Media Coverage

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Media Coverage

The Wall Street Journal – Generative AI Pilots Have Companies Reaching For The Guardrails

May 19, 2023
The Wall Street Journal: In an interview, VP, Principal Analyst Michele Goetz discusses how, even with layers of security, the decision to use generative AI sits specifically with a chief information officer’s willingness to accept some level of risk. Read the full article here. Read more from Michele here.
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Marketplace – If ESPN Goes To Streaming, What Happens To Cable?

May 19, 2023
Marketplace: VP, Research Director Mike Proulx describes how a potential “nail in the coffin for cable” will be more and more streaming services adopting live programming — especially live sports and news — “en masse.” Read the full article here. Read more from Mike here.
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Bloomberg – Get Ready For Tim Cook’s Riskiest Move At Apple

May 16, 2023
Bloomberg: As Apple plans to share details about its mixed reality headset, the outlet highlights insights from Forrester VP, Principal Analyst J.P. Gownder, based on his research about extended reality and metaverse in the workplace, about how fewer than 5% of people are interested in using mixed reality at work. Read the full article here. Read more from [...]
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The Wall Street Journal – How AI Will Change The Workplace

May 14, 2023
The Wall Street Journal: VP, Principal Analyst J.P. Gownder outlines how AI is poised to change the workplace and how, as a result, companies must equip employees with the “skills and inclinations needed to successfully use AI.” Read the full article here. Read more from J.P. here.
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The Wall Street Journal – Online-Only Startups Adopt A Bold New Strategy: Opening Actual Shops

May 13, 2023
The Wall Street Journal: While online advertising costs have started to fall in recent quarters, Senior Analyst Nikhil Lai shares that many online companies are still convinced that physical stores are key to growing their customer base. Read the full article here. Read more from Nikhil here.
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Associated Press – Twitter’s New CEO Is An NBCUniversal Executive With Deep Ad Industry Ties

May 12, 2023
Associated Press: As Twitter announces new CEO Linda Yaccarino, VP, Research Director Mike Proulx shares insights into how much influence Elon Musk could still maintain over the company. Read the full article here. Read more from Mike here.
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Reuters – Disney Shares Fall Most Since Iger’s Return After Streaming Subscriber Losses

May 11, 2023
Reuters: As Disney unveils its latest earnings, VP, Research Director Mike Proulx shares how Disney+ is losing less money given price hikes and better cost management. Read the full article here. Read more from Mike here.
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TIME – Microsoft’s CEO Responds To Concerns About AI

May 9, 2023
TIME: An article about Microsoft’s AI initiatives features perspective from Analyst Rowan Curran about how AI will inevitably be responsible for helping to both manage and create a lot more knowledge “that we will have to handle.” Read the full article here. Read more from Rowan here.
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The Business Times – E-commerce 2.0: Shein And Temu Fight For The Global Market

May 5, 2023
The Business Times: In an interview, Principal Analyst Xiaofeng Wang offers perspective on the ongoing e-commerce battle between fast-fashion player Shein and budget shopping platform Temu. Read the full article here. Read more from Xiaofeng here.
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CNN Business – TV and film writers are fighting to save their jobs from AI. They won’t be the last

May 4, 2023
CNN Business: A story about the ongoing Writers’ Guild of America strike features insights from Analyst Rowan Curran about how industries focused on the arts will need to pay “close attention” to the generative AI space. Read the full article here. Read more from Rowan here.
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Financial Times – Apple’s iPhone Sales Rebound After Supply Chain Challenges

May 4, 2023
Financial Times: VP, Principal Analyst Dipanjan Chatterjee discusses Apple’s latest earnings, including how sales declines for Apple products apart from iPhones are “a harbinger of the uphill climb most consumer brands will face in the months ahead…” Read the full article here. Read more from Dipanjan here.    
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Bloomberg – Fierce AI Talent War Shifts To India With Salaries Being Doubled

May 3, 2023
Bloomberg: Principal Analyst Biswajeet Mahapatra discusses the AI talent war in India, and how there will likely be years of rising demand for skilled workers: “We haven’t even touched the tip of the AI iceberg.” Read the full article here.
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The Wall Street Journal – As Generative AI Gets Hotter, KKR Bets On Keeping Data Centers Cool

May 2, 2023
The Wall Street Journal: Senior Analyst Abhijit Sunil describes how more data centers and cloud providers are starting to address the rise of energy consumption through innovative cooling systems. Read the full article here. Read more from Abhijit here.
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Financial Times – ‘We have survived!’: China’s Huawei Goes Local In Response To US Sanctions

May 2, 2023
Financial Times: VP, Research Director Charlie Dai shares how a disruption in developing chip-related technology has forced Huawei to increase its R&D efforts in the software further, “aiming to achieve product upgrades despite restricted hardware.” Read the full article here. Read more from Charlie here.
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The New York Times – Higher Food Prices Bring Bigger Profits, But Consumers Start To Resist

April 29, 2023
The New York Times: VP, Principal Analyst Sucharita Kodali addresses how, given inflation at grocery stores and restaurants, brands’ higher food prices risk alienating customers. Read the full article here. Read more from Sucharita here.
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Reuters – Intel Says Margins Will Recover In Second Half Of 2023, Shares Rise

April 27, 2023
Reuters: Glenn O’Donnell discusses Intel’s latest earnings in an interview. Read the full article here. Read more from Glenn here.
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The Wall Street Journal – PricewaterhouseCoopers To Pour $1 Billion Into Generative AI

April 26, 2023
The Wall Street Journal: As PricewaterhouseCoopers announces plans to invest $1 billion in generative AI, Analyst Rowan Curran outlines real-time use cases for how the technology can be utilized by these types of companies. Read the full article here. Read more from Rowan here.
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The Guardian – Meta Reports Surprisingly Strong Quarter One Earnings After Restructuring Hiccups

April 26, 2023
The Guardian: Mike Proulx offers perspective about Meta’s latest earnings and its metaverse ambitions, including how, per Forrester research, less than 24% of online adults in the US say they are excited by the metaverse. Read the full article here. Read more from Mike here.
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China Daily – Cloud-AI Integration Signals Boost For Digital Economy

April 26, 2023
China Daily: Analyst Guannan Lu shares insights about the intensification of efforts by Chinese cloud computing companies to develop AI or AI-powered large language models, highlighting that such an initiative requires massive computing resources. Read the full article here. Read more from Guannan here.
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CNN Business – How To Protect Yourself From iPhone Thieves Locking You Out Of Your Own Device

April 23, 2023
CNN Business: VP, Principal Analyst Jeff Pollard offers best practices for iPhone users to ensure thieves will not be able to exploit the recovery key security setting on these devices. Read the full article here. Read more from Jeff here.