Our Take On The Timing Of iPhone At Verizon. Our model assumes Verizon launches the iPhone in early- or mid-CY11; while we do not know the timing of the launch we have modeled it to occur midway through the Mar-11 quarter. – Piper Jaffray analyst Gene Munster
MarketBeat reports, “Munster also moved his price target for the shares higher, to $438.”
Full article here.
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Believe it when I see it.
Inevitable…
Yeah, the last time we had all this hullabaloo was with the amazing Verizon iPad – and what was that? Nothing special, nothing you couldn’t buy from the beginning on your own – now packaged up and sold to you with an expensive data plan.
I’d be willing to bet that the new Verizon thing in the works, if anything, is an iPad that can use Verizon 3G/CDMA and perhaps LTE – an experiment if you will, a test. Gives them a year to prepare for 2012 when the AT&T exclusive iPhone contract expires to see how they can do with the traffic.
But heck, it’s just a guess…
Oh, so Hermin Munster had a meeting with Steve Jobs and Steve told him everything?
NOT GONNA HAPPEN!!!
Verizon. Getting the iPhone any day now since 2006.
I fall in the “it will be 2012” camp. But, the thing that bothers me about analysts including estimates for a Verizon iPhone is they are setting us up for a pullback when it doesn’t come out in 2011. It’s going to piss me off when Apple has record iPhone sales and the stock gets hammered because of no iPhone on Verizon.
Verizon iPhone will be here shortly.
Count on it.
Verizon has been calling me, my wife & others I know, trying to get us to lock in a new phone right away. Urgent. Great deals. Shouldn’t miss this great opportunity. Seems like their sales are frozen. I wonder why? Smirk.
The iPhone can go over to Verizon for all I care. That’ll only open up the niche for us to market the hell out of WP7 on AT&T. Yeah, the death star zaps Apple right across the street to trip the light fantastic with VZN.
Anyone who would deny Apple the opportunity to expand the iPhone franchise is ignorant and myopic.
I believe if Apple hadn’t sold out to AT&T with such a long-term contractual obligation, Verizon would have had their iPhone years ago.
But let’s be clear, this isn’t about market share, money, or vengeance. Those are the soft targets, the low-hanging fruit, reserved for the Microsofts’ and the Androids’ of the world, and for those who measure success by head-counts and balance sheets.
Apple’s expansion of the iPhone platform is all about mindshare; empowering their customers with tools, concepts, and services designed to grow with the user’s experience. Easter eggs aside, who here has experienced a serendipitous moment of discovery while using Apple products?
That Apple’s products can do the kinds of things you’d expect from an item costing a premium is a given, but what many soon discover is, these products prove to be much more useful than we could have imagined. Not a day passes where we don’t read about some ingenious way of using Apple’s products for something other than its intended purpose. One wonders if Apple’s scientists had pondered the myriad uses and benefits of their products.
As breeze said, it’s inevitable.
Is it such a monumental endeavor that you can’t begin to fathom the possibilities of the iPhone on any domestic carrier except AT&T? The iPhone is available on just about every carrier on the planet except Verizon, Sprint, and T-Mo and Apple is to blame for that, not AT&T and their exclusive arrangement.
Steve Jobs is credited with breaking the logjam that stymied innovation in mobile telecommunications for over a century, and it took someone with absolutely no experience in the field to do it. Jobs didn’t break down these barriers, only to create another self-imposed limitation, based on some emotionally misplaced sense of justice in the marketplace. He did it to sell phones.
He not only embarrassed the so-called phone experts, he exposed their greedy game of withholding features and services and their selfish acts of collaboration between the carriers and the phone makers to restrict the flow of information.
Steve Jobs didn’t do this because he’s a humanitarian, he did it in order to open up an untapped market for premium phones. Now that he’s conquered the world using AT&T as leverage, he’s ready to conquer America by opening up the iPhone franchise to anyone who wants it.
Verizon will be next in line, because they’re the second largest carrier in the US and because Apple wants to sell at least another twenty-million phones by next Christmas. With each iPhone sold, Apple stands to gain much, much more than it’s share of the sale.
iPhone on Verizon in early 2011 is a done deal. Count on it.
Excuse me, but I wasn’t implying mobile telecommunications has been around for over a century. I went back and added “mobile” to that sentence without realizing I made a reference to time.
However, I believe when historians look back on this moment in time, they will see Apple’s and Jobs’ contribution to telecommunications as the proverbial turning a corner, a paradigm shift in thinking about market forces, and the empowerment of consumers to the benefit of mankind.
Perhaps it’s inevitable that, in a society who values money above all else, would make life sufferable to those who can afford to pay their way and that the majority of us will leave this world never knowing the possibilities.
I can assure you though, it’ll be because of Apple’s pricey products, that appeal to the affluent, who in turn will insist that businesses cater to all of the features and benefits these products have to offer, that the masses too will benefit from their potential.
One example is, the CEO and his minions, that adopt the iPhone, will be agreeable to allowing their employees to share the same experience. My daughter bought an iPhone but has been waiting for her Verizon contract to expire so she could move over to AT&T when her law firm decided to pick up the tab for her iPhone. So now she has two services and two phones. I guess she’ll probably let the Verizon contract expire.
Anyway, hope you all have a merry Christmas and a happy new year.
It’s been a long time comin’
Am I the only one who remembers that the original ‘5’ year contract with ATT was based on the first iPhone that had in the contract a split of the monthly fee as part of it since both Apple and ATT knew they had something great but didn’t know fore sure people would buy right away. They (both) reworked the contract away from that model with the intro of the 3G which internationally Apple was already exploring the multi-carrier deals the have today. If they redid the contract, that amendment could also have stipulated the agreements new termination date of Dec 31, 2010. Not that I know anything inside Apple or ATT but that’s how contracts work. If based on the agreed change to the money paid Apple, the could also have changed the term date of the agreement since the 5 year plan was to ensure ATT would be sufficiently rewarded for helping the iPhone we know today be (and it was already a smash hit when they reworked the payment agreement. The iPad could have been a final thank you from Jobs for the success ATT allowed by being open to how Apple wanted control, which is a part of why it was such a success. Verizon would have ruined the iPhone with the mandatory VCast store and their other controls.
MacTony – I believe that Apple either has a clause in its contract with ATT which allows it to sell iPhones on another carrier if that carrier is using an advanced network OR Apple has the ability to buy its way out of exclusivity. Reason? Just as you explained and analysts have pointed out – the rumor of an impending Verizon iPhone is freezing their market, yet Verizon is mum about trying to dispel the rumor. Wouldn’t their p.r. people be going out of their way to dispel this? They would certainly have the right to. But they’re not, which indicates that they DON’T have the right to because of Apple’s secrecy clauses.
I’m certainly not 100% sure, and I know people who have gone ahead and bought Android phones recently because they’re tired of waiting and Verizon works best for them, but it sure seems strange that not one person at Verizon is dispelling this rumor.
Because if people are anxious to buy iPhones (and we know that 300,000 of them do it every day), Verizon would love to convince at least some of them that they should NOT buy an AT&T iPhone, but instead wait until Verizon gets one.
You have to remember, when a customer walks into a Verizon store, they can easily convince them that the Android they’re selling is just as good, maybe even better, than the iPhone they came to buy. However, Verizon can’t do anything if that customer walks into an AT&T (or Apple) store. So, they keep kindling this rumour that they’re getting an iPhone soon.
While it possibly freezes Android sales on Verizon, it also freezes iPhone sales on AT&T. All Verizon wants is to have people who were about to go to AT&T for an iPhone, come to their Verizon stores, in hopes of soon getting an iPhone. Once they get them into the store, they’ll likely get them to buy a Droid.
…”They (both) reworked the contract away from that model with the intro of the 3G “
This was never confirmed from anyone. Neither was there ever even a rumour of an end date to that ‘renegotiated’ contract.
The only confirmed and verified (in 2008) information is that the original contract is in place, and it lasts for 5 years.
I’m sure, if that original contract was finalised before MacWorld 2007 (when Steve announced the iPhone), we’ll be seeing a Verizon (or Sprint, or T-Mobile) iPhone in the first week of 2012, i.e. the next day after the expiration of that AT&T contract.
This will be a significant day for Apple. If Murphy’s law were to apply here, I’m sure that right after that announcement, Apple’s copyright infringement case will come to a guilty verdict on all counts, and Android will be forced off the market (in its present state).
2012 is looking to be a great year for Apple…
@djp
Stop saying since 2006. The first iPhone came out in 2007. It wasn’t even announced in 2006, let alone released. And by the way, you might be right about Verizon not getting the iPhone but your insistence that it’s not has become as baseless as the insistence that it is.
djp- predicting no Verizon iPhone since 2006- or 2007. Whenever the hell that thing came out. Lol.
@Predrag
If Murphy’s law were to apply here, I’m sure that right after that announcement, Apple’s copyright infringement case will come to a guilty verdict on all counts, and Android will be forced off the market (in its present state).
Wouldn’t that be a reverse Murphy’s Law?
@jezebel
You’re partly right. Remember, Apple pitched the iPhone to Zerizon long before the 2007 launch. Check MDN’s archive; The 2006 rumors were that Apple would release a phone and that Verizon would get it.
While the Verizon iPhone has been rumored since day 1, and it’s obvious that it will happen some day, I now think we will see it in 2011.
The reason being that when we see rumors reach a certain level in regards to Apple, they usually end up being true. This is because low-level rumors by bloggers are often just made up based on speculation of the obvious. So since day one, they’ve been talking about the Verizon iPhone coming in “6 months”.
However, when the rumors reach a higher level of “the better” analysts, WSJ, NYT, etc…, they’re usually based on more than speculation and re-blogging. It’s usually at this point where people have really done their homework and looked into component vendors, shippers, recent hires, and other sources for info.
Many of the methods and sources are kept secret to protect the source, but also to protect the method.
For example, here’s a method…
When Apple is about to release a new product, they fly the engineers to the assembly lines in China to make sure the products are being built to spec. All you need to do is hang out with some Apple engineers (not hard to find them here) and find out when they’re leaving, to know that a product from their group is about to be released.
Now, sometimes the details get speculated upon and thus we end up with conflicting rumors and details that end up being false, but there are significant real indications that a Verizon iPhone is coming in 2011.
@ macslut
Like all Apple products, until it does it doesn’t exist.
…stupid “no editing submitted comments…”
@ macslut
Like all Apple products, until it does appear it doesn’t exist.
AT&T is talking to their attorneys right now about all this leaking out before the 26th
@djp
It’s true what you’re saying. In fact, since the iPhone was officially in development since mid 2004, Jobs most likely approached Verizon well before 2006.
@djp
I agree with you that it’s been coming since 2006 and it’s not here until it’s actually here, but…
I’ve been following Apple since the Apple II and I can’t recall a time when the buzz has hit this level of reporting without the product actually being released.
The details are unknown…the exact date, whether it will be one model of iPhone that’s both CDMA and GSM, etc…, but the rumors are much different now, and being reported from different sources now than they have been in the past.
If there is no Verizon iPhone in 2011, it will be, by far, the most reported on (by credible sources), yet false, rumor ever in the history of Apple.
Still, that doesn’t necessarily get you a Verizon iPhone for your birthday;)