Chaque année, depuis maintenant une vingtaine d’année, je partage une synthèse des prévisions que Forrester anticipe pour l’année qui vient. Début 2025, j’avais partagé une dizaine de prévisions ici sur ce même blog et ma collègue Sharyn Leaver – Chief Research Officer @Forrester – a analysé la pertinence de nos prévisions en revenant de manière objective sur les prévisions réussies et celles manquées.Forcément, un grand nombre de prévisions touche à l’IA, mais l’IA est aussi un catalyseur et il ne faut pas ...

Core Insights - CBM India has provided critical relief and recovery support to 2,000 families affected by floods, landslides, and cloudbursts in Chamoli (Uttarakhand) and Jalandhar (Punjab), focusing on marginalized groups including persons with disabilities, women, elderly people, and children [1][2][6] Group 1: Relief Efforts - CBM India distributed dry food and health and hygiene kits to 2,000 individuals, including essential food staples like wheat, rice, pulses, oil, and spices, along with hygiene items such as soap, toothpaste, and sanitary napkins [3] - The initiative aims to support families in restoring their homes and livelihoods, reinforcing ongoing relief efforts by the government and other agencies [2] Group 2: Future Support and Training - Assistive devices will be provided to persons with disabilities to replace those lost or damaged in the disaster, emphasizing inclusion throughout the recovery process [4] - Disaster management training will be conducted, covering topics such as post-disaster recovery, community roles as first responders, early warning systems, and psychosocial well-being, ensuring participation of persons with disabilities [4] Group 3: Educational and Livelihood Support - In Chamoli, the initiative will support education by providing school supplies and uniforms to 250 children, and essential household items to 125 families [5] - CBM India will assist 75 individuals in rebuilding or initiating income-generating activities such as beekeeping, farming, and animal husbandry, aiming to help families regain their means of earning and avoid deeper poverty [5] Group 4: Organizational Commitment - CBM India's Executive Director emphasized the importance of inclusive humanitarian action, stating that support should continue beyond the immediate aftermath of a disaster to help communities regain stability [6] - The organization has a history of responding to major disasters and has been involved in various initiatives, including a mangrove restoration project in the Sundarbans, planting over 30,000 saplings to enhance coastal community resilience [6]

New Delhi: Two young women, who share an apartment in a metro city, go about their daily lives, bickering one moment, planning something the next. The kitchen is messy, there is tea simmering on the stove and talk of sleeping late. One day, the flatmates suddenly realize they had volunteered to host a retro movie-themed party that night. Thanks to suggestions from their social media app, they quickly put things together. But one of them is in for a shock when she realizes her former boyfriend is also on the ...

Danish Khan, Business Head – Sony LIV and Studio NEXT, will be stepping down from his position by March-end. He is transitioning from Sony Pictures Networks India (SPNI) to pursue new opportunities, an official statement said. Khan has spent over 20 years with the broadcasting company across two stints. “His creative instinct and strategic clarity have helped build enduring media brands over two decades in broadcasting and content. In his current stint, he joined SPNI , ten years ago as Business Head – Sony ...

Core Insights - The Zacks Equity Research team has highlighted key stocks including Alphabet Inc., Tesla, and Sony Group Corp., along with micro-cap stocks Tredegar Corp. and CVD Equipment Corp. [1][2] Alphabet Inc. (GOOGL) - Alphabet's shares have outperformed the Zacks Internet - Services industry over the past year, gaining 63.8% compared to the industry's 59% [4] - The company is experiencing accelerated growth in AI infrastructure, Google Cloud, and Search, with Google Cloud's backlog reaching $155 billion, up 46% sequentially [4] - New Google Cloud Platform customers increased by approximately 34% year-over-year, and 70% of these customers are utilizing Alphabet's AI products [5] - Revenues from products based on Alphabet's generative AI models grew over 200% year-over-year, indicating strong adoption [5] - Search growth is supported by AI features, while YouTube benefits from increased demand for shorts, although competition in cloud computing remains a concern [6] Tesla, Inc. (TSLA) - Tesla's shares have increased by 11.3% over the past year, underperforming the Zacks Automotive - Domestic industry, which gained 13.9% [7] - The company achieved a new delivery record in Q3, largely due to buyers taking advantage of the expiring $7,500 EV tax credit, but Q4 deliveries are expected to decline due to the withdrawal of incentives and increased competition from Chinese EV manufacturers [7] - Automotive margins are under pressure, but the Energy Generation & Storage unit is performing well, and the Supercharger network is expanding [8] - Tesla's robotaxi service is operational in Austin and San Francisco, with driverless tests recently initiated, although significant results from AI and autonomous projects may take years [9] Sony Group Corp. (SONY) - Sony's shares have outperformed the Zacks Audio Video Production industry, rising 26.5% compared to 24.4% for the industry [10] - The company's performance is driven by strong results in Game & Network Services, Music, and Imaging & Sensing Solutions, despite challenges in Pictures and Entertainment, and Technology & Services [10] - Increased engagement in PlayStation and higher streaming in Recorded Music are contributing to growth, while Imaging & Sensing Solutions benefits from higher image sensor sales [11] - The acquisition of STATSports is expected to enhance sports analytics capabilities, although there are concerns about business volatility and a slowdown in the imaging market [12] Tredegar Corp. (TG) - Tredegar's shares have underperformed the Zacks Chemical - Plastic industry, declining 1.6% compared to the industry's 23.8% gain [13] - The company reported a strong Q3 2025 rebound, with Aluminum Extrusions EBITDA surging 172% year-over-year, driven by higher volumes and improved pricing [14] - Net income improved to $7.1 million from a loss of $3.4 million in Q3 2024, supported by stronger operating cash flow [14] - Despite facing challenges such as elevated corporate costs and high customer concentration, Tredegar maintained its market position through pricing flexibility and achieved 34% year-over-year volume growth in specialty products [15] CVD Equipment Corp. (CVV) - CVD Equipment's shares have gained 9.3% over the past six months, slightly underperforming the Zacks Manufacturing - General Industrial industry's gain of 10.5% [16] - The company is positioned for long-term growth in advanced materials for aerospace and EV batteries, supported by differentiated CVD/CVI platforms [16] - Key growth drivers include the adoption of ceramic matrix composites in aerospace and alignment with the shift to 200mm SiC wafers in power electronics [17] - Recent margin improvements and a restructuring plan targeting $2 million in annual cost savings are expected to enhance operating leverage, although risks include order volatility and customer concentration [18]

Core Viewpoint - The Zacks Audio Video Production industry, including companies like Sony Group Corp., Dolby Laboratories, and Sharp Corp., is poised to benefit from advancements in technology and a shift towards direct-to-consumer sales, despite facing macroeconomic challenges and competitive pressures [1][10][12]. Industry Overview - The Zacks Audio Video Production industry encompasses manufacturers of televisions, speakers, video players, camcorders, gaming consoles, drones, and high-end cameras, providing advanced audio, imaging, and voice technologies to enhance entertainment and communication experiences [2][3]. Trends Influencing the Industry - Technological advancements, such as 4K, 8K, and immersive audio formats, are driving demand for high-resolution audio and visual experiences, particularly fueled by the rise of streaming platforms [4]. - The gaming sector is a significant growth catalyst, with gamers seeking enhanced visuals and sound design, while the creator economy is increasing demand for advanced cameras and editing tools [5]. - There is a growing demand for premium entertainment, with a shift towards direct-to-consumer and subscription models benefiting industry participants [6]. Macroeconomic Challenges - Global macroeconomic uncertainty, trade tensions, and inflationary pressures are likely to restrain consumer spending, particularly on discretionary items [7][8]. - The industry faces challenges from intense competition, especially from low-priced imports, leading to price wars and margin contraction [9]. Industry Performance - The Zacks Audio Video Production industry has outperformed the broader Zacks Consumer Discretionary sector and the S&P 500, with a growth of 25.1% over the past year compared to the S&P 500's 18.2% [12]. - The industry has a forward 12-month P/E ratio of 20.86X, which is lower than the S&P 500's 23.3X but higher than the sector's 18.62X [13]. Company Highlights - **Sony Group Corporation**: Focused on an entertainment-centric business model, with growth driven by its gaming segment, particularly the PlayStation 5, which saw a 3% year-over-year increase in monthly active users [16][17]. The Zacks Consensus Estimate for fiscal 2025 is $1.20, with shares gaining 26.5% in the past year [18]. - **Sharp Corp.**: Under its Medium-Term Management Plan, Sharp has improved profitability, with its Smart business segment reporting nearly double-digit growth year-on-year [19]. The company is also entering the EV market with its Unveiled LDK+ model [20]. The Zacks Consensus Estimate for fiscal 2025 is 7 cents, with shares declining 23.1% in the past year [21]. - **Dolby Laboratories**: Continues to see strong engagement for its Dolby Atmos and Dolby Vision technologies, with significant partnerships in the automotive market [22][23]. However, it anticipates a decline in revenues for fiscal 2026 due to macroeconomic challenges, with a revenue estimate of $1.39-$1.44 billion [24]. The Zacks Consensus Estimate for fiscal 2026 is $4.20, with shares down 13.5% in the past year [24].

Core Viewpoint - The 2026 CES will prominently feature RGB mini-LED technology, with LG and Samsung leading the charge in launching new Micro RGB TV models, including mainstream sizes like 55 and 65 inches [1][3]. Company Developments - Samsung has expanded its Micro RGB TV range to include five additional screen sizes, making it more accessible to mainstream consumers [1][3]. - The first Micro RGB TV, a 115-inch model, was launched by Samsung in September 2025, priced at $29,999, indicating a premium positioning initially [3][7]. - Samsung representatives expressed confidence that the new mainstream Micro RGB models will be priced similarly to current premium LCD TVs, although specific pricing has not yet been announced [5]. Technology Advancements - Samsung's Micro RGB technology utilizes smaller LEDs (under 100 micrometers), which increases backlight unit density for improved color accuracy and vibrancy compared to competitors [8]. - The Micro RGB light source is paired with enhanced RGB color dimming, claiming to achieve 100% coverage of the BT.2020 color gamut, validated by the VDE Testing and Certification Institute [9]. - The new Micro RGB AI Engine Pro processor enhances frame-by-frame clarity and realism through advanced AI tools [10]. Visual and Audio Features - Samsung's proprietary Glare Free screen technology aims to reduce onscreen reflections, enhancing the viewing experience by preserving color and contrast [11]. - Audio features include Dolby Atmos playback, an Adaptive Sound Pro system, support for the Eclipsa audio spatial sound system, and the Q Symphony feature for synchronized sound with Samsung soundbars [12]. Upcoming Events - Samsung's new Micro RGB TVs will be showcased at CES from January 6-9, with further updates expected as more details are released [13].

Sony Pictures Networks India (SPNI) is bringing the long-running global game show Wheel of Fortune to India, to be hosted by Akshay Kumar. JioStar has licensed The Fifty, a large-scale reality competition format from Banijay.The push comes as broadcasters and streamers tighten spending while trying to balance scale and monetisation, even as flagship Indian reality franchises become significantly more expensive to produce. This has raised the risks associated with launching untested formats.Both Sony and Ji ...

Vivo has steadily strengthened its foothold in the premium camera smartphone space, and the X300 Pro continues that momentum. Building on the success of the X200 Pro, this latest flagship promises more than just impressive specs on paper—it aims to deliver a well-rounded experience with a vibrant display, versatile cameras, and flagship-grade performance. After spending some time with the device, it’s clear that Vivo has crafted a phone that caters not only to photography enthusiasts but also to users who d ...

Core Insights - The Zacks Audio Video Production industry is poised to benefit from investments in advanced technology solutions that enhance communication experiences, with a focus on streaming, creator content, gaming, and AI-powered tools [1] - Despite the growth potential, macroeconomic challenges such as global uncertainty, trade tensions, and inflationary pressures may hinder consumer spending [1][5] Industry Overview - The Zacks Audio Video Production industry includes manufacturers of televisions, speakers, video players, camcorders, gaming consoles, drones, and high-end cameras, providing state-of-the-art audio and imaging technologies [2] - Companies in this sector collaborate with film studios, content creators, broadcasters, and video game designers, enhancing entertainment and communication experiences [2] Trends Influencing Growth - Technological advancements like 4K, 8K, and immersive audio formats are driving demand for high-resolution experiences, fueled by the rise of streaming platforms and gaming [3] - The creator economy is increasing the demand for enhanced cameras and editing tools, benefiting companies like GoPro [3] - Automotive audio presents a lucrative opportunity as vehicles become more software-driven and experience-focused [3] Demand Dynamics - The industry has shown resilience despite changes in media consumption, with strong demand for premium entertainment from record labels, TV producers, and advertisers likely to drive profitable growth [4] - A direct-to-consumer, subscription-centric model is gaining traction, positively impacting industry participants [4] Macroeconomic Challenges - Global macroeconomic uncertainty, trade tensions, and inflationary pressures are expected to restrain consumer spending, particularly on discretionary purchases [5] - Supply chain disruptions and hardware component shortages may negatively impact revenues in the near term [5] Competitive Landscape - U.S.-based manufacturers face intense competition from low-priced imports, particularly from China, Vietnam, and Mexico, leading to price wars and margin contraction [6] Industry Performance - The Zacks Audio Video Production industry has outperformed the broader Zacks Consumer Discretionary sector and the S&P 500, with a growth of 25.1% over the past year compared to the S&P 500's 18.2% [9] Valuation Metrics - The industry has a forward 12-month P/E of 20.86X, which is lower than the S&P 500's 23.3X but higher than the sector's 18.62X [12] Company Highlights - **Sony Group Corporation**: Focused on expanding its content offerings across games, music, film, and TV, with a strong performance in its gaming segment driven by PlayStation 5 [15][16][17] - **Sharp Corporation**: Engaged in manufacturing electronic equipment, with a strategic shift towards the EV market and improved fiscal outlook due to better-than-expected performance [21][22] - **Dolby Laboratories**: Continues to see strong engagement for its technologies, with significant growth in the automotive market despite macroeconomic challenges [26][28][29]