Research Archive

September 7, 2025 / Carolina Milanesi

Samsung’s AI Home Vision: Smart Living Without the Hype?

IFA has always been the tech show that most reinvented itself following the hot trends in tech: from smartphones, to wearables, all the way to this year smart home, the show has seen AI infused everything and home robotics. Samsung leaned in harder than most with its unveiling of “AI Home: Future Living, Now.” The…

August 20, 2025 / Carolina Milanesi

Made by Google 2025: A Confident Showcase of Pixel, Gemini, and Google’s Broader Ambitions

Today in Brooklyn, Google held its Made by Google 2025 event—an occasion that felt far less like a typical product keynote and much more like a primetime show. Hosted by Jimmy Fallon, complete with live audience participation, surprise guests, and a TV-studio vibe, it was clear from the start that Google wanted to make a…

August 11, 2025 / Max Weinbach

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…

August 1, 2025 / Carolina Milanesi

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…

July 31, 2025 / Carolina Milanesi

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…

July 25, 2025 / Ben Bajarin

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…

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