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Latest Blog Posts

Reflections on Computex 2024

There were few surprises at Computex 2024. The agenda was set well ahead of the show, following Microsoft’s launch of Copilot+ just two weeks earlier (see here). Nonetheless, this was…

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eSIM Poised for Strong Growth

Over the past two years, one of the most popular areas of our research has been eSIM. A leading reason is that our clients are looking to understand the impact…

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Expectations High for AI Update at Apple’s WWDC

Next Monday Apple will host its annual Worldwide Developers Conference (WWDC), which I’ll be attending with my colleague Leo Gebbie. Everything points to the main story being the addition of…

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