In October 2009, BlackBerries represented a whopping 93% of Verizon Wireless' smartphone sales. In just two months, that number dropped by half to about 48%. The cause? Verizon Wireless began selling the Motorola Droid in early November 2009. Goodman's data shows that in those same two months, Motorola's share of Verizon's smartphone sales jumped from 3% to 36%. This trend hasn't reversed itself for poor old RIM.
RIM dropped 45% at Verizon when you compare the third quarter of 2009 with the third quarter of 2010, and Goodman believes RIM will be down 49% in the fourth quarter of 2010.
As of November 2010, RIM owns about 19% of Verizon's smartphone sales, an enormous plummet since its October 2009 peak of 93%. Motorola owns the lion's share with its Droid line of devices, accounting for about 38% of Verizon's smartphone sales.
As for the rest of the handset makers, HTC ranks third at Verizon with 18%, LG ranks fourth with 14%, Samsung ranks fifth with 10%, and Palm holds onto just 1% of Verizon's smartphone sales as of November 2010.
What is RIM going to do to halt its decline at Verizon Wireless? What do RIM's sales look like over at AT&T, Sprint and T-Mobile? Do they share similar trends? RIM has been slow to roll out its new BlackBerry 6 platform to new devices. Can that software help? Verizon Wireless doesn't seem to think so, noting that it thinks BlackBerry 6 won't nave a "material impact" on BlackBerry sales.