[steverb]

As far as I can tell, those charts don't break down the usage between iPhone and others. Doesn't matter though as your first point trumps it.

But good point about the reverse commissions arrow. I'll have to go check what current commissions are on the iPhones vs previously.

[Tloewald]

Agreed about the figures as they can only be inferred. asymco has done some analyses along these lines in the past but I couldn't find one in a hurry (and it might not have been recent). Other indirect measures do not show android is doing better as a "smart" phone (I.e. generator of demand for expensive cellular plans).