Originally Posted by newbee
The charts show that Verizon has almost 25% of the U.S. iPhone market
. Where do you think those customers are coming from (at the same time their Android share is declining
). Yes, some from at&t but those numbers show me a story similar to what's posted .... just connect the dots.
Problem with this assumption is this little thing called "Contracts." You see, when someone signs a Contract with a carrier, they're locked into said carrier for 2 years (or in Verizon's case, a minimum of 20 months)
This is something that 'analysts' and pundits like DED seem to forget. Customers hate paying full price for phones, specifically on Verizon, so only a very small percentage of customers
the Motorola Droid 1, the first Android device on the carrier came out in November of 2009. Alright, now, 2 years (24 months) from there would be November of 2011. This means that the earliest MOST people could upgrade from a Droid to an Iphone in July.
Now, there is the odd customer who has an early upgrade. If you're on a "high value" plan you used to be able to get an upgrade every year, but these are ONLY primary lines on family plans and someone who's Not on the minimal plan with a single line. they're not the majority of users.
That means, AT MOST this data includes one month of users (plus annual upgraders) who switched from Android to the iPhone.
This means that Most of the Iphone users on Verizon were not existing Android Verizon users because most of those are still under contract. So while the iPhone might've prevented NEW smartphone users (or new verizon customers, though gain's weren't record breaking) from choosing android, it didn't pull EXISTING customers away. You won't see that until now.
And then, add to that the fact that Sprint finally posted a net gain in customers (for the first time ever) and the popularity of android there. or the fact that ATT FINALLY started releasing high end Android devices. The pie is getting bigger as well.
The reason people are questioning this data is because:
1) It completely forgets that fact that a majority of users sign contracts
2) It's being presented in a way that ignores the fact that the entire smartphone "pie" is getting larger, and the fact that other carriers are really stepping up their Android gain.