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Localytics: Verizon claiming almost a third of all US iPhone 4s

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Analytics company Localytics today published a report on the rise of the Verizon iPhone.  In the July month, it accounted for 32% of all iPhone 4s purchased (AT&T is still selling iPhone3GS, and has the US exclusive on the $49 iPhone).  That’s with AT&T’s 8-month head start.

It’s not all gravy for Verizon.  Localytics surmises that the biggest selling point to US users was the ‘unlimited’ data plans…which end today.

Why the recent uptick in Verizon adoption? One reason may be Verizon’s unlimited data plan, which they are scheduled to do away with on July 7th. AT&T officially discontinued its unlimited data plan in mid-2010, although existing customers were allowed to keep their plan as long as they remained AT&T customers. We’ll continue tracking the shift in iPhone 4 market share to see if Verizon loses momentum post-unlimited-data.

It will be interesting to see the split on iPhone 5 when all carriers (including Sprint T-Mobile and others?) are equally pitted against each other.
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What we think we know about the Verizon iPhone

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COMPUTERWORLD: After a CES no-show, Verizon is teasing us with an iPhone-generated Tweet today on the eve of its press event where it is expected Verizon will at last introduce the iPhone, meaning US customers will now enjoy some choice of which network carries their iPhone. The move should also boost Apple in its battle with Android. So, what do we know?

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Gene Munster: What's on tap for 2011 at Apple?

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SAI breaks down Piper Jaffay Apple follower Gene Munster’s predictions for 2011, complete with probabilities.  I’ve got to say, these are pretty conservative.  (I like Appleholic’s 2011 list much more).  Anyway, here we go…

– Verizon launch of the iPhone: Probability 95% (March qtr) (our est)

– Mac App Store: Probability 100% (Jan. 6 launch)

– iTunes cloud services: Probability 90%

– iPad geographic expansion: Probability 100%

– iPad subsidies from carriers: Probability 80%

– OS X Lion: Probability 100% (summer 2011)

And here’s when we can expect upgrades to the hardware:

– iPhone (March quarter). We are modeling for Apple to launch a CDMA version of the iPhone at Verizon in the March-11 quarter. The fifth generation iPhone will likely ship this summer with NFC capability.

– iPad (spring). We believe the second generation iPad will launch in spring 2011.

– Macs (uncertain). We have moderate confidence that Apple will release redesigned MacBook Pros in 1H11 and redesigned iMacs in 2H11.

– iPods (fall). As usual, we expect Apple to refresh its iPods in the fall.


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Skype ratchets it up a notch, advertises Verizon iPhone. iPad version too

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Ever get the feeling that these companies like to mess with us?  After the reported Skype iPhone video conferencing ‘leaked help document’ Skype took the document offline.  Today however, it is back up with some new company joining in the fun:

Verizon.

So there you have it: Skype, Verizon, iPhone.  CES. Join us for coverage on Jan 6th.

Also, Skype is hyping an iPad only version of their software as well.

Even though the iPhone application is fully compatible with the iPad, we’re still always striving to bring the best to our Skype users, which is why we’re developing a Skype application designed specifically for the iPad. Watch the website for further updates.


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4G iPhone for January rumors a little half-baked

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Look, we want the most awesome iPhone available to be on Verizon’s network ASAP.  But the rumor today about the 4G iPhone waiting in stockpiles isn’t realistic at all.

Remember how Apple’s original iPhone was EDGE at a time when most new phones were coming out with the new 3G technology?  The reasons: Cost, complexity, size, battery life and benefit to the user.

Every single one of those factors also applies to 4G.  The chips aren’t mature, the network is just being rolled out, and the battery life will take a hit.  Have you seen how long an EVO 4G battery lasts with 4G on?  How big it is?

Besides, one of the big benefits of 4G is use as a hotspot, something no un-jailbroken iPhone can do yet.

So iPhone 4G?  Yes!  January?  No.
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Does Verizon need iPhone more than it has been letting on?

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Asymco has an interesting report today in which analyst Horace Dediu argues that Verizon may need the iPhone more than its letting on, and suggests Google Android may not be as big a business as many think it to be.

To be fair, while Dediu makes a good argument for his points, critics are already pointing out that they are based on data which may not be 100 per cent accurate, and that Verizon’s best month was in August, two months after iPhone 4 shipped. (Though it was only a slightly better month on back of hype around new product from Samsung).

We’ve had an update from the sources of the orginal data, which is posted at the foot of this article:


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