Research Archive
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…
Unpacked 2025: Samsung’s foldables are so back
Last week was Samsung Unpacked, specifically Unpacked focusing on the Galaxy Z Fold 7, Z Flip 7, and Galaxy Watch 8 series. These launches mark a pivotal moment for the broader smartphone market, signaling Samsung’s drive to make foldables mainstream by marrying a familiar phone feel with flagship‑grade capabilities. The Fold 7 is probably the…
Beyond the Screen: Samsung’s Blueprint for the Next Era of Mobile Intelligence
On the eve of Samsung’s highly anticipated 2H Unpacked 2025 event in Brooklyn, I had the privilege of moderating a dynamic panel with three of Samsung’s most influential leaders: Dave Das, Executive Vice President of Mobile eXperience for Samsung Electronics America; Patrick Chomet, Executive Vice President and Strategy Advisor to the CEO of Samsung MX/DX;…
What Everyone Gets Wrong About Apple’s AI Strategy
In the age of agentic AI, a common misconception persists that AI will be a “winner-takes-all” market, where a single dominant agent will rule across every use case and every user. This belief misunderstands the evolution and purpose of agentic AI. The future will involve multiple specialized agents collaborating seamlessly, each with distinct areas of…