Some smart analysis here. I especially love this line.
"The new Pixel 4 will now be carried by all major postpaid carriers."
Without strong and comprehensive distribution it really makes no difference how "good" a product is.
Tremendous holiday insights. Biggest takeaway for me is that consumer holiday shopping increasingly concentrated in Thanksgiving week and Cyber Monday week. Early Nov and late Dec see shifts away. In 2010 30% of Tech sales were during those 2 weeks.... In 2018 it was 35%.
Check out this thread from @MatPiscatella on NPD's recent Evolution of Entertainment study. Note that kids (2-17) have seen a large increase in game engagement and spending due to Fortnite and Minecraft. Lots of changes to the traditional profile of the US gamer.