Google/Verizon Deal: More Details Emerge

Kelsey Group Blogs • by Mike Boland

Following up on the previous post, here are a few notable tidbits from the conference call that followed the Google/Verizon announcement.

– The Android market will be pre-loaded on a number of Verizon devices

– These devices will be announced shortly – starting with two and growing to a large but undisclosed number of eventual handsets

– Smart phones make up 40 percent of devices sold by Verizon, up from 10 percent  a few years ago.

– This partnership covers both handsets and netbooks

– There will be an revenue split, though undisclosed, for ads served by Google on various apps and search products running on Verizon’s network.

– Verizon will support Google Voice

The smart phone sales figure (40%) is interesting. If this is representative of sales by other carriers, we can imagine the difference between new sales and current ownership (~15% in the U.S.) to be reconciled with higher overall smart phone penetration over time.

To put it another way, smart phone penetration could approach this 40 percent during the hardware replacement cycles of the next 12-24 months (though the industry average for smart phone sales is likely less than 40%). This is interesting generally, and also supportive of Verizon’s move today.

The last point about Google Voice is also interesting in light of the family feud currently unraveling between Google and AT&T.

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