Very positive overall, but isn't it a little bit surprising that the iPhone 5 only accounted for around half of iPhone sales?
You'd have to look at the exact terms that the company offers. At O2 in Britain, the iPhone 4 contract cost is ridiculously high so you would have to be stupid not to buy an iPhone 5. Maybe Verizon contracts are the opposite.
One of the best things about owning an iPhone is the resale value. After buying my first iPhone in 2008, I always get the newest one and never have to pay for the phone itself. The previous one is always worth at least $200. In fact, I often make money by getting a new iPhone!
I'd say an iPhone 4 for $200 would make an excellent iPod Touch, even if you're not interested in the phone at all.
I don't see any numbers showing iOS users defecting to Android. But iOS sure seems to be taking a ton of sales from Android lately where they are equally available and at similar price points. Especially in the U.S., iOS is growing rapidly. Latest reports here show the iPhone now over 50% marketshare and Android continuing to drop.
Some people look at world wide smartphone market share. What they miss is that worldwide, people buy gazillions of _cheap_ Android phones which are then counted as smartphones, but they are not really what any potential iOS user would be defecting to. iPhone unit sales are growing, and iPhone market share of the total phone market is growing as well.
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