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First there aren't 100 phones to for the iPhone to compete with at Verizon. More like 12-14. Of those 12 I would only put 6 phones on par, slight better, or slightly worse than iPhone 4 and 4s.

Galaxy Nexus, Droid RAZR(Maxx), HTC Rezound, and now the HTC Incredible 4G and Galaxy S3...yup, 6 sounds right.
 
samsung is pretty much the only android phone maker. and the Galaxy 3 has been a HUGE hit

Whatchootalkinaboutwillis?

Samsung and HTC pretty much hold equal market share for Android handsets, with Motorola not far behind those two.

Last I saw, Verizon's number one handset seller has been Motorola for some time now.

nielsen-q2-2012-united-states-smartphone-market-share-chart.png


What the OP's link tells me is that Apple iPhone sales are doing phenomenal even 8 months into last years' model and there is a huge pent-up demand for the next one that is keeping people from going to the tier two offerings from Samsung, HTC and Motorola. Only the impatient/desperate are grabbing the new offering from Samsung.
 
First there aren't 100 phones to for the iPhone to compete with at Verizon. More like 12-14. Of those 12 I would only put 6 phones on par, slight better, or slightly worse than iPhone 4 and 4s.


Second, I agree, I would of thought the number would have been lower this quarter too. A better statistic would be of that 45% how many are converts and how many are just upgrading from a previous iPhone?

I suppose you are right.... 100 is a number that is used when talking about the whole market and all carriers, but there are probably 12 to 14 on Verizon that directly compete against iPhone and probably two dozen lesser models of Android phones. Though Android certainly counts those "lesser models" as activations.

I'm not sure why "converts" versus "upgrades" would matter to financial statistics. It would matter with regards to customer satisfaction of iOS versus Android. People making a switch from Android to iOS would indicate a lower satisfaction rate on Android and desire to try something else. People sticking with iOS would indicate a high customer satisfaction rate. Recent surveys have still looked very favorable for Apple, but surveys are just surveys. Best indicator is these financial results and actual sales on an annual basis to factor out seasonality.
 
Does this mean the general population of smartphone buyers are getting smart enough to actually check the internet to see if a product is about to be refreshed?

Of course....my mother in law knew when the iPhone was being released. She wants a new phone and is opting to wait for the iPhone 5 release.
 
Verizon sales reps are paid more to sell/push 4G phones. Until Apple comes out with a 4G phone verizon reps wont sell it. Why sell something if it doesnt make you money. Their loyalties are in their pockets. Look at the iPad sales at verizon vs android based platforms, I bet its leaning more toward iPad b/c its a 4G product, hence get them paid! All in all im disappointed with the arrangements provided by ALL providers but if I had to choose I would go with VZW, and just voice my loyalties. Cant wait for the iPhone 5 aka the Galaxy killer!

While I don't disagree that the sales reps at Verizon are getting spiffs/commissions on selling anything BUT an iPhone, I don't think its necessarily anything to do with LTE. Verizon doesn't offer a different data plan for 3G vs LTE coverage. You pay the same regardless.
 
While I don't disagree that the sales reps at Verizon are getting spiffs/commissions on selling anything BUT an iPhone, I don't think its necessarily anything to do with LTE. Verizon doesn't offer a different data plan for 3G vs LTE coverage. You pay the same regardless.

They were separate until June 28. And they are different plans, priced the same.
 
While I don't disagree that the sales reps at Verizon are getting spiffs/commissions on selling anything BUT an iPhone, I don't think its necessarily anything to do with LTE. Verizon doesn't offer a different data plan for 3G vs LTE coverage. You pay the same regardless.

i bet samsung pays the commission to sell their phones

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Whatchootalkinaboutwillis?

Samsung and HTC pretty much hold equal market share for Android handsets, with Motorola not far behind those two.

Last I saw, Verizon's number one handset seller has been Motorola for some time now.

Image

What the OP's link tells me is that Apple iPhone sales are doing phenomenal even 8 months into last years' model and there is a huge pent-up demand for the next one that is keeping people from going to the tier two offerings from Samsung, HTC and Motorola. Only the impatient/desperate are grabbing the new offering from Samsung.

samsung make almost every dollar in profit share in the android market. in fact samsung makes something like 30% of the profits of the cell phone market including smartphones

HTC and others are about to go the way of the dodo with their single digit profit share

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anyone got the numbers on Galaxy 3? I keep hearing it is a huge hit, but mostly isn't that mainly with the fandroids that would buy them anyway...

i read 30 million units shipped this quarter, but that's worldwide
 
Wow! What a news day...

First, a Verizon CFO says "Hey, did you guys hear the rumors about a new phone release this fall?" and suddenly it's now all but confirmed...

now this... "Verizon iPhone sales down (amid inevidable next iPhone launch)"

:rolleyes:
 
Why is comparing QoQ "wrong" in this case? Companies always want to see how they're doing from quarter to quarter to detect and explain trends in their revenue. I'm not saying that doing a comparison of this past quarter with the same quarter from last year is wrong, but doing a simple QoQ analysis is NOT wrong.

And why the heck are you so defensive about these numbers? The earnings report didn't pass judgement or make any comments that Apple was slipping ground to other mobile manufacturers. You're being a bit sensitive, eh?

:confused: He explained why, in the quote you included in your post. The iPhone, like most iDevices (due to the somewhat predictable release cycle) have a fairly predictable pattern of purchases. This quarter, being the end of the cycle, when a lot of people are waiting (because they expect the next version to be released soon), is *historically* lower than the quarter before it. Doing a QoQ comparison when you know the device in question has a predictable, yearly QoQ pattern like this is misleading at best.
 
While I don't disagree that the sales reps at Verizon are getting spiffs/commissions on selling anything BUT an iPhone, I don't think its necessarily anything to do with LTE. Verizon doesn't offer a different data plan for 3G vs LTE coverage. You pay the same regardless.

Well, the plans are not different but the costs potentially are. I have an unlimited data plan with Verizon on my iPhone 4. It is eligible for an upgrade October 10 this year. Will I do it? Probably not with Verizon because they now force you into a limited data plan if you want to get a subsidized phone. Not gonna happen with me. I am now on about 2-3GB/month using 3G only (I love Pandora and use it als alternative to XM radio in my car). The moment I have a limited data plan which comes with even faster connetion, my bill will go up. This is not gonna happen. I'd rather wait until March 2013 and switch to either Sprint or T-Mobile - they are cheaper anyways.
 
The real shocker is why are so many people still buying iPhones ahead of the imminent release of the next version and price reduction of the 4 and 4s.

I know a lady who bought an iPad 2 the day before the iPad 3 came out........AND STILL KEPT IT. She had no inkling that the new iPad was coming out, and really didn't care. While it was a stupid financial decision to not at least go into Apple and try to get $100 off, we quickly forget that the average non MacRumors reading user does not know or care about the new iPhone, the new iPad, etc. They want what they want, and they want it now.

I was talking to a friend of mine the other day, and she pulled out her iPhone and started doing something--there was a lull in conversation and I mentioned how excited I was to get the new iPhone this year. She goes, "Yeah, right. There's a new iPhone this year. They've been saying that for 4 years and there hasn't been a new one yet". She literally thinks the 4s has been out for 4 years. I didn't get into it with her--she represents the average user.

We get caught up in these forum threads and sales numbers and blah blah blah. The average user doesn't know when Apple keynotes are, doesn't read up on potential new features, and probably couldn't tell a retina display from a 3GS.
 
Whatchootalkinaboutwillis?

Samsung and HTC pretty much hold equal market share for Android handsets, with Motorola not far behind those two.

Last I saw, Verizon's number one handset seller has been Motorola for some time now.

Image

What the OP's link tells me is that Apple iPhone sales are doing phenomenal even 8 months into last years' model and there is a huge pent-up demand for the next one that is keeping people from going to the tier two offerings from Samsung, HTC and Motorola. Only the impatient/desperate are grabbing the new offering from Samsung.

That's an 'interesting' block chart to say the least. Note the vertical slice (platform) numbers for Android, iOS, Blackberry, and WinMob.

Blackberry has 3x the share of WinMob, but it's slice is almost (but not quite) twice as wide. A nearly 4:1 ratio between iOS and Blackberry shows as iOS having about 2x the width of the Blackberry slice. The ratio between Android and iOS seems to match their respective vertical slice shares though.

Whoever created that chart needs to take a a course on remedial data visualization. (Or, if they used a program to create it, they need to file a pretty serious bug report.)
 
Well, the plans are not different but the costs potentially are. I have an unlimited data plan with Verizon on my iPhone 4. It is eligible for an upgrade October 10 this year. Will I do it? Probably not with Verizon because they now force you into a limited data plan if you want to get a subsidized phone. Not gonna happen with me. I am now on about 2-3GB/month using 3G only (I love Pandora and use it als alternative to XM radio in my car). The moment I have a limited data plan which comes with even faster connetion, my bill will go up. This is not gonna happen. I'd rather wait until March 2013 and switch to either Sprint or T-Mobile - they are cheaper anyways.

Sprint coverage isn't all that great outside major cities, but if that works for you, so be it.

Tmobile throttles as well so not much of an option there.

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That's an 'interesting' block chart to say the least. Note the vertical slice (platform) numbers for Android, iOS, Blackberry, and WinMob.

Blackberry has 3x the share of WinMob, but it's slice is almost (but not quite) twice as wide. A nearly 4:1 ratio between iOS and Blackberry shows as iOS having about 2x the width of the Blackberry slice. The ratio between Android and iOS seems to match their respective vertical slice shares though.

Whoever created that chart needs to take a a course on remedial data visualization. (Or, if they used a program to create it, they need to file a pretty serious bug report.)

Chart came from Nielsen. When pulling the source for you I just realized they released an updated version earlier this week. Here it is:

Q2-2012-US-Smartphone-manufacturers-share-updated.png


The data remained the same, but the scaling is fixed.

As to your point about remedial help needed...its Nielsen and I pretty much find everything they do is statistically relevant and accurately depicted. And when they make mistakes, they are honest about fixing them like they did here. Nonetheless, you obviously weren't alone in noting the scaling issue.

Source: http://blog.nielsen.com/nielsenwire/?p=32494
 
Sprint coverage isn't all that great outside major cities, but if that works for you, so be it.

Tmobile throttles as well so not much of an option there.

Yes, I know that is what I'm facing. I had T-Mobile before the iPhone came to VZN. Voice service was okay - data was upgraded after I switched in my area. I know they roam a lot for free. With the data constraint (throttle), that would be an issue with 3G but I am confident that if 4G is throttled, it is still fast enough for Pandora - besides: I am not that heavy of a user. From what I heared - and feel free to correct me if I'm wrong because I don't know exactly - the throttleing would start far beyond 4GB which I estimate my usage would be. I have 50MBit/sec at home and a 3G iPad 2 which basically leaves not much data running on my phone.

Sprint coverage was too bad last time I checked in my area. So, when it comes to the point where I want to part from my current handset to the next iteration of "i," I will give them a check as well.


Edit: Something I didn't think about before: The new turn by turn navigation. That might eat up some data - but that won't happen too often either. I have a TomTom.
 
The real shocker is why are so many people still buying iPhones ahead of the imminent release of the next version and price reduction of the 4 and 4s.

Not really. I know quite a few people that don't have a clue when the next iPhone is coming out because they don't bother to keep track of things like that. They have regular lives that don't revolve around Apple product releases. Even now, we don't know exactly when the next iPhone is being introduced except vaguely near the end of the year. Although it makes sense that they'd want a less expensive iPhone, but it doesn't mean they're aching for the next model. Many will be satisfied with last year's model iPhone with a price reduction. :D
 
My wife and I both have Verizon iPhone 4 handsets and I'm up for an upgrade now and she's up for an upgrade in October. Since the next iPhone will likely be released in the September/October timeframe, we will likely both be upgrading to the next iPhone to get access to Verizon's LTE network.

We're both on the Share Everything Plan now (saving us around $35 per month over the 1,400 minute/unlimited text/unlimited data plan we had previously), and we're both happy with Verizon (aside from the God-awful slow 3G data speeds in Metro Atlanta.)
 
Oh the humanity. Two phones are outsold by dozens if not hundreds of more heavily promoted (in the store) phones!?
 
What I'm curious about is why this is seen as a negative thing? When you consider that Verizon carries roughly 30 different smartphone models, and there are only two iPhone models offered on Verizon (iPhone 4 and iPhone 4S). I think its a feat that two models still account for 45% of all smartphones sold on Verizon... Especially when you consider that VZW employees have incentives to push 4G LTE models (of which the iPhone does not yet support), I find it astonishing. Only makes me wonder what percentage of smartphone sales the new iPhone (5?) will account for on VZW when its released, as its rumored to support LTE.
 
The word "slips" sounds like Apple had a really terrible quarter :D The tone of the article really only depends on how the author spins it.

The iPhone 4S is already 9 months old (=stone age in the Android world, support ended or soon to be ended), and nobody at any tel co was really selling the iPhone. They pushed the Androids and Samsungs so hard as if the iPhone didn't exist. Under this situation it's really amazing that the iPhone had 45% of sale at the largest carrier in the US last quarter.
 
If the 4 or 4S suits their needs, why would it matter? It's not like their 4S's lose functionally once the new iPhone is released. Not everyone needs the latest/greatest.

What would be a good cut-off to date to stop buying the current iPhone (just outta curiosity)?

If they buy the 4s today, they need the latest/greatest. When the 5 is released but they still buy the 4s, your statement is valid.

https://buyersguide.macrumors.com//#iPhone
 
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