>>- VZ sold 2 million iPhones
- Sold 5.6 million smartphones
- "More than half" of these smartphones were Android, so for those counting, Android > iPhone at Verizon<<
Actual numbers. Always good to base one's thinking on those.
Here's another quote from the CC:
"We anticipate that the strong demand we're seeing for the new iPhone 4S will bring even more new customers to the nation's most reliable Wireless network. We sold a total of 1.4 million 4G LTE devices in the quarter, just over half of these were Smartphones and the rest were Internet data devices."
So when we combine these numbers with the ones they reported about 4G LTE devices, roughly 700 thousand of which were phones, we see that among Android phones, 4G devices have been considerably less popular than 3G models. Those ratios are changing, however, with 4G phones gaining.
One more quote from the CC: Total device sales, both gross adds and upgrades, while relatively strong were down about 5% sequentially this quarter, due primarily to customer anticipation of the next version of the Apple iPhone.
So Verizon sees that the anticipation of the new iPhone caused a shortfall for them, and they also say that they expect to make up for that this quarter with the new model, based on the demand they're seeing. |
