William Blair analyst Anil Doradla (via Barron’s) wrote in his notes today that the iPhone is still the best-selling smartphone across the United States, but it is coming “under pressure, particularly at Verizon” due to the carrier’s aggressive marketing of 4G-capable devices. Citing his checks of sales for the current quarter as of June, Doradla claimed the Motorola Droid RAZR MAXX outsold the iPhone on Verizon:
Since Apple’s iPhone launch in North America, we believe this was the first quarter where the iPhone was not the best‐selling smartphone at a North American mobile operator (where it was available). While Apple continued to maintain its top position at AT&T and Sprint, Motorola’s Droid RAZR MAXX was the best‐ selling smartphone at Verizon. Our checks also indicate that at this stage consumers are not pausing in front of the iPhone launch as it is not influencing their purchasing decisions (but we expect it to start impacting over the next couple of months).
While the RAZR MAXX took the top spot, Samsung’s Galaxy Nexus grabbed third position behind the iPhone, according to Doradla. He backed his “outperform” rating on Apple by saying he is “not worried” given the next generation iPhone, which is likely due in October, is expected to include 4G LTE capabilities:
Despite the “increased competitive landscape from 4G devices (and the iPhone 4S is not 4G),” Doradia is “not worried” as the next iPhone model, a true 4G phone, “will be an important catalyst for the company,” he believes.
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