Media Coverage

The Wall Street Journal: Principal Analyst Naveen Chhabra comments on Nvidia’s latest earnings, highlighting the gap between AI infrastructure spending and realized business value. Read the full article here. Read more about Naveen here.

Associated Press: VP, Principal Analyst Sucharita Kodali weighs in on Amazon’s plan to expand drone delivery, explaining the opportunities and practical challenges of scaling the service to hundreds of U.S. cities. Read the full article here. Read more about Sucharita here.

Financial Times: VP, Principal Analyst Kate Leggett provides expert analysis on evolving customer expectations and the business implications of technology-driven service experiences. Red the full article here. Read more about Kate here.

Barron’s: VP, Research Director Mike Proulx examines the implications of Disney’s legal battle over ABC broadcast licenses, outlining what the dispute could mean for media companies navigating regulatory and licensing challenges. Read he full article here. Read more about Mike here.

Business Insider: VP, Research Director Mike Proulx comments on the evolving streaming and digital engagement strategies as media companies seek deeper consumer relationships beyond video. Read the full article here. Read more about Mike here.

Associated Press: In the publication’s coverage of Google’s latest Pixel launch, Senior Analyst Andrew Cornwall provides perspective on Google’s strategy to position Pixel devices as a showcase for AI innovation. Read the full article here. Read more about Andrew here.

CNBC: VP, Emerging Tech Portfolio Brian Hopkins comments on Google’s AI leadership moves and what they signal about its long-term strategy. Read the full article here. Read more about Brian here.

CNBC: VP, Principal Analyst Charlie Dai discusses competitive dynamics in the global AI race and the implications of open-weight models for providers and enterprise adoption. Read the full article here. Read more about Charlie here.

CNBC: Principal Analyst Kate Winick provides perspective on the competitive realities facing social media platforms and whether legacy brands can regain relevance. Read the full article here. Read more about Kate here.

 Forbes: Reporting from Black Hat 2026, Principal Analyst Jess Burn discusses how agentic AI is reshaping security assumptions and increasing the need to modernize governance, risk, and security practices. Read the full article here. Read more about Jess here.

Bloomberg: VP, Research Director Mike Proulx outlines that Netflix is following a familiar playbook by reducing transparency around metrics that face increasing scrutiny. Read the full article here. Read more about Mike here.

CNBC: Senior Analyst Alvin Nguyen comments on AI-driven semiconductor demand and how evolving infrastructure requirements are influencing technology investment decisions. Read the full article here. Read more about Alvin here.

BBC News: Following Meta earnings, Mike Proulx discusses how the company’s aggressive AI spending is shaping investor expectations and the long-term platform race. Read the full article here. Read more about Mike here.

Reuters: Following news that Apple briefly reached a $5 trillion market value, Dipanjan Chatterjee comments on the new iPhone leasing program, explaining how it reinforces Apple’s customer-centric strategy. Read the full article here. Read more about Dipanjan here.

Bloomberg: Kate Leggett’s report, The Quantitative Employment Impact Of AI On Customer Service Jobs, is referenced in this coverage of how AI is changing customer service employment. Read the full article here. Read more about Kate here.

The Wall Street Journal: Discussing that Paramount has agreed to postpone the closing of its Warner Bros. Discovery merger until 2027, Mike Proulx explains that prolonged regulatory scrutiny creates strategic uncertainty at a time when media companies are already navigating significant market disruption. Read the full article here. Read more about mike here.

Marketplace: As AI customer service agents are gaining traction as companies look to reduce costs and improve efficiency, Max Ball shares that most organizations are not yet ready to hand customer service fully over to AI despite growing investment in automation. Read the full article here. read more about Max here.

The New York Times: Mike Proulx discusses Netflix’s latest earnings and highlights the company’s tendency to redirect attention when key metrics draw scrutiny. Read the full article here. Read more about Mike here.

Financial Times: Mike Proulx comments on Comcast’s split from NBCUniversal, a decision that signals how streaming-driven disruption is accelerating a long-term unbundling of legacy media business models. Read the full article here. Read more about Mike here.