Android sales continue to erode RIM's once-dominant position on the biggest U.S. carrier. And with the lackluster reception of Blackberry 6 and an uncertain migration to their new QNX OS, 2011 isn't looking like a banner year for RIM.
It must have been interesting to be in Verizon Wireless's C-Suite during the first month of Android sales last year. Up until that point, Blackberry (RIMM) all but owned Verizon's smartphone business. But AT&T (T) was seeing incredible success with the iPhone and Blackberries weren't going to cut it for competing with Apple's (AAPL) runaway success. If Verizon (VZ) was going to continue to be competitive in the smartphone industry, it would have to do something significant.
Google and Verizon cut a deal in the latter part of 2009 to put some new flagship Android-powered phones with the Android 2 OS on the carrier's lineup. Verizon ran the first heavy ad campaign that directly attacked the weaknesses of the iPhone.
Droid entered the lineup in October/November of 2009 and, according to this graph from ITG investment research, everything changed:
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