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Tesla’s Q2 2025 Earnings – Hopes That Robotaxis Will Offset Declining Sales
VP, Principal Analyst Paul Miller discusses Tesla’s Q2 earnings, pointing out that Musk’s comment about addressing half of the US population “subject to regulatory approvals” in regard to robotaxis is important as regulatory approvals take time. Miller’s comments on Tesla can also be seen in Reuters: Tesla faces difficult road ahead as it hopes robotaxis [...]
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Fortune – How Aravind Srinivas Turned Perplexity AI Into An $18 Billion Would-Be Google Terminator
Fortune: Principal Analyst Nikhil Lai discusses Perplexity’s biggest challenge – brand awareness – stating consumers still trust Google’s information more than ChatGPT’s or Perplexity’s. Read the full article here. Read more from Nikhil here.
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The Hindu Business Line – India’s IT Hiring Grows Erratic In Face Of Global Uncertainties
The Hindu Business Line: Principal Analyst Biswajeet Mahapatra shares his perspective on the erratic headcount growth among IT companies, stating this is the result of global economic slowdown and a strategic shift in industry’s operation model. Read the full article here. Read more from Biswajeet here.
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Tesla’s Q2 2025 Earnings – The Impact of Elon Musk On Brand Perception
Following Tesla’s Q2 earnings, VP, Principal Analyst Dipanjan Chatterjee explains that Tesla CEO’s reputation is inseparable from the brand. According to Chatterjee, “the perception of Elon Musk, its chief executive, has rubbed the sheen right out of what was once was a darling and soaring automotive brand.” Chatterjee’s comments have also been included in: AP [...]
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Alphabet Q2 2025 Earnings Boosted By AI
Following Alphabet’s successful quarter, Principal Analyst Nikhil Lai reveals that Google has been forced to boost spending on AI infrastructure and applications in order to keep up with its competitors. Lai’s comments have also been included in Bloomberg: Alphabet boosted by AI, Cloud demand as spending needs jump Frankfurter Allgemeine: Google increases AI investment to $85 billion The [...]
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CNBC – China’s Tech Talent Are Making Big Strides — They’re Creating Apps For The World
CNBC: VP, Principal Analyst Charlie Dai shares his insight into China’s tech teams and how they are ’increasingly influential, driven by technical talent, agile development culture, and policy support for AI commercialization’. Read the full article here. Read more from Charlie here.
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The Economic Times – Europe Revival Helps IT Survive Quarter Shocks
The Economic Times: VP, Research Director Ashutosh Sharma reveals that Europe is beginning to invest more in building its own technology capabilities to reduce reliance on the US, aiming for greater tech sovereignty. This shift is contributing to a regional revival in IT spending, particularly in countries such as the UK, Ireland, and Benelux. Read the full [...]
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Business Insider – How Retailers Like Lowe’s Are Using AI To Make Shopping ‘Simpler, Faster, And More Fun’
Business Insider: VP, Principal Analyst Sucharita Kodali reveals how agentic AI systems could disrupt the retail sector in the future, including finding people to fill in for unwell employees, ordering merchandise when stock levels are low and developing marketing plans in line with available stock. Read the full article here. Read more from Sucharita here.
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The New York Times – Netflix’s Net Income Leaps To $3.1 Billion
The New York Times: VP, Research Director Mike Proulx comments on Netflix’s latest earnings, stating that Netflix’s announcements this past quarter around live programming have made it look like a traditional TV network. Read the full article here. Read more from Mike here.
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The Economic Times – Capgemini’s $3.3 Billion WNS Buy May Revive IT-Plus-BPO Model
The Economic Times: VP, Research Director Ashutosh Sharma shares his perspective on the revival of the IT-plus-BPO model, citing the recent acquisition of WNS by Capgemini. He says that the BPO market is likely to witness further consolidation as more firms seek to capitalize on such synergies. Read the full article here. Read more from Ashutosh here.
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X CEO Linda Yaccarino Resigns After Two Years At The Helm Of Elon Musk’s Social Media Platform
Following the resignation of Linda Yaccarino at X, VP, Research Director Mike Proulx comments that this exit should not come as a surprise. Proulx’s comments are also included in: AP News: X CEO Linda Yaccarino resigns after two years at the helm of Elon Musk’s social media platform BBC News Online: Linda Yaccarino departs as boss of [...]
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The Hindu Business Line – Capgemini Acquires WNS For $3.3 Billion To Expand Agentic-AI Capabilities
The Hindu Business Line: VP, Research Director Ashutosh Sharma explains how the acquisition of WNS by Capgemini demonstrates the impact of AI in reshaping business processes. He notes that such acquisitions will help BPS providers access the technology capabilities of dedicated tech and IT firms. Read the full article here. Read more from Ashutosh here.
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Forbes – Revenue Growth Lies In Synergy Between Brand And Customer Experience
Forbes: VP, Principal Analyst Dipanjan Chatterjee discusses Forrester’s Total Experience Score, launched at CX Summit North America and explains why bridging the gap between customer experience and brand experience matters now more than ever. Read the full article here. Read more from Dipanjan here.
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City AM – Is Apple Losing The AI War?
City AM: VP, Principal Analyst Thomas Husson discusses how the trade war and uncertainty linked to tariff policy is of much more concern today for Apple’s business than the perception that Apple is lagging behind on AI innovation. Read the full article here. Read more from Thomas here.
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Reuters – Tesla Robotaxi Launch: Why Getting From Dozens To Millions Of Self-Driving Cars Won’t Be Easy
Reuters: Following Tesla’s robotaxi launch in Austin, VP, Principal Analyst Paul Miller details how its competitor Waymo has helped pave the way by driving regulatory change and raising awareness of autonomous vehicles. Read the full article here. Read more from Paul here.
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City AM – Cannes Lions: Ad Agencies Are Subsidising Their Own AI Displacement
City AM: Following Cannes Lions, the publication cites VP, Principal Analyst Jay Pattisall’s new research that reveals that AI adoption is no longer optional within agencies, with 75% now incorporating AI into their operations, up from 61 per cent last year. Read the full article here. Read more from Jay here.
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Trump Extends TikTok Ban Deadline For A Third Time
Principal Analyst Kelsey Chickering comments on the potential TikTok ban, reiterating Forrester’s 2025 Prediction that there will be no ban and pointing out TikTok’s confidence in their future following the rollout of its new AI video tools at Cannes. Chickering’s comments have also been included in: Associated Press: Trump extends TikTok ban deadline for a third [...]
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BBC News Online – OpenAI Boss: Meta Offering $100m Plus To Poach My Staff
BBC News Online: Following the news that Meta is offering Open AI employees $100m signing bonuses to boost its AI business, Principal Analyst Indranil Bandyopadhyay details how, with investment in AI running at extraordinary levels, talent acquisition is a “high-risk, high-reward gamble.” Read the full article here. Read more from Indranil here.
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CNN – Why It Suddenly Seems Like Every Celebrity Has Their Own Mobile Network
CNN: Senior Analyst Octavio Garcia Granados discusses the growing trend of celebrity mobile phone networks, revealing that these mobile plans are often more expensive than mainstream carriers, despite compelling promotions. Read the full article here. Read more from Octavio here.
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The Economic Times – Indian Firms Target Overseas Assets To Fast-Track Semiconductor Ambitions
The Economic Times: In an article about India’s semiconductor ambitions, Principal Analyst Biswajeet Mahapatra discusses acquiring assets of foreign entities allows Indian companies to access advanced technologies which are critical for modern semiconductors. Read the full article here. Read more from Biswajeet here.