Four publications. One view of the technology stack.

Creative Strategies May 9, 2025

AMD Earnings – Parsing the Q&A: Momentum, AI Ramp Timing, and the Road to Rack-Scale

Ben Bajarin

AMD’s Q1 call struck a cautiously optimistic tone. Strong execution in Client and CPU gives the company breathing room as it navigates GPU export headwinds and ramps toward its next inflection point with MI350 and MI400. The Q&A focused less on surprises and more on timing, share gains, and the cred

Read research

Creative Strategies May 8, 2025

Beyond Tracking: Whoop MG Review – A Deep Dive into Healthspan and Preventative Health

Max Weinbach

There’s been a pretty big trend recently in healthy living and health/wellness. Alcohol consumption is trending down, gym memberships are trending upwards with utilization also trending upwards, mostly because of GenZ. The interest in health and wellness is at all time highs. Wearables like Oura Rin

Read research

Creative Strategies May 5, 2025

Intel Foundry Technology Bets: A Full-Stack Strategy for the Disaggregated Era

Ben Bajarin

The Disaggregated Era of Design The semiconductor industry is entering a new phase. Progress is no longer measured by packing more transistors onto a single monolithic die. It is measured by how effectively systems are composed from smaller, specialized components. This is the disaggregated era of d

Read research

Creative Strategies May 5, 2025

AI Factories: Reframing Infrastructure from Cost Center to Profit Center

Ben Bajarin

All AI factories are data centers, but not all data centers are AI factories. For much of the last two decades, enterprise infrastructure strategy has been grounded in cost control. Data centers were built to support core IT functions—storage, compute, and networking—with an emphasis on efficiency,

Read research

Creative Strategies May 2, 2025

Apple’s Q2 FY25: Services Surge, Supply Chains Shift

Carolina Milanesi

Apple’s fiscal Q2 2025 results showed solid growth. Revenue was $95.4 billion (up 5% YoY) Net income rose to $24.78 billion (vs. $23.64 b in Q2 FY24), and diluted EPS was $1.65 (a March-quarter record, up 8% YoY). Services revenue hit a new high (≈$26.64 b, +12% YoY) and driving much of the growth,

Read research

Creative Strategies April 30, 2025

Meta Q1 2025: Strong Ad Growth and AI Momentum Offset Metaverse Drag

Carolina Milanesi

Meta Platforms reported a strong first quarter 2025, with revenue and profit both well ahead of expectations. Q1 revenue was $42.31 billion (up ~16% YoY), driven by robust advertising demand. Net income jumped to $16.64 billion (+35% YoY) , yielding earnings of $6.43 per share (well above the ~$5.28

Read research

Creative Strategies April 30, 2025

Microsoft Beats Expectations in Q3 FY25 with Robust Cloud and AI Demand

Carolina Milanesi

Microsoft’s Q3 FY2025 results (quarter ended March 31, 2025) reflected continued strength in cloud and AI-driven businesses. Total revenue was $70.1 billion, up 13% year-over-year (15% in constant currency) . Net income grew 18% to $25.8 billion, and diluted EPS rose 18% to $3.46 . Microsoft Cloud r

Read research

Creative Strategies April 25, 2025

Google Surges Ahead on GenAI Momentum and Resilient Capex Strategy Amid Macro Uncertainty

Ben Bajarin

Key Takeaways on Google’s 1Q25 Earnings    Sustained AI Momentum Across Products and Infrastructure: Gemini 2.2 is now embedded across 15 products with 500M+ users, while AI Overviews in Search surpassed 1.5B MAUs. Visual and voice-first inputs like Google Lens and Circle to Search are driving deepe

Read research

Creative Strategies April 25, 2025

Intel’s Q1 2025 Earnings: Navigating Challenges Amid Strategic Shifts

Ben Bajarin

Key Takeaways Weak Q2 Guidance Reflects Tariff Uncertainty: Intel guided Q2 revenue significantly below expectations at $11.8 billion, down 7% quarter-over-quarter, citing macroeconomic uncertainty and potential tariff-related demand impacts. Product Delays and Competitive Pressures: The delay of th

Read research

Creative Strategies April 25, 2025

Microsoft’s latest Work Trend Index and the Birth of the Frontier Firm

Carolina Milanesi

In the latest episode of my TEQ podcast, I had the pleasure to engaged in an insightful conversation with Alexia Cambon, Head of Research on Microsoft’s Copilot and Future of Work team, about how artificial intelligence and AI agents are fundamentally reshaping the workplace. The discussion explored

Read research

Creative Strategies April 25, 2025

Beyond the Fold: Motorola’s Strategy to Capture the Next Generation

Carolina Milanesi

In a move to strengthens its position in the premium smartphone segment, Motorola has unveiled its 2025 Razr lineup, expanding to three models and showcasing a commitment to lifestyle technology that’s capturing younger audiences in increasingly competitive markets. Color and Expression at the Core

Read research

Creative Strategies April 25, 2025

Motorola’s Razr Revolution: How Lifestyle Tech is Winning the Youth Market

Carolina Milanesi

In a move to strengthens its position in the premium smartphone segment, Motorola has unveiled its 2025 Razr lineup, expanding to three models and showcasing a commitment to lifestyle technology that’s capturing younger audiences in increasingly competitive markets. Color and Expression at the Core

Read research