November 13, 2025
The Google Enterprise Story Finally Feels Real
An interesting thing hit me as I listened to a variety of Google executives making a slew of new business and enterprise-focused announcements at their Chrome Summit in NYC: I started to feel like I was at a Microsoft event. As strange as that may sound, I mean it in the best possible way for both companies. I’m used to hearing Microsoft tell a comprehensive, business-focused story that highlights not only important new functionality, but the inherent security and operational integration factors that enterprise IT departments depend on to bring new products and services into their environments. In Google’s case,..
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November 5, 2025
The Hidden Story Behind Tech’s Big Tax Writeoffs
When it comes to deciphering the tax details of corporate earnings, let’s be honest, it’s not exactly a fun or easy job. There is a reason that financial executives earn the kind of money they do. But it turns out knowing a bit about how the basic elements of these taxes work can make a big difference when it comes to understanding the financial performance of a given company. This is particularly true now in the world of tech and other companies with big R&D budgets. The reason? There were a lot of little-known changes impacting corporate taxes in the One Big Beautiful Bill (OBBB) recently passed by the US Congress and some of those changes are now starting to be discussed by big tech companies. Just last week Meta disclosed a large tax writedown during their earnings call as a result of these OBBB changes and today Qualcomm is doing something similar.
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