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Day 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?

For every AT&T Android user there are 15 iPhone users: What will be the ratio at Verizon?

The following chart uses comScore data to show the relative consumption of Android vs. iOS by the subscribers of the four major US operators. I modified an original chart published by Silicon Alley Insider.

A few observations: