Research Archive

June 14, 2021 / Carolina Milanesi

Google Workspace Emphasizes How Work Gets Done, Not Where

Google Workspace had undergone a transformation since October 2020 when G Suite was rebranded to Google Workspace, and a series of skews were released to address the enterprise market. In February, Workspace was brought to the education market, and at Google I/O, the team launched Smart Canvas, a new experience that brings Docs, Sheets and…

June 8, 2021 / Carolina Milanesi

Three Big Themes at Apple’s WWDC

I am not sure if it’s the lack of down time for stage walk-ons or that Apple has got this digital event thing down to a science, but the pace of this year Apple’s Developer Conference (WWDC) was incredible. The overall impact of the announcements across iOS, iPadOS, macOS, watchOS and tvOS will take a…

May 26, 2021 / Ben Bajarin

The Tech Industry Build Out Cycle

One of the more interesting conversations to be happening around the tech industry currently is what kind of a cycle we are in? In the last few years, I’ve noticed an interesting tension that emerged because, as a whole, the tech industry has just come off a period of significant rapid invention and innovation. From…

May 20, 2021 / Carolina Milanesi

Google and Samsung Get Closer To The Benefit of WearOS

There were plenty of rumors leading up to Google I/O that we might see the next generation of Samsung’s Galaxy Watch models embrace Google’s wearable platform Wear OS. The rumors turned out to be quite right. The next Galaxy Watch will be running Wear OS, but the news is actually much more significant. Samsung and…

April 30, 2021 / Carolina Milanesi

Samsung Is Finally Serious About PCs. Intel and Microsoft Seem Delighted

In the first Galaxy Unpacked event ever dedicated to introducing new laptops, Samsung’s Head of Mobile Communications Business, Dr. TM Roh, presented the Galaxy Book Pro series. The Galaxy Book Pro and the Galaxy Book Pro 360 run on the 11th Intel Core processor and leverage a deep integration between Microsoft 365 apps and Samsung’s…

April 29, 2021 / Ben Bajarin

Surprised by Apple

The only thing that keeps surprising me about Apple is that people keep being surprised by their ability to keep delivering great quarterly revenues. But, of course, I know the point I’m making is more of an industry and investor one since most of Apple’s customers pay no attention to their earnings. I have participated…

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