Verizon Wireless

Verizon this morning during its Q3 earnings call said it sold some 3.4 million Android smartphones, beating even the iPhone (3.1 million) for the quarter. We'll probably see that number shift a bit in the fourth quarter, given that the iPhone 5 didn't go on sale until Sept. 21 -- leaving only 10 days left in the quarter. So don't read too much into that.

But consider:

It's a two-horse race, still. And it's a good one.

And don't forget that Google's Q3 earnings will be released this afternoon.