Today's first-quarter earnings from Verizon include 3.2 million iPhone activations. That's down 1.1 million units, or 24 percent, from the 4.3 million iPhones they activated in the holiday quarter, when Apple sold a whopping 37 million iPhones.
Still, iPhones continue to make up over half of Verizon’s smartphone sales, easily beating the 2.1 million 4G LTE smartphones the carrier shipped.
Now, finance boss Fran Shammo hinted during a conference call with investors that Verizon could reconsider the iPhone subsidy and said they are "fully supportive" of Microsoft because the industry needs a third mobile platform.
It was enough for naysayers to come out of the woodwork and spell doom for the iPhone, the Apple stock and the company itself. You too must have seen sensationalist headlines lately that disseminate an anti-Apple sentiment.
So... Should Apple really be worried? And what the heck is up with Apple doomsayers and their crazypants analyst peers?
Here are my two cents...