Research Archive
Google I/O 2024: Ushering in the Gemini Era
During the anticipated Google I/O 2024 keynote, Sundar Pichai, CEO of Google, outlined the tech giant’s bold foray into what has been dubbed the “Gemini era”, marking a new chapter in the development and application of artificial intelligence (AI). During the two-hour keynote, the word AI was mentioned 121 times, as counted by Gemini itself,…
Navigating the AI Revolution in the Workplace: Insights from Microsoft’s Work Trend Index
In the rapidly evolving digital landscape, the workplace’s artificial intelligence (AI) has transitioned from a distant prospect to an immediate reality, marking a pivotal moment in modern employment and productivity practices. Microsoft’s release of the 2024 Work Trend Index report, titled “AI at work is here. Now comes the hard part,” sheds light on this…
Arm Q4 2024 Earnings: Positives, Negatives, and Investors Questions
Key Takeaways Strong Revenue Growth and Future Confidence Continued Strategic Expansion into Multiple Markets Investment in Advanced Technologies and Ecosystem What’s Significant Arm Holdings plc reported a significant year-over-year revenue growth of 47%, reaching $928 million in Q4 FYE24, driven by record royalty revenue and strong growth in license revenue. The CEO Rene Haas…
Apple’s M4 Chip: Revolutionizing the iPad Pro’s Design and Performance
Key Takeaways The 13-inch is a great addition to this popular model as it allows buyers to get more screen real estate and with that a more computer-like productivity device, without having to buy up to the Pro model. Apple is strategically positioning its silicon and hardware as the optimal platform for developing and showcasing…
Qualcomm F2Q24: Lots of Positives with Auto and AI Tailwinds
Overall take aways, positives and negatives, along with major questions we still hear from investors in our note below. Key Takeaways Strong performance in a challenging market Extremely positive growth signs in auto and IOT Increasing strength of the sum of the parts/diversification story with AI on the horizon Qualcomm had a strong quarter,…
Apple’s March 2024 Quarter Results: Positives, Negatives, and Major Questions on the Outlook
In this research note, we look at the positives and negatives from Apple’s March 2024 Q earnings. We also share what we gather are some of the main questions on investors minds from our recent conversations with the street. Key Takeaways Services remains a standout revenue point and is a significant contribution to outstanding…