Proven counsel based on tailored analysis
and broad market understanding.
The full stack. The full picture.
DELIGHT
SCALE
Product Experience Measurement Reimagined
With the Delight Scale, we crafted the 10 best questions to capture customer experience. The results are scored, weighted, and aggregated into a product’s Delight Score. This approach has proven to lead to a much more holistic measurement of customer experience, and actionable product insights to truly separate great products from average ones. Delight is the bedrock of every loyal and engaged customer.
Learn moreWhy Use the Delight Scale?
Whether we look at the consumer market or the enterprise market, we are witnessing a transition from hardware, software, and service as an individual source of value to the total experience that arises from their combination. It is about the overarching experience a user receives that distinguishes a good product and a great product. Understanding how the different parts of the offering or even the different features of one component contribute to the overall experience provides valuable insights.
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Latest Articles From Our Team
Microsoft’s New Work Data Has a Surprise: AI Is Expanding Human Agency, Not Shrinking It
The dominant fear going into the AI era was that machines would hollow out work, taking over not just repetitive tasks but the thinking behind them. Microsoft’s 2026 Work Trend Index, which draws on trillions of anonymized Microsoft 365 productivity signals and a survey of 20,000 workers across 10 countries, tells a more complicated story.…
From AI Usage to AI Earnings Power
Research Series Note: We are spending the next several reports on the AI monetization question from three angles. Today’s note focuses on what customer evidence is telling us about AI ROI. Thursday’s report will look at how we see the AI platform war evolving as value capture moves from models to workflows, data, and control points.…
Apple Q2 FY2026 Earnings Analysis: Demand Strength Meets a New Supply Constraint
Apple delivered a record March quarter, with revenue of $111.2B, up 17% YoY, and diluted EPS of $2.01, up 22% YoY. The quarter was strong enough to beat consensus on both revenue and EPS, but the call’s center of gravity was not the beat. It was the shape of demand, the Mac supply bottleneck, and the increasing margin pressure…
Design as Identity: What Motorola Got Right and What It Has to Protect.
Motorola is holding its latest launch event in Los Angeles this week, and. The new razr 70 family expands the flip phone lineup, the motorola edge 70 pro arrives as a slim, design-forward device with a quad-camera system and a 6500mAh battery, and Collections by Motorola gets its formal introduction as the brand’s overarching design…
Microsoft’s AI Capex Is Buying the Enterprise Agent Stack
After completing AI growth thesis reports on Amazon and Google, both of which held up very well in light of both companies’ earnings reports yesterday, we now turn our attention to Microsoft. The AWS Acceleration Thesis: Why Amazon’s Cloud Business May Be Entering Its Most Consequential Growth Phase Ben Bajarin · Feb 17 Read full…
Custom ASIC Is No Longer One Market
Coming out of discussions at Google Cloud Next last week, we expect custom AI silicon to move back toward the center of the AI infrastructure debate. The spend trajectory across hyperscalers, dedicated infrastructure operators, and frontier model labs continues to support our view that custom silicon remains a key component of the buildout. The next…
Scorpio X-Series 320-lane switch from @AsteraLabs
It has a very high radix, so it can connect more GPUs per switch
That means fewer hops, which lowers latency and improves GPU-to-GPU bandwidth
It can also reduce system cost because fewer switches are needed
$ALAB
Helpful illustration to help you understand @MicronTech's portfolio + today's 6600 SSD announcement.
$MU