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 …
The quarterly results of tech companies are in. While bigshots like Alphabet, Amazon, Apple and Microsoft kept the markets buoyant, Meta lost $230Bn in value in one day. Additionally, relatively smaller companies like PayPal and Spotify had to take a bath after a double-digit percentage drop in the market value. Apple’s privacy policy has had …
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 …
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 …
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 …
Indian gaming platforms like Dream11, Mobile Premier League (MPL) and Nextwave Multimedia, a subsidiary of gaming company Nazara Technologies which owns the World Cricket Championship (WCC) franchise, are actively looking to launch their own non-fungible tokens (NFTs). While NFTs are being launched in various sectors, gaming NFTs have become a rage after online game Axie …
While ‘super apps’ are where the conversation is currently centered, I believe the focus should instead be on ‘super tech ecosystems’. A case in point: Jio. The tech stack at Jio, via a series of acquisitions and investments, now includes a conversational Artificial Intelligence (AI) layer, a vernacular voice tech layer, a logistics layer, as well as …
Apple posted a double-digit revenue growth in India in the quarter ending June, and has since doubled its business in India in FY 2021 with a stellar performance. As per Apple, it generated a quarterly revenue of $83.4Bn in Q4 2021. Demand was very robust, and Apple set another quarterly record despite larger-than-expected supply constraints. …
Google has confirmed that Pixel 6 and Pixel 6 Pro aren’t coming to India anytime soon. Launched on October 19, the new Pixel smartphones are only available in nine countries and sadly India is not one of them. The Google-backed smartphone, Pixel, comes with its own SoC, Tensor. The Google Pixel 6 features 6.4-inch AMOLED …
When popular smartphone brands like Xiaomi and realme entered the laptop market in India last year, they were expected to shake the existing giants, specifically under the Rs 50,000 category. However, chip shortage and supply crunch have somewhat dented their plans to make a significant mark to date. The first one is a massive supply …