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Macro & Geopolitics

Our Macro service provides rigorous analyses of the most important macro events impacting the tech industry.

"Macro & Geopolitics" Data and Research

Latest Research

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Macro & Geopolitics

Tech Earnings Analysis, Q2 2026

Analysis of key tech companies’ quarterly financial reports, financial and operational performance benchmarks, and trends within various segments of Big Tech.

Sep 10, 2026

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Macro & Geopolitics Service

Counterpoint Macro Index

Counterpoint Macro Index: Q2 2026

Aug 27, 2026

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Top 4 Hyperscaler Q1 2026 Earnings: AI Transitions from Narrative to Financial Impact

May 5, 2026

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Counterpoint Quarterly Macro Index, Q1 2026

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Tech Earnings Analysis, Q4 2025

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Macro & Geopolitics Leaders

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Vice President of Research

Peter Richardson

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Research Director

Marc Einstein

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Principal Analyst

Yang Wang

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