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Verizon iPhone 4

Verizon iPhone 4 - Outside of Verizon, Apple, and the companies that manufacture it, nearly every other player in the U.S. mobile industry will be hurt by the launch of the Verizon iPhone 4. Other carriers will lose current and potential subscribers. Other manufacturers will lose hardware sales. And other smartphone operating system controllers will lose potential app and/or advertising revenue. But don’t expect any of them to cry “uncle” even as the Verizon iPhone 4 begins to inflict pain marketwide. None of these companies are going out of business over the Verizon iPhone, although you might want to be careful about owning any shares of stock of at least some of them for awhile:

Verizon iPhone 4

AT&T: The carrier is growing, and that growth is due to the iPhone. The launch of the Verizon iPhone 4 will do more to slow the trail of new customers to AT&T’s doorstep than it will to cause existing customers to leave, at least in the first two years where contracts will be in play. AT&T is already attempting to prominently add every other also-ran smartphone possible to its lineup, because it worked so well when Microsoft tried to round up all the losers to compete with the iPod back in the day. Expect AT&T to be visibly gashed in terms of growth. But mainly because U.S. cellphone carriers are a legalized fully colluded oligarchy who have no rules to follow and no standards to live up to, these glorified tower-builders are essentially printing money even when they’re “struggling” in comparison to the other carriers.

Google: The Verizon iPhone 4 will hit Android marketshare the hardest in terms of hardware. And since Google says it is making money from Android, that means it’ll be making less money from the platform once the Verizon iPhone lands. But Google’s Android ad revenue is a mere rounding error in comparison to the company’s overall revenue structure. So while the expected major dropoff in Android sales during the Verizon iPhone 4 era may be embarrassing for Google, don’t expect it to tangibly hurt the company in any real way.

Verizon iPhone 4
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