Research Archive
Airbnb’s Summer 2025 Launch: Transforming from Bookings to a Tech-Forward Lifestyle Platform
Airbnb’s Summer 2025 Release marks an important moment in the company’s evolution. With the unveiling of Airbnb Services, a reimagined Airbnb Experiences platform, and a completely rebuilt app, Airbnb is signaling its ambition to become much more than a place to book a home. Instead, the company is leveraging technology to drive constant engagement-both at…
Apple’s Q2 FY25: Services Surge, Supply Chains Shift
Apple’s fiscal Q2 2025 results showed solid growth. Revenue was $95.4 billion (up 5% YoY) Net income rose to $24.78 billion (vs. $23.64 b in Q2 FY24), and diluted EPS was $1.65 (a March-quarter record, up 8% YoY). Services revenue hit a new high (≈$26.64 b, +12% YoY) and driving much of the growth, while new hardware (e.g. the lower-cost…
Meta Q1 2025: Strong Ad Growth and AI Momentum Offset Metaverse Drag
Meta Platforms reported a strong first quarter 2025, with revenue and profit both well ahead of expectations. Q1 revenue was $42.31 billion (up ~16% YoY), driven by robust advertising demand. Net income jumped to $16.64 billion (+35% YoY), yielding earnings of $6.43 per share (well above the ~$5.28 consensus). The core ad business remained healthy (ad revenue +16% YoY),…
Microsoft Beats Expectations in Q3 FY25 with Robust Cloud and AI Demand
Microsoft’s Q3 FY2025 results (quarter ended March 31, 2025) reflected continued strength in cloud and AI-driven businesses. Total revenue was $70.1 billion, up 13% year-over-year (15% in constant currency). Net income grew 18% to $25.8 billion, and diluted EPS rose 18% to $3.46. Microsoft Cloud revenue (Azure plus other cloud services and commercial software) was…
Microsoft’s latest Work Trend Index and the Birth of the Frontier Firm
In the latest episode of my TEQ podcast, I had the pleasure to engaged in an insightful conversation with Alexia Cambon, Head of Research on Microsoft’s Copilot and Future of Work team, about how artificial intelligence and AI agents are fundamentally reshaping the workplace. The discussion explored findings from Microsoft’s latest Work Trend Index report,…
Beyond the Fold: Motorola’s Strategy to Capture the Next Generation
In a move to strengthens its position in the premium smartphone segment, Motorola has unveiled its 2025 Razr lineup, expanding to three models and showcasing a commitment to lifestyle technology that’s capturing younger audiences in increasingly competitive markets. Color and Expression at the Core The standout aspect of Motorola’s strategy is its deliberate focus on…