Media Coverage

Moneycontrol: In an exclusive interview, VP, Research Director Ashutosh Sharma shares insights about IT demand recovery, highlighting that the sector is likely to turn around starting in Q2 2025. Read the full article here. Read more from Ashutosh here.

The Daily Telegraph: VP, Research Director Mike Proulx shares his thoughts on recent price hikes at Netflix and Disney+ and how these will impact customers. Read the full article here. Read more from Mike here.

The Wall Street Journal: In an interview, Senior Analyst Akshara Naik Lopez addresses advantages and disadvantages surrounding industry cloud adoption. This article also cites Forrester’s 2024 Enterprise Software prediction that industry cloud will grow a modest 10% — 4 points below vendor guidance. Read the full article here. Read more from Akshara here.

The Washington Post: Senior Analyst Rowan Curran offers his initial take on Sam Altman’s departure from OpenAI per this news breaking on Friday. Read the full article here. Read more from Rowan here.

CNN: VP, Principal Analyst Dipanjan Chatterjee addresses Apple’s plans to adopt a messaging standard that brings iMessage features to Android users and how this may impact the company’s overall marketing strategy. Read the full article here. Read more from Dipanjan here.

The Wall Street Journal: VP, Principal Analyst Brendan Witcher offers perspective on Walgreens joining other retailers in starting to fulfill more online orders out of stores as a way to speed up shipments, streamline inventory and make more use of their physical sites. Read the full article here. Read more from Brendan here.

Bloomberg: VP, Research Director Glenn O’Donnell discusses areas of opportunity in the global semiconductor market, and where he expects shortages to ease. Read the full article here. Read more from Glenn here.

Forbes: Senior Analyst Abhijit Sunil shares how data centers and providers of immersion cooling systems could benefit from the soaring demand for computing created by generative AI. Read the full article here. Read more from Abhijit here.

The Wall Street Journal: Principal Analyst Kelsey Chickering offers perspective on what it will take for video-sharing platform TikTok to ensure its viability in the US e-commerce market through its recently announced TikTok Shop. Read the full article here. Read more from Kelsey here.

The Guardian: VP, Principal Analyst Martha Bennett outlines why the pending EU AI Act and President Biden’s executive order on AI will have a larger impact than the recent UK AI Summit. Read the full article here. Read more from Martha here.

Bloomberg: Principal Analyst Lily Varon discusses Dutch payments fintech Adyen and how the company’s in-house platform can support a merchant’s growth worldwide, with better transparency and data insights. Read the full article here. Read more from Lily here.

Forbes India: VP, Research Director Mike Proulx shares insights about the future of X as Elon Musk unveils xAI Corp’s first ever GPT-like chatbot, Grok. Read the full article here. Read more from Mike here.

The Wall Street Journal: An article about the SEC’s pursuit of SolarWinds features insights from VP, Principal Analyst Jeff Pollard who describes how this situation marks “the SEC endorsing CISOs to stop being quiet about security flaws. Read the full article here. Read more from Jeff here.

The Evening Standard: VP, Principal Analyst Martha Bennett breaks down the impact of the recently held UK AI Summit in London. Read the full article here. Read more from Martha here.

The Wall Street Journal: VP, Principal Analyst Brendan Witcher addresses why a growing trend of some online sellers deliberately tricking customers into buying smaller and often cheaper-to-produce items. Read the full article here. Read more from Brendan here.

CNN Business: VP, Principal Analyst Dipanjan Chatterjee addresses Apple’s newly announced custom-made M3 chips and how AI embodies a “huge emerging opportunity” for the company.  Read the full article here. Read more from Dipanjan here.

The Business Times: An article about the state of digital banking in Singapore features commentary from Senior Analyst Meng Liu who describes how customers, given user demographic, are more apt to stick with digital banks.   Read the full article here. Read more from Meng here.

Financial Times: VP, Principal Analyst J.P. Gownder discusses Microsoft’s official launch of its generative AI assistant Copilot and how organizations’ investment in the tool will be justified if employees save as little as two hours a month in productivity. Read the full article here. Read more from J.P. here.

CNN Business: A profile of OpenAI CEO Sam Altman features insights from Senior Analyst Rowan Curran about the importance of ensuring that training data, particularly for large AI models, has minimal bias. Read the full article here. Read more about Rowan here.