So you mean Apple has no way to find out the number of iPhones activated per day since they make no distinction?No, that's not what I mean at all. What I am saying is that Apple thinks of the iPhone, iPod, and iPad as three different containers for the same thing rather than as three wholly independent product lines. I don't see how that's controversial or unusual, and the existence of Android media players and tablets is evidence that this thinking is not unique to Apple. It's not clear that Schmidt's 200,000 activations/day figure excluded such devices, either, nor do I think it should.
Analysts want to compare the number of Android phones vs. the number of iPhones sold. Apple is intentionally withholding that data because it makes them look bad and is instead talking only iOS numbers.
Nonsense. The quarterly sales figures for the iPhone were stated twice in the very same call (the transcript linked above). It's also very hard to believe that Jobs is afraid that the iPhone being out-sold by the sum of all Android phones makes Apple look bad when he even said so himself in the same call:
"[...] Android is our biggest competitor. They out-shipped us in the June quarter as we were transitioning to iPhone 4. They out-shipped us for the first time according to Gartner's numbers, which we think are pretty accurate."