Google Verizon Deal: What’s it Mean?

Lots of talk today over the announced deal between Google and Verizon Wireless. For those unfamiliar, the loosely defined deal involves Verizon officially embracing the Android operating system to power the mobile devices that run on its network.

Cutting through the vagaries of the press release, the following bit sheds some light:

Verizon Wireless and Google plan to co-develop several Android-based devices that will be pre-loaded with innovative applications from both parties as well as third-party developers. The family of Android phones on the Verizon Wireless network will come from leading handset manufacturers.

This follows a few months of device announcements and public statements of Android adoration from ODMs such as HTC and Motorola. It’s also yet another event to get us closer to Google CEO Eric Schmidt’s previous comments that we should see 20+ Android based devices by the end of the year.

There is no doubt in my mind that Android will be big. Most of it’s growth however, will come at the expense of Windows mobile — the previous go-to OS for smart phone manufacturers — not Apple. Still, you’ll hear the requisite Android vs. iPhone chatter following this announcement.

To be fair, an Android/Verizon courtship does seem to square off against iPhone/ATT. You have to wonder, in fact, if this means anything for the longstanding speculation around the iPhone’s move to Verizon after the AT&T contract expires next year. This certainly could have an effect.

But more to the point, what this deal means is scale for Android and better technology for Verizon. The former means more consumer touch points and mobile searches, while the latter will be important for the carrier to minimize churn (read: people switching to AT&T for the iPhone).

Despite the strengths of Verizon’s network, it’s been held back to a certain degree by the reletively lackluster devices and software/apps that run on its network (Blackberry Storm doesn’t cut it). Today’s deal changes that, both symbolically and (eventually) in earnest.

Mike Boland

Mike Boland is an analyst with the Kelsey Group.

This Post Has 2 Comments

  1. Junaid Ahmed

    Good to hear that Google’s Android is taking the same path that Microsoft’s Windows Mobile path. If you see most of the smartphones that are available on the market right now besides Blackberry, iPhones is the massive collection of Phones using the Windows Mobile OS anywhere from version 5 to 6.5 and version 7 around the corner which is hopefully a combination of the Zune HD OS and Windows Mobile OS.

    Google built a standardized platform and then gave the code and requirements to the manufacturers and developers to build for their platforms.

    Personally, I’m an iPhone user and for 3 yrs (almost) its’ been a great ride. Sure the iPhone 3GS is speedier, but after installing about 100 apps its really hard to see the phone being so snappy as it used to be. I’m sure we’ll see a faster iPhone next year and maybe open for all of the carriers.

    Thanks for the great insight!

  2. Krishna

    am also looking forward to a faster phone which can run all my applications with equally good speed. I think the latest in mobile applications will be unveiled at the Forum Nokia Developer conference at Bangalore this year. I am attending the event on 7th December next month. Going to see some live demos and hopefully will get to meet some experts.

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>