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Google IO to Set AI Bar
April 11, 2024 - Google IO and the Pixel 9s represent a perfect opportunity for Google's almost decades-long Tensor smartphone development to shine. While we believe the Pixel 9s will break new ground in smartphone AI utility, we want to understand how Google will balance its Android OS goals with exclusive Pixel innovations, which could harm Samsung. Either way, with AI expectations increasing, Google IO on May 15th will set the bar for Android AI innovation, and Apple will have to try to respond during WWDC in early June. The rest of Q2 is going to be an exciting time for tech enthusiasts!
AT&T Q1 Results Will Offer Key Insights Into Shift to 36-month Financing
April 11, 2024 - 1Q24 will mark the first full quarter of potential delayed upgrades from AT&T's transition from 30-month to 36-month financing. While we anticipate only a slight y/y decline (1-3%) in sales given numerous factors, such as the earlier S24 launch and generous promotions, there is a potential for a more significant 5-10% y/y decline. We believe larger declines are less likely due to the broader trend of device elongation, which indicates consumers, on average, are waiting longer than 40 months to upgrade. AT&T's results will also provide valuable insights into Verizon's shift to 36-month financing, which is expected to impact premium smartphone sales starting in August 2024 and will notably affect the Verizon iPhone 16 launch.
About Us
BayStreet Research is a boutique firm with over two decades of experience providing data, in-depth research, and actionable insights on the U.S. smartphone, tablet, and smartwatch markets.
BayStreet delivers a holistic view of the U.S. wireless market and provides clients the "why" behind trends faster than other research firms. BayStreet helps carriers, OEMs, component suppliers, and investors wanting to drive business results.
