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Verizon Wireless confirms multiple Windows Phones in Q4

The carrier's chief operating officer also said the company plans to work with Nokia.  —  Windows Phone 8 is heading to Verizon Wireless.  Will Nokia and CEO Stephen Elop be part of that?  —  Verizon Wireless will be selling …

CNET Roger Cheng

Context & Ripple Effects

This confirmation closes an open question from April's report asking whether Verizon would throw its weight behind Windows Phone. The groundwork was laid earlier: Verizon had already joined AT&T in testing a 4G LTE Nokia Lumia handset in December 2011, so the COO's Q4 pledge is the commercial follow-through on that engineering work.

The timing matters for Nokia. Its [[a:1197239|'Arrow' and 'Phi' Windows Phone 8 handsets were reported last month with AT&T as main carrier]], and the Lumia 920 announcement landed the same day as Verizon's statement — meaning Nokia enters the Windows Phone 8 launch window with at least two of the top US carriers rather than one. The pickup across The Verge, Engadget, IntoMobile and other outlets shows how much weight analysts put on carrier commitment for the platform's US prospects.

First-order effects

  • Verizon Wireless moves from tester to seller: multiple Windows Phone 8 handsets enter its Q4 lineup, giving Microsoft's platform shelf space at the largest US carrier during the holiday quarter.
  • Nokia gains a confirmed second US carrier partner beyond AT&T, directly supporting Elop's push to win American users that began with the free music streaming service launched September 4.

Second-order effects

  • AT&T's position as Windows Phone 8's 'main carrier' is diluted — with Verizon selling competing Lumias, AT&T loses exclusivity leverage it reportedly held over the Arrow and Phi launches.
  • The two carriers now compete to merchandise the same Windows Phone 8 portfolio in Q4, which pressures both toward aggressive pricing or bundles to move units against entrenched iOS and Android lineups.

Third-order effects

  • If both top US carriers sustain Windows Phone 8 distribution past the launch quarter, the platform's US viability shifts from a single-carrier bet to a multi-carrier standard — the condition Nokia's entire Lumia strategy requires to justify its Windows-only pivot dating back to the 2010 decision to build Windows phones.

The trend: US carrier distribution is consolidating around Windows Phone 8 as a third smartphone ecosystem, with Nokia's Lumia hardware as the make-or-break flagship line.