For Industry Leaders
We help product managers and senior executives to understand sales trends and competitor performance, to see emerging trends, and to capture future opportunities.
BayStreet Research provides timely primary research on the U.S. and Western European smartphone, tablet, and wearable markets. Using a proprietary methodology refined over more than fifteen years, BayStreet collects and maintains the premier database of mobile device sell-through data with rolling six month forecasts, and retail and wholesale pricing at the SKU level. Leveraging this data and our deep network of industry contacts, we provide unique insights and competitive intelligence on the smartphone industry, allowing our clients to truly understand the "why" behind the numbers.
Sell-through quantities by:
- Device type (smartphone, tablet, wearable)
- Sale type (postpaid, prepaid)
- Smartphone OS
- Wholesale and retail price
- Components (e.g., dual cameras) and other device characteristics (e.g., bezel size)
Installed base estimates
Six-month rolling forecasts by SKU
Apple, Samsung, HTC, LG, BlackBerry, Sony, Lenovo, Google, Microsoft, Alcatel, Huawei, ZTE, and Coolpad
EIP’s shift to 24 monthly payments, with trade-in, has not only increased premium device sales in the US, but also consumer awareness of the value of their smartphone. Previously mass-market consumers thought their smartphone was worth ~$200 and practically worthless after two years. We understood EIP would elongate upgrade cycles, as consumers’ monthly bills decreased on the 25th month. However, as we exit 4Q17 and the three-year anniversary of EIP, carrier reported upgrades indicate a significantly broader base of customers are willing to hold their devices for more than three years. We believe the lack of “must-have” innovation in the latest iPhones has led to the harsh reality that, for a considerable portion of Apple’s base, the cost savings of holding an iPhone 6 for the fourth year was more appealing than the incremental cost and utility of a newer device. Read More
While our overall iPhone estimates for the 1H18 remain unchanged, we are reducing iPhone X mix due to a weaker than expected sales increase from a fully supplied iPhone X in mid-December. In late Dec, we tracked stronger than expected sales of the discounted (BOGO) iPhone 8/8P and iPhone 7/7P. We surprisingly found slight iPhone 8/8P supply constraints across carriers and indications of mass market consumers’ lack of appreciation for the iPhone X’s distinguishing features. We believe the BOGO iPhone 8/8P promos likely exacerbated the only mildly promoted iPhone X weakness, but none the less view the fully supplied iPhone X’s lack of increased traction as a sign its form factor and $1,000+ price could be a harder sell with non-enthusiast buyers in the 1H18. We feel Apple is primarily competing with itself, and believe its loyal consumers are satisfied choosing between the different iPhone price points and see little sign of Android competition slowing iPhone sales. Read More
Google and Verizon considerably improved weak Pixel 2 momentum in December, helped by an aggressive $300 discount and improved sales rep enthusiasm for the devices as Apple and Samsung flagship alternatives. We have heard Google “pulled all the right levers” to get the Pixel 2s better positioned with Verizon store reps. We believe this ranged from the aggressive discounts, improved marketing, sales rep sales contests and requirements for all sales reps and store managers to carry the devices. We view the increased traction as a considerable accomplishment and are interested to see how and if the momentum can continue going forward. We still believe the Pixel 2s are down slightly y/y vs the original Pixels. Read More
"...The somewhat maligned iPhone 8 and 8 Plus phones are selling far better than most expected. Specifically, BayStreet Research said that iPhone 8 and 8 Plus retail sales are down only 30% compared with sales of the iPhone 7 last year.... BayStreet reported that iPhone 8 pre-orders were down fully 60% from the iPhone 7 last year.... The 8 Plus was the most popular of the two models, with 57% of shoppers opting for the bigger phone." Read More
"The question for Samsung isn’t so much whether it can woo back Galaxy Note fans, but rather whether it can attract new users. Samsung has experienced multiyear declines in its U.S. share of the premium market, defined as handsets selling at $500 wholesale or more.
Three and a half years ago, Samsung had 30% of the U.S. high-end market versus Apple’s 60%, according to BayStreet Research LLC, using a 12-month rolling average. But as of June, Samsung had fallen to 22%, while Apple had grown to 73%. ”Samsung cannot change the trajectory of losing users to Apple,” said Cliff Maldonado, BayStreet Research’s senior analyst, who tracks device sales. “I don’t think they ever can turn the tide.” Read More
"The Phone will be sold directly to consumers, but, according to BayStreet Research, more than 92% of U.S. phone buyers today buy their device through their mobile carrier, so Rubin might have a tough task getting the masses to buy in." Read More
Learn More - see how BayStreet can add value to your work in the mobile device space.