Is the iPhone stealing Verizon’s growth?

Horace Dediu of Asymco has provided analysis on data recently released showing Verizon’s smartphone sales over the last year.

The chart below shows the performance of all of Verizon’s smartphones vs. the iPhone at AT&T. The area chart shows how Verizon’s volumes grew from 2.7 million in Q1 to 3.3 million in Q3. Not a bad story in itself. However, the iPhone at AT&T went from 2.7 million to 5.3 million in the same time frame. Relative to just the iPhone, Verizon has been underperforming over the last quarter.

You can read the rest of Horace’s analysis here.


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