During a Q4 earnings call discussion with analysts this morning, Verizon’s CFO Fran ShamWow Shammo dropped a variety of numbers that I’m sure will spark up interesting conversations throughout the day. After a full year of the iPhone on Big Red’s network, we have the first set of numbers to compare how it sold versus the Android army. I think it’s safe to say that the iPhone 4 and its slight rehash in October did not bring the world of green robots to a screeching halt as so many had predicted last January. It obviously outsold every single Moto, HTC, Samsung or LG phone on their own, but in this world, it’s all about OS market share.
Verizon sold 15 million Android phones and 10.8 million iPhones over the course of 2011. During Q4 alone, VZW knocked out 7.7 million smartphones which helped account for 70% of their entire 2-year contract wireless sales. 4.3 million of those were iDevices, while the other 3 million were a mix of Android, Blackberry and Windows Phone 7.
We should point out that analysts were a little concerned that while Big Red managed to sell record numbers of phones, that their revenues were not looking so hot thanks to the “cost of doing business with Apple.” With high subsidies on Apple devices, it takes years for wireless carriers to see returns on their sales. VZW seems to think that they will survive – we do too.
















