For a moment, believe I am the Old Spice Guy. Look at that number then look at Windows Phone, back to that number--back to Windows Phone! Happily Windows Phone is not the iPhone. Perhaps in some twisted way, the fact there was no new holiday Windows Phone on Verizon was a good thing.

Overall, Verizon sold 7.7 million phones last quarter. Of that, 4.2 million were the iPhone 4s. In the first quarter that Verizon was able to sell the iPhone, it represented 55% of the total phones Verizon sold. Consider the Droid Bionic, Droid Razr, HTC Rezound, and Galaxy Nexus all launched around the same time as the iPhone 4s. With the exception of the iPhone, these are 4G phones, which Verizon happened to sell 2.4 million of last quarter. If you assume that the Droid gets top billing as Verizon has licensed the name from LucasFilm (personal investment) and the iPhone sells itself (which it pretty much does), that did not leave Windows Phone much room in its then form as an smartphone without LTE support.

Totaling 4.2 with 2.4 million gives us 6.6 million, or 85% of all phones Verizon sold last quarter were either and iPhone or a 4G phone – how many of that 15% remainder were HTC Trophys? Thinking about LTE being critical to Verizon moving forward it makes sense, to me at least, that there was not a new Windows Phone on Verizon this past holiday. It probably would not have sold well. With LTE support in phones like the 16mp shooter HTC Titan II and Polycarbonate-clad Nokia Lumia 900 perhaps Windows Phone can make a splash this summer winning the Verizon smartphone race with quality and not quantity.