Media Coverage

CNBC: Mike Proulx, Vice President and Research Director, comments on the potential impact of the Trump administration’s tariffs on movies made outside of the U.S., noting that it could create chaos in the entertainment industry and impact related industries like advertising. Read the full article here. Read more from Mike here.

Bloomberg: Vice President, Research Director Mike Proulx offers perspective on Meta’s latest earnings, highlighting how the company’s strong revenue and user growth in Q3 is tainted by significantly increased costs across the board, and the headwinds Reality Labs continues to face. Read the full article here. Read more from Mike here.

The Independent: Principal Analyst Kelsey Chickering outlines whether a US-only TikTok will replicate the original experience users have with the social media platform. Read the full article here. Read more from Kelsey here.

Business Insider: Principal Analyst Jeff Pollard is cited in this article for his research on the emergence of Chief Trust Officers, highlighting how companies are implementing the role to address AI, data security, and the broader challenge of building trust with customers. Read the full article here. Read more from Jeff here.

BBC News: Principal Analyst Sucharita Kodali addresses Amazon Fresh’s grocery strategy, including the competitive nature of the market and challenges the retailer faces in creating a differentiated offering. Read the full article here. Read more from Sucharita here.

Forbes: Principal Analyst Paul Miller discusses the UK’s regulatory preparations for autonomous vehicles and the potential rollout of Waymo’s robotaxi services. Read the full article here. Read more from Paul here.

Bloomberg: Charlie Dai, Principal Analyst at Forrester, shares how Huawei’s unveiling new technology, including memory chips and AI accelerators, to challenge Nvidia’s dominance in the growing AI market marks “a significant milestone in China’s long march of the AI chipset industry.” Read the full article here. Read more from Charlie here.

Forbes: In a new interview, Senior Analyst Stephanie Liu outlines how CMOs are taking more ownership over data protection policies. Read the full article here. Read more from Stephanie here.

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.