Overview:
The Q4 2023 tech earnings season continued a positive trend from the previous quarter, as macroeconomic fundamentals improved further, while tech spending, especially on AI, accelerated.
The excitement around AI reached a fever pitch, as consumer-facing AI tools such as OpenAI’s ChatGPT and Microsoft’s Copilot matured significantly over the course of the quarter, with almost all tech companies expected to be working on their AI roadmaps.
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Yang Wang
Yang is a Senior Research Analyst at Counterpoint Research, based out of London. Yang has 10 years of work experience with particular interest in mobile devices, ecosystems, Emerging Markets, supply chain and macro topics that affect the global technology industry. As a tech analyst he has been quoted extensively by leading financial and media outlets. Yang started his career as a management trainee at Jardine Matheson, worked in business development at a SaaS startup, and most recently held marketing and research roles at KaiOS Technologies. Yang holds a Master of Science in Management from London Business School, and a Master of Science in Psychology from the University College of London.
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