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Why We Like the Pixel 6s

August 11, 2021 - Our positive Pixel 6 stance stems across many facets, with their Tensor SOC as the core y/y improvement. Google will attempt to convince premium Android buyers they do not need the latest Qualcomm chipset. If achieved, Google will lay the foundation for future Pixel success despite a lack of global scale. Another critical improvement y/y is Google's recent messaging deals with T-Mobile and AT&T. We believe these deals will lead to much-improved carrier support. Finally, increased pricing y/y to $600 (Pixel 6) and $800 (Pixel 6 Pro) positions the devices in the sweet spot of US flagship volumes. However, Google must execute in all phases, including marketing, distribution, and device performance, to meet our ~1.0M 4Q21 device forecast. Hopefully, the sixth time will be the charm.


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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.

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