Research Archive
T-Mobile Puts 5G Innovation in the Driver’s Seat at LVGP
The Las Vegas Grand Prix is no ordinary race. The city-centre circuit with its tight turns, the Strip backdrop and high spectator density makes for one of the most challenging viewing experiences in all of F1. That’s why the recent announcement by T-Mobile is so significant. 360° Cameras and Drone Feeds = A Game-Changer for…
Google’s Chrome Summit Shows How Gemini AI Unites the Workplace
At the 2025 Chrome Summit in New York City, Google delivered its most cohesive vision yet for how artificial intelligence will power the next generation of work. Under the theme “Connected Work Experiences, AI at the Core,” the company showcased how its Gemini AI model now threads through every layer of Google’s ecosystem, from Chrome and ChromeOS to…
From Bitcoin to AI: The Hard Road Ahead, and Why Some Miners Can Still Make the Jump
The surge in AI infrastructure investment has reshaped the value of power in the United States. Bitcoin miners, who once optimized purely for cheap electricity and fast deployment, now find themselves in possession of something that AI operators urgently need: energized land with existing interconnection rights. On the surface, this creates the impression that miners…
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…