Pre-CDMA iPhone 4, 28% of Motorola's phone sales were on Verizon
More than a quarter of Motorola Mobility Holdings Inc.'s revenue in 2010 came from sales on Verizon's network, according to a new report filed Friday by Bloomberg. Verizon has played an increasingly important role with Motorola, as the handset maker saw 13 percent of its revenue from the carrier in 2008, and 17 percent in 2009.
Motorola is one of the premier Android device makers, ushering in the "Droid Does" marketing campaign with Motorola in 2009 with the launch of the first Motorola Droid.
Motorola's important relationship with Verizon was detailed in a regulatory filing made on Friday. In it, the Illinois company also indicated that a significant loss of revenue from Verizon "could have a negative impact on our business."
The details underscore the belief that Apple's end of iPhone exclusivity in the U.S. and decision to align with Verizon is strategic. Wall Street analyst Gene Munster with Piper Jaffray has estimated that Verizon accounts for roughly 20 percent of all Android users worldwide.
One rumor this week suggested that both Apple and Verizon are disappointed by launch sales of the CDMA iPhone 4, after it became available at retail on Feb. 10. That report also claimed that 30 percent of Verizon iPhone buyers were Android users switching to Apple's handset.
However, a Verizon spokesperson contradicted that report, and said the company was pleased with initial sales. No sales figures for the Verizon iPhone 4 have been released yet.
More likely, the real test for Android handsets on Verizon for device makers like Motorola will come when the so-called "iPhone 5" launches, expected around Apple's annual June timeframe. Then, both AT&T and Verizon — the two largest carriers in the U.S. — could potentially have a simultaneous launch of the new device.
51 Comments
This will be interesting to follow.
I know we will have to wait, and there's no better afternoon sport (tongue firmly in cheek) than handicapping iPhone versus Android sales figures, but in less than 6 months we will have hard data on who is selling/not selling what. I suspect that Android is going to take a serious hit, but I reckon the proof will be in the pudding. Some early numbers should be coming pretty soon.
Is is a shock to me that it is only 28%...
That is only slightly better than 1/4, there are 4 major carriers so logically it would be a 1/4 split 4 ways.
Now take in to consideration the massive droid ad campaigns from VZ..
I would think this would bring the percentage much higher then just a few points above 25%..
This is being sold as a "See look, iPhone is going to kill Moto"
Not going to happen.
Atrix sales will add to the AT&T%
Is is a shock to me that it is only 28%...
That is only slightly better than 1/4, there are 4 major carriers so logically it would be a 1/4 split 4 ways.
Now take in to consideration the massive droid ad campaigns from VZ..
I would think this would bring the percentage much higher then just a few points above 25%..
This is being sold as a "See look, iPhone is going to kill Moto"
Not going to happen.
Atrix sales will add to the AT&T%
Is it 28% of global sales?
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