ITG Investment Research has a rather interesting report on Verizon’s recent Blackberry sales — they’ve dropped off by 45 percent over the last year. It’s forecasted to get worse by the end of this quarter, rising to a 49 percent drop off. Put another way, Blackberry once accounted for 90 percent of VZW’s phone sales. They now make up only 20 percent. If you have any question as to why, ket me just remind you of a certain mobile platform that landed on Verizon just a little over a year ago, the same point in time that BB started its rapid decline: Android.
Since the Motorola Droid (and the HTC Droid Eris) first arrived on the scene, there has been no shortage of Droid-themed advertising. Even their non-Droid branded Android devices like the Samsung Fascinate have seen heavy rotation. Meanwhile, Blackberry ads have dropped off, or at least seemed less memorable. At the moment, Verizon’s entire devotion seems to be Android and the Droid lineup.
It will be interesting to see how these figures could change with new 4G handsets from RIM, Android, and the possibility of the iPhone landing on Big Red. But if the latter happens, things look especially grim for smartphone platform that still holds a strong (and according to some reports, the strongest) share of the mobile market.