Android Surging, Potential iPhone Switching

On the heels of Verizon's embrace of the iPhone and speculation over how it may impact Android handset sales, ad network Millennial Media released December data showing that ad requests coming from Android handsets were now generating more impressions (and revenue) on Millennial's network than the iPhone.

This is consistent with sales data from comScore and Nielsen showing that Android has surged among recent smartphone purchasers. It's the first time that Android has collectively surpassed iOS devices on Millennial's network. However the iPhone remained the top single device, followed by the BlackBerry Curve.

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Android's growth represented a 13% increase quarter-over-quarter, according to Millennial. Since January, Android has grown a massive 3130%. Smartphones now represent 60% of devices on Millennial's network (compared to 48% in May, 2010).

Simultaneously ChangeWave released some survey findings about potential switching to a Verizon iPhone. 

The chart above indicates the percentage of mobile subscribers who plan to switch carriers without regard to any particular device. However the chart below shows that 16% of AT&T customers are stongly considering a switch to Verizon for the iPhone. Another 23% are ambivalent. The chief reasons for considering leaving AT&T were "poor reception" and "dropped calls." 

If we interpret "don't know" in the chart above as "maybe," it suggests that almost 40% of AT&T customers surveyed may leave for the iPhone. If even the 16% make good on their impulse it would be significant. 

The early evidence is that people are quite excited about the Verizon iPhone and we're likely to see high initial sales figures. A not-so-hidden benefit in all this for Apple is that a VZW iPhone blocks or will dilute some of the Android brand advertising.

Of course Verizon will continue to promote Android devices but without the hard-charging and almost offensive ads that attacked the iPhone as "feminine."