Never Underestimate what the Apple IPhone Can Do for Customer Acquisition

Docomo finally has gotten the right to sell the Apple iPhone. Other mobile service providers who have gotten the right to sell the iPhone have seen immediate subscriber gains.

It appears that has been the case for NTT Docomo as well. Docomo added more subscribers than its rivals KDDI and SoftBank for the first time since December 2011, gaining 279,100 net users.

That one statistic tells you something about sources of value in the mobile ecosystem. 
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