Apple iPhone users are interested in switching carriers, according to a new Deloitte survey, which found nearly half of respondents wanted to jump from AT&T to Verizon.
Nearly half of Apple iPhone users would be interested in switching to
Verizon, if and when the smartphone breaks from currently exclusive carrier
AT&T. That's according to a new survey by professional services firm
Deloitte, which also found a slim majority of respondents were uninterested in
buying an iPad.
Around 41 percent of the 2,000 U.S.
customers surveyed by Deloitte reported using their smartphone as a laptop
replacement while on the road, according
, while 55 percent reported a lack of interest in owning an iPad.
But the majority of buzz around the survey seems to focus on respondents'
willingness to jump carriers.
"If another carrier were to pick up the iPhone, you would probably see
a number of defections," Ed Moran, director of insights and product
innovation at Deloitte, is
quoted as saying
The Deloitte survey echoes results from others, notably Piper Jaffray
analyst Gene Munster's small
September survey of Minneapolis cell phone users
concluded that the iPhone's non-presence on Verizon "is actually the most
significant factor limiting demand."
Barclays Capital analyst James Ratcliffe suggested
in a June research note that between 500,000 and 1 million AT&T customers
could jump to Verizon's network
, should the latter obtain the iPhone.
Ratcliffe also felt that the initial Verizon iPhone would not be Long Term
Evolution (LTE) 4G capable, despite Verizon's continuing development of that
standard for its networks.
The "iPhone would be a plus for Verizon, but not a seismic industry
change, given the relative stickiness of smartphone customers," Ratcliffe
wrote in his note. "[The] primary source of Verizon iPhone [subscribers]
would be pent-up demand by existing Verizon [subscribers]." Because of
that, he predicted, the number of postpaid Verizon subscribers would only
increase by 900,000 in 2011.
Rumors have circulated for months that the iPhone could migrate to a
competing carrier, including Verizon or T-Mobile, by early 2011. Despite its
exclusive lock on the iPhone in the United
recent 10-Q filing with the Securities and Exchange Commission suggests the
carrier could be preparing to lose its lock on the device
For its part, AT&T seems relatively sanguine about the chances of losing
its grip on the iPhone-at least in public.
"If you look at the iPhone base, about 80 [percent] is either on a
family-talk plan or in a business relationship with us," AT&T CEO
Randall Stephenson reportedly
told a Goldman Sachs investor conference Sept. 21
. "Those customers
tend to be very sticky. They don't churn very frequently."