Leaked data shows how badly Verizon needs Apple’s iPhone

Philip Elmer-DeWitt reports for Fortune, “Most of the analysts who looked at the Verizon sales data that All Things Digital’s John Paczkowski published Friday picked up his story line: Thanks to Google’s Android, Research in Motion’s BlackBerry has gone, in Paczkowski’s words, ‘from a flagship to a johnboat.'”

“But Asymco’s Horace Dediu has a different take. The sales numbers, if they are to be believed, show that Google has let the carrier down,” P.E.D. reports. “Despite the explosion of Android phone sales, the iPhone has stolen Verizon’s growth and forced it to make a deal with Apple on Steve Jobs’ terms.”

Full article here.

Horace Dediu reports for asymco, “If the data is accurate, here is what I conclude:”

VERIZON HAS THREE STRIKES AGAINST THEM:
• The iPhone has stolen their growth
• They are facing the prospect of a single OS platform supplier
• Android is not competitive vs. iOS

Full report, with charts, here.