Daily Archives: January 11, 2011

Verizon back at bat: Revisiting the last inning

A month ago I wrote an exposé on the problems I felt Verizon was facing with their smartphone strategy: Verizon Strikes Out in Smartphones [Updated]

Given new information on subscriber growth and the relationship between Verizon and Apple, it’s time to look back and assess how the conclusions are standing up.

The conclusions I drew were that Verizon had three strikes against them:

  1. The iPhone has stolen their growth
  2. They are facing the prospect of a single OS platform supplier
  3. Android is not competitive vs. iOS

Did iPhone really hurt Verizon?

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