The other day the always spot on folks over at BGR put out a post detailing sales information about Verizon’s iPhone 4. The data fell right in line with what we thought would happen, but some people are screaming that the sky is falling and that the Verizon iPhone will be a bust. That’s where we say not so fast. In the report, BGR notes that online pre-orders between Verizon and Apple amounted to around 550,000 units. They also gave some rough estimates about exactly who is buying Verizon iPhones, reporting that 30% of people buying Verizon iPhones were Android users, just over 25% of people buying iPhone 4 were BlackBerry users, and only 14% of people buying the Verizon iPhone were AT&T iPhone owners. The remaining percent didn’t want to say, didn’t have a smartphone, or didn’t have a phone prior to making their iPhone 4 purchases last week. Interesting, yes, definitive, no.
To me even if the data was a bit disappointing to VZW and Apple, it couldn’t have been totally unexpected. Here’s the bottom line, people aren’t stupid and almost everyone on the planet knows that sometime this summer Apple is going to announce the iPhone 5 which should be ready for both Verizon and AT&T at the same time. The iPhone 5 will of course be a superior piece of hardware, but there also rumors that it will be 4G LTE. Even with all fuziness about them possibly making a nano-sized iPhone which we don’t buy for one minute by the way, people are just biding their time. When you look at the Android user base, a lot of them are really tech savvy and right now they are taking the wait and see approach. The worst case scenario is that they continue to use the phones they have that are more than capable and then instead of buying a phone that is comparable to the one they have know, they can wait for the iPhone 5 and get a superior device that might truly be worth breaking their contract or upgrading early.
But you tell us, are you waiting on the iPhone 5 before you either change devices or carriers? Do you think that the iPhone 5 waiting in the wings is really what might be holding Verizon iPhone 4 sales in check? If Verizon let you upgrade tomorrow for $149.99 to a Verizon iPhone 4 with no contract penalty would you?