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Google Volumes Up in Q4 2019 but Continues in Loss

by Yiwen Wu | Feb 27, 2020

Google posted a strong quarter in Q4 2019 with a +29% YoY growth by shipments. North America and Western Europe remained as the two biggest volume contributors for Google’s smartphone business. Despite wide-spread reports of buggy software, Google’s new Pixel 4 series were sold well during the holiday season thanks to the successful channel expansion. Pixel’s performance in Asia Pacific remained modest due to the tough competition, limited channel presence, and absence in some major markets.

Though the new Pixel 4 series helped the vendor to lift up ASP and boost volume, Google still posted loss for its smartphone business. To turn around the hardware business, Google needs to further extend distribution partners and regional footprints to scale up volumes. In addition, we would recommend Google to strengthen the battery performance of upcoming Pixel line-ups, and to invest more in Western Europe region as a new growth engine.

Our latest report Q4 ’19: Google: Volume Up but Remain in Red was just published. WSS clients could access the full report via this link.


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