Research Archive
Smartsheet’s New Era: Rajeev Singh’s ENGAGE Keynote Recasts the Company for “Intelligent Velocity”.
Last week, I had the opportunity to attend my first Smartsheet ENGAGE. The conference opened with a message that was equal parts confession, conviction, and call to arms. On stage less than 30 days into the job, new CEO Rajeev Singh framed his first keynote around a simple proposition: Smartsheet isn’t just speeding up work, it wants…
Apple Q4 2025 Earnings Analysis: Record Quarter Led by iPhone and Services Strength
Apple closed fiscal 2025 with record-breaking results, underscoring the company’s operational strength and product leadership across categories. For Q4, Apple reported $102.5 billion in revenue (+8% y/y) and $1.85 EPS (+13% y/y), both September-quarter records. For the full fiscal year, revenue reached an all-time high of $416 billion, driven by double-digit growth in iPhone, Mac,…
Microsoft Redefines Scale: Record Quarter and a $250 B OpenAI Pact Signal the Dawn of the AI Platform Era
Microsoft began fiscal year 2026 with one of the most powerful quarters in its history, underscoring how its aggressive AI investments and cloud scale are transforming the company’s economics and competitive position. Revenue for Q1 FY 2026 rose 18% year-over-year to $77.7 billion, while operating income climbed 24% to $38.0 billion and net income reached…
Apple Takes the Wheel: A Perfect Lap Between Tech, Culture, and Formula 1
Coming fresh from the Austin Grand Prix, I couldn’t help but notice how different the atmosphere felt compared to just a few years ago. The crowd was electric, yes, but also incredibly diverse — not just in nationality, but in age, gender, and background. From families and first-timers to Gen Z fans decked out in…
Gemini Enterprise: Google’s Shift to Holistic Enterprise AI
With Gemini Enterprise, Google wasn’t just announcing another “AI for business” product. Rather, Google is staking a claim to a much more ambitious vision: embedding AI across every workflow, across every level of an organization, in a way that feels seamless and pervasive. Addressing the Enterprise as an Ecosystem, Not a Collection of Use Cases…
From Assistants to Agents: Microsoft’s Copilot Steps Forward, and Sideways
Microsoft’s latest announcements on Microsoft 365 Premium and new Copilot “agents” mark an important step toward the future of AI in productivity. But while the vision is clear, the path for users is less so. The Announcements: Premium and Agent Mode This past week, Microsoft unveiled two major updates that reshape the way users will…