Verizon Powers 32% of All iPhone 4s in the U.S.

By  |  Thursday, July 7, 2011 at 2:12 pm

If you subscribe to the theory that most potential iPhone buyers on Verizon have held out on purchasing a device till the new model launches this fall, then this statistic should surprise you: 32% of all current iPhone 4 users in the U.S. are on the Verizon network.

Yep, that’s right. Research firm Localytics released data Thursday that shows the device has shown steady growth since its launch on the Verizon network in February. The iPhone 4 started out on the right foot rather quickly, quickly grabbing 20% of the market early on, but its real growth has been over the summer.

Why’s that? One could justifiably assume that those on the fence were ensuring they’d have unlimited data as the company does away with those plans beginning today. Another reason could be a new rash of folks coming out of contract with AT&T.

Remember the iPhone used to launch in the June timeframe. So, those folks who sprung for the 3GS back in 2009 would just be coming out of their contract now, and be ready to switch.

If Localytics is right, this is nothing but good news for Apple. This likely means that we really haven’t seen the true effect of Verizon on the iPhone’s fortunes. I’m kind of excited to see what the iPhone 5(?) launch does now.

 
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7 Comments For This Post

  1. Tom Ross Says:

    How can this be right? Verizon said they activated 2.2 million iPhones in Q1. Going by Localytic's March data there would only be 7.6 million active iPhone users on AT&T. That's ridiculously low. Just recently Nielsen told us that the iPhone has around 30 million users total in the US (having 27 % of smartphones—which in turn now represent 38 % of all mobile phones in use—which count 300 million in the US).

    The share of Verizon iPhones must be well below 10 % for at least February, March, and April. Localytic's research is faulty.

  2. Hamranhansenhansen Says:

    > That's ridiculously low.

    That's 1 month only. The number is not low at all.

    You're mixing up the implication of one month's sales or 6 months sales with talk of installed base. This is only about estimating the AT&T:Verizon split on iPhone 4 since it launched on Verizon. It was 80:20 in February, and now it is 32:68. That's the extent of it.

  3. Tom Ross Says:

    Hamran, I usually like your writing, bur would you please read the first paragraph of the story again? The claim is that 1/3 of the installed base is on Verizon now, not 1/3 of new sales. If Verizon indeed hosts 10 million iPhone users by now they’ll probably tell us about 8 million new activations in their fiscal report a few days from
    now. But I guess that’s not going to happen. This report is wrong.

  4. JoJo AZ Says:

    They say “iphone 4 sales” they are not counting the previous iphone models. Verizon only carries the iphone 4. So those numbers could be right.

  5. nick williams Says:

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