I didn't know that they're the last to release Galazy devices. I don't have any interest in them, so I never really follow the releases. I just know they exclusivity stuff doesn't happen to them. If there's a delay with Galaxy compared to other carriers then it all boils down to testing. I know the iPhone they must release on certain dates due to contracts, though Apple grates on the VZW people quite a bit. I've heard AT&T and others are the same. There's a lot of talk inside Verizon about the end of contracts (VZW expects that contracts may cease by the end of this year due to T-Mobile and now AT&T responding, though I'm sure they'll enforce existing contracts, but I know they're working on a plan similar to the month to month that T-Mobile offers where the price drops when the phone is paid for) and how it will impact Apple. They expect the prices of most phones to come down and Apple to struggle when carriers are no longer subsidizing the high price. When customers must pay the full price and actually SEE the full price, they tend to focus more on the value offered. I've heard speculation from Verizon sales people that they think MS has a distinct advantage once they acquire Nokia's phone business. Samsung, LG, HTC, and Apple are all focused on hardware margins to some extent. They are all hardware makers and that is really their business. Each aims for high margins due to the prices being hidden from consumers. Those margins will drop when subsidies from cell carriers do. Even so, Microsoft has a distinct advantage because their business is more diversified. They have Office, Windows, Enterprise, Azure, etc. While no one expects them to operate the phone business at a loss, they are expected to shoot for lower margins and are able to do so because of their diversity.
So as carrier subsidies disappear, Microsoft may be positioned to offer the best value to consumers that suddenly have to pay for the whole phone. Hypothetical here, but what if the consumer can get a Lumia Icon for $399, and iPhone 5S for $599, a Galaxy S5 for $499, a HTC One for $449? I actually expect those prices to go much lower because the margins are actually crazy high on subsidized phones. What if the Lumia is $299? Again, hypothetical, but the person in the know at VZW suspects that Microsoft may be the first to drop prices on high end phones on unsubsidized deals. They'll have to be careful to not go too far so they don't alienate other OEMs that they do want to make WP devices, but it is certainly expected that ALL of them will undercut Apple by a wide amount. That may greatly disrupt Apple's US marketshare.