Showing: 11 - 20 of 96 RESULTS
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Diving into the ‘Metaverse’

Over the past many months, metaverse has captured the zeitgeist. It is increasingly finding mentions from top CxOs as well as on investor calls. Wherever one looks, it is tough to escape a conversation that involves the metaverse.  There is some hype, and a whole lot of speculation around what Metaverse entails. At its most …

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Diving into Microsoft’s FY22 Q2 Earnings

Microsoft reported strong FY22 results. Driven by the continued shift to a hybrid/remote-first work and consequent solid demand for distributed computing fabric, Microsoft Cloud continued to gain momentum growing 32% YoY. Beyond Cloud, I love the razor-sharp focus of Microsoft on steering “community-centric bets” that offer strong value; drives engagement as well as long-term revenue. These …

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Xiaomi’s Quest for the Premium Market

For Indian consumers, the smartphone is an extension of their lifestyle.  Indian consumers are value conscious, aspirational and demanding. They seek the best-in-class specs, and are, for the most part, brand agnostic, especially in the entry-level premium segment.  For a smartphone brand to be considered premium, it would need to deliver on the hardware as …

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Analysing Microsoft’s historic Activision Deal

Microsoft’s acquisition of Activision Blizzard, the maker of ‘Call of Duty’ and ‘Candy Crush’,  for $68.7Bn is one the biggest-ever tech and gaming industry deals ever. Microsoft becomes the world’s third-largest gaming company by revenue, behind Tencent and Sony. Driven by the pandemic-induced uptick, gaming has taken centrestage today. The deal marks a bold bet on …

Apple Privacy
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Apple doubles down on privacy at WWDC21

Privacy has been a major cornerstone for Apple’s business. For long now, Apple has championed Privacy as a “fundamental human right”. In doing so, Apple has clearly built a unique differentiator for itself, and set a clear challenge for other market players. The WWDC21 is no different. Apple doubled down on privacy with a slew …