A new analysis of Android phone sales at Verizon and iPhone sales at AT&T point out that the real reason the iPhone is important to Verizon is that U.S. Android sales are falling way behind those of the iPhone.
Some new analysis by Asymco on data previously published by ITG Investment Research and their analyst Mathew Goodman shows very clearly that Verizon is not doing nearly as well with Android-powered phones as AT&T is doing with iPhones. In fact, it would appear as if AT&T is selling 2.5 times as many iPhones as Verizon is selling Android phones, according to an AppleInsider story. That would certainly explain the importance that Verizon has been attaching behind the scenes to getting an iPhone of their very own to sell. It is not a case of want. It is a case of need.
It has previously been reported that Verizon’s relationship with RIM was becoming rocky because of Verizon’s obvious interest in Android phones, which have been closing up behind Blackberry in the worldwide sales department. This meant that not only were Verizon’s Android sales weak, but they were enough to annoy RIM, one of Verizon’s oldest partners. Although Verizon willingly went after Android phones when RIM’s sales efforts fell short with the Storm, they had to have noticed that all their sales of their Android phones taken together were just a fraction of what the Apple was selling at AT&T.
As soon as it could, Verizon signed on to sell Apple’s iPad tablet computer. Now it really needs the iPhone. AppleInsider says “Unlike popular comparisons of global device activation numbers, mobile web “market share” and mobile advertising analytics, all of which can gerrymander markets that either include or exclude iPods and iPads and other devices, or group third world cheap devices into the same pool as high end smartphones, the report’s comparison of AT&T and Verizon is one of the clearest looks yet at how iPhone sales compare to Android-based smartphones in similar circumstances.”
That comparison obviously failed to impress Verizon, and almost certainly made them redouble their efforts to get an iPhone of their very own. It looks as if Verizon will make an announcement to that effect next Tuesday in New York, good news for Apple, bad news for Google.