Research Archive

June 26, 2025 / Ben Bajarin

Micron Q3: 2025 Earnings – The Memory Inflection Point

Key Takeaways  Micron’s AI-Driven Growth Is Accelerating: HBM revenue grew over 50% quarter-over-quarter, reaching a $6B+ run rate, with expectations to approach $8B in the coming quarters. AI server demand is driving strength across HBM, LPDDR, and high-capacity DIMMs. Strong Financial Momentum Across the Board: Q3 results beat expectations on revenue ($9.3B), gross margin (39%),…

June 24, 2025 / Carolina Milanesi

From Supercomputing Pioneer to AI and Quantum Powerhouse: How HPE’s Early Bets Are Shaping the Future of Enterprise Technology

As HPE celebrates its tenth anniversary as an independent entity, the company has chosen to mark the occasion not with nostalgia, but with a series of announcements that signal a bold new direction. At HPE Discover 2025, the company unveiled a suite of innovations and partnerships designed to position HPE as the backbone of the…

June 18, 2025 / Carolina Milanesi

Beyond the Clock: Rethinking Work in the Age of Digital Overload

The traditional nine-to-five is fading fast, replaced by a workday that stretches from dawn to well past dusk, often bleeding into weekends and personal time. Microsoft’s latest Work Trend Index follow-up report, drawing on vast data from Microsoft 365 and a global survey of knowledge workers, reveals that the boundaries between work and life are…

June 17, 2025 / Carolina Milanesi

The Future of Work: Flexibility, AI, and the Evolving Workplace

Last week Cisco published its second Global Hybrid Work Study following the inaugural report published in 2022. The current report is based on a comprehensive double-blind survey of 21,513 employers and employees in full-time roles across 21 global markets, spanning industries from financial services to healthcare and manufacturing. This study is especially relevant at a…

June 11, 2025 / Carolina Milanesi

Mac with Touch, Please? Nope, Here’s iPadOS 26

You might know that my iPad Pro has been my trusty on-the-go companion for the past 10 years. I’ve loved having cellular connectivity right out of the box, a vast selection of apps, and access to all my content wherever I travel. Despite the occasional friction—especially with multitasking—I’ve continued to use it because the personal…

June 11, 2025 / Max Weinbach

Apple WWDC 2025: A more helpful Apple

I hate to steal Google’s tagline for this I really don’t but this year felt like Apple trying to make platforms more helpful. There’s this general consensus that Apple is behind in AI, missing out on chatbots and ignoring what most consider to be the next generation of experiences. The common saying is chat is…

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