Google's latest foldable is $300 off for Memorial Day - here's why it's worth the upgrade

ZDNET has awarded the Google Pixel 9 Pro Fold an Editors' Choice, citing improvements over its predecessor including a slimmer design, upgraded Tensor G4 processor, and a more durable hinge system. The foldable phone, currently on sale at Amazon for $1,499 (a $300 discount), features a larger eight-inch internal display and 16GB of RAM, though its camera system doesn't quite match the standard Pixel 9 Pro. Despite some limitations like restricted multitasking capabilities, the Pixel 9 Pro Fold is praised for its user experience, brighter display, and integration of Google's AI features, making it a strong contender in the foldable market.

Analysis

The Google Pixel 9 Pro Fold has garnered a ZDNET Editors' Choice award, signifying substantial improvements over its prior iteration and establishing it as a prominent contender in the foldable smartphone market, especially appealing to Pixel enthusiasts. Notable enhancements include a more streamlined design, an expansive eight-inch internal display achieving 2,700 nits peak brightness, the upgraded Tensor G4 processor, and an increased 16GB of RAM. The device, originally priced at $1,799, is currently promoted with a $300 discount on Amazon, bringing its price to $1,499. ZDNET commends its refined user experience, comprehensive software features inclusive of seven years of updates, sophisticated Gemini-powered AI functionalities amplified by the large screen, and enhanced battery performance adequate for a full day's operation. Conversely, the review identifies that the Pixel 9 Pro Fold's camera system, despite delivering naturally rendered images with its largely unchanged sensor array (48MP primary lens), does not equate to the imaging prowess of Google's alternative "Pro" series handsets and exhibits deficiencies in detail and color fidelity versus the standard Pixel 9 Pro. Additionally, its multitasking capability is confined to a two-app split-screen, trailing competitors such as Samsung and OnePlus in maximizing the utility of the large foldable interface, potentially deterring power users. The positive sentiment score of 0.6 for Google (GOOGL/GOOG) reflects the generally favorable assessment, notwithstanding these specific shortcomings, underscoring its attractiveness within its targeted market segment.

Key Decisions for Investors

• Investors in Alphabet (GOOGL/GOOG) should interpret the positive critical reception and Editors' Choice award for the Pixel 9 Pro Fold as an encouraging sign of the company's advancements in the premium hardware domain, potentially bolstering its competitive footing in the evolving foldable market.
• It is advisable to monitor the competitive landscape closely, specifically how Google addresses the identified limitations in camera performance and multitasking capabilities relative to key rivals like Samsung and OnePlus, as these elements could significantly influence long-term market penetration and share.
• The current $300 promotional discount on Amazon (AMZN) may temporarily invigorate sales; however, assessing sustained consumer demand and sell-through rates at the premium price point post-discount will be critical to evaluating the product's overall commercial viability and contribution to Google's hardware revenue.
• The effective integration and positive user reception of Gemini AI features in the Pixel 9 Pro Fold represent a key differentiating factor for Google's hardware offerings, and continued innovation in on-device AI could enhance ecosystem loyalty and create further value for the company.