Verizon Didn't Lead To The iPhone's Latest Surge, International Sales Did

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Great breakdown by Horace Dediu. But two things:

1) While the Verizon introduction may not led the explosion in iPhone sales, there is quite a bit of evidence that it did halt Android’s march forward in the U.S. As Dediu notes, 4.5 million iPhones (Verizon’s tally for the quarter) is nothing to sneeze at — it’s just overshadowed by the absolutely crazy international numbers.

2) Also remember that the Verizon iPhone launched just a few months before many people assumed there would be a new iPhone coming (when it had previously always launched, early summer). That got pushed to the fall, as did many would-be buyers. I have a feeling that the iPhone 5’s Verizon numbers are going to be insane.