Three publications. One view of the technology stack.

Creative Strategies August 1, 2025

Apple Q3 2025: Outperforming in a Challenging Environment

Carolina Milanesi

Apple’s fiscal Q3 2025 showcased a strong performance, setting a June quarter record for revenue at $94 billion—up 10% from last year and ahead of management’s own expectations. Growth was broad-based, with significant contributions across iPhone, Mac, and Services segments. The company also establi

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Creative Strategies July 31, 2025

Microsoft FY25 Q4: Capping a Transformative Year of Double-Digit Growth with AI and Cloud at the Core

Carolina Milanesi

Microsoft concluded its fiscal year with a robust Q4, outpacing both its guidance and Wall Street’s expectations. Sustained double-digit growth in revenue and operating income was powered by surging demand for AI and cloud solutions, and transformational momentum across all business segments. Signif

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Creative Strategies July 25, 2025

Intel Q2 CY 2025 Earnings Call – Execution Risk, Capital Discipline, and Roadmap Credibility

Ben Bajarin

Intel’s latest earnings call underscored a tension familiar to anyone tracking the company over the last three years: the finance team is now supplying clear, disciplined guardrails, while the technical roadmap remains long on vision and short on date‑certain milestones.  CFO David Zinsner gave inve

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Creative Strategies July 24, 2025

Alphabet Q2 Analysis: Cloud Acceleration and AI Monetization Validate Aggressive CapEx Strategy

Ben Bajarin

Alphabet’s June-quarter results delivered a validation of its capital-intensive, vertically integrated AI strategy. The company posted strong top and bottom-line growth while demonstrating significant operating leverage, even while absorbing substantial costs related to its AI infrastructure build-o

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Creative Strategies July 24, 2025

The SoC Revolution: Apple Proves High-End Gaming and All-Day Battery Life Can Coexist

Max Weinbach

Last October Apple announced Cyberpunk 2077 was coming to macOS with full optimization for Metal and Apple Silicon. The second I heard that, I got excited because that meant Cyberpunk 2077 was the first AAA game to get proper care and optimization to make sure it ran well on macOS and Apple Silicon.

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Creative Strategies July 14, 2025

Unpacked 2025: Samsung’s foldables are so back

Max Weinbach

Last week was Samsung Unpacked, specifically Unpacked focusing on the Galaxy Z Fold 7, Z Flip 7, and Galaxy Watch 8 series. These launches mark a pivotal moment for the broader smartphone market, signaling Samsung’s drive to make foldables mainstream by marrying a familiar phone feel with flagship‑g

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Creative Strategies July 10, 2025

Beyond the Screen: Samsung’s Blueprint for the Next Era of Mobile Intelligence

Carolina Milanesi

On the eve of Samsung’s highly anticipated 2H Unpacked 2025 event in Brooklyn, I had the privilege of moderating a dynamic panel with three of Samsung’s most influential leaders: Dave Das, Executive Vice President of Mobile eXperience for Samsung Electronics America; Patrick Chomet, Executive Vice P

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Creative Strategies July 9, 2025

What Everyone Gets Wrong About Apple’s AI Strategy

Ben Bajarin

In the age of agentic AI, a common misconception persists that AI will be a “winner-takes-all” market, where a single dominant agent will rule across every use case and every user. This belief misunderstands the evolution and purpose of agentic AI. The future will involve multiple specialized agents

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Creative Strategies June 27, 2025

Generative‑AI Study: Usage & Attitudes

Max Weinbach

At the end of last year we ran a study with 900‑respondent online survey, fielded December 1 – 15, 2024 among U.S. adults 18+. All percentages are of the total sample unless otherwise stated. After diving into the data, thanks in no small part to ChatGPT (shoutout to o3-pro!), some fascinating patte

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Creative Strategies June 26, 2025

Micron Q3: 2025 Earnings – The Memory Inflection Point

Ben Bajarin

Key Takeaways  Micron’s AI-Driven Growth Is Accelerating: HBM revenue grew over 50% quarter-over-quarter, reaching a $6B+ run rate, with expectations to approach $8B in the coming quarters. AI server demand is driving strength across HBM, LPDDR, and high-capacity DIMMs. Strong Financial Momentum Acr

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Creative Strategies June 24, 2025

From Supercomputing Pioneer to AI and Quantum Powerhouse: How HPE’s Early Bets Are Shaping the Future of Enterprise Technology

Carolina Milanesi

As HPE celebrates its tenth anniversary as an independent entity, the company has chosen to mark the occasion not with nostalgia, but with a series of announcements that signal a bold new direction. At HPE Discover 2025, the company unveiled a suite of innovations and partnerships designed to positi

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Creative Strategies June 18, 2025

Beyond the Clock: Rethinking Work in the Age of Digital Overload

Carolina Milanesi

The traditional nine-to-five is fading fast, replaced by a workday that stretches from dawn to well past dusk, often bleeding into weekends and personal time. Microsoft’s latest Work Trend Index follow-up report, drawing on vast data from Microsoft 365 and a global survey of knowledge workers, revea

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