US Smartphone Sales at Verizon and AT&T

Benedict Evans:

The implication is that there is an ongoing base of sales that goes to Android, and to some extent iPhone as well, that totally ignores product launches, and just buys a phone. Then, there’s a base of people who wait to buy the new iPhone (and of course come off their 24m contact in another launch quarter, eager to buy). And this latter base is getting bigger every year, and indeed driving all of the growth.

So actual numbers show that the iPhone is thriving at Verizon and AT&T. Yet we get headlines and stories like this hot mess yesterday from CNN Money.

★ Friday, 19 April 2013