Technology Research Archive | Creative Strategies (Page 4)

Apple delivered a record March quarter, with revenue of $111.2B, up 17% YoY, and diluted EPS of $2.01, up 22% YoY. The quarter was strong enough to beat consensus on both revenue and EPS, but the call’s center of gravity was not the beat. It was the shape of demand, the Mac supply bottleneck, and th

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Creative Strategies April 30, 2026

Design as Identity: What Motorola Got Right and What It Has to Protect.

Carolina Milanesi

Motorola is holding its latest launch event in Los Angeles this week, and. The new razr 70 family expands the flip phone lineup, the motorola edge 70 pro arrives as a slim, design-forward device with a quad-camera system and a 6500mAh battery, and Collections by Motorola gets its formal introduction

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Creative Strategies April 23, 2026

The Context Advantage: Why Workspace Intelligence Is About More Than Features

Carolina Milanesi

Google’s Workspace Intelligence announcement this week is being covered as a feature drop. The more accurate read is that it is a strategic argument, one that Google and Microsoft are both making simultaneously, about where AI value ultimately concentrates in an enterprise setting. The argument is t

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Creative Strategies April 20, 2026

In the Era of AI, Hardware Still Matters. Apple Just Appointed a CEO Who Knows It.

Carolina Milanesi

Apple announced this afternoon that Tim Cook will step down as CEO on September 1, 2026, with John Ternus taking over and Johny Srouji being elevated to Chief Hardware Officer effective immediately. The transition was widely expected, but not until 2027. Apple moved it up, and the reason why tells y

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Creative Strategies April 1, 2026

All About Agents: Cheap Tokens, Local Models, and Product Fit

Max Weinbach

Over the past year or so we’ve heard a lot about agents. Most of it hasn’t really happened, things have changed quickly, it’s hard to pinpoint and trends tend to be near impossible to predict because something you think may be successful ends up becoming irrelevant in three months. If you take a ste

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Creative Strategies March 25, 2026

Arm’s Move Into Merchant Silicon Is About Escaping the Revenue Ceiling

Ben Bajarin

For those of us who have covered Arm for decades, we remember the days when this was a $500-600M yearly revenue company, and hardly growing. How times have changed. The evolution of Arm, now clearly framed as Arm 2.0, has been years in the making, with all the stakeholders recognizing that an IP bus

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Creative Strategies March 25, 2026

HP IQ: The Right Instinct, With a Long Road Ahead

Carolina Milanesi

The AI PC category has a credibility problem. Two years into the NPU era, most on-device AI still feels like a solution searching for a problem. The hardware arrived before the software had anything meaningful to say, and Microsoft’s Copilot rollout did little to change that narrative. Rather than b

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Creative Strategies March 25, 2026

Intel Pro Day 2026: Intel’s Commercial AI PC Push

Max Weinbach

The next phase of the AI PC market will be won less by raw AI specifications and more by enterprise usefulness. Intel is repositioning the commercial PC as a managed, secure, on-device AI endpoint that can execute work, observe itself, and improve user experience without sending every workflow back

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Creative Strategies March 18, 2026

Microsoft Unifies Copilot: The Case For and the Caution

Carolina Milanesi

Microsoft announced a significant organizational realignment this week, consolidating its consumer and commercial Copilot efforts under a single unified structure. Jacob Andreou has been elevated to EVP, Copilot, reporting directly to CEO Satya Nadella, with accountability spanning design, product,

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Creative Strategies March 10, 2026

MacBook Neo: How Apple Plans to Own the Next Generation

Carolina Milanesi

When Apple unveiled the MacBook Neo on March 4, 2026, the temptation was to frame it simply as Apple finally getting competitive on price. At $599 retail and $499 for education customers, it is the most affordable Mac the company has ever sold. But reducing the MacBook Neo to a price story misses wh

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Creative Strategies March 9, 2026

M5 Max: Chiplets, Thermals, and Performance per Watt

Max Weinbach

Here’s the conclusion up front: M5 Max is the most impressive piece of silicon I’ve used in a laptop. It’s more efficient and more performant, theoretically cheaper and more sustainable to manufacture with less waste, an AI powerhouse, and still runs in a laptop that lasts all day. I can’t think of

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Creative Strategies February 11, 2026

Think Global, Build Local: Cisco’s Sovereignty-First Strategy Takes Center Stage at Cisco Live EMEA

Carolina Milanesi

While I could start with the list of the many products that were announced at Cisco Live EMEA 2026, and there were plenty, from the Silicon One G300 to the biggest-ever update to AI Defense, I want to focus my analysis around a very interesting slide that was shared in one of the many analyst…

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