Research Archive
What’s up with ChatGPT & GPT-5?
OpenAI finally released GPT-5 last week, and there has been quite a lot of discourse on the internet about its quality. Some users have a great impression, others not so much. Some are mourning the loss of a friend, others are just happy to have a more intelligent model with free access. There is a…
Apple Q3 2025: Outperforming in a Challenging Environment
Apple’s fiscal Q3 2025 showcased a strong performance, setting a June quarter record for revenue at $94 billion—up 10% from last year and ahead of management’s own expectations. Growth was broad-based, with significant contributions across iPhone, Mac, and Services segments. The company also established new June records for EPS and reported acceleration in nearly every…
Microsoft FY25 Q4: Capping a Transformative Year of Double-Digit Growth with AI and Cloud at the Core
Microsoft concluded its fiscal year with a robust Q4, outpacing both its guidance and Wall Street’s expectations. Sustained double-digit growth in revenue and operating income was powered by surging demand for AI and cloud solutions, and transformational momentum across all business segments. Significant progress in cloud capacity, platform efficiency, and commercial customer commitment leaves Microsoft…
Intel Q2 CY 2025 Earnings Call – Execution Risk, Capital Discipline, and Roadmap Credibility
Intel’s latest earnings call underscored a tension familiar to anyone tracking the company over the last three years: the finance team is now supplying clear, disciplined guardrails, while the technical roadmap remains long on vision and short on date‑certain milestones. CFO David Zinsner gave investors concrete figures on capital spending, operating‑expense targets, and gross‑margin flow‑through, which largely…
Alphabet Q2 Analysis: Cloud Acceleration and AI Monetization Validate Aggressive CapEx Strategy
Alphabet’s June-quarter results delivered a validation of its capital-intensive, vertically integrated AI strategy. The company posted strong top and bottom-line growth while demonstrating significant operating leverage, even while absorbing substantial costs related to its AI infrastructure build-out. It is evident that the synergistic relationship between Google Cloud’s accelerating growth, which de-risks the elevated capital expenditure,…
The SoC Revolution: Apple Proves High-End Gaming and All-Day Battery Life Can Coexist
Last October Apple announced Cyberpunk 2077 was coming to macOS with full optimization for Metal and Apple Silicon. The second I heard that, I got excited because that meant Cyberpunk 2077 was the first AAA game to get proper care and optimization to make sure it ran well on macOS and Apple Silicon. This was…