Pixel ‘demand is exceeding supply’ at Verizon stores: Wave7 – FierceWireless (Jan 16, 2017)

I’ve spoken to Jeff Moore, the head of Wave7 Research, multiple times, and he’s very good at what he does, so I trust these numbers in general terms. As usual with supply shortages, there’s the question of whether the crunch is coming on the demand or supply side – in this case, it seems likely that Google was simply very cautious in its planning here and has an unexpected hit on its hands with demand it now can’t quickly fulfill. I like Google’s new hardware – both the Pixel and Home are good devices that do their jobs well, and the Daydream is also a much more user friendly version of the mobile VR concept than the Samsung Gear VR, so I expect these products to do well, though the Pixel in particular will be hamstrung by not just these supply shortages but its lack of carrier distribution beyond Verizon. Look for signs of strong sales in Alphabet’s earnings soon too.

via Pixel ‘demand is exceeding supply’ at Verizon stores: Wave7 | FierceWireless

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