You explain that Samsung’s sales weren’t great last year and if it doesn’t capitulate to crapware, it will get pushed out for somebody that will. You tell the business story, about how Samsung had to make a deal with the devil and how carriers are desperate to not become the dumb data pipes we all so dearly want them to be.
But if we’re going to tell that story, we should be more specific about who the “devil” is. The devil is the Angry God of ARPU. And if these recent numbers from Strategy Analytics that Fierce Wireless recently published are accurate, he is a very angry god indeed.