Author
Michelle Brophy, Director of Research, Tech, Media and Telecom
Michelle Brophy serves as the Director of Research, Tech, Media and Telecom at AlphaSense. Prior to joining AlphaSense, Michelle spent 3 years as the Strategist for TMT at Guidepoint Insights. Prior to this, Michelle spent 18 years on the buy side, in both portfolio manager and senior equity analyst roles, at Hilltop Park Capital and Kingdon Capital Management. Michelle resides in New York City.
Enterprise Software: Assessing AI Adoption Trends
Generative AI is moving from isolated pilots to full-scale deployments, with adoption accelerating in areas like software development and IT service management.
Navan and the Travel Management Market | An AlphaSense Primer
Using the AlphaSense platform, we dive into Navan, its growth prospects, and the competitive dynamics of the travel management market.
NVIDIA and the Structural Investments Fueling the AI Buildout
As AI investment has shifted from experimental to structural, it has created unprecedented visibility into AI demand trends.
Netskope and the Cybersecurity Market | An AlphaSense Primer
Get your primer on Netskope’s IPO and the competitive forces shaping the cybersecurity market.
McGraw Hill and the Educational Publishing Market | An AlphaSense Primer
Get your primer on McGraw Hill’s IPO and the competitive forces shaping the educational publishing market.
StubHub and the Global Ticketing Market | An AlphaSense Primer
Harnessing insights from the AlphaSense platform, we analyze StubHub, its strategic priorities, and how it stacks up against competitors in the global ticketing market.
Klarna and the Buy Now, Pay Later Market | An AlphaSense Primer
Using the AlphaSense platform, we dive into Klarna, its growth prospects, and the competitive dynamics of the buy now pay later (BNPL) market.
Figma and the Creative Cloud Market | An AlphaSense Primer
We leverage insights from AlphaSense’s Expert Transcript Library to learn about Figma and assess the competitive dynamics of the creative cloud space.
Circle and the Stablecoin Market | An AlphaSense Primer
Get your primer on Circle’s IPO and the competitive forces shaping the stablecoin market.
Chime Financial and the Neobanking Market | An AlphaSense Primer
Get your primer on Chime’s IPO and the competitive forces shaping the neobanking market.
Trump’s Tariffs: Tech Sector Bracing for Impact
Using the AlphaSense platform, we explore the impacts of newly implemented U.S. tariffs on the tech industry, especially semiconductors and hardware.
Expert Insights: The Future of Edge AI
Using firsthand perspectives from our expert transcript library, we dive into the topic of edge computing. Here’s everything you need to know to stay ahead of this new AI iteration.
Top Technology Trends and Outlook for 2025
We dive into AlphaSense expert interviews to uncover the top 3 trends that are shaping the technology landscape in 2025.
Expert Insights: The Rise of the AI PC
We dive into unique expert perspectives found in the AlphaSense platform to investigate the rise of AI PCs and their implications for the tech industry.
The Future of Streaming Platforms: Key Trends and Outlook
We use the AlphaSense platform to uncover the key trends shaping the streaming platform landscape, as well as provide a future outlook for the industry.
Cloud Computing Market Trends to Watch in 2025
Using the AlphaSense platform, we dive into the top cloud computing market trends of 2025, on a global and regional level.
Expert Insights: Emerging Enterprise Software GenAI Trends
We use AlphaSense’s Expert Insights content set to uncover the top genAI trends in enterprise software.
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