Media Coverage

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.    

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.

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.

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.

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.

Reuters: Glenn O’Donnell discusses Intel’s latest earnings in an interview. Read the full article here. Read more from Glenn here.

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.

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.

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.

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.

The New York Times: Discussing Proctor & Gamble’s latest earnings, VP, Principal Analyst Sucharita Kodali adds how consumer package goods companies, despite being “a relatively small part” of what contributes to inflation levels still contribute “very much to the perception of inflation.” Read the full article here. Read more from Sucharita here.

Bloomberg: VP, Principal Analyst Jeff Pollard describes why security leaders, given their focus on generative AI, are not focusing on investing in tools for deepfake detection. Read the full article here. Read more from Jeff here.

The Wall Street Journal: Principal Analyst John Bratincevic discusses why companies building low-code tools are exploring ways to integrate generative AI. Read the full article here. Read more from John here.

MarketWatch: Senior Analyst Nikhil Lai shares digital advertiser sentiment in the wake of the sudden bank failures in advance of Alphabet’s and Meta’s latest earnings. Read the full article here. Read more from Nikhil here.

Forbes: Following the streaming company’s latest earnings, VP, Research Director Mike Proulx discusses how Netflix is embracing more advertising given the need to find new sources beyond subscriptions to fuel revenue growth. Read the full article here. Read more from Mike here.

The Wall Street Journal: Senior Forecast Analyst Jitender Miglani outlines factors contributing to slower retail growth in March, including how consumers are tempted to save more this year given talk of an economic recession. Read the full article here. Read more from Jitender here.

The Wall Street Journal: VP, Emerging Tech Portfolio Brian Hopkins offers reasons why many public tech firms are reverting to private ownership: “Firms that are happy with their current tech providers will feel more uncertain if those firms go private, due to lost transparency.” Read the full article here. Read more from Brian here.

The Economic Times: VP, Research Director Ashutosh Sharma offers perspective into the potential impact of Appario Retail, the joint venture between Amazon and the Patni group, transferring its existing inventory to a new set of sellers on the online marketplace. Read the full article here. Read more from Ashutosh here.

The Wall Street Journal: VP, Principal Analyst Sucharita Kodali describes how Radio Frequency Identification (RFID) technology remains, for retailers, the most practical technology for merchandise tracking. Read the full article here. Read more from Sucharita here.