying or testing. 100s of private, public companies supporting 1000s of iPhones, including Cisco, GM, Xerox.
• iPad has momentum. Sold 4.7 iPads. Launched iPad 2 in US and 25 additional countries by end of March. Working to get it into hands. 59 countries for iPad. Channel inventory down, below 850 thousand. Sold every iPad 2 they could make. Would like more inventory. Revenue was $2.8 billion.
• CIOs embrace iPad. Just over a year, 75% of Fortune 500 are testing or deploying. Xerox, ADP, Disney, USAA.
• iOS reached 189 million cumulative sales by end of March.
• Introduced iOS 4.3 including Nitro JavaScript engine, Hotspot, Home Sharing, better Airplay.
• App Store 350,000 apps, well over 3 billion downloads. New subscription service debuted. Made more than $2 billion in payments to developers.
• Apple Retail Store time. About to hit 1 billionth visitor.
• About half the Macs still sold to new customers.
• 323 stores.
• 40 new stores in fiscal 2011. 5th store in China.
• Still have those mysterious supplier agreements…
• Expect $23 billion in June quarter. Gross margins to be 38%. (They’re typically conservative.)
• Thrilled with results.

Q&A time

• Q: Is Japan causing disruption.
• Tim Cook (TC): Incredible tragedy, hearts go out. Apple has long history, strong ties, very sad. Helping with relief. Economics pales compared to human impact. Had some revenue impact in Q2 but not material. Q3 could be less but already factored. Did not have any supply or cost impact in Q2. Do not anticipate in Q3. Source hundreds of items in Japan, from components like LCD, NAND, optical drives, resins, coatings, etc. Earthquake and subsequent Tsunami and nuclear incidents have caused disruption but Apple has worked around the clock and have been able to implement contingency plans. Remain with long term partners, displayed incredible resilience. Do not anticipate any Q3 problems but have to be wary due to after shocks, etc. Don’t know of unsolvable issues but situation uncertain, no guarantee. Difficult to predict beyond Q3. Will address Q4 in July.
• Q: iPad 2 constraints. Where do they lie?
• TC: Demand staggering. Still amazed. Heavily backlogged. Extremely pleased. 25 additional countries. 13 more countries next week. Will add more in Q3. Confident they can produce a lot of iPads in Q3.
• Q: What drove iPhone strength? Carrier, region? How do we think about seasonality in June quarter?
• TC: iPhone did very well everywhere. Off the charts in US — 155%, adding Verizon was key. AT&T did extremely well as well. 3x IDC forecast for market. Continue to be on tear in China. Greater China was up over 3x, 250%. Catapulted revenue in Greater China to just under $5 billion. Up 4x. Extremely happy.
• PO: Increased inventory by over 1 million units. 4-6 weeks. June Q should be year over year increase. Significant.
• Q: What did you learn about elasticity with $49 iPhone 3GS.
• TC: Did very well. Very popular.
• Q: LTE, how mature? Urgency?
• TC: Asked this with Verizon launch, still see it in products being shipped. 1st gen chipsets force lots of design concessions. Apple not willing to make them. Very happy with iPhone 4, iPhone 3GS. 3 more large carriers.
• Q: Sequential decline? Forces you’d highlight?
• PO: Priced aggressively. iPhone channel increased. iPad channel inventory fell.
• Q: iPad constraints?
• TC: Demand has been staggering.
• Q: CDMA? Magnitude of spending?
• TC: Don’t want to get into specifics on CDMA or GSM, constantly looking at where to bring on incremental partners. Brought on 3 this quarter.
• Q: How do you maintain competitive growth?
• TC: ComScore data released yesterday showed iOS outreached Android by 59% in US. Worldwide iPhone up, materially faster than market rate. Sold every iPad. Gaining traction in Enterprise, 88%, 75% of Fortune 500. Largest App Store, 350,000 iPhone, 65,000. Fewer than 100 tablet apps for Android. Feel very good. Feel great about future plans. Paid $2 billion to devs. 10 billion downloads. Business prop is very strong. Integrated approach materially better than Android fragmented approach, multiple stores, versions, screen sizes. User appreciates full experience responsibility. Fragmented approach turns customer into system integrator. Customer doesn’t want that.
• Q: Post vs. pre-paid iPhone. UA?
• Wanted to understand levers in China market. iPhone sale up 3x in Q2.
• Q: How is Steve doing?
• TC: Still on medical leave. Speak on regular basis, involved in strategic decisions. Wants to be back full time as soon as he can.
• Q: Supply question (again!) Was iPad 2 a forecasting error? Why couldn’t you have kept production higher, filled more.
• TC: Product transitions never simple. Have to call them many weeks in advance. How many current, dates of new product announcement. Added 170,000 new iPad 2s, most in transit. Net reduction was 400K. Sell through was close to 5 million. Sent out invite to event at end of Feb, announcement early March, on sale March 11, Q ended soon thereafter. Factored in to product transition. Key point, extremely pleased on manufacturing. Materially better start, a lot more units produced than first iPad. Confident enough already put on 25 more countries, 13 more next week. Even more in Q3.
• Q: New iPhones typically in June, new iPods in September. What could change that?
• TC: Nothing to share on that.
• Q: Supply/demand balance for iPhone, still haven’t met it?
• TC: In balance in almost all major markets.
• Q: iPad model, make sense to offer subsidies at some point?
• TC: Today is subsidized in Korea, Japan on 24 month contract. Some European countries. Most are on no-commitment pay-as-you-go. Yes, carriers can offer subsidies but many customers prefer PAYG.
• Q: Last year had new product transition, this year again? Can comment on Samsung?
• PO: Hard to comment on gross margin year over year, different cycles, mixes, other factors.
• TC: We are Samsung’s largest customer, valued supplier. Expect that to continue. Mobile Communication division had cross the line. After trying to deal with issue for a long time, they decided to go to court.
• Q: iTunes?
• PO: Biggest, largest, most content. Nothing beyond that.

That’s it! What do you think?

Apple Q2 2011: 18.65 million iPhones, 9.02 iPods, 4.69 million iPads is a story by TiPb. This feed is sponsored by The iPhone Blog Store.

TiPb - The #1 iPhone, iPad, and iPod touch Blog

Real Racing 2 HD has been updated with support for 1080p video-out and dual screen gaming support on the iPad 2.

• Full HD 1080p TV-out and dual screen gaming support on iPad 2. Experience Real Racing 2 HD like never before in stunning, true 1080p while real-time racing telemetry is displayed on iPad 2
• Enhanced visuals for Alkeisha Island and San Arcana tracks on iPad 2
• Memory optimizations to minimize crashes
• Various minor improvements and fixes

When playing in dual screen mode, the iPad acts as a steering wheel for driving your car in addition to showing other information pertaining to the race, like the course map.

Who’s excited about this? If you pick this one up, let us know what you think! Also, make sure to check out the demo after the break!

[$9.99 - iTunes link]

[YouTube]

Real Racing 2 HD updated with 1080p video-out is a story by TiPb. This feed is sponsored by The iPhone Blog Store.

TiPb - The #1 iPhone, iPad, and iPod touch Blog

Facebook for iPhone has been updated with the ability to stalk find your friends.

• Find your Friends on Facebook using your phone
• Add your phone to your profile
• Bug fixes

Apple was rumored to have been working on Find my Friends, did Facebook just beat them to the punch? Also, anyone else wish Facebook would explicitly list which bugs have been fixed? If you’ve noticed any fixed bugs (or the arrival of new ones) let us know in the comments below!

[Free - iTunes link]

Facebook for iPhone updated with Find your Friends is a story by TiPb. This feed is sponsored by The iPhone Blog Store.

TiPb - The #1 iPhone, iPad, and iPod touch Blog

iPhone Live! podcast is tonight people! We’ve got Rene, Georgia, and Mark Gurman from 9to5Mac and Air Horn fame, so show up and chat with us!

Time: 6pm PT, 9pm ET, 2am BST!

Place: http://live.tipb.com/live/

(You can watch from iPhone via Ustream Viewer app (here’s how) and iPad (we recommend Duet Browser.)

If you have any questions or stuff you want us to make sure we cover tweet them to @TiPb, email them to podcast@tipb.com, or leave them in the comments below!

Be there!

iPhone Live podcast tonight at 9pm EDT, come chat! is a story by TiPb. This feed is sponsored by The iPhone Blog Store.

TiPb - The #1 iPhone, iPad, and iPod touch Blog

Apple online in the US, Canada, UK and other countries now claim iPad 2 shipping estimates of only 1-2 weeks. This is better than the previous 2-3 weeks and a far cry from the 3-5 week wait times listed shortly after launch.

Has Apple ramped up production or has demand finally leveled off to meet supply? Either way, you can now get your online iPad faster if you so wish. Are you ordering?

iPad online availability drops to 1-2 weeks is a story by TiPb. This feed is sponsored by The iPhone Blog Store.

TiPb - The #1 iPhone, iPad, and iPod touch Blog

Every day, TiPb gets flooded with announcements for new and updated iPhone, iPod touch, and iPad apps and games. So every day we pick just a few of the most interesting, the most notable, and simply the most awesome to share with you!

• Plastic Bullet Camera: Put the fun, spontaneity, and surprise of plastic-fantastic toy cameras on your iPhone. Just tap to turn your photos into gloriously unpredictable works of art, then tap again to change the look. [Free - iTunes link]

• Wordfeud: Crossword style multiplayer word game. Challenge your friends or play against random opponents. Play at your own pace. Participate in up to 30 games simultaneously. [Free - iTunes link]

• Robot Tycoon: Be an entrepreneur! Start by selling robots door-to-door, responding to your customers' needs. Then, upgrade to a storefront or a factory. Now you can watch your cash and monitor your progress. [$4.99 - iTunes link]

• QuickPix: Formerly known as QuickCam, this rapid fire photography app now has an even faster burst speed. [$0.99 - iTunes link]

• World of Warcraft Mobile Armory: Now with Remote Guild Chat! Oarticipate in your guild's in-game chat channel in real-time, have one-on-one conversations with members of your guild, and more. [Free - iTunes link]

Any other big apps or game releases or updates today? If you pick any of these up, let us know what you think!

New and updated iPhone and iPad apps for Wednesday, April 20 is a story by TiPb. This feed is sponsored by The iPhone Blog Store.

TiPb - The #1 iPhone, iPad, and iPod touch Blog

Security researchers, including Pete Warden have discovered that iPhone records location data, stores it in a file, and syncs it with iTunes. That means the data — and the record of your location over time — persists even when you upgrade or change iPhones. There’s no evidence Apple transmits or receives a copy of this data or stores or uses it in any way beyond locally on your device and PC.

That Apple is doing this without disclosure is disconcerting, and as the researchers point out, it raises some security and privacy concerns:

“Apple has made it possible for almost anybody – a jealous spouse, a private detective – with access to your phone or computer to get detailed information about where you’ve been.”

The researchers have created an FAQ and app (see the link below) that visualizes the data for those interested in seeing what is stored. The process uses cell towers to record location, so it can be fairly inaccurate. When I tried it, it had me in several places I’d never been. That a would-be-location thief needs physical access to your device also mitigates my concern slightly, because anyone with physical access can get my contacts, business emails, messages, and all sorts of data that may or may not be even more worrisome than gross location data for the city in which I live.

Anyone here spooked?

[iPhoneTracker via The Guardian]

iPhone records your location information, stores it on your PC is a story by TiPb. This feed is sponsored by The iPhone Blog Store.

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If you're still trying to get your hands on an iPad 2, FindOne is now an app for that! It runs on your iPhone, iPad and iPod touch and can pinpoint stores with iPad 2's sitting on shelves waiting to be snapped up.

FineOne queries various superstore databases to find iPad 2 product availability within the radius of a specified zip code. If products are found, the store phone and address are displayed, along with a list of all the iPad 2 product types currently available in that store.

You can narrow your search to match exactly which model you are looking for. Storage size, WiFi or WiFi and 3G, AT&T or Verizon, 16GB,32GB or 64 GB and even white or black models. Now here is the downside. The app currently only works with Target and Walmart stores. Best Buy and Toys 'R' Us are supposedly coming soon.

The FindOne app is available free in the App Store. If any of our readers use this app and manage to grab an iPad 2, be sure to let us know in the comments!

[Free - iTunes link]

[AppAdvice]

Want to find an iPad 2 in stock? FindOne is an app for that! is a story by TiPb. This feed is sponsored by The iPhone Blog Store.

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