Recently, the company's SEC filing made a note that said they don't expect to suffer "a material negative impact... as these exclusivity arrangements end." They don't say exactly which exclusive contract they're talking about,but no other phone on AT&T's lineup is worthy of being mentioned in an SEC report.
Source:
http://hothardware.com/News/ATT-Mentions-End-Of-iPhone-Agreement-In-New-SEC-Report/
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