The launch of the iPhone 4S was a little more interesting than other iPhone launches because for the first time three carriers were on board at launch day: AT&T (NYSE: T), Verizon, and Sprint (NYSE: S). So who has benefited the most since October?
Verizon is expected to be the big winner during the fourth quarter, according to research from J.P. Morgan spotted by CNET. The biggest carrier in the U.S. is expected to add 1.2 million subscribers during the quarter, compared to 450,000 for AT&T and 250,000 for Sprint. And much of that is thanks to the iPhone 4S, although Verizon also hosted several prominent Android launches in the second half of the year, including the Motorola (NYSE: MMI) Droid Bionic.
But more iPhones are being sold in the U.S. than any other single phone, and it’s also the first time Verizon has been on board for an iPhone launch, only getting the iPhone 4 several months after it first arrived. When made official, it will be interesting to see how Verizon’s subscribers match up with those of a theoretically combined AT&T/T-Mobile: T-Mobile is expected to lose 400,000 subscribers during the period, according to the report.