Verizon announced First Quarter results this week. In the announcement, they noted that half of all smartphones they sold were iPhones. The other half are a mix of Android and Blackberry. I’m not sure if there were any Windows phones in the mix or not, but the number would be statistically insignificant.
To be sure, Android is selling well, and Blackberry is struggling. But those that continue to say that Apple’s future is limited appear to be crazy.
One factor in these reports that I notice is under reported is that sales follow directly with user experience. Few argue that the user experience on an iPhone is the best. Android is next – even though they don’t focus on that. And Blackberry is last, which makes sense because the experience on a Blackberry is still terrible.
I think if the correlation between experience and sales continues to hold, than Microsoft will easily beat out Blackberry and give Android a strong challenge. Of course there are many other factors in the short term calculus, but in the long term, if Sales is strongly correlated to Experience, then Metro on Windows Phone could be #2 by this time next year.