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Verizon iPhone could add 12m more users, squelch Android

updated 09:15 am EDT, Wed June 30, 2010

Oppenheimer says Verizon iPhone could hurt Google

An actual iPhone for Verizon could have a major impact not only on Apple but on Google, Oppenheimer analyst Yair Reiner said on Wednesday. He estimated that at least 12 million current customers could get iPhones if they reach the network next year. The gain could add $7 billion in revenue by itself.

More important to Apple, however, would be the effect on competitors. Launching an iPhone on Verizon would negate one of Google's key advantages, as customers who previously would rather buy Android devices than switch carriers would go for Apple's device instead, according to Reiner. UBS analyst Maynard Um said Droid X creator Motorola, as well as RIM, could also be affected as they would no longer have safety for those who refuse to use AT&T.

Reiner, meanwhile, raised the widely circulated belief that AT&T's decision to allow upgrade pricing for all 2010-eligible customers was a direct reaction to the prospects of a Verizon iPhone an an attempt to lock customers into contracts, which would then be difficult to exit through newly raised early termination fees. The decision suggested to the analyst that AT&T might be aware its exclusivity was ending soon, but he added that just the threat of its iPhone exclusive ending was "motivation enough" to take radical steps. [via Fortune]



By Electronista Staff
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Comments

  1. vintagegeek

    Fresh-Faced Recruit

    Joined: May 2007

    +2

    Verizon

    I've had my family on a Verizon Plan for years and have been waiting to shift my wife and I, probably not the kids yet (they lose everything) to iPhone on Verizon. I just hope my lousy old Razor Phone can hold out till the iPhone comes along.

  1. iphonerulez

    Dedicated MacNNer

    Joined: Nov 2008

    +2

    I'd say this Verizon iPhone c*** is really countin

    chickens before they're hatched. Analysts need to give this Verizon nonsense a rest and wait until there is some official announcement.

  1. Mr. Strat

    Forum Regular

    Joined: Jan 2002

    +2

    Verizon = predatory

    I really hope they don't get their hands on it for Apple's sake. At least I think Verizon has stopped crippling their phones, but CDMA is poor technology, and the company is WAY too predatory.

  1. Flying Meat

    Dedicated MacNNer

    Joined: Jan 2007

    +3

    Where can you use CDMA

    phones?

    I recall it's largely just an America thing, no?

  1. worldbfree4me

    Fresh-Faced Recruit

    Joined: Apr 2010

    -1

    LTE and or WiMaxx aka 4G

    The Verizon iPhone presumably would use LTE (data) and CDMA (voice is superior and more reliable than GSM) as Big Red is poised to deploy LTE in the 4th Quarter to try and mitigate Sprints rise into the 4G foray.
    But I digress, Beecham already manufactures a 4G chipset than can handle LTE and WiMaxx, so look for Sprint to hop aboard the LTE bandwagon as well at which point we very well may see an HTC Supersonic phone capable of 3G, 4G WiMaxx, and 4G LTE. Sprint and Verizon already have a long standing Roaming agreement in place so this would be a smooth marriage proposal, one that could also be the death knell to AT$T should they loose exclusive rights to the iDont.

  1. testudo

    Forum Regular

    Joined: Aug 2001

    +3

    Re: LTE and or WiMaxx aka 4G

    The Verizon iPhone presumably would use LTE (data) and CDMA (voice is superior and more reliable than GSM)

    Well, another reason for CDMA voice is that (a) LTE doesn't support it yet, and (b) Verizon doesn't do GSM.

    But I digress, Beecham already manufactures a 4G chipset than can handle LTE and WiMaxx, so look for Sprint to hop aboard the LTE bandwagon as well at which point we very well may see an HTC Supersonic phone capable of 3G, 4G WiMaxx, and 4G LTE.

    Sprint has already said they will be migrating to LTE once it reaches a maturity stage. And there's no reason you can't throw a CDMA receiver in there as well (since I think, though not sure, that Sprint uses CDMA as well for voice).

  1. redcapzero

    Fresh-Faced Recruit

    Joined: Aug 2007

    +1

    comment title

    the other day i needed to visit with my cell phone provider, T-Mobile, to cancel out a specific service; after which, with light hearted humor, mentioned that I would certainly return when T-Mobile grabbed onto the i-Phone. There was a (physical) hush lasting a few seconds, then with soft voice (almost a wisper) the young lady said that "they" were working on "something" (regarding you know what).

    Rumor, probally.

    I've had nothing but pleasantries to share regarding T-Mobile (let the slashing begin!). Best overall reception where I live / work (Bay Area) and travel (NorCal coast etc)...even recieve 4 bars at Blind Beach / Goat Rock / Salmon Creek North!!

    Whould be a joy if T-Mobile nailed a contract with Apple. Had Verizon prior to "T", nasty, nasty experience.

    Just some thoughts.
    Enjoy!

  1. facebook_Tristan

    Via Facebook

    Joined: Jul 2010

    +1

    IRREFUTABLE PROOF that the iPhone will NOT

    I think everyone keeps talking about a Verizon iPhone because they want the iPhone 4 on Verizon. Maybe they believe that constantly creating rumors (yes thats what they are) that it may become a reality.

    If you want be coming to Verizon anytime soon check out the article called "Why Verizon wont see the iPhone anytime soon" at http://getyourgadgetsgoing.com/

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