BayStreet Research

What BayStreet Research does

BayStreet Research is a privately held, boutique U.S. wireless market intelligence firm headquartered in Oakland, California, operating as BayStreet Research, LLC. The firm is exclusively focused on the U.S. smartphone, tablet, and smartwatch markets and serves four enterprise buyer segments: U.S. wireless carriers (including Verizon, AT&T, and T-Mobile), device OEMs (including Apple, Samsung, Google, and Motorola), component suppliers, and financial investors. Its core service is subscription-based research that combines analyst access to lead analyst Cliff Maldonado, who has over two decades of wireless-market experience, with recurring data products including The Data Walk© Research Report, Sell Thru Data with Forecast (delivered in CSV or Tableau format), Quarterly Market Update, Smartphone Installed Base, Promotion Tracking/Retail Pricing, Long-Term Forecasts, Component Data/Tech Specs, and adjacent Wearables and Tablets reports. Market Pulse Studies are additionally offered on a purchase or commissioned basis.

The firm's underlying technology is a proprietary data analytics platform that aggregates billions of data points from multiple proprietary data panels, carrier promotions, and high-frequency channel surveys, processed with big-data tooling and delivered to clients through an authenticated Client Portal with Tableau Online integration supporting SSO and dashboard sharing. The business model is B2B subscription recurring revenue with undisclosed enterprise pricing; the firm is independently owned, employs 1–10 people, and operates only in the United States. Distribution is direct enterprise field sales with no intermediaries, supplemented by earned-media presence in CNBC, Wall Street Journal, Washington Post, New York Times, and Light Reading, plus a LinkedIn page and newsletter for top- and mid-funnel engagement.

Name

BayStreet Research

Legal name

BayStreet Research, LLC

Website

https://baystreetresearch.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

BayStreet Research is a boutique U.S. wireless market intelligence firm providing subscription-based sell-through data, forecasts, and analyst access on the smartphone, tablet, and smartwatch markets to carriers, OEMs, component suppliers, and investors.

Ownership category

akta.pro rank

Product category

Wireless Market Intelligence

NAICS

Marketing Research and Public Opinion Polling (54191), Marketing Research and Public Opinion Polling (541910)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Market Research & Consumer Insights (BPAHALAA)

akta.pro secondary industries

Industry & Sector Research (Syndicated/Custom) (BPAHALAE), Sector-Specific Industry Research (FSACAGAL)

Keywords

• Smartphone market research
• Wireless industry intelligence
• Sell-through analytics
• Market forecasting services
• Consumer electronics research

Headquarters

HQ city

Oakland

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Research Subscription Services: Boutique research firm providing subscription-based market intelligence to carriers, OEMs, component suppliers, and investors in the U.S. smartphone, tablet, and smartwatch markets. Services include research reports, sell-thru data, quarterly market updates, and long-term forecasts.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

BayStreet Research is a boutique research firm that delivers data, in-depth research, and actionable insights on the U.S. smartphone, tablet, and smartwatch markets. It aggregates billions of data points from multiple proprietary data panels, carrier promotions, and high-frequency channel surveys to produce research reports, sell-through data with forecasts, quarterly market updates, and long-term forecasts for carriers, OEMs, component suppliers, and investors.

Product overview

BayStreet Research is a boutique firm offering a comprehensive research and analytics platform focused on the U.S. smartphone, tablet, and smartwatch markets. The core offering centers on Analyst Access to Cliff Maldonado, combined with flagship reports including The Data Walk© Research Report, Sell Thru Data with Forecast, and Quarterly Market Updates. The product portfolio includes modular add-on capabilities covering Smartphone Installed Base analysis, Promotion Tracking/Retail Pricing, Long-Term Forecasts, Component Data/Tech Specs, Wearables Report & Sales Data, and Tablets Report & Sales Data. All data products are delivered through a Client Portal with Tableau Online integration, allowing clients to access and share dashboards. Additionally, BayStreet publishes Market Pulse Studies on an ongoing basis covering carrier promotions, new product launches, and market trends.

Differentiator

Problem solved

Functional benefit

Products and services

• Analyst Access
• Smartphone Research Reports (The Data Walk© Research Report)
• Sell Thru Data w/ Forecast
• Quarterly Market Update
• Market Pulse Studies

Quantifiable outcome

• Delivers 'why' behind trends faster than other research firms
• +1 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature4 records

Scale indicators3 records

Recent moves2 records

Expansion highlights3 records

Direct peers

• Canalys (now part of Omdia): Historically a direct competitor in smartphone shipment, sell-through, and channel research for carriers and OEMs. Closely matched offering to BayStreet's Data Walk reports and sell-thru datasets, now operating under Omdia.
• Counterpoint Research: Independent research firm publishing sell-through, component, and forecast data on smartphones, wearables, and connected devices globally. Directly comparable to BayStreet's smartphone/tablet/smartwatch focus, with overlapping OEM and component customer base.
• Kantar Worldpanel: Panel-based consumer research covering smartphone purchase behavior, installed base, and brand share across markets. Comparable methodology to BayStreet's installed base and sell-thru analysis for OEM and carrier buyers.
• Strategy Analytics (now part of Omdia): Pre-acquisition, a direct competitor publishing smartphone, handset component, and wireless carrier research. Overlapping customer base of OEMs, carriers, component suppliers, and investors.
• Wave7 Research: Boutique U.S. wireless industry research firm focused on carrier retail, smartphone promotions, and postpaid dynamics. Highly comparable scope and buyer set to BayStreet, even narrower U.S. retail channel focus.

Broad incumbents

• IDC: Large-scale IT and telecom research firm publishing quarterly smartphone and wearables trackers (e.g., IDC Worldwide Quarterly Mobile Phone Tracker). Comparable buyer set but broader portfolio and global footprint than BayStreet's U.S.-only boutique model.
• GfK (now NIQ): Global market intelligence firm with retail sell-out panels covering consumer tech including smartphones and wearables. Comparable data-panel approach to BayStreet's high-frequency channel surveys.
• Bloomberg Intelligence: Large-scale equity and industry research provider with coverage of U.S. wireless carriers, smartphone OEMs, and component suppliers. Comparable investor-side customer base, with much broader coverage breadth than BayStreet.

Emerging players

• Sensor Tower: Mobile and digital intelligence firm with smartphone shipment, app, and advertising data. Partial overlap with BayStreet on device-side intelligence, but extends into app/mobile usage metrics outside BayStreet's core scope.

Others

• MoffettNathanson: Sell-side equity research and advisory firm publishing dedicated U.S. wireless carrier and smartphone analyses. Comparable end-buyers (investors) and overlap on carrier/device intelligence, though structured as investor research rather than sell-through data.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/baystreet-research-llc
• Xx.com/BSR_Mobile

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about BayStreet Research