Media Coverage

Financial Times: Mike Proulx, Vice President and Research Director, reveals that Paramount Skydance’s potential acquisition of Warner Bros Discovery could redefine the streaming landscape and how, as the streaming market matures, it looks a lot like the original television industry. Read the full article here. Read more from Mike here.

The New York Times: Thomas Husson, Vice President and Principal Analyst, shares how updates to recent Apple iPhone models are raising questions about the company’s ability to innovate in the fast-moving era of AI. Read the full article here. Read more from Thomas here.

Business Insider: Dipanjan Chatterjee, Vice President and Principal Analyst, describes how Starbucks CEO Brian Niccol’s efforts to “shed complex and underperforming products” is making room for more innovation on the company’s menu. Read the full article here. Read more from Dipanjan here.

CNN: Dipanjan Chatterjee, Vice President and Principal Analyst, suggests that, ahead of Apple’s event this week and the anticipated launch of the iPhone 17, a slimmer, thinner “Air” version of the iPhone is likely to succeed—drawing on the popularity of “Air” versions of Apple products like the MacBook and iPad. Read the full article here. [...]

Financial Times: Principal Analyst Nikhil Lai discusses how brands are shifting their focus to optimizing product specificity and website performance, including fast loading speeds, to improve visibility in AI-generated search results. Read the full article here. Read more from Nikhil here.

City AM: Alvin Nguyen, Senior Analyst, discusses Nvidia’s recent earnings results by highlighting how the company is making strategic moves across areas under their control, including innovation in robotics and promoting use cases like reasoning AI. Read the full article here. Read more from Alvin here.

AP News: Thomas Husson, Vice President and Principal Analyst, reveals Google’s Pixel 10 is, in the age of AI, a true laboratory of innovation. Read the full article here. Read more from Thomas here.

Forbes: Principal Analyst John Pedini shares that Gen Z brings both promise and pressure for brands as 64% are happy to try new brand experiences, compared to just 39% of Boomers according to Forrester data. Read the full article here. Read more from John here.

BBC News: BBC reports on Europe’s growing interest in sovereign technology alternatives. Senior Analyst Dario Maisto discusses the shift, explaining that while it won’t happen overnight, it’s a myth to think it’s not possible. Read the full article here. Read more from Dario here.

Bloomberg: Following news that Nvidia has agreed to pay 15% of China chip sale revenues to the US government, Senior Analyst Alvin Nguyen shares that when it comes to trade, there has been rapid changes and there is still a lot of uncertainty. Read the full article here. Read more from Alvin here.

Forbes: Principal Analyst Tracy Woo discusses FinOps, including the growing gap between what teams say they have automated and what automation actually enables, governance efforts and the difference between multi-cloud management and hybrid cloud management. Read the full article here. Read more from Tracy here.

BBC News:. VP, Principal Analyst Charlie Dai explains why the deal agreed by Nvidia and AMD to pay 15% of China chip sales to the US government in return for export licenses is ‘unprecedented’. Read the full article here. Read more from Charlie here.

Reuters: Following Disney’s latest quarterly earnings, VP, Research Director Mike Proulx shares that Disney is racing full force to sign sports rights with the company’s NFL and WWE announcements – which is another signal that the latest battle in the streaming war is about live sports programming. Read the full article here. Read more from Mike here.

Forbes: VP, Research Director Mike Proulx underscores that brands can win with sports fandom by strategically leveraging streaming platforms to deepen audience engagement and create immersive experiences. Read the full article here. Read more from Mike here.

Forbes: Senior Analyst Stephanie Liu and Senior Analyst Will McKeon-White advise that the right approach to AI agents is to tune out the hype and start small – instead of focusing entirely on outcomes, fine-tuning agent tasks and setting boundaries should be the immediate priority. Read the full article here. Read more from Stephanie here and [...]

Following Meta’s earnings, VP, Research Director Mike Proulx discusses how the company is future-proofing itself as a growth company with its AI superintelligence plans. Proulx’s comments can also be found in: BBC News: Meta profits surge helps drive Zuckerberg’s AI ambitions Bloomberg: Meta Seizes Its Moment to Spend Aggressively in the AI Race AP News: Meta [...]

Bloomberg: Following news of the latest acquisition in the cybersecurity space, Principal Analyst Allie Mellen states that CyberArk will round out Palo Alto Networks’ products and help it grow as a player in the market for cybersecurity platforms. Read the full article here. Read more from Allie here.

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 [...]

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.